Basilic Fly Studio Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 25 Aug 2026 | Entertainment | Market Cap: ₹506 Cr

Company targets a top-line CAGR in the range of 25% to 30% going forward. Revenue CAGR expected in the range of 25% to 30% over the coming years, supported by industry revival and strong new business wins.

From Basilic Fly Studio Ltd's Q3 FY26 earnings-call transcript · updated 25 Aug 2026.

Price

₹193

Market Cap

₹506 Cr

P/E Ratio

9.9

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Basilic Fly Studio Ltd — Quarterly revenue & net profit

Revenue Net Profit

Sep 2024

Dec 2024

Jun 2025

Sep 2025

Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹105 Cr, net profit ₹9 Cr.

Full financials →

📊 Revenue & Sales Performance

→Company targets a top-line CAGR in the range of 25% to 30% going forward.
→Revenue growth driven by industry revival, higher project wins, and expanded offshoring operations.
→New business development team and strategic investments expected to accelerate growth trajectory.
→Winning pipeline includes over Rs.300 crores in new project awards for FY26 (April-December).
→Offshoring expansion planned with increased headcount and hybrid AI-VFX solutions contributing to volume growth.
→Cross-selling from recent acquisitions expected to contribute 8% to 10% to revenues, with offshoring benefits enhancing this.
→Expansion into North American markets focused on experiential and commercial segments as part of inorganic growth.
→Robust Q4 and FY27 outlook with ongoing margin improvement initiatives complementing revenue growth.

📈 Profitability & Margins

→Revenue CAGR expected in the range of 25% to 30% over the coming years, supported by industry revival and strong new business wins.
→Targeted margin improvement of approximately 1.5% to 2% year-over-year through cost optimization, offshoring, and operational efficiencies.
→Offshoring initiatives and infrastructure cost optimization expected to contribute Rs.5 to Rs.15 crores in annual savings, enhancing profitability.
→Strategic investments in leadership and business development aimed at scaling operations and improving revenue mix.
→FY27 outlook includes continued revenue growth with gradual margin expansion, driven by larger scale, higher utilization, and increased offshore leverage.
→New AI and hybrid VFX projects under development expected to improve revenue streams.
→Overall, optimistic about sustained top-line growth and structural margin improvement impacting EBITDA, PAT, and EPS positively through FY27.

🏗️ Capital Expenditure Plans

- Utilized close to 48% of total fundraise; larger part remains unutilized for inorganic growth opportunities. - Currently progressing at advanced stage of LOI discussion for new acquisition targeting North American market. - Focus of acquisition on experience side market and commercial experience in North America. - No specific current/future capex numbers disclosed but emphasis on strategic inorganic growth investment. - Ongoing technology-led initiatives to optimize infrastructure costs, including migration to a hybrid cloud/on-prem infrastructure model expected to reduce costs significantly by July 2026. - Strategic investments in leadership and global expansion to strengthen business development capabilities. - Recruitment initiatives underway to increase offshore headcount in India as part of growth and margin improvement strategy. Overall, strategic capital allocation focuses on inorganic acquisition, technology infrastructure optimization, and expanding global delivery capabilities.

💰 Fundraising & Capital Structure

- The company raised a total fundraise of Rs.85 crores in September 2025. - Out of this, approximately 48% has been utilized, with the remaining funds earmarked mainly for inorganic growth opportunities, including an acquisition at an advanced LOI stage. - There is no explicit mention of any current or future plans for new fundraising through debt or equity beyond this. - Management focuses on operational efficiencies and margin improvements to drive growth rather than immediate new fundraises. - Any further fundraising plans, if any, would likely be shared in future investor communications or budgeting exercises. In summary, as of the latest update, there are no disclosed plans for additional fundraising through debt or equity beyond the Rs.85 crores raised in September 2025.

📋 Order Book & Pipeline

→Current outstanding order book is approximately Rs. 200 crores yet to be delivered (spread across January 2026 to December 2026).
→New wins from April to December 2025 total around Rs. 300 crores, with many projects already delivered.
→Total order book includes old orders plus new wins; deliveries and new wins are ongoing.
→The company has robust winning momentum with over Rs. 300 crores in new wins in the current financial year.
→Winning trajectory is improving, supporting a positive delivery outlook for upcoming quarters.
→Management expects quarter-on-quarter stability or improvement in run rate, influenced by production schedules and project timelines.

Key Metrics

What Basilic Fly Stud's management said in earlier quarters

Frequently Asked Questions

What were Basilic Fly Studio Ltd Q3 FY26 results?

What is Basilic Fly Studio Ltd share price analysis?

Basilic Fly Studio Ltd currently shows a neutral. The stock trades at a P/E of 9.9 with a market cap of ₹506 Cr. Investors should review the full earnings analysis for detailed insights.

Is Basilic Fly Studio Ltd planning capital expenditure?

Utilized close to 48% of total fundraise; larger part remains unutilized for inorganic growth opportunities.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.