PVR INOX Limited — Investor Meet, 12-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

PVR INOX reported strong Q3 FY26 results with Rs. 1,908 crores revenue, Rs. 345 crores EBITDA, and Rs. 115 crores PAT. Occupancy improved to 28.5%, achieving 18% EBITDA margins due to merger synergies and cost optimization. Net debt significantly reduced to Rs. 365 crores, aiming for negligible levels after divesting 4700BC for Rs. 226.8 crores. The company plans ~96 new screens in FY26 and ~150 in FY27 under asset-light models, with FY27 CAPEX of Rs. 350-400 crores. Management is highly optimistic about a robust content pipeline for 2026-2027 across all languages, expecting sustained occupancy and improved financial performance.