Event Type and Details:
- The document is a regulatory filing containing the transcript of the Q4 and Full Year FY26 Earnings Conference Call held on May 22, 2026.
- The call was scheduled after the earnings announcement, as it was held to discuss the company's already declared Q4&FY26 financial results.
Management Participants:
- Mr. Rajesh Mishra – Executive Director and Group CEO
- Mr. Ashish Malushte - Chief Financial Officer
- Mr. Siddharth Bhardwaj – CEO, Digital Cinema Network Business
Financial and Operational Highlights (as discussed on the call):
- Q4 FY26 Performance: Consolidated revenue grew by 43% YoY to ₹1,342 million from ₹940 million in Q4 FY25. EBITDA increased by 55% YoY to ₹182 million from ₹118 million. Net profit was ₹45 million, a significant improvement from a net loss of ₹7 million in the same quarter last year.
- Full Year FY26 Performance: Consolidated revenue grew by 15% to ₹4,864 million from ₹4,240 million in FY25. EBITDA increased by 36% to ₹803 million from ₹591 million. Net profit grew by 161% to ₹249 million from ₹96 million.
- Cash Position: Consolidated cash as of March 31, 2026, was ₹1,362 million, with a net cash position of ₹590 million after accounting for debt.
- Screen Network: The company's advertising footprint stands at 4,049 screens, comprising 2,597 multiplex screens and 1,452 single screens, maintaining its position as the largest multiplex screen advertising network in the country.
- Content Pipeline: Q4 FY26 saw 459 movie releases. The quarter was bolstered by the exceptional performance of the film "Dhurandhar: The Revenge" in March, which significantly improved advertiser traction.
- Business Updates: The loss-making Caravan business has been completely shut down, and its old assets were disposed of for an estimated ₹2-3 crores. An incremental variable employee payout of approximately ₹9 crores was made in FY26 due to improved performance.
Compliance and Availability:
- The transcript was filed with the exchanges (BSE and NSE) pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015.
Additional Notes Section
- The document is a formal submission of the earnings call transcript to the stock exchanges. It does not contain the full financial results within its text but refers to the discussion of those results.
- The attached transcript was edited for language and grammar and may not be a verbatim representation of the call.