Basilic Fly Studio Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 14 Jun 2026 | Entertainment | Market Cap: ₹506 Cr

FY'27 sales pipeline appears promising with an order book of INR 232 crores and a bid pipeline of INR 456 crores, with confidence to win 40%-50% of bids. - Expect organic growth of approximately 30% in revenue over the current year. - Potential to deliver a top line of INR 500 to 550 crores in FY'27, combining order book, bid wins, and steady-flow business. - Incremental revenue of INR 100-150 crores expected from senior hires and new projects. - With current capacity (75%-80% utilization) and investments in AI and technology, further scalable volume growth is anticipated without proportional cost increase. - The USD pipeline and AI integration improve efficiency and enable taking on bigger, high-value projects to drive growth. - M&A acquisitions under consideration could add incremental revenues in the Rs. FY'27 revenue expected to grow significantly with a strong order book of INR 232 crores and a bid pipeline of INR 456 crores.

From Basilic Fly Studio Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

190

Market Cap

₹506 Cr

P/E Ratio

9.9

Revenue Rank

Rank 2

Margin Rank

Rank 3

How does Basilic Fly Studio Ltd rank in Entertainment?

Compare Basilic Fly Studio Ltd against every Entertainment company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 2Margin: Rank 3
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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

Rank 2
  • FY'27 sales pipeline appears promising with an order book of INR 232 crores and a bid pipeline of INR 456 crores, with confidence to win 40%-50% of bids.
  • Expect organic growth of approximately 30% in revenue over the current year.
  • Potential to deliver a top line of INR 500 to 550 crores in FY'27, combining order book, bid wins, and steady-flow business.
  • Incremental revenue of INR 100-150 crores expected from senior hires and new projects.
  • With current capacity (75%-80% utilization) and investments in AI and technology, further scalable volume growth is anticipated without proportional cost increase.
  • The USD pipeline and AI integration improve efficiency and enable taking on bigger, high-value projects to drive growth.
  • M&A acquisitions under consideration could add incremental revenues in the Rs. 200-300 crore range over FY'27 and FY'28.

📈 Profitability & Margins

Rank 3
  • FY'27 revenue expected to grow significantly with a strong order book of INR 232 crores and a bid pipeline of INR 456 crores.
  • Organic revenue growth projected at around 30% over the current year.
  • Incremental revenues of INR 100-150 crores could potentially deliver an incremental PBT of about INR 70 crores due to existing senior hires and stable cost structure.
  • Operating leverage expected to improve as incremental revenues should flow significantly to the bottom line.
  • EBITDA margins may improve with cost initiatives, but PAT growth may be offset temporarily by ongoing investments and depreciation from capitalized technology development.
  • Investments in AI, USD pipeline, and technology infrastructure are designed to expand margins and scalability over the medium term.
  • Dividend payouts remain under management consideration, with priority currently on reinvestment and expansion.
  • Overall, sustainable growth and improved profitability are expected going forward due to strengthened offshore operations and enhanced technology capabilities.

🏗️ Capital Expenditure Plans

Yes
  • Significant investments of INR 73 crores were made in FY'26, primarily in technology including AI tools, USD pipeline, and infrastructure such as NetApp enterprise storage.
  • Capitalization includes a mix of internal and external costs related to building AI and software capabilities.
  • Future investments planned for FY'27 are around INR 15-20 crores, focused on completing technology, R&D, and operational capabilities.
  • Ongoing R&D spend is capitalized based on project complexity and is expected to increase depending on projects landed.
  • Investments aim to enhance scalability, operational efficiency, and the ability to handle bigger projects globally.
  • The USD pipeline investment enables seamless global integration and access to Tier 1 mandates.
  • Investments in AI-enabled workflows aim to reduce timelines, costs, and improve productivity, supporting sustainable margin expansion.
  • Capital expenditure supports the Bangalore expansion and offshoring strategy.

💰 Fundraising & Capital Structure

Yes
  • There is no explicit mention of any current or planned new fundraising through debt or equity in the provided transcript excerpts.
  • The company has recently completed a QIP (Qualified Institutional Placement), which enabled capital infusion to support organic and inorganic growth, technology investment, and aggressive hiring.
  • The management has focused on internal funding for expansion and technology investments.
  • While exploring M&A opportunities, they are not currently pursuing any specific new equity or debt issuance.
  • The company aims to optimize costs, improve margin resilience, and grow sustainably without immediate reliance on additional fundraising.
  • No signals or updates indicate upcoming debt or equity fundraising in FY '27 or near term.

📋 Order Book & Pipeline

Yes
  • Current order book stands at INR 232 crores for FY '27.
  • Bid pipeline is approximately INR 456 crores (around 35 million GBP).
  • Historically, winning ratio on bids ranges from 60% to 70%.
  • Recent wins include projects up to 3 to 3.5 million GBP, with some bids as high as 5-7 million GBP.
  • Around 90% of current orders expected to be executed by end of Q4 FY '27, with some spillover into Q1 next year.
  • Aggressive bidding continues with confidence to secure 40%-50% of the active pipeline in the near term.
  • Overall, the company sees strong momentum and expects to add around 30% more revenues organically than the current year.

Key Metrics

Revenue

Rank 2

Margin

Rank 3

Capex

Yes

Fundraise

Yes

Order Book

Yes

Frequently Asked Questions

What were Basilic Fly Studio Ltd Q4 FY26 results?

FY'27 sales pipeline appears promising with an order book of INR 232 crores and a bid pipeline of INR 456 crores, with confidence to win 40%-50% of bids. - Expect organic growth of approximately 30% in revenue over the current year. - Potential to deliver a top line of INR 500 to 550 crores in FY'27, combining order book, bid wins, and steady-flow business. - Incremental revenue of INR 100-150 crores expected from senior hires and new projects. - With current capacity (75%-80% utilization) and investments in AI and technology, further scalable volume growth is anticipated without proportional cost increase. - The USD pipeline and AI integration improve efficiency and enable taking on bigger, high-value projects to drive growth. - M&A acquisitions under consideration could add incremental revenues in the Rs. FY'27 revenue expected to grow significantly with a strong order book of INR 232 crores and a bid pipeline of INR 456 crores.

What is Basilic Fly Studio Ltd share price analysis?

Basilic Fly Studio Ltd currently shows a moderate growth signal based on ranking data. 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?

Significant investments of INR 73 crores were made in FY'26, primarily in technology including AI tools, USD pipeline, and infrastructure such as NetApp enterprise storage.

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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.

What Basilic Fly Studio Ltd's management said in earlier quarters

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