NAZARABSENazara Technologies LtdMediumNeutral
Announced Tue, 12 May · 19:45 IST

Nazara Technologies Limited informs the Exchange regarding Investor Presentation.

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

NAZARA · price

Loading chart…

▲ 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
+1.2%1-day move
₹262.95
prior close
₹268.70
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.2-2.6-2.0-2.5+1.2+15.2+13.4+11.8+10.4+7.8+2.1+10.8+16.8
Up moveDown movePending
AI summary

Nazara Technologies reported its highest-ever EBITDA of INR 255 crores in FY26, growing 66% year-on-year, with Q4FY26 margins reaching 19.5%. Revenue grew 13% to INR 1,829 crores. Gaming now contributes 90% of EBITDA (up from 56%), reflecting strategic focus on core gaming operations. Key games showed strong performance: Kiddopia returned to growth with improved unit economics, Animal Jam expanded EBITDA margins to 25.4%, and Human Fall Flat crossed 58 million lifetime units. The company also announced its largest acquisition to date—Bluetile and BestPlay—adding 17 casual puzzle IPs and 22 million monthly active users, pending regulatory approval for FY27 consolidation.

Likely market impact

Strong margin expansion and cash generation (OCF up 81% YoY) signal improving profitability trajectory. The pending Bluetile/BestPlay acquisition positions Nazara for significant FY27 scale expansion with AI-native development capabilities and cross-promotion network benefits.