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Earnings Call

UFO Moviez India Earnings Call: Key Takeaways

UFO Moviez reported strong Q4 recovery driven by 'Durandhar' success, but faces rising employee costs and deteriorating receivables cycles.

Highlights
Revenue growthFY26 revenue up 15% YoY; Q4 up 43% YoY.
MarginsEBITDA margins improving YoY but under pressure from revenue sharing shifts.
Demand visibilityHigh visibility with robust FY27 movie release slate across languages.
Management confidenceBalanced; optimistic on content pipeline but defensive on rising costs.

Growth

FY26 revenue grew 15% YoY; Q4 revenue surged 43% YoY with PAT flipping from loss to ₹45 million profit.

Outlook

Strong Q1FY27 pipeline includes 'Paddy' and 'Welcome to the Jungle' to sustain theatrical momentum.

Risks

Rising employee costs (9% variable pay hit), high receivables (147 days), and increasing revenue sharing with multiplexes.

Source

Earnings Call filed with NSE, NSE: UFO. Summary written with AI assistance from the document.

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UFO Moviez India Ltd: key numbers

Share price
₹59.73
Market cap
₹231.9 Cr
Revenue (annual)
₹482.0 Cr
Net profit (annual)
₹24.91 Cr
P/E (TTM)
9.7×Sector 27.7×
Promoter holding
16.46%-5.87% QoQ
FII holding
0.93%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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