PFOCUSNSEPrime Focus Limited· Media & EntertainmentMediumNeutral
Announced Fri, 29 May · 09:06 IST

Investor Presentation Q4 & FY 2026

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

PFOCUS · 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
-4.2%1-day move
₹240.20
prior close
₹235.00
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AI summary

Prime Focus reported FY2026 revenue of INR 4,676 crore, up 30% YoY, with EBITDA of INR 1,423 crore (81% growth) and EBITDA margin expanding from 22% to 30%. The company returned to profitability with net profit of INR 301 crore versus a loss of INR 458 crore in FY25. Q4 FY26 showed particularly strong momentum with 41% YoY revenue growth to INR 1,384 crore and EBITDA margin of 35%. The order book and visible pipeline stands at approximately $1 billion for FY27 and beyond. The company has a clear debt reduction plan targeting $150-200 million reduction over the next 12 months through content monetization, working capital improvement, and potential capital markets fundraising. Key upcoming releases include Ramayana (Diwali 2026), Angry Birds Movie 3 (Christmas 2026), and other major studio partnerships.

Likely market impact

The strong margin expansion and clear debt reduction roadmap are positive signals for shareholders. The disclosed $1bn order book provides good revenue visibility for FY27. The stock appears to be in a turnaround phase with improving profitability and cash generation.