UFONSEQ4&FY26May 27, 2026

UFO Moviez India Limited

4,155words
34turns
3analyst exchanges
3executives
Management on call
Rajesh Mishra
EXECUTIVE DIRECTOR AND GROUP CEO, UFO MOVIEZ INDIA LIMITED
Ashish Malushte
CHIEF FINANCIAL OFFICER, UFO MOVIEZ INDIA LIMITED
Siddharth Bhardwaj
CEO, DIGITAL CINEMA NETWORK BUSINESS, UFO MOVIEZ INDIA LIMITED
Key numbers — 40 extracted
43%
key figures for the quarter and year ended March 2026 – • Consolidated revenue for Q4 FY26 grew by 43% to ₹1,342 million, compared to ₹940 million in Q4 FY25, and increased by 2% on a quarter-on-quarte
₹1,342 million
ures for the quarter and year ended March 2026 – • Consolidated revenue for Q4 FY26 grew by 43% to ₹1,342 million, compared to ₹940 million in Q4 FY25, and increased by 2% on a quarter-on-quarter basis from ₹1,31
₹940 million
r ended March 2026 – • Consolidated revenue for Q4 FY26 grew by 43% to ₹1,342 million, compared to ₹940 million in Q4 FY25, and increased by 2% on a quarter-on-quarter basis from ₹1,319 million in Q3 FY26. • E
2%
e for Q4 FY26 grew by 43% to ₹1,342 million, compared to ₹940 million in Q4 FY25, and increased by 2% on a quarter-on-quarter basis from ₹1,319 million in Q3 FY26. • EBITDA for Q4 FY26 grew by 55% to
₹1,319 million
llion, compared to ₹940 million in Q4 FY25, and increased by 2% on a quarter-on-quarter basis from ₹1,319 million in Q3 FY26. • EBITDA for Q4 FY26 grew by 55% to ₹182 million, compared to ₹118 million in Q4 FY25,
55%
d by 2% on a quarter-on-quarter basis from ₹1,319 million in Q3 FY26. • EBITDA for Q4 FY26 grew by 55% to ₹182 million, compared to ₹118 million in Q4 FY25, while declining by 13% on a quarter-on-quart
₹182 million
on a quarter-on-quarter basis from ₹1,319 million in Q3 FY26. • EBITDA for Q4 FY26 grew by 55% to ₹182 million, compared to ₹118 million in Q4 FY25, while declining by 13% on a quarter-on-quarter basis from ₹2
₹118 million
asis from ₹1,319 million in Q3 FY26. • EBITDA for Q4 FY26 grew by 55% to ₹182 million, compared to ₹118 million in Q4 FY25, while declining by 13% on a quarter-on-quarter basis from ₹210 million in Q3 FY26. •
13%
A for Q4 FY26 grew by 55% to ₹182 million, compared to ₹118 million in Q4 FY25, while declining by 13% on a quarter-on-quarter basis from ₹210 million in Q3 FY26. • Net profit for Q4 FY26 stood at ₹45
₹210 million
on, compared to ₹118 million in Q4 FY25, while declining by 13% on a quarter-on-quarter basis from ₹210 million in Q3 FY26. • Net profit for Q4 FY26 stood at ₹45 million, compared to a net loss of ₹7 million in
₹45 million
13% on a quarter-on-quarter basis from ₹210 million in Q3 FY26. • Net profit for Q4 FY26 stood at ₹45 million, compared to a net loss of ₹7 million in Q4 FY25, and was lower by 30% sequentially from ₹64 milli
₹7 million
₹210 million in Q3 FY26. • Net profit for Q4 FY26 stood at ₹45 million, compared to a net loss of ₹7 million in Q4 FY25, and was lower by 30% sequentially from ₹64 million in Q3 FY26. • For the full year FY
Guidance — 17 items
Rajesh Mishra
opening
“Q4 FY26 witnessed a meaningful improvement in theatrical momentum, supported by a stronger content pipeline and better audience engagement across markets.”
Rajesh Mishra
opening
“Looking ahead, with a healthy content pipeline and continued focus on strengthening our advertising network and premium cinema initiatives, we remain optimistic about sustaining growth momentum going forward.”
Rajesh Mishra
opening
“In FY26, a total of 1,834 movies were released (including versions/languages) against 1,808 movies in FY25.”
Rajesh Mishra
opening
“Turning to the key figures for the quarter and year ended March 2026 – • Consolidated revenue for Q4 FY26 grew by 43% to ₹1,342 million, compared to ₹940 million in Q4 FY25, and increased by 2% on a quarter-on-quarter basis from ₹1,319 million in Q3 FY26.”
Rajesh Mishra
opening
“• EBITDA for Q4 FY26 grew by 55% to ₹182 million, compared to ₹118 million in Q4 FY25, while declining by 13% on a quarter-on-quarter basis from ₹210 million in Q3 FY26.”
Rajesh Mishra
opening
“• Net profit for Q4 FY26 stood at ₹45 million, compared to a net loss of ₹7 million in Q4 FY25, and was lower by 30% sequentially from ₹64 million in Q3 FY26.”
Rajesh Mishra
opening
“• For the full year FY26, consolidated revenue grew by 15% to ₹4,864 million, compared to ₹4,240 million in FY25.”
Rajesh Mishra
opening
“EBITDA increased by 36% to ₹803 million in FY26 from ₹591 million in FY25.”
Rajesh Mishra
opening
“Net profit for FY26 grew by 161% to ₹249 million, compared to ₹96 million in FY25.”
Rajesh Mishra
opening
“Looking ahead, the Q1 FY27 began on a mixed note with the release of films such as “Bhooth Bangla”, “Raja Shivaji”, “Pati Patni Aur Woh Do” etc.”
Risks & concerns — 2 flagged
Therefore, nearly 80% of the revenue-sharing expense falls into this category, and that is the reason why, as revenues scale up, the sharing ratio should gradually decline.
— Ashish Malushte
The reason for the decline in Q4 is something that generally happens whenever a major blockbuster is expected to release.
— Ashish Malushte
Q&A — 3 exchanges
Q
Thank you for taking my question. My question is for Sanjay Gaikwad, sir. I have two questions. Firstly, overall when we see our employee costs and operating costs are increasing faster than revenue and profit, we feel like we are invested in a cooperative society, not a corporate company. Sir, in trading distribution business, our employee costs should be 5-7%. So, how are you planning for cost optimization? And if there is some disagreement internally, why don't you hire a third- party external consultancy to improve this profitability? Secondly, our caravan business is loss making, and 50 o
Rajesh Mishra
On the cost front, we have been conscious about this, and over the last two years, we have already optimized and continue to optimize manpower costs. The slight increase in manpower cost that we are seeing pertains largely to incentives and variable pay. A part of employee compensation is variable in nature. Last year, there was no variable payout or incentive, whereas this year, with us achieving better numbers, variable payouts and incentives were paid. That is what is reflecting in the year-on-year increase. To answer your question, yes, this remains an area of continuous monitoring and opt
Q
Good afternoon. It's an excellent performance this time on both revenue and profitability. I had a couple of questions on operating metrics. These trade receivables are going up at a very fast pace. This year we are ending at INR 162 crores versus INR 115 last year. So why this is going up? I just wanted to understand. I mean, it seems to be going at a faster pace than as compared to revenue. Second area is revenue per screen, that was dropping both in CDC and VPF. What is the reason for this? Is there a way to work it out and improve on this? The third area which I wanted to understand is rev
Ashish Malushte
So, your observation with respect to the increase in trade receivables in absolute terms is correct. One of the key reasons for the increase is that advertisement sales typically have a realization cycle of anywhere between 110 to 150 or even 160 days, depending on whether the client belongs to the corporate or government segment. This has historically been the case. In the current year, there are primarily two reasons why receivables appear higher. First, advertisement revenues themselves have increased in absolute terms. More importantly, a significant portion of the revenue was booked from
Q
Thank you all for joining today's call. We value your time and continued engagement with our business. Our team remains available for any further queries or clarification. We appreciate the support and look forward to updating you again next quarter. Thank you very much, everyone.
Management
Speaking time
Shailesh Naik
10
Ashish Malushte
8
Moderator
5
Rajesh Mishra
4
Aanchal Jalan
4
Siddharth Bhardwaj
3
Opening remarks
Rajesh Mishra
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. Thank you. Greetings everyone and thank you all for joining our Q4&FY26 earnings call. Q4 FY26 witnessed a meaningful improvement in theatrical momentum, supported by a stronger content pipeline and better audience engagement across markets. January started on a healthy note with films such as “Ikkis”, “The Raja Saab”, “Border 2” and “Mardaani 3” driving theatrical traction across key circuits. The month benefited from a balanced mix of commercial and regional releases, which helped sustain footfalls and advertiser interest. February witnessed comparatively lower theatrical momentum, as releases such as “O Romeo” a
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