| Revenue FY26 | ₹118.45 Cr32% YoY Growth |
|---|---|
| Market Cap | ₹109.38 CrMicro Cap |
| Net Profit TTM | ₹8.16 CrGrowth: 43.9% |
| PE TTM | 13.4Sector PE: 35.78 |
Key highlights
- Total income for FY26 reached ₹118.45 crore, representing a 32% year-on-year growth.
- Profit After Tax (PAT) expanded by 62% YoY to ₹7.95 crore, driven by digital and OTT demand.
- EBITDA surged 76% YoY to ₹17.10 crore, reflecting improved operational efficiency and a shift in content mix.
- Management announced a three-year guidance targeting ₹250 crore in revenue and ₹25 crore in PAT.
- Strategic acquisitions included a 50.01% stake in Moving Images and a 20% stake in Lehren Networks.
- Launched 'Bodhi AI' to enhance production efficiency and reduce costs across its multi-genre content delivery.
Financial Performance and Margin Expansion
Bodhi Tree Multimedia delivered a robust financial performance in FY26, characterized by high double-digit growth across its primary metrics. The company reported a total income of ₹118.45 crore, up from the previous year's base. This growth was complemented by a 76% surge in EBITDA to ₹17.10 crore, indicating that the company is managing its scale effectively.
The net profit growth of 62% to ₹7.95 crore underscores a significant margin improvement. This financial trajectory is largely attributed to the company's successful delivery of multi-season commissions for major OTT platforms such as Netflix, Amazon, and Zee, alongside a growing presence in the regional content segment.
Strategic Shift to IP Ownership
A central theme of the investor presentation was the company's transition from a commissioned production service to a high-margin Intellectual Property (IP) ownership model. By moving away from one-time service fees toward co-owning content assets, Bodhi Tree Multimedia aims to create long-term compounding value from its library. Management targets a revenue mix where more than 50% of the income is derived from IP-led projects within the next three years.
This shift is intended to capitalize on the increasing demand from streaming platforms for franchise-led originals, which typically offer higher durability and recurring monetization opportunities compared to standard television soaps.
Management Outlook and Guidance
Looking ahead, management expressed high confidence in the company's growth trajectory, issuing guidance to reach ₹250 crore in revenue and ₹25 crore in PAT over the next approximately three years. This projection implies more than a 50% year-on-year growth rate for the coming period. The strategy involves scaling regional content and digital-first formats while utilizing technological advancements like 'Bodhi AI' to streamline production.
Recent acquisitions in Moving Images and Lehren Networks are expected to broaden the company's capabilities and distribution reach, further supporting the targeted expansion into new content genres and international streaming partnerships.
Sector Dynamics and Competitive Positioning
The Indian media and entertainment sector is currently shaped by a shifting OTT landscape where platforms are prioritizing high-quality, long-form content over traditional formats. Bodhi Tree Multimedia is positioning itself to benefit from this trend by focusing on multi-season originals. While market competition remains a risk, the company's established relationships with major players like Star and Sony, combined with an order book of over 5,000 delivered hours, provide a stable foundation.
The sector's move toward regional language dominance also aligns with the company's recent digital-first format launches, which are designed to cater to diverse linguistic audiences across India.
What to Watch
- Execution of the three-year plan to reach the ₹250 crore revenue and ₹25 crore PAT milestone.
- Successful integration and contribution of the 50.01% stake in Moving Images to the bottom line.
- Expansion of the IP-led revenue mix toward the 50% target to improve overall margins.
- Ability to maintain high volume delivery while managing platform renewal cycles and market competition.
- The impact of the Bodhi AI initiative on reducing operational overheads and enhancing production speed.
“Transitioning from commissioned production to high-margin IP ownership.”
| Share price | ₹6.06 |
|---|---|
| Market capitalisation | ₹109.38 Cr |
| Revenue (annual) | ₹89.10 Cr |
| Net profit (annual) | ₹4.88 Cr |
| Revenue (latest quarter) | ₹39.02 Cr+66.72% vs previous quarter |
| Net profit (latest quarter) | ₹2.35 Cr-10.96% vs previous quarter |
| P/E (TTM) | 13.4×Sector 35.78× |
| Promoter holding | 24.27%-0.16% QoQ |
| FII holding | 0.39%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Bodhi Tree Multimedia Ltd announcing its financial results for the period ended March 31, 2026. Market figures from a third-party data provider.
