Amagi Media Labs Limited (NSE:AMAGI)
India flag India · Delayed Price · Currency is INR
567.00
-12.15 (-2.10%)
Aug 19, 2026, 3:29 PM IST

Amagi Media Labs Earnings Call Transcripts

Fiscal Year 2027

  • Q1 26/27

    Revenue grew 32% year-over-year to INR 437 crore, with record-high adjusted EBITDA and PAT margins. Strong customer momentum, expanding AI initiatives, and robust ad impression growth drove broad-based performance. Cash position remains strong, with disciplined capital allocation and ongoing investments in AI and platform expansion.

Fiscal Year 2026

  • Investor update

    AI is transforming media by automating production, preparation, and distribution, reducing costs, and enabling new storytelling formats. Agentic workflows and intercompany agent transactions drive productivity, while specialized models promise immersive experiences, business expansion, new pricing models, and industry transformation.

  • Q4 25/26

    Revenue grew 30% year-over-year to INR 1,506 crore, with all business segments expanding over 25%. Profitability improved sharply, with PAT turning positive and margins expanding due to operating leverage. AI commercialization began with NEWSPULSE, and strong cash reserves support future growth.

  • Q3 25/26

    Revenue grew 22% YoY in Q3 and 30% for the nine months, with strong operating leverage and margin expansion. Customer additions and AI investments drive future growth, while IPO proceeds strengthen the balance sheet. Adjusted EBITDA margin normalized to ~10% after one-offs.