PFOCUSBSEPrime Focus LtdMediumNeutral
Announced Fri, 29 May · 09:09 IST

Investor Presentation Q4 and FY 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-4.2%1-day move
₹240.20
prior close
₹235.00
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AI summary

Prime Focus reported strong FY2026 results with revenue of INR 4,676 crore, up 30% YoY. EBITDA margin expanded significantly to 30% from 22% in FY25. Q4 FY26 showed even stronger momentum with 41% YoY revenue growth and 35% EBITDA margin. The company returned to profitability with net profit of INR 301 crore versus a loss of INR 458 crore in FY25. The order book and visible pipeline stands at approximately $1 billion for FY27 and beyond. Brahma AI platform is gaining traction with new multi-year deals, a strategic partnership with Google Cloud, and expansion into new verticals including Healthcare and Sports. Key upcoming film releases include Ramayana (Diwali 2026), The Angry Birds Movie 3, and Cocomelon The Movie.

Likely market impact

Strong margin expansion and visible $1bn pipeline signal sustained growth momentum. The company has a clear debt reduction roadmap targeting $150-200m reduction in next 12 months, which should improve balance sheet strength. High recurring revenue (~90%) from global studios provides earnings visibility.