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Customer concentration and renegotiation risk
View Risks →Amagi Media Labs Limited — Q3 FY26
Amagi delivered a strong Q3 FY26 with revenue of 404 crore (+22% YoY) and adjusted EBITDA of 58 crore (14.3% margin, doubling YoY).
bullish
high
Financial stats pending filing verification
2-Minute Summary
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Amagi delivered a strong Q3 FY26 with revenue of 404 crore (+22% YoY) and adjusted EBITDA of 58 crore (14.3% margin, doubling YoY). Growth was broad-based across cloud modernization, streaming, and monetization segments, aided by seasonal advertising strength. Management highlighted a 25-27% underlying revenue growth after adjusting for a one-time accounting timing impact from a top customer. PAT came in at 31 crore (7.7% margin). The company added 40+ customers, with net revenue retention at 127%. AI investments are underway to drive future productivity gains for clients. Risks include potential lumpiness from enterprise agreement renewals and pricing pressure as customers scale. Overall, the operating leverage story remains intact, with costs growing at half the revenue rate.
अमागी ने वित्त वर्ष 2026 की तीसरी तिमाही में मजबूत प्रदर्शन किया। कुल कमाई 404 करोड़ रुपये रही, जो पिछले साल से 22% ज्यादा है। कंपनी का मुनाफा (EBITDA) 58 करोड़ रुपये था, जो पिछले साल से दोगुना है। यह वृद्धि क्लाउड सेवाओं, स्ट्रीमिंग और विज्ञापन से आई। एक बड़े ग्राहक से एक बार के लेन-देन के असर को हटाने पर असली वृद्धि 25-27% रही। कंपनी का शुद्ध मुनाफा (PAT) 31 करोड़ रुपये (7.7% मार्जिन) रहा। 40 से ज्यादा नए ग्राहक जुड़े और पुराने ग्राहकों से कमाई 127% बढ़ी। AI में निवेश से भविष्य में ग्राहकों की उत्पादकता बढ़ेगी। जोखिमों में बड़े अनुबंधों में अनियमितता और कीमतों पर दबाव शामिल है। कुल मिलाकर, खर्च कमाई से आधी दर से बढ़ रहा है, जो अच्छा संकेत है।
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Read Transcript →Quarter Snapshot
Content Ingest Hours
800,000 hours
+64% YoY
Leading indicator of platform adoption; content flowing into Amagi's system grew 64% year-over-year.
Ad Impressions Delivered
13 billion
+60% YoY
Monetization segment strength; ad impressions grew 60% YoY, reflecting higher customer usage.
Net Revenue Retention (NRR)
127%
N/A
Key SaaS metric; NRR of 127% indicates strong expansion within existing customer base.
Customer Additions
40+
N/A
Customer count accelerated; added over 40 customers in the trailing twelve months.
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Guidance and risk preview
Management expects to sustain historical growth rates of 25-30% on a constant currency basis, excluding one-time timing impacts.
Top 10 customers account for ~40% of revenue; renegotiations with large customers could impact near-term pricing and growth.
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