Bodhi Tree Multimedia Ltd — Q4 FY26 earnings call
Summary generated by AI from the official transcript Bodhi Tree Multimedia Ltd filed with BSE on 12 Jun 2026. Every statement cites a verbatim quote from that document — open any citation to read it. This is a record of what management said, not a recommendation. How we check these summaries
The short read
Bodhi Tree Multimedia reported FY26 consolidated total income of Rs 118.45 crore, up 32% year-on-year, with EBITDA of Rs 17.1 crore and PAT of Rs 7.95 crore. Management described a strategic shift during the year from a commissioned production model toward an IP-led multi-platform content business, citing the acquisitions of Moving Images Studios and a stake in Lehren Networks, and the launch of Bodhi AI. Management said Q4 total income was Rs 36.07 crore with EBITDA margins expanding to 16.52% from 9.73% a year earlier.
1 statement from this call is not shown because its supporting quote could not be reproduced within our quoting limits. Nothing shown here is affected: every statement on this page carries its verified quote.
Numbers mentioned
Total income: INR118.45 crores (FY26)
p. 5
“For the full year FY26, on a consolidated basis, total income stood at INR118.45 crores, up 32% year-on-year.”
Mautik Tolia, page 5 of the filed PDF · View the filing
EBITDA: INR17.1 crores (FY26)
p. 5
“EBITDA came in at INR17.1 crores, up 76% year-on-year, with margins expanding meaningfully to 14.44% from 10.78%.”
Mautik Tolia, page 5 of the filed PDF · View the filing
PAT: INR7.95 crores (FY26)
p. 5
“The PAT stood at INR7.95 crores, up 62% year-on-year, with PAT margins at 6.71%.”
Mautik Tolia, page 5 of the filed PDF · View the filing
Total income: INR36.07 crores (Q4 FY26)
p. 6
“For Q4, the total income was INR36.07 crores.”
Mautik Tolia, page 6 of the filed PDF · View the filing
EBITDA: INR5.96 crores (Q4 FY26)
p. 6
“EBITDA came in at INR5.96 crores, up 56% year-on-year, with EBITDA margins expanding to 16.52% from 9.73%, the highest margins of the year.”
Mautik Tolia, page 6 of the filed PDF · View the filing
PAT: INR2.08 crores (Q4 FY26)
p. 6
“PAT for Q4 was INR2.08 crores, up 11% year-on-year.”
Mautik Tolia, page 6 of the filed PDF · View the filing
IP revenue mix: 10% to 15% (FY26)
p. 6
“our revenue mix today stands at approximately 80% to 85% of commissioned content and 10% to 15% of IP-related revenues.”
Mautik Tolia, page 6 of the filed PDF · View the filing
Little Adda Company subscribers: 728,000 subscribers (in four months)
p. 5
“Our own IPs, Little Adda Company, crossed 728,000 subscribers in just four months with 100 million plus views.”
Mautik Tolia, page 5 of the filed PDF · View the filing
Podcast views: 8 million views
p. 5
“Our podcast with Richa Chadha crossed 8 million views and is being developed.”
Mautik Tolia, page 5 of the filed PDF · View the filing
What management said it would do
A record of statements made on the call, in the words management used. Parakho does not forecast, endorse or assess them, and their presence here is not a view on whether they will happen.
Revenue — INR250 crores · next three years
stated firmly by Mautik Tolia
p. 6
“Our next 3-year targets remain unchanged: INR250 crores in revenue, INR25 crores in PAT, and a 50-50 IP to services revenue mix over the next three years”
Mautik Tolia, page 6 of the filed PDF · View the filing
IP revenue mix — 50% contribution · 2 years
stated firmly by Mautik Tolia
p. 6
“We are targeting to reach an IP revenue of 50% contribution in 2 years' time on our way to the 50%-50% split that we've committed to.”
Mautik Tolia, page 6 of the filed PDF · View the filing
Promoter shareholding — significant increase · 2 to 3 years
stated as an aspiration by Mautik Tolia
p. 8
“There is definitely, yeah, yeah, there is definitely a plan to get it up to a decently significant holding.”
Mautik Tolia, page 8 of the filed PDF · View the filing
Face value consolidation — INR10 face value
stated conditionally by Mautik Tolia
p. 8
“We are working towards getting towards that and those discussions have been on, but we are in the process of making sure that something like that will happen in the near future, but it's still under deliberation.”
Mautik Tolia, page 8 of the filed PDF · View the filing
Micro-drama revenue contribution — below 10%
stated firmly by Mautik Tolia
p. 12
“It will be below 10%.”
Mautik Tolia, page 12 of the filed PDF · View the filing
Creator park update — next one quarter
stated firmly by Mautik Tolia
p. 12
“We should be able to make a certain update announcement on it over the next one quarter.”
Mautik Tolia, page 12 of the filed PDF · View the filing
Fundraise — next two to three years
stated conditionally by Mautik Tolia
p. 15
“We are looking at a pipeline for the next two to three years. If there is a mismatch that we would figure out, then we may go into more further fundraise, but nothing at the moment.”
Mautik Tolia, page 15 of the filed PDF · View the filing
Q&A highlights
Management's answers to analyst questions, in Parakho's words rather than a transcript. Each row names who answered and carries the verbatim quote it was drawn from.
Management said there might be a fundraise but nothing decided yet.
Answered by Mautik Tolia
Asked by Bimal Panchal: Any plans for fundraising?
p. 7
“There might be a fund raising plan. We are still deliberating on the same, but there is no clear indication on the same as of now.”
Mautik Tolia, page 7 of the filed PDF · View the filing
Management said the shift is planned over the next two years through more YouTube IPs and OTT platform IP-sharing deals currently in advanced discussions.
Answered by Mautik Tolia
Asked by Mithun Maity: Why has the IP-to-commissioned revenue mix remained around 80-20 despite the 50-50 target?
p. 8
“there are about three to four projects in discussion in advanced stages with OTT platforms where we will be having our IPs, and there are plans for further developing the YouTube slate in terms of adding more digital content to our pipeline.”
Mautik Tolia, page 8 of the filed PDF · View the filing
Management said micro-dramas currently contribute 3-4% of revenue and expects growth but capped below 10%.
Answered by Mautik Tolia
Asked by Mithun Maity: What is the current and expected revenue contribution from micro-dramas?
p. 12
“So, I think this year the revenue contribution would have been hardly 3-4% of the overall growth.”
Mautik Tolia, page 12 of the filed PDF · View the filing
Management said payment cycles remain largely milestone or credit-based and cash flow pressure will continue for about a year before royalty accruals improve.
Answered by Mautik Tolia
Asked by Naman Gala: How are receivable days and cash flow management trending as the company invests more in IP?
p. 13
“we expect that this will continue for a year more.”
Mautik Tolia, page 13 of the filed PDF · View the filing
Management said the company follows established regulatory frameworks and sees no risk of content censorship or takedown.
Answered by Mautik Tolia
Asked by Murtaza: Is there regulatory or censorship risk to the content being created?
p. 13
“we are completely following those guidelines, so we have zero risk when it comes to actually getting our content censored or taken down.”
Mautik Tolia, page 13 of the filed PDF · View the filing
Management said the process has been fully streamlined after a temporary one-month disruption.
Answered by Mautik Tolia
Asked by Murtaza: Has the earlier JioStar merger-related commission disruption been resolved?
p. 14
“There was that one month process where the merger was happening, so the consolidation was going on, but now that, hopefully that is completely in place.”
Mautik Tolia, page 14 of the filed PDF · View the filing
Management said funding came from the prior rights issue proceeds and internal accruals.
Answered by Mautik Tolia
Asked by Vatsal Jain: How is the company funding its acquisitions and new initiatives?
p. 15
“So, the funding came from the rights issue that we did last year. From those, from the proceeds of that and certain accruals, we've been funding all these acquisitions and these future development initiatives.”
Mautik Tolia, page 15 of the filed PDF · View the filing
Management said the increase reflects unbilled revenue and accrued IP inventory.
Answered by Mautik Tolia
Asked by Mithun Maity: Why did other financial assets jump from INR104 lakhs to INR1,198 lakhs on the balance sheet?
p. 16
“primarily a lot of some of it is unbilled revenue, some of it is certain IPs inventory that we've, you know, we've created which right now would get accrued.”
Mautik Tolia, page 16 of the filed PDF · View the filing
Risks flagged
IP monetization has longer revenue and cash flow cycles than commissioned content
p. 6
“We also remain clear-eyed that IP monetization has longer cycles than commissioned content.”
Mautik Tolia, page 6 of the filed PDF · View the filing
Cash flow pressure expected to continue for another year as IP investments accrue before royalty recoveries begin
p. 13
“So, because we are in the middle of building this cycle right now, we expect that this will continue for a year more.”
Mautik Tolia, page 13 of the filed PDF · View the filing
Metrics for digital/IP content efficiency are still underdeveloped due to rapid industry disruption and AI adoption
p. 13
“those metrics are still work in progress. I mean, as big as the industry is getting disrupted almost on a daily basis and now with AI also coming in, it's very difficult to develop those metrics at this point of time.”
Mautik Tolia, page 13 of the filed PDF · View the filing
Generated by claude-sonnet-5. Source: the transcript as filed with BSE. We link to the exchange's copy; we do not host transcripts. Parakho is a data and screening tool, not an investment adviser — nothing here is a recommendation to buy, sell or hold.