BTMLNSEBodhi Tree Multimedia LimitedMediumNeutral
Announced Thu, 12 Feb · 18:30 IST

Bodhi Tree Multimedia Limited has informed the Exchange about General Updates

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bodhi Tree Multimedia filed its Q3FY26 investor presentation highlighting strong growth in revenue and profitability on a 9-month basis. 9MFY26 total income rose 63.2% YoY to ₹82.38 Cr, EBITDA grew 90.2% to ₹11.13 Cr, and PAT jumped 92.6% to ₹5.87 Cr. Q3FY26 income surged 124.3% YoY to ₹39.57 Cr, though EBITDA margin compressed sharply to 11.79% (vs 18.47% in Q3FY25), attributed to upfront content investments and expansion costs tied to the company's pivot toward IP ownership. Key strategic actions include acquiring a 51% stake in Moving Images, launching Bodhi AI, and taking a strategic stake in Lahren Networks. Management outlined a 3-year target of ₹250 Cr revenue, ₹25 Cr PAT, and 50%+ IP mix, alongside a long-term aspiration of 10% market share.

Likely market impact

Strong top-line momentum signals healthy demand for the company's content across broadcasters and OTT platforms, but the steep Q3 margin contraction may concern short-term investors. The transition toward owned IP and creator-led studios positions the company for higher-margin, recurring revenue over time, supporting a longer-term re-rating thesis if execution holds.