Bodhi Tree Multimedia has released the transcript of its earnings conference call held on June 05, 2026, discussing the financial results for the quarter and year ended March 31, 2026. The company reported a strong financial performance for FY26, driven by its transition towards an IP-led multi-platform content business and strategic acquisitions. The disclosure was made pursuant to Regulation 30(6) read with Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

For the full year FY26, on a consolidated basis, total income stood at ₹118.45 crores, up 32% year-on-year. EBITDA came in at ₹17.1 crores, up 76% year-on-year, with margins expanding to 14.44% from 10.78%. The Profit After Tax (PAT) stood at ₹7.95 crores, up 62% year-on-year, with PAT margins at 6.71%. On a 3-year CAGR basis from FY24 to FY26, revenues grew at 36%, EBITDA at 68%, and PAT at 50%.

For Q4, total income was ₹36.07 crores. EBITDA came in at ₹5.96 crores, up 56% year-on-year, with EBITDA margins expanding to 16.52% from 9.73%. PAT for Q4 was ₹2.08 crores, up 11% year-on-year. The company noted that despite project timings impacting the top line, the quality of earnings reflected operating leverage.

Strategic Developments

During the year, the company completed the acquisition of a 50.01% controlling stake in Moving Images Studios, a digital-first storytelling lab. It also acquired a 20% strategic stake in Lehren Networks to strengthen digital monetization and YouTube CMS capabilities. Additionally, the company operationalized Bodhi AI, launching CastMatch AI to streamline casting and production workflows, aiming to reduce script-to-screen timelines by 30% to 40%.

Future Outlook

The company targets a revenue mix of 50% IP and 50% commissioned content over the next 3 years. Its next 3-year targets include ₹250 crores in revenue, ₹25 crores in PAT, and a 50-50 IP to services revenue mix. Management indicated that funding for acquisitions and initiatives came from a recent rights issue and internal accruals, with potential future fundraising under deliberation.

Bodhi Tree Multimedia Limited reported a 61.59% surge in Profit After Tax (PAT) to ₹7.95 crore for the year ended March 31, 2026, driven by its transition to an IP-led model. Consolidated total income rose 31.96% to ₹118.45 crore, supported by a broader content pipeline across formats. EBITDA increased 76.47% year-on-year to ₹17.10 crore, with margins expanding to 14.44% from 10.80% in the previous year. The statutory auditors provided an unmodified opinion on the standalone and consolidated financial results, which were filed with the exchanges under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Financial Performance

For Q4FY26, the company reported a PAT of ₹2.08 crore on a total income of ₹36.07 crore. EBITDA for the quarter stood at ₹5.96 crore, a 55.61% increase year-on-year. The board appointed M/s. S Khasgiwala & Co., Chartered Accountants, as the internal auditor for FY27 pursuant to Section 138 of the Companies Act, 2013.

Strategic Acquisitions and Updates

During the year, Bodhi Tree Multimedia completed key acquisitions to strengthen its digital and unscripted content capabilities. It acquired a 20% equity stake in Lehren Networks Private Limited for a total consideration of ₹120 lakhs via a share swap, leveraging one of India's largest vintage film-content libraries. Additionally, the company acquired a controlling 50.01% equity stake in Moving Image Studios Private Limited for a cash consideration of ₹700.14 lakhs, which has now been classified as a subsidiary. The company also established Bodhi AI, rolling out CastMatch AI to streamline casting and improve production efficiency.