PVR INOX Limited has informed the Exchange regarding 'Revised Investor Presentation Q4 FY 24-25'.
PVRINOX · price
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Awaiting price reaction for this filing.
PVR INOX filed a revised Q4/FY25 investor presentation on May 17, 2025; the only change from the May 12 version was swapping a movie poster on the content lineup slide (Aashiqui 3 replaced by Kartik Aaryan and Sree Leela's Next). The underlying results are weak: FY25 revenue fell 5.3% YoY to ₹58,746 Mn and the company swung to a loss of ₹1,519 Mn from a ₹1,143 Mn profit last year. EBITDA margin (ex-Ind AS 116) shrank sharply to 8.0% from 13.0%, with footfalls down 9.5% to 136.9 Mn and occupancy at 23.0%. Management is guiding to a 100-110 new screen expansion in FY26, mostly under capital-light models, and continues to highlight strong cost control with net debt reduced by ₹4,782 Mn post-merger to ₹9,522 Mn.
Weak headline results and margin compression are concerning, but management's focus on debt reduction, capital-light expansion, and a stronger FY26 content slate (Hindi/English comeback) offers some comfort. Investors should watch upcoming releases to confirm whether the margin recovery narrative plays out.