Amagi Media Labs
Amagi Media Labs
Information TechnologyKey Fundamentals
MicrocapIT Enabled ServicesInformation TechnologyTapetide Score
Data-driven rating, 0–100. How it works →
Key Insights
Strengths
3- Company has reduced debt.
- Company is almost debt free.
- Company has delivered good profit growth of 28.2% CAGR over last 5 years
Weaknesses
3- Stock is trading at 7.12 times its book value
- Promoter holding is low: 14.9%
- Earnings include an other income of Rs.67.8 Cr.
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 31d agoAmagi Media Labs trades at a market cap of Rs.14,215.63 Cr with a PE of 192.8x and a price-to-book of 7.86x. The company has delivered 30% compounded sales CAGR over 3 years and 28% profit CAGR over 5 years, but carries a very high valuation multiple with low promoter holding at 14.9%.
- Strong revenue growth with 5-year compounded sales CAGR of 47%, indicating rapid business scaling in the cloud-based media technology space
- TTM sales growth remains healthy at 30%, showing sustained top-line momentum even on a larger base
- Compounded profit growth of 28.2% CAGR over the last 5 years demonstrates improving profitability alongside revenue expansion
- TTM profit growth of 204% signals a sharp earnings inflection that could compress the elevated PE if sustained
- Company is almost debt-free, providing financial flexibility and lower interest burden in a high-interest-rate environment
- Active debt reduction indicates disciplined capital allocation by management
- ROE of 10% in the last year shows the company is beginning to generate meaningful returns on equity as it scales
- Zero dividend yield implies full reinvestment of earnings into growth, which aligns with the high-growth phase of the business
- PE ratio of 192.8x is extremely elevated, leaving minimal margin of safety if growth decelerates even modestly
- Stock trades at 7.87x book value, a steep premium that prices in significant future growth already
- Promoter holding is low at 14.9%, raising concerns about alignment of interests and potential dilution risk
- Working capital days have surged from 17.5 days to 98.8 days, indicating potential cash flow stress or collection inefficiencies
- Earnings include other income of Rs.64.5 Cr, meaning core operating profit may be lower than headline numbers suggest
- ROE at just 10% in the last year is modest relative to the valuation premium the market assigns to the stock
- No dividend payout (0% yield) offers no downside cushion for investors in a correction scenario
- Limited long-term track record with no 10-year sales or profit CAGR data available, making it harder to assess business durability through full economic cycles
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 28d ago- Q1 profit surges 756% YoY Aug 13
Amagi reported Q1FY27 net profit of ₹339.05 crore (up 756% YoY) with record revenue of ₹4,368.78 crore. EBITDA turned positive at ₹298 million and cash reserves grew 118% YoY to ₹1,616 crore.
- TV9 CTV partnership deepens Aug 11
Amagi now manages TV9 Network's complete CTV and digital workflows. TV9 became the first Indian broadcaster to implement Amagi's AdFlow Orchestrator using POIS standards, improving viewer retention and monetization.
- DACH sales head appointed Jul 29
Martin Wacker appointed Head of Sales for DACH and CEE, based in Hamburg with 20+ years experience at RTL and Kabel1, to drive European broadcast market expansion.
- Q1 FY27 earnings call scheduled Jul 26
Amagi Media Labs hosted an earnings conference call on August 14, 2026 at 8:00 AM IST following Board approval of Q1 FY27 unaudited results on August 13.
TL;DR: Amagi delivered a breakout Q1FY27 with a 756% profit surge, positive EBITDA inflection, and robust cash generation — signalling the business model is scaling efficiently. Strategic wins like the TV9 CTV deal and European expansion via the DACH hire reinforce its growth trajectory. No material headwinds are visible in recent news flow. The trend is clearly improving with operating leverage kicking in, though sustaining this growth rate across coming quarters will be the key watch point.
Quarterly Results
| Particulars | 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 |
| PBT | 8 | 1 | 7 | 5 | 35 | 41 | 40 |
| Tax % | -2% | 1960% | 40% | 50% | 12% | 15% | 16% |
| Net Profit | 8 | -11 | 4 | 3 | 31 | 34 | 34 |
| EPS in Rs | 2.31 | -3.1 | 1.15 | 0.73 | 1.6 | 1.58 | 1.57 |
Profit & Loss
| Particulars | 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 |
| PBT | 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 | 404 | -10,518 | -3,386 | -2,582 | -20.11 | 3.31 | 5.48 |
| Div. Payout % | 0% | 0% | 0% | 0% | 0% | 0% | — |
Balance Sheet
| Particulars | 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 |
Cash Flow
| Particulars | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Operating | 27 | 64 | -245 | -183 | 34 | -9 |
| Investing | -3 | -3 | -256 | -438 | -23 | -558 |
| Financing | 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/OP | 97 | -8 | 66 | 53 | -58 | 14 |
Ratios
| Particulars | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Debtor Days | 90 | 137 | 110 | 100 | 88 | 98 |
| Cash Conversion Cycle | 90 | 137 | 110 | 100 | 88 | 98 |
| Working Capital Days | -12 | -302 | -218 | 60 | -107 | 43 |
| ROCE % | — | -568% | -68% | -40% | -9% | 8% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Amagi Media Labs insights
45 extracted metrics + investor summaries across FY15–FY26.
Documents
Frequently Asked Questions about Amagi Media Labs
What does Amagi Media Labs Ltd do?
Where is Amagi Media Labs Ltd (AMAGI) listed?
Which sector does Amagi Media Labs Ltd belong to?
What is the market capitalisation of Amagi Media Labs Ltd?
What is the PE ratio of Amagi Media Labs Ltd?
What is the 52-week high and low of Amagi Media Labs Ltd?
What is the Return on Equity (ROE) of Amagi Media Labs Ltd?
Company Information
Founded in 2008, Amagi Media Labs Ltd. is engaged in cloud-based broadcast and connected TV technology. [1]
For AI agents and developers
Reading this as an AI agent, LLM or automated pipeline? Every page on Tapetide is also published as clean Markdown — no navigation, no scripts, just the data. Fetch https://tapetide.com/stocks/AMAGI.md for Amagi Media Labs Ltd: company profile, latest price, key fundamentals, the Tapetide Score, growth rates, quarterly and annual financial statements, shareholding pattern, technical indicators, analyst ratings and exchange filings.
Append .md to any Tapetide URL for the
same treatment. A full index of what we publish is at /llms.txt and /llms-full.txt. For live,
structured queries instead of documents, use our MCP server.