BSECompany Update13 Aug 2026 · 13 Aug 2026, 03:31 pm

Investor Presentation on highlights of the financial results of the Company for the quarter ended June 30, 2026.

Amagi Media Labs Ltd · 544679

✦ AI Summary▲ PositiveResults

Amagi Media Labs Ltd has released its Q1 FY27 earnings presentation, highlighting a 32% YoY revenue growth, 201% YoY increase in EBITDA, and 118% YoY growth in PAT. The company's core workloads are gaining momentum, with AI potential to nearly double the Total Addressable Market (TAM).

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10

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Amagi Media Labs Ltd - 544679 - Announcement under Regulation 30 (LODR)-Investor Presentation

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amag1 August 13, 2026 BRSeE: A LMimAiGteI/dS E/2026-27/50 National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, SDcarlaipl SCtoredeet ,– F 5o4rt4, 679 SByamndbroal K –u ArlMa ACoGmI plex, Bandra (E), Mumbai – 400001, Maharashtra Mumbai – 400051, Maharashtra DSuebarje Scitr:/ IMnavdeasmto,r Presentation. Pursuant to the Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Company Regulations, 2015, we enclose herewith the Investor Presentation on highlights of the financial results of Amagi Media Labs Limited (“ ”) for the quarter ended June 30, 2026. The Investor Presentation is also being hosted on the Company’s website at https://www.amagi.com/investors/quarterly-financials. We request you to please take the same on record. Thanking you. Amagi Media Labs Limited For and on behalf of Sridhar Muthukrishnan Company Secretary and Compliance Officer Membership No.: F9606 11Am agi Media Labs Limited (formerly known as “Amagi Media Labs Private Limited”) CIN: L73100KA2008PLC045144 Registered office: Raj Alkaa Park, Sy. No. 29/3 & 32/2, 4 Floor, Kalena Agrahara Village, Begur Hobli, Bengaluru – 560076, Karnataka P E W : +91 80 4663 4444 | : info@amagi.com | : www.amagi.com Q1 FY27 Earnings Presentation Quarter ended 30 June 2026 Amagi Media Labs Limited Earnings Call: 14 August 2026, 8:00 AM IST ir@amagi.com Executive Summary - - - - 01 02 03 04 Growth momentum, Large opportunity, Core workloads AI gaining margins expanding still early days moving to Amagi customer traction +32% ~$17B 104 10+ revenue today FIFA matches active pilots 125%+ TTM NRR Cloud playout: only ~10% 100% on-air availability NEWSPULSE: Major U.S. 11.5% Adj. EBITDA margin AI potential to nearly 2x TAM Mission-critical migrations network selected Please refer to Annexure in Appendix A for Definitions amagi Growth Sustained, Margins Expanded - - - - REV ENUE A D J. EBI T D A PA T CA SH Q1 FY27 Q1 FY27 Q1 FY27 As of 30 Jun 2026 ₹437 Cr ₹50 Cr ₹34 Cr ₹1,616 Cr ▲+32% Y/Y ▲+201% Y/Y ▲+760% Y/Y ▲+118% Y/Y CC growth +21% Y/Y 11.5% margin 7.5% margin Incl. IPO proceeds Please refer to Annexure in Appendix A for Definitions amagi amag1 Simplifies the Complexity of Media Operations For Content Providers For Distributors IDl Content 'C<i:i Edit OTT Platforms ®. Language ,1,,,1, Tracks LIVE jmllmj Ingest& f!/l' Streaming L_J Sort 0 Quality ~ Check 'ii E-commerce Linear Scheduling ~ Dato llil.l Desc Social Media frfi Video on Demand Gaming Content Targeting @ Audience Targeting For Advertisers Source: 1Lattice Report. amagi Large Market Opportunity CLOUD STREAMING MONETIZATION & -MODERNIZATION -UNIFICATION -MARKETPLACE AI could expand the $6.2B $3.7B $7.0B addressable opportunity Broadcast content Video workflows across the Ad-related operations and Potential to nearly 2x preparation, live streaming ecosystem monetization production and cloud TAM over time* operations *Directional management estimate, under calibration; not a forecast. TAM today: ~$17B Source: 1Lattice Report; data as of CY2024. Total TAM $16.9B across the three categories. amagi Market Shifts Remain Early CLOUD STREAMING CTV MONETIZATION AI ADOPTION - - - - MODERNIZATION 10.2% 48.6% 78% 27% of playout on cloud¹ of US TV viewing time² of new SVOD subs on ad tiers³ of broadcasters use AI today⁴ ▲+4.5 ppts Y/Y ▲+3.8 ppts Y/Y ▲4M net additions ▲64% expect top impact Cloud migration remains early Streaming continues to gain share Advertising is central to streaming AI adoption remains early Sources: 1. Caretta Research · 2. Nielsen Gauge, US, May 2026 · 3. Antenna; eMarketer · 4. HaiVision. amagi Why Amagi Is Positioned to Win MISSION-CRITICAL END-TO-END INTELLIGENCE PLATFORM OPERATING LAYER EMBEDDED What we are built on: Where work gets done: What drives it: Global Infrastructure System of Action Intelligence the foundation trusted by a system that acts across operations driving efficiency enterprises tech, ops and biz layers and autonomy P L A T F O R M S C A L E 400+ 400+ 80+ Content Providers Distributors Advertisers amagi Customers Trust Amagi with Mission-Critical Workflows GLOBAL SPORTS STREAMING PLATFORM 300+ 104 3 Live Programming Hours Tournament Matches Global Regions DISASTER RECOVERY LIVE OPS EXCELLENCE RISK MITIGATION MAJOR U.S. BROADCASTER 325+ 450+ 100% Operational Events Shoulder Hours On-Air Availability LIVE CLIPPING DYNAMIC SCHEDULING MASTER CONTROL PLAYOUT Customer names anonymized per disclosure agreements. Metrics as reported for Q1 FY27. amagi Q1 Proof Points: Winning Across the Platform Broadcast and FAST unifying on one platform (Cloud Modernization + Streaming Unification) ABC Commercial, the commercial arm of Australia’s national broadcaster, launched 4 FAST channels on LG Channels across multiple markets, usingAmagi for channel origination, distribution and monetization. A US news networkmoved broadcast operations to Amagi CLOUDPORT, unifying FAST and linear workflows on a single cloud-native stack. • A major US broadcasterexpanded to 25 FAST channels on Amagi CLOUDPORT, spanning origination through monetization and unifying FAST with its existing broadcast deployment. A major US television networkadded 15 FAST channels on Amagi CLOUDPORT across multiple FAST platforms, unifying FAST with an existing CLOUDPORT broadcast deployment. A Middle East television networkadded 4 broadcast channels on Amagi CLOUDPORT and selected Amagi THUNDERSTORM to monetize FAST and owned-and-operated streaming. An Asia Pacific television networksigned a Managed Services engagement across 6 broadcast and FAST channels, with Amagi AI Smart Scheduler automating scheduling. Monetization extending to the distributor side (Monetization & Marketplace) TV9, a major Indian news network, selected Amagi to manage live feeds, expand CTV distribution partnerships and drive monetization across the network’s channels. A large US FAST platformselected Amagi ADS PLUS and THUNDERSTORM to monetize in-content ad formats across owned and third-party channels, expanding yield beyond spot inventory. Agentic AI in newsroom operations (Amagi INTELLIGENCE) A large US news network haschosen Amagi NEWSPULSE for AI transformation of their newsrooms, automating vertical-news editorial workflows from live and recorded feeds to social platforms and owned properties. Customer names disclosed with consent; other customers anonymized per disclosure agreements. Wins as reported for Q1 FY27. amagi AI Gaining Customer Traction ✓ I I Q4 FY26 Q1 FY27 · Current Q2 FY27 · Upcoming Product Ships Momentum Builds Suite Launches 1st 10+ New paying customer active pilots product suite NEWSPULSE MAJOR U.S. NETWORK FLAGSHIP CONFERENCE Q2 FY27 product plans are indicative and subject to change. Please refer to the Disclaimer and Forward Looking Statements in the Appendix. amagi Platform Activity Continues to Scale MOR E CONT ENT More Content 959K ▲+43% Y/Y Hours Q1 FY27 cumulative MOR E R EA CH More More Creation Reach 9,989 ▲+25% Y/Y Channel Deliveries Q1 FY27 MOR E VIEWER S 451 ▲+28% Y/Y Distributors Q1 FY27 More Ad More Revenues Viewers MOR E A D R EVENU E 13.6 Bn ▲+59% Y/Y Ad Impressions Q1 FY27 amagi Key Takeaways 1 2 3 4 Large opportunity, Market shift Right-to-win Consistent growth, AI expands it still early at scale expanding profitability Consistent Growth Revenue (₹ Cr) Segment Mix (% of revenue) REV ENUE Q1 FY27 +32% 54% 57% Reported revenue growth Y/Y CC growth +21% Y/Y SEGMENT GROWTH Y/Y, Q1 FY27 Streaming Unification +39% 20% 18% Monetization & Mktplace +30% Q1 FY26 Q1 FY27 • Q1 FY26 • Q1 FY27 Cloud Modernization +17% Cloud Modernization Streaming Unification Monetization & Marketplace Revenue from operations; growth rates on reported basis. Segment mix may not sum to 100% due to rounding. amagi 13 Operating Leverage Driving Profit Expansion Adj. EBITDA (₹ Cr) Costs (% of Revenue) A D J. EBI T D A Q1 FY27 50 89% ₹50 Cr ▲+201% Y/Y 23% 11.5% margin · +6.4 pptsY/Y 11.5% 21% OPERATING LEV [Showing first 8,000 characters — download PDF for full document]