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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Full Announcement
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
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