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| Market Cap | ₹11,981.93 CrCap size |
|---|---|
| Net Profit Qtr | ₹74.84 Cr2859.2% YoY growth |
| P/E Ratio | 68.88Sector PE 23.58 |
| 1-Year Return | 53.42%Price performance |
Key highlights
- Strategic partnership with Golden Times Media Technology for content distribution
- Onboarding of four initial Chinese entertainment channels onto the CONNECT platform
- Expansion of Amagi's international content library for global FAST platforms
- Follows a 2859.2 percent YoY surge in net profit for the September 2026 quarter
- Management plans to add more specialized channels from the same partner in the future
Expanding the Amagi CONNECT Ecosystem
Amagi Media Labs is scaling its international content library through a partnership with Golden Times Media Technology. This collaboration integrates four Chinese entertainment channels into the Amagi CONNECT platform, a marketplace that facilitates the distribution and monetization of Free Ad-supported Streaming TV channels. By bridging the gap between content creators and streaming platforms, Amagi is positioning itself as a critical intermediary for niche international content entering global markets.
This move aligns with the company's stated medium-term goal of maintaining over 20 percent constant currency revenue growth by leveraging its cloud-native infrastructure to support scalable broadcast workflows for diverse content providers.
Financial Momentum and Operational Performance
- Operating revenue for the quarter ended September 30, 2026, stood at ₹475.82 crore, reflecting a 27 percent year-on-year increase.
- Net profit grew by 120.7 percent on a sequential basis, reaching ₹74.84 crore compared to ₹33.91 crore in the previous quarter.
- Operating profit margins reached 13.4 percent this quarter, a significant turnaround from negative margins reported four quarters ago.
- Management reiterated FY27 gross margin guidance in the range of 67 percent to 69 percent on November 6, 2026.
- Institutional investors hold a combined 76.93 percent stake in the company as of the latest ownership filing.
A Global Pattern of Strategic Alliances
This latest agreement follows a series of international expansions for Amagi throughout 2026. On October 19, the company partnered with SVC to enhance cloud media technology access in South America, while an April 16 agreement with ADAMS targeted FAST distribution in Latin America. Domestically, Amagi expanded its engagement with TV9 Network in August 2026 to manage end-to-end digital operations and monetization via its AdFlow Orchestrator.
These consistent geographic tie-ups highlight Amagi's strategy to become the preferred technology partner for broadcasters shifting from traditional cable to cloud-based streaming models, focusing on both high-growth emerging markets and specialized content niches.
| Date | Announcement | Amount |
|---|---|---|
| 19 Oct 2026 | Strategic partnership with Sistemas de Video Comunicación S.A. (SVC) to expand cloud media technology access across South AmericaSource: amagi.com | – |
| 11 Aug 2026 | Expanded partnership with TV9 Network covering end-to-end Connected TV/digital operations, distribution, and monetization via AdFlow OrchestratorSource: BSE filing | – |
| 19 Apr 2026 | Strategic collaboration with Matrox Video to integrate Matrox ORIGIN for scalable cloud-based broadcast workflowsSource: market data.com | – |
| 16 Apr 2026 | Strategic partnership and reseller agreement with ADAMS (Ole Interactive Group) to accelerate FAST distribution and cloud broadcast modernization across Latin AmericaSource: NSE filing | – |
| 11 Mar 2026 | Strategic partnership expansion with Anoki to roll out AI-powered In-Scene Ads via ContextIQ on Amagi's THUNDERSTORM platformSource: amagi.com | – |
| 23 Sep 2025 | Expanded partnership with Free Live Sports naming Amagi ADS PLUS as exclusive monetization partner for FAST ad inventorySource: amagi.com | – |
What to watch next
- Announcement of Q3 FY27 financial results scheduled for March 03, 2027
- Deployment of additional specialized Chinese channels from Golden Times Media
- Progress toward achieving the medium-term 20 percent constant currency revenue growth target
| Share price | ₹553.85 |
|---|---|
| Market capitalisation | ₹11,981.93 Cr |
| Revenue (annual) | ₹1,505.61 Cr |
| Net profit (annual) | ₹71.67 Cr |
| Revenue (latest quarter) | ₹475.82 Cr+8.91% vs previous quarter |
| Net profit (latest quarter) | ₹74.84 Cr+120.73% vs previous quarter |
| P/E (TTM) | 68.88×Sector 23.58× |
| Promoter holding | 14.66%-0.26% QoQ |
| FII holding | 37.32%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Amagi Media Labs Limited announcing its partnership with Golden Times Media Technology. Market figures from a third-party data provider.
