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    CYBERMEDIA

    CYBERMEDIA
    Media, Entertainment & Publication·18 Aug 2025
    Management Summary

    CyberMedia reported a strong Q1 FY26, with revenue growing 25.56% year-on-year to ₹26.08 crore and EBITDA increasing significantly to ₹1.58 crore. The company highlighted the successful resolution of all past legacy issues and litigations, positioning it for a new growth phase. Management expressed confidence in a robust FY26, driven by its strong digital presence, data analytics capabilities, and strategic partnerships in digital marketing.

    Highlights

    5
    • Revenue for Q1 FY26 grew by 25.56% YoY to ₹26.08 crore from ₹20.77 crore in Q1 FY25.

    • EBITDA for Q1 FY26 significantly increased by 485.18% YoY to ₹1.58 crore from ₹0.27 crore in Q1 FY25.

    • Profit Before Tax (PBT) for Q1 FY26 was ₹1.3 crore, a positive turnaround from a 'slightly negative' previous quarter.

    • The company has successfully addressed and resolved all legacy issues, including US business challenges and major litigations.

    • Strong digital presence with over 11 million website users and 90% YoY traffic growth.

    Concerns

    1
    • The company experienced 'hardly any growth' in the previous 12-13 quarters, with turnover between ₹20-25 crore, attributed to management bandwidth being tied up with legacy issues.

    Key financials

    Single quarter

    04 metrics
    1. 01Revenue₹26.08 Cr+25.6%YoY
    2. 02EBITDA₹1.58 Cr+4.9%YoY
    3. 03PBT₹1.3 Cr
    4. 044-Year Revenue CAGR22.6%

    Capital allocation

    2
    high confidence
    CategoryHeadline
    Debt

    Debt disclosed

    Liquidity

    Liquidity disclosed

    The company is raising ₹10 crore through a rights issue to meet working capital requirements, fund future growth, and cover issue expenses.

    Guidance & targets

    6
    CategoryTargetPriority
    Profitability
    FY26 Outlook
    Very robust year
    Medium
    Profitability
    Q2 FY26 Outlook
    Looking good / strong FY26
    Medium
    Capital Raise
    Total Rights Issue Amount
    ₹10 crore
    High
    Capital Allocation
    Working Capital Requirement (Rights Issue)
    ₹3.31 crore
    High
    Capital Allocation
    Future Growth Funding (Rights Issue)
    ₹2.50 crore
    High
    Capital Allocation
    Rights Issue Expenses
    ₹0.40 crore
    High

    Overall FY26 performance

    FY26
    CurrentQ1 FY26 strong, Q2 looking good
    TargetRobust FY26

    Why it matters

    To confirm the company's return to a sustained growth path after resolving legacy issues.

    We are quite confident💬 that FY25-26 will be a very robust year.

    How to verify

    guidance_and_targets[category='Profitability'][metric='FY26 Outlook']

    0

    Q&A highlights

    5

    “As you know that because a lot of the management bandwidth was taken up by trying to clear up all the legacy issues. When one has so many things happening around oneself, then obviously there is pressure on the core business. But earlier this year, we have settled the last of the issues which was there and now it is possible for the senior management to ensure that we concentrate on ensuring that the Company is growing.”

    Addresses a critical concern about the company's historical underperformance and provides management's explanation and future outlook, indicating a shift in focus towards growth.

    asked by Vimal Gordhandas Modi

    2 min read7 chapters

    Detailed Narrative

    01

    Company Overview and Transformation

    CyberMedia, a 43-year-old company listed on NSE and BSE, operates in B2B media, digital marketing, and data analytics. Its subsidiary, CMRSL, focuses on digital marketing and is listed on NSE SME-EMERGE. The company has successfully resolved all past legacy issues, including US business challenges and major litigations, and is now poised for a new growth phase, with its financial position significantly improved and debtors and creditors under control.

    02

    Q1 FY26 Financial Performance

    The company reported a strong Q1 FY26, with revenue reaching ₹26.08 crore, a 25.5% increase compared to ₹20.77 crore in Q1 FY25. EBITDA for Q1 FY26 stood at ₹1.58 crore, a significant improvement from ₹0.27 crore in Q1 FY25. Profit Before Tax (PBT) for the quarter was ₹1.3 crore, turning positive from a 'slightly negative' figure in the previous quarter, indicating a healthy growth trajectory.

    03

    Digital Presence and Growth

    CyberMedia boasts a robust digital presence, with over 11 million website users and a 90% year-on-year traffic growth. The company has approximately 3 lakh subscribers, 12 million page views on Facebook, 30 million views on Instagram, and 2.2 million engagements on LinkedIn. This strong digital footprint forms the base for its presence across social media and digital platforms, marking a significant transformation.

    04

    Data Analytics and International Expansion

    The company's data analytics segment provides insights, market research, advisory services, and consulting, leveraging rich data gathered over years. It has expanded into semiconductor and autonomous vehicle areas, offering market research reports and newsletters in these fields. CyberMedia is also pursuing international projects, having secured initial movements from the Middle East, indicating a focus on global growth.

    05

    Digital Marketing and Partnerships

    CyberMedia is a Google-certified partner, offering digital marketing, media buying, performance marketing, and SEO services. The company utilizes AI/ML-based solutions like CM Galaxy and AuxoAds for programmatic solutions and monetization. It holds licenses for Google products such as AdWords, DV360, and GAM360, and partners with other networks like Meta, LinkedIn, and Pubmatic, providing comprehensive client solutions on both demand and supply sides.

    06

    Capital Raise and Legacy Issues Resolution

    The company is undertaking a rights issue to raise ₹10 crore, with ₹3.31 crore allocated for working capital, ₹2.50 crore for future growth, and ₹0.40 crore for issue expenses. A significant portion of the funds will also convert related-party loans into equity, resolving past financial obligations. This capital raise is crucial for the company's growth path, especially after addressing all legacy issues and litigations.

    07

    Future Outlook and Strategic Initiatives

    Management expressed confidence in a 'very robust' FY26, with Q2 also showing positive trends. The company is exploring leveraging its extensive content archives through digital subscriptions to universities, corporate solutions, and potential partnerships with OTT platforms. It is also open to considering a merger of its subsidiary CMRSL with CyberMedia to streamline its corporate structure, and is actively looking into new offerings for emerging tech sectors like EVs, semiconductors, and drones.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.