Amagi Media Labs Ltd

📈 Amagi Media Labs Reports Strong FY26 Growth: Revenue Up 29.5%, PAT Turns Positive at ₹71.7 Cr

- FY26 revenue grew 29.5% to ₹1,505.6 Cr, with Q4 FY26 revenue up 28.5% Y/Y to ₹397 Cr.

- Adjusted EBITDA surged 161.3% Y/Y to ₹39.6 Cr in Q4 FY26.

- PAT-positive at ₹71.7 Cr for FY26 (vs. loss of ₹68.7 Cr in FY25); Q4 FY26 PAT at ₹34.3 Cr (vs. loss of ₹10.6 Cr in Q4 FY25).

- Key business metrics improved: cumulative hours processed rose 51% Y/Y to 876k, channel deliveries grew 33% to 9,425, and monetized impressions surged 62% to 42.4 Bn.

- Launched AI-driven products like NEWSPULSE (awarded 'NAB Show Product of the Year') and expanded partnerships (e.g., ADAMS & Ole Interactive in Latin America).

- Customer base grew to 492 (+29 Y/Y), with 35 customers contributing over $1M in annual revenue (+25% Y/Y). Net Revenue Retention stood at 125.9%.

- Segment-wise growth: Streaming Unification (+26% Y/Y), Cloud Modernization (+32% Y/Y), and Monetization & Marketplace (+36% Y/Y).

- FY26 Adjusted OCF (ex. one-offs) was ₹60.4 Cr (+80% Y/Y), with cash reserves at ₹1,664 Cr (zero debt).

- AI strategy focuses on Unify-Analyze-Automate framework, with NEWSPULSE enabling automated news content transformation.

- Notable Q4 milestones: Super Bowl LX, Winter Olympics, and Oscars streaming powered by Amagi; In-Content Ads launched via Anoki partnership.