Announced Thu, 6 Aug · 21:46 IST
Nazara Q1 FY27 transcript: Bluetile buyout accelerated, new CEO named
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
NAZARA · price
▲ 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
+0.9%1-day move
₹352.65
prior close
₹352.85
base price
After-mkt
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AI summary
Q1 FY27 revenue at INR 429 cr, EBITDA INR 46 cr, gaming revenue up 14% YoY at 19.5% margin. PAT loss of INR 82 cr from Moonshine-related impairments. Bluetile-BestPlay buyout accelerated to 100% for a fixed $303 mn all-cash, payable by April 2027. Raymond Stauffer named CEO from Sept 2026. Kiddopia up 19%, Fusebox up 12%, Animal Jam up 11%. Margins softer on higher UA spend; management sees normalization ahead. NODWIN targeting 30% growth, progressing to IPO. Board meeting set for preferential raise.
Likely market impact
Major M&A, leadership change and capital raise lift long-term scale, but margins and dilution are near-term overhangs.