Amagi Media Labs Limited — PPTs, 20-05-2026: Investor Presentation
**Amagi Media Labs Limited Investor Presentation Summary**
**Business Performance:**
Amagi Media Labs has demonstrated strong growth, with revenue climbing 30% year-over-year (Y/Y) to ₹1,506 Cr in FY26. This growth was broad-based across all segments: Cloud Modernization (+32%), Monetization & Marketplace (+26%), and Streaming Unification (+36%). The company achieved its first profitable year with a Profit After Tax (PAT) of ₹72 Cr, a significant improvement from a loss of ₹69 Cr in FY25. Adjusted EBITDA also saw a substantial increase of 563% Y/Y to ₹156 Cr.
**Growth Drivers or Strategy:**
Key growth drivers include an increasing focus on enterprise adoption and strategic partnerships, exemplified by AccuWeather's cloud migration. The company is also advancing product commercialization, particularly with its NEWSPULSE offering seeing promising trials and its first paid customer. Amagi's strategy leverages three structural tailwinds: cloud modernization, increasing streaming share, and CTV monetization, with AI serving as a significant multiplier.
**Recent Developments:**
Amagi is actively involved in supporting major live events, including the Winter Olympics, Super Bowl LX, Grammys, and Oscars. They have also launched their first agentic product, NEWSPULSE, and expanded their go-to-market efforts into LATAM.
**Key Financial Metrics:**
* Revenue: ₹1,506 Cr (+30% Y/Y)
* Adjusted EBITDA: ₹156 Cr (+563% Y/Y)
* PAT: ₹72 Cr (vs. -₹69 Cr in FY25)
* Cash & Investments: ₹1,664 Cr (+83% Y/Y)
**Management Commentary / Outlook:**
Looking ahead to FY27, Amagi is focused on achieving durable revenue growth, driving operating leverage, and ensuring strong cash conversion. The company highlights its strengthening revenue quality with Net Revenue Retention (NRR) above 120% for three consecutive years and a 25% Y/Y increase in customers generating over $1 million.
