UFO Moviez India Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

UFO Moviez reported strong Q2 FY26 results, with consolidated revenue up to ₹111.3 Cr and a net profit of ₹7.5 Cr, reversing a loss last year. H1 FY26 also saw significant revenue and profit growth. Management noted robust advertisement and theatrical revenue growth, fueled by a diverse film slate. Advertising is a key growth driver, with higher ad revenue substantially boosting margins due to fixed minimum guarantee contracts with theatres. The company is focused on increasing ad volumes and yield, aiming to return to pre-COVID levels. Capex for FY26 is guided at ₹40-45 Cr for network maintenance and new screens. Management is optimistic about the healthy content pipeline for upcoming quarters.