India · Delayed Price · Currency is INR Amagi Media Labs Earnings Call Transcripts
Fiscal Year 2027
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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
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AI is fundamentally transforming the media industry by automating production, preparation, and distribution, reducing costs, and enabling new forms of content and business models. Agentic workflows and intercompany agent transactions are driving efficiency, while cloud migration and outcome-based pricing are reshaping operations and commercial relationships.
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Revenue grew 30% year-over-year to INR 1,506 crore, with all segments expanding over 25% and PAT turning positive at INR 72 crore. Net revenue retention remained above 120%, AI commercialization began with NEWSPULSE, and the company maintained strong cash reserves while executing major global events.
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Revenue grew 30% YoY for the first nine months and 22% in Q3, with strong margin expansion and robust operating leverage. Cloud modernization and streaming segments drove growth, while AI investments and long-term contracts position the business for sustained performance.