Amagi Media Labs Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Amagi hosted an educational webinar on AI in media rather than a results call, with no company-specific financial or operational metrics discussed. CEO Baskar Subramanian described how AI is transforming content production, preparation, distribution and discovery across the media value chain, using agentic infrastructure, generative AI, vision language models and world models as key concepts. Management fielded audience questions on hallucination risk, cost deflation, cloud adoption, network effects and pricing models, but declined to answer questions specific to Amagi's business performance.
Amagi reported FY26 revenue of INR1,506 crores, up 30% year-over-year, with a return to PAT profitability of INR72 crores compared to a loss in the prior year. Management highlighted growth across all three business segments, net revenue retention above 115% for three consecutive years, and early commercialization of its agentic AI product NEWSPULSE with its first paying customer. The company also discussed cash reserves of INR1,664 crores and outlined FY27 focus areas around durable growth, operating leverage and cash conversion.