Amagi Media Labs Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹12,044 Cr
- P/E
- 118.49
- ROE
- 10.33%
- PEG
- 3.91
- Price to sales
- 7.47
- Debt to equity
- 0.02
- 52W high / low
- ₹727 / ₹310
- Sales growth (5Y)
- 47.01%
- EBITDA margin
- 5.05%
- Net profit margin
- 4.77%
- Promoter holding
- 14.66%
- Sales (last year)
- ₹1,612 Cr
Founded in 2008, Amagi Media Labs Ltd. is engaged in cloud-based broadcast and connected TV technology. [1]
Guidance scorecard · Q1 FY27 call
What Amagi Media Labs Ltd's management guided
and where it ranks in IT - Services
IT - Services
RevenueQ1 FY27 call
20–40%- Company aspires to maintain strong growth rates, with broad-based and volume-driven revenue expansion.
- Q2 may show some slowdown due to a high prior-year base effect.
- Growth is driven significantly by existing customers expanding usage, indicated by strong Net Revenue Retention (NRR) and channel deliveries growing year-over-year.
- AI is expected to be a major growth driver over the medium to long term, with multiple early-stage AI product pilots underway and a roadmap of new products across genres planned.
- Overall market opportunity, including AI expansion, estimated to nearly double total TAM from $17 billion.
2 more points from Amagi Media Labs Ltd's call on revenue
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MarginsQ1 FY27 call
FlatSee what Amagi Media Labs Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- Amagi's primary focus remains on organic growth, with most investments being organic rather than inorganic.
- The company is actively evaluating inorganic opportunities for capability-led expansion that align with their Media Industry Cloud vision.
- Since January, they have evaluated 33 opportunities, passed on 23, and currently have 10 under active evaluation.
- No binding commitments or imminent deals at this time; disclosures will be made through proper channels when needed.
- There are ongoing investments in product development, especially in AI and expanding the product suite across multiple content genres.
- Investments also include enhancing their video fabric infrastructure, which supports real-time mission-critical media workflows.
2 more points from Amagi Media Labs Ltd's call on capex
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FundraisingQ1 FY27 call
See what Amagi Media Labs Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
Ask what Amagi Media Labs Ltd said on the order book →
Full Q1 FY27 analysisRanges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
IT - Services companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Flat | ₹28,129 Cr | 107.9 | |
| 2 | 40%+ | Flat | ₹1,612 Cr | 37.6 | |
| 3 | 40%+ | Flat | ₹1,534 Cr | 131.2 | |
| 4 | 40%+ | Flat | ₹571 Cr | 24.8 | |
| 5 | 40%+ | Flat | ₹378 Cr | 26.9 | |
| 6 | 40%+ | Flat | ₹84 Cr | 8.3 |
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Pro shows every company guiding 40%+ revenue growth →Full IT - Services rankingFinancials of Amagi Media Labs Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Shareholder Pattern
Amagi Media Labs Ltd
Shareholding breakup across reporting periods.
| Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|
| Promoters + | 14.92% | 14.92% | 14.66% |
| FIIs + | 42.43% | 42.23% | 37.32% |
| DIIs + | 37.01% | 37.11% | 39.61% |
| Public + | 5.63% | 5.73% | 8.40% |
| No. of Shareholders | 17,485 | 15,350 | 22,409 |
Financials of Amagi Media Labs Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|
| Sales + | 330 | 309 | 330 | 375 | 404 | 397 | 437 |
| Expenses + | 331 | 322 | 331 | 378 | 373 | 373 | 407 |
| Operating Profit | -1 | -13 | -1 | -3 | 31 | 24 | 30 |
| OPM % | -0.3% | -4.3% | -0.4% | -0.9% | 8% | 6% | 7% |
| Other Income + | 14 | 20 | 14 | 15 | 11 | 24 | 18 |
| Interest | 1 | 1 | 2 | 2 | 1 | 1 | 1 |
| Depreciation | 4 | 5 | 5 | 5 | 6 | 6 | 6 |
| Profit before tax | 8 | 1 | 7 | 5 | 35 | 41 | 40 |
| Tax % | -2% | 1,960% | 40% | 50% | 12% | 15% | 16% |
| Net Profit + | 8 | -11 | 4 | 3 | 31 | 34 | 34 |
| EPS in Rs | 2.31 | -3.10 | 1.15 | 0.73 | 1.60 | 1.58 | 1.57 |
Financials of Amagi Media Labs Ltd
Profit & Loss
Annual income statement trend
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|
| Sales + | 219 | 431 | 681 | 879 | 1,163 | 1,506 | 1,612 |
| Expenses + | 193 | 1,489 | 1,027 | 1,158 | 1,253 | 1,455 | 1,531 |
| Operating Profit | 26 | -1,058 | -347 | -278 | -91 | 51 | 81 |
| OPM % | 12% | -246% | -51% | -32% | -8% | 3.4% | 5% |
| Other Income + | 2 | 3 | 44 | 63 | 61 | 64 | 68 |
| Interest | 0 | 1 | 3 | 5 | 5 | 6 | 6 |
| Depreciation | 4 | 6 | 9 | 16 | 17 | 22 | 23 |
| Profit before tax | 23 | -1,063 | -315 | -237 | -52 | 87 | 121 |
| Tax % | 11% | 2% | 2% | 3% | 33% | 18% | |
| Net Profit + | 21 | -1,078 | -321 | -245 | -69 | 72 | 102 |
| EPS in Rs | 5.76 | -292.27 | -93.94 | -71.64 | -20.11 | 3.31 | 5.48 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% |
Financials of Amagi Media Labs Ltd
Balance Sheet
Capital structure and asset base
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 0.51 | 0.51 | 0.47 | 0.48 | 17 | 108 |
| Reserves | 40 | 322 | 644 | -378 | -382 | 1,649 |
| Borrowings + | 11 | 0 | 0 | 906 | 911 | 31 |
| Other Liabilities + | 88 | 620 | 772 | 780 | 879 | 565 |
| Total Liabilities | 140 | 942 | 1,416 | 1,308 | 1,425 | 2,353 |
| Fixed Assets + | 4 | 7 | 38 | 52 | 92 | 94 |
| CWIP | 0 | 0 | 8 | 0 | 0 | 0 |
| Investments | 0 | 0 | 264 | 63 | 266 | 229 |
| Other Assets + | 135 | 935 | 1,106 | 1,193 | 1,068 | 2,030 |
| Total Assets | 140 | 942 | 1,416 | 1,308 | 1,425 | 2,353 |
Financials of Amagi Media Labs Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 27 | 64 | -245 | -183 | 34 | -9 |
| Cash from Investing Activity + | -3 | -3 | -256 | -438 | -23 | -558 |
| Cash from Financing Activity + | 0 | 601 | 538 | -8 | -9 | 736 |
| Net Cash Flow | 24 | 662 | 37 | -629 | 2 | 169 |
| Free Cash Flow | 25 | 59 | -267 | -191 | 29 | -32 |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | 97% | -8% | 66% | 53% | -58% | 14% |
Financials of Amagi Media Labs Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Debtor Days | 90 | 137 | 110 | 100 | 88 | 98 |
| Inventory Days | ||||||
| Days Payable | ||||||
| Cash Conversion Cycle | 90 | 137 | 110 | 100 | 88 | 98 |
| Working Capital Days | -12 | -302 | -218 | 60 | -107 | 43 |
| ROCE % | -568% | -68% | -40% | -9% | 8% |
Guidance history
How Amagi Media Labs Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 20–40% | Flat | Planned | — | — |
| Q1 FY27 call → | 10–20% | Up 0–2% | — | — | — |
| Q4 FY26 call → | 20–40% | Up 2%+ | Planned | — | — |
| Q3 FY26 call → | 20–40% | Flat | Planned | — | — |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Continue your research
What Amagi Media Labs Ltd's management said in earlier quarters
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