Basilic Fly Studio Limited — PPTs, 01-06-2025: Investor Presentation

1. Financial Highlights:

Basilic Fly Studio (BFS) reported 3X revenue growth to ₹306 Cr in FY25 from ₹106 Cr in FY24, driven by consolidation of UK subsidiary One of Us (OOU). EBITDA rose 20% to ₹62.7 Cr with margins at 20.5%. PAT increased 24.8% to ₹45.6 Cr despite margin pressure due to M&A expenses (~₹4 Cr). Operating cash flow turned positive at ₹9.6 Cr, supported by premium clients like Netflix and Amazon. Net debt stood at ₹8.4 Cr, with shareholders’ funds rising to ₹202 Cr and total assets at ₹308 Cr.

2. Strategic Initiatives & Growth Drivers:

BFS is targeting growth in Canada and deeper domestic penetration while investing in AI and cloud-based VFX technologies. A new AI/ML lab in London aims to boost creative efficiency and pipeline automation. AWS-driven workflows connect studios across India, UK, Canada, France, and the US, enabling collaboration on complex Hollywood projects. The company leverages India’s cost-efficient talent alongside OOU’s experienced artists for global-level production.

3. Business Developments:

The acquisition of UK-based OOU (£30 Mn revenue run rate) accelerated BFS’s global expansion, bringing immediate synergies in profitability, tech, and client access. BFS strengthens ties with major streaming and production houses including Netflix, Amazon, and Sony. Recent senior leadership hires in COO, CFO, CHRO, and creative operations roles enhance execution and global scaling capabilities.

4. Market Position & Competitive Advantage:

BFS is a top global VFX player with 840+ employees and 11,300+ projects worldwide. The integrated India-led production and premium UK/European creative teams provide a cost-quality advantage. The firm supports major blockbusters and acclaimed series, with recognition from BAFTA and Emmys. Its multi-location, tech-enabled workflows fortify a strong position in the $48.9Bn global VFX industry growing at 10.9% CAGR.

5. Investor Implications:

Robust revenue and profit growth driven by inorganic expansion and tech investments signal strong growth potential. Positive cash flow and diversified global clients reduce operational risks. Execution of AI-led efficiencies and geographic expansion will be key to sustaining competitive advantage. Margins post-integration and ability to scale high-value projects amid evolving VFX demand remain monitoring points. BFS offers attractive exposure to a high-growth creative tech segment with solid market leadership.