Amagi Media Labs has made the transcript of its Q1 FY27 earnings conference call publicly available. The call was conducted on August 14, 2026, a day after the Board of Directors approved the quarterly financial results in a meeting held on August 13, 2026. The disclosure was made pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The transcript is hosted on the company's investor relations website at https://www.amagi.com/investors/quarterly-financials . It provides detailed commentary from Managing Director and CEO Baskar Subramanian and Chief Financial Officer Vijay NP on financial performance, operational momentum, and strategic initiatives including AI adoption.

Financial highlights

The following table summarises the key consolidated and standalone financial metrics for the quarter:

Operational and business momentum

Amagi delivered its highest-ever quarterly revenue of ₹437 crore (constant currency growth of 21.3%), driven by existing customers expanding on the platform and continued adoption of cloud-native streaming, monetization, and broadcast workflows. Adjusted EBITDA rose 201% to ₹50 crore, with margin expanding 6.4 percentage points year-over-year to 11.5%, while Profit After Tax grew 760% to ₹34 crore.

Key operational developments included:

• Delivery of 104 FIFA World Cup 2026 matches and over 300 hours of live programming across three global regions.
• A major US news network selecting Amagi NEWSPULSE, the company's flagship AI product, for AI transformation of their newsrooms, with over 10 active pilots underway globally.
• Major wins including a US news network moving broadcast operations to Amagi and FAST channel mandates from two major US TV networks.

Cash, including investments and bank balances, stood at ₹1,616 crore (+118% YoY), with zero debt.

Segment performance and margin dynamics

Revenue growth was broad-based across segments. Streaming Unification grew 39% to ₹249 crore, driven by channel deliveries reaching nearly 10,000 and distributor count rising to 451. The Monetization and Marketplace segment grew 30% to ₹110 crore, supported by monetized impressions reaching a record high of 13.6 billion, up 59% year-over-year. Cloud modernization grew 17% reported; excluding prior-year base effects, this segment would have grown approximately 32%.

Gross margin stood at 67.3%, down 2.2 percentage points year-over-year but up 0.5 point sequentially. Management attributed the year-over-year movement to segment mix, live event delivery intensity, and select commercial engagements. Operating leverage remained strong, with sales and marketing plus customer success costs reducing from 27% to 23% of revenue, and R&D costs reducing from 27% to 21%.

Corporate governance updates

Alongside the financial results, the board approved the following proposals, subject to shareholder approval at the ensuing Annual General Meeting:

• Reappointment of MD/CEO: Mr. Baskar Subramanian will serve as Managing Director and CEO for five years, from December 1, 2026, to November 30, 2031.
• Reclassification of authorised share capital: The company proposed reclassifying its entire authorised but unissued preference share capital into ordinary equity shares, aligning the Memorandum of Association with the post-IPO capital structure.
• Appointment of secretarial auditor: M/s. BMP & Co. LLP was appointed as the Secretarial Auditor for five years, commencing from the financial year 2026-27.

What the numbers show

The divergence between revenue growth and profit expansion is notable. While consolidated revenue rose approximately 32%, net profit surged over 750%, and EBITDA moved from a loss of ₹12 million to a gain of ₹298 million, reflecting improved operating leverage during the quarter. The standalone entity's shift from a loss of ₹55.30 crore to a profit of ₹229.71 crore further underscores the operational efficiency gains across both consolidated and standalone structures. Additionally, the company maintained a strong balance sheet with ₹1,616 crore in cash and zero debt, providing financial flexibility for future growth initiatives.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE121R01077/61bb0902-fd79-40a5-bc7c-905718f03a9e.pdf

Amagi Media Labs Limited will host a non-deal roadshow (NDR) for institutional and analyst investors on August 24 and 25, 2026. The meetings are scheduled to begin at 9:00 am in Mumbai and will be organized by Kotak Securities.

The company confirmed the schedule in a filing with BSE Limited and the National Stock Exchange of India Limited on August 19, 2026. The interactions will include both one-on-one and group meetings with market participants.

Meeting Details

The roadshow is structured under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Key logistical details are outlined below:

Disclosure Guidelines

The company stated that all discussions during the roadshow will be based strictly on publicly available information. No unpublished price-sensitive information (UPSI) is intended to be shared during these interactions.

Sridhar Muthukrishnan, Company Secretary and Compliance Officer, signed the intimation. He noted that changes to the schedule may occur due to exigencies from either the participants or the company. The full notification is available on the company’s investor relations website.