Bodhi Tree Multimedia Limited — Investor Meet, 01-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bodhi Tree Multimedia reported strong Q2 FY26 performance: Revenue +65% YoY to INR24.4 Cr, EBITDA +53% to INR4.91 Cr, PAT +36% to INR3.05 Cr. H1 FY26 also saw robust growth across these metrics. Management is executing a major pivot from a commissioned content producer to an IP engine, aiming for 50% IP revenue in 2-3 years (currently 80% commissioned). They are building a multi-studio ecosystem, leveraging AI, and adopting a 'fail-fast' IP creation strategy. Significant IP monetization growth is expected from FY27. The company is confident in its strategic shift to capitalize on India's content market evolution.