NSEAnalysts/Institutional Investor Meet/Con. Call Updates3d ago · 6 Nov 2026, 04:19 pm

Analysts/Institutional Investor Meet/Con. Call Updates

UFO Moviez India Limited · UFO

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UFO Moviez India Limited has informed the Exchange about Transcript for the Q2&H1FY27 Earnings Conference Call held on November 4, 2026. The company's Q2 FY27 witnessed healthy theatrical momentum, supported by a diverse content slate across languages and genres. The consolidated revenue for Q2 FY27 stood at ₹1,299 million, compared to ₹1,113 million in Q2 FY26.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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UFO Moviez India Limited has informed the Exchange about Transcript for the Q2&H1FY27 Earnings Conference Call held on November 4, 2026.

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November 06, 2026 To, To, BSE Limited N a tional Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai- 400 051 BSE Scrip Code: 539141 NSE Symbol: UFO Dear Sir/ Ma’am, Sub: Transcript for the Q2&H1FY27 Earnings Conference Call held on November 04, 2026 ln continuation to our letter dated October 30, 2026 and pursuant to Regulation 30 of the Securities and Exchange Board of lndia (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with Part A of Schedule lll of the Regulation, please find attached the Transcript of Earnings Conference Call held on Wednesday, November 04, 2026 for discussing the Company’s Q2&H1FY27 financial results. The above information is also available on the website of the Company: www.ufomoviez.com Request you to take it on record and disseminate it on your website. Thanking you. Yours faithfully, For UFO Moviez India Limited Kavita Thadeshwar Company Secretary UFO MOVIEZ INDIA LIMITED: VALUABLE TECHNO PARK, PLOT 53/1, ROAD 07, MIDC, ANDHERI (E), MUMBAI 400 093 T: +91 022 4030 5060 E: CORPORATE@UFOMOVIEZ.COM CORPORATE IDENTITY NUMBER: L22120MH2004PLC285453 WWW.UFOMOVIEZ.COM GST IN: 27AABCV8900E1ZF UFO Moviez India Limited November 4, 2026 UFO Moviez India Limited Q2&H1FY27 Earnings Conference Call November 4, 2026 MANAGEMENT: MR. RAJESH MISHRA – EXECUTIVE DIRECTOR AND GROUP CEO, UFO MOVIEZ INDIA LIMITED MR. ASHISH MALUSHTE - CHIEF FINANCIAL OFFICER, UFO MOVIEZ INDIA LIMITED MR. SIDDHARTH BHARDWAJ – CEO, DIGITAL CINEMA NETWORK BUSINESS, UFO MOVIEZ INDIA LIMITED Page 1 of 7 UFO Moviez India Limited November 4, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the UFO Moviez India Limited Q2&H1FY27 earnings conference call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call please signal the operator by pressing “*” then “0” on your touchtone phone. Please note that this conference is being recorded. The company today is represented by Mr. Rajesh Mishra, Executive Director and Group CEO of the company, Mr. Ashish Malushte, Chief Financial Officer, and Mr. Siddharth Bhardwaj, CEO- Digital Cinema Network business of the company. I would now like to hand over the call to Mr. Mishra for opening remarks, post which we can open the floor for Q&A. Thank you and over to you Sir. Rajesh Mishra: Thank you. Greetings everyone and thank you all for joining our Q2&H1FY27 earnings call. Q2 FY27 witnessed healthy theatrical momentum, supported by a diverse content slate across languages and genres. July opened on a strong note, led by the strong performance of “Spider-Man: Brand New Day”, supported by “The Odyssey” and “Dhamaal 4”, which contributed meaningfully to overall theatrical activity. “Alpha” delivered a moderate performance, while several smaller releases saw limited audience traction. August saw a more varied performance across the content slate. “Hanuman Ansh” emerged as a notable sleeper hit, significantly exceeding initial expectations and gaining momentum through strong audience word-of-mouth. “Awarapan 2” also delivered a strong theatrical performance, while “Batwara 1947” underperformed despite expectations around the film. “Toxic: A Fairy Tale for Grown-ups”, despite being a highly anticipated release, also fell short of expectations, highlighting the increasingly selective nature of theatrical audiences. September continued to see varied audience response, with “Mirzapur: The Movie” delivering a strong performance, while “Haiwaan” underperformed and saw limited theatrical traction. Other releases contributed to a mixed content environment across Hindi and regional markets. The quarter concluded with “The Vvaan: Force of the Forrest”, which opened with a decent response. Overall, Q2 FY27 reflected healthy theatrical activity, with strong performances from both major releases and unexpected sleeper hits. At the same time, the varied performance of highly anticipated titles reinforced the importance of content quality, audience connect and word-of- mouth in driving theatrical success. With a healthy pipeline of releases across languages and improving audience sentiment, we remain optimistic about the growth prospects of the business in the coming quarters. In total, 386 movies were released (including versions/languages) during the quarter, compared to 462 in Q2FY26 and 399 in Q1FY27. On the screen network front, our advertising footprint now stands at 3,946 screens, comprising 2,606 multiplex screens and 1,340 single screens. Turning to the key figures for the quarter and half year ended September 2026 – • The consolidated revenue for Q2 FY27 stood at ₹1,299 million, compared to ₹1,113 million in Q2 FY26. and ₹1,118 million compared to Q1 FY27. • EBITDA stood at ₹213 million in Q2 FY27, compared to ₹218 million in Q2 FY26, and ₹189 million compared to Q1 FY27. • The company reported a net profit of ₹64 million in Q2 FY27, compared to a net profit of ₹75 million in Q2 FY26 and a net profit of ₹57million in Q1 FY27. • Regarding half year performance, consolidated revenues amounted to ₹2,417 million, compared to ₹2,203 million in H1 FY26. EBITDA for H1 FY27 was ₹402 million, compared to ₹411 million in H1 FY26. On the PAT front, the company reported a net profit of ₹121 million in H1 FY27 against a net profit of ₹141 million in H1 FY26. • The consolidated cash as of 30th September was ₹1,657 million, and the net cash was ₹865 million after considering outstanding debt. Looking ahead, Q3 FY27 has commenced on an encouraging note with the release of films such as “Drishyam 3”, “Jailer 2”, “Udta Teer”, “Prahaar” etc. The outlook for the remainder of the quarter remains positive, supported by an exciting slate of upcoming releases, including Page 2 of 7 UFO Moviez India Limited November 4, 2026 “Ramayana Part 1”, “Sharukh khan starrer “King”, “Avengers: Doomsday”, “Eetha”, “Yeh Prem Mol Liya” and others. With a healthy content pipeline and improving industry sentiment, we remain confident about the theatrical business and our ability to capitalize on the opportunities ahead. I would like to take this opportunity to thank all our shareholders, exhibitors, advertisers, business partners and employees for their continued trust and support. With that, I would now like to open the floor for questions. My colleagues, Mr. Ashish Malushte, Chief Financial Officer, Mr. Siddharth Bhardwaj, CEO, and I will be happy to take your questions. Moderator: First question is from Mr. Ashish, an Individual Investor. Please go ahead Ashish: Hi, sir. I wanted to know how much accumulated losses are we still carrying on the balance sheet? And secondly, promoter stake has been continuously falling. So at such an attractive valuation, at any point of time, are we evaluating some sort of increasing promoter stake? Ashish Malushte: Yes. This is Ashish Malushte. So, of the two questions, let me take the second one first. It's about the promoter stake appearing to be going down. In fact, in the last earning call also, we had clarified this point that this is not a reduction on account of promoter selling the shares. What has happened is in the fourth quarter of last year, one of the IPO-time promoter, Apollo International, underwent the process in year for of depromoterization. And therefore, that company was categorized as non-promoter, as a retail investor. And that's the sole reason why we see a drop in the promoter holding, whatever you're seeing for last two quarters. So that is the sole reason. So there is no selling or no reduction in the stake of the Founder Promoter Group, which is Valuable Technologies and Mr. Sanjay Gaikwad and Mr. Hete. So that is absolutely intact. As regards the chances of the promoters increasing their stake [Showing first 8,000 characters — download PDF for full document]