AMAGINSEAmagi Media Labs LimitedMediumNeutral
Announced Wed, 27 May · 13:08 IST

Amagi Media Labs Limited has informed the Exchange about Transcript of Q4 & FY26 Earnings Conference Call.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

AMAGI · price

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AI summary

Amagi Media Labs reported FY26 revenue of INR 1,506 crores, up 30% year-over-year, with Q4 revenue at INR 397 crores (up 29%). The company returned to PAT profitability at INR 72 crores, a swing of ~INR 140 crores from FY25's loss of INR 69 crores, driven by operating leverage as total cost as a percentage of revenue declined from 118% in FY24 to 90% in FY26. Adjusted EBITDA reached INR 156 crores vs INR 23 crores prior year, with Q4 margin doubling to 10%. All three business segments grew above 25%: Streaming unification (INR 838 cr, +26%), Monetization & marketplace (INR 381 cr, +36%), and Cloud modernization (INR 286 cr, +32%). Net revenue retention remained best-in-class at 126%, and $1 million+ customers grew from 28 to 35. The company also launched NEWSPULSE, its first agentic AI product, with its first paid customer. Cash position stands at INR 1,664 crores.

Likely market impact

Strong FY26 results show Amagi delivering simultaneous growth, profitability, and cash generation — a structurally sound operating model with clear operating leverage and margin expansion potential into FY27.