India · Delayed Price · Currency is INR Amagi Media Labs Earnings Call Transcripts
Fiscal Year 2026
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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.
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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.
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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.