Basilic Fly Studio Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights:** In the first half of FY25, Basilic Fly Studio reported consolidated income of ₹77.34 Cr, a 33.75% increase year-on-year. Net sales were ₹75.48 Cr, showing solid recovery as the film industry rebounded post-strikes, coupled with strategic expansion into new markets like gaming VFX. The earnings before interest, tax, depreciation, and amortization (EBITDA) reached ₹18.68 Cr, up 34.35% from the previous year, signaling improved operational efficiency. The net profit after tax (PAT) was ₹12.33 Cr, growing 30.96%, while EPS improved to ₹4.97.

**Strategic Initiatives and Growth Drivers:** A significant acquisition of a 70% stake in One of Us, a prestigious London-based VFX studio, has bolstered Basilic's creative capabilities and established direct client relationships. This move is expected to enhance operational efficiencies, allowing for rapid project turnaround while maintaining high standards. The merger aims to capitalize on the recovering industry with new large-scale projects, creating a positive outlook.

**Business Developments:** The acquisition of One of Us not only adds to Basilic's talent pool—bringing in 350 artists—but also positions the company to leverage cutting-edge technologies, including AI tools, enhancing its service offerings considerably.

**Market Position and Competitive Advantage:** Basilic Fly Studio operates from Chennai, Pune, London, and Vancouver, diversifying its client base across continents. This geographical expansion, coupled with strategic investments in technology, positions Basilic favorably to capture growth in the expanding global VFX market, projected to grow at a CAGR of 10.9% through 2028.

**Investor Implications:** The company's performance indicates robust growth potential. Investors should watch closely as Basilic Fly Studio continues its trajectory of growth, driven by strategic acquisitions and strong operational foundations in the recovering VFX market. With a commitment to innovation and quality, the firm appears poised for significant long-term success.