AMAGINSEAmagi Media Labs LimitedMediumNeutral
Announced Wed, 20 May · 13:41 IST

Amagi Media Labs Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

AMAGI · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.7%1-day move
₹406.00
prior close
₹414.25
base price
In-mkt
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AI summary

Amagi Media Labs reported strong FY26 results with revenue of ₹1,506 Cr (up 30% Y/Y) and achieved its first PAT-positive year at ₹72 Cr versus a loss of ₹69 Cr in FY25. Adjusted EBITDA more than quintupled to ₹156 Cr with margins expanding 8 percentage points to 10.3%. The company has ₹1,664 Cr in cash and investments, up 83% Y/Y, including IPO proceeds. Revenue quality metrics remain robust with Net Revenue Retention at 126% for the third consecutive year above 120%, and the number of $1M+ customers increased 25% to 35. Operating leverage is improving as costs as a percentage of revenue declined across all categories. The company highlighted three focus areas for FY27: durable revenue growth, operating leverage, and cash conversion.

Likely market impact

Strong turnaround story with improving profitability and cash generation; margin expansion and PAT positivity are positive signals for shareholders, though the stock is trading at a premium valuation reflecting high growth expectations.