AMAGI
Amagi Media Labs share price & financials
- Price
- ₹562.8
- Market cap
- ₹12.6k Cr
- Sector
- Information Technology
- Calls analysed
- 3
Amagi Media Labs Limited Q1 FY27
What went well
- AI is seen as a major driver for operational leverage and market expansion in media.
- Agentic infrastructure can significantly reduce human cost and enable scalability in content preparation.
- AI allows for the creation of new revenue possibilities and expansionary growth for customers.
What to watch
- AI models, especially Vision Language Models (VLMs), are currently expensive and slow.
- The complexity of video and audio data makes AI implementation challenging compared to text-based systems.
What Amagi Media Labs Limited does
Amagi provides a cloud-based media technology platform that helps television networks and content owners prepare, distribute, and monetize video across linear TV, OTT, FAST (free ad-supported streaming TV) and CTV (connected TV) platforms. It earns revenue across three operating segments spanning cloud infrastructure migration, cross-platform content distribution, and advertising/marketplace monetization. Its systems process live and on-demand content workflows for broadcasters and distributors globally, including support for major live events, and it is beginning to commercialize AI-driven "agentic" products for media operations.
Segments
- Cloud Modernization
- Streaming Unification
- Monetization & Marketplace
- Cumulative hours of content processed
- 876K hours (FY26 cumulative, since inception)
- Channel deliveries to distribution partners
- 9,425 (FY26 cumulative)
- Distributors served (OTT/FAST/CTV)
- 407 (FY26 cumulative)
- Content owners and platforms in ecosystem
- 400+ content owners, platforms each
- Customers contributing over $1M in annual revenue
- 35 (FY26)
- Ad impressions monetized
- 42.4 Bn (FY26 cumulative, via SSAI and non-SSAI workflows)
Guidance record · Q1 FY27
what the last two calls moved 5 tracked 3 delivered 0 missed 2 open- Underlying Q3 Revenue Growth (adjusted) delivered said Q3 FY26 Promised: around the 25% to 30% range Q1 FY27: This is a historical promise that was previously achieved. It was not applicable to or discussed in the Q1 FY27 AI-focused webinar.
All 5 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q4 FY26: revenue up 20.3%, net profit up 325.0% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|
| Revenue | 330 | 309 | 375 | 404 | 397 +20% |
| EBITDA | -1 | -13 | -3 | 31 | 24 +2500% |
| Net profit | 8 | -11 | 3 | 31 | 34 +325% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance +66.1% YTD
YTD: ₹348.25 on 21 Jan 2026 → ₹578.35. High ₹674.7 (4 Aug 2026), low ₹316.7 (6 Apr 2026).
How the price took the results
close before → close after
- Q1 FY27
- +2.1%
- 7 Jul
- Q4 FY26
- −3.2%
- 21 May
- Q3 FY26
- −5.7%
- 12 Feb
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹1 Cr | ₹1 Cr | ₹0 Cr | ₹0 Cr | ₹17 Cr | ₹108 Cr |
| Reserves | ₹40 Cr | ₹322 Cr | ₹644 Cr | ₹-378 Cr | ₹842 Cr | ₹1.6k Cr |
| Borrowings | ₹11 Cr | ₹0 Cr | ₹0 Cr | ₹906 Cr | ₹34 Cr | ₹31 Cr |
| Other liabilities | ₹88 Cr | ₹620 Cr | ₹772 Cr | ₹780 Cr | ₹459 Cr | ₹565 Cr |
| Total liabilities | ₹140 Cr | ₹942 Cr | ₹1.4k Cr | ₹1.3k Cr | ₹1.4k Cr | ₹2.4k Cr |
| Fixed assets | ₹4 Cr | ₹7 Cr | ₹38 Cr | ₹52 Cr | ₹85 Cr | ₹94 Cr |
| Capital work in progress | ₹0 Cr | ₹0 Cr | ₹8 Cr | ₹0 Cr | ₹12 Cr | ₹0 Cr |
| Investments | ₹0 Cr | ₹0 Cr | ₹264 Cr | ₹63 Cr | ₹170 Cr | ₹229 Cr |
| Other assets | ₹135 Cr | ₹935 Cr | ₹1.1k Cr | ₹1.2k Cr | ₹1.1k Cr | ₹2.0k Cr |
| Total assets | ₹140 Cr | ₹942 Cr | ₹1.4k Cr | ₹1.3k Cr | ₹1.4k Cr | ₹2.4k Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Mar 2026, FIIs trimmed −0.20 pp while DIIs added +0.10 pp. The shareholder count shrank 12% to 15,350.
- Promoters
- 14.9%
- FIIs
- 42.2%
- DIIs
- 37.1%
- Public
- 5.7%
Since Mar 2026
- FIIs −0.20 pp
- DIIs +0.10 pp
- Public +0.10 pp
Who bought this quarter
since Mar 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- Aditya Birla Sun Life Trustee Private Limited A/C - Aditya Birla Sun Life Large Cap Fund Mutual fund +0.35 pp 2.38% held
- ICICI Prudential Technology Fund Mutual fund +0.16 pp 1.68% held
- Cif Iii Scheme I AIF +0.16 pp 1.32% held
The same filing shows 0 holders trimming and 0 off the list — both are in the register beside this.
Who is on the register
Named in the Jun 2026 filing
Every holder of Amagi Media Labs Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| Pi Opportunities Fund-Ii VC / PE | 14.47% | unchanged |
| Norwest Venture Partners X - Mauritius VC / PE | 11.97% | unchanged |
| Accel India VI (Mauritius) Ltd. VC / PE | 8.17% | unchanged |
| General Atlantic Singapore AML Pte. Ltd. VC / PE | 7.93% | unchanged |
| SBI Small Cap Fund Mutual fund | 7.65% | unchanged |
| PI Opportunities Fund-I Scheme II AIF | 4.62% | unchanged |
| Arunachalam Srinivasan Karapattu | 4.46% | unchanged |
| Srividhya Srinivasan | 4.42% | unchanged |
| Baskar Subramanian | 4.42% | unchanged |
| Accel Growth VI Holdings (Mauritius) Ltd VC / PE | 4.31% | unchanged |
| Vida Trustees Private Limited | 4.30% | unchanged |
| Trudy Holdings VC / PE | 3.56% | unchanged |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Mutual funds in AMAGI
Filings to Aug 2026
1 new, 2 added, 2 trimmed, 0 sold out — net +47.42 L shares (+28.5%).
- Held by funds
- ₹1.2k Cr
- 8 schemes
- Biggest holder
- SBI Smallcap Fund
- ₹293 Cr · 0.7% of that fund
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| SBI Smallcap Fund SBI Mutual Fund | ₹293 Cr | held | Jan '26 |
| SBI Children's Fund - Investment Plan (Erstwhile known as SBI Magnum Children's Benefit Fund- IP) SBI Mutual Fund | ₹199 Cr | held | Jan '26 |
| SBI MultiCap Fund SBI Mutual Fund | ₹179 Cr | new | Aug '26 |
| SBI Technology Opportunities Fund SBI Mutual Fund | ₹170 Cr | −1.75 L | Jan '26 |
| SBI Innovative Opportunities Fund SBI Mutual Fund | ₹166 Cr | +14.81 L | Jan '26 |
| SBI MNC Fund SBI Mutual Fund | ₹145 Cr | +2.76 L | Jan '26 |
| HDFC Technology Fund HDFC Mutual Fund | ₹41 Cr | −0.01 L | Jan '26 |
| SBI Resurgent India Opportunities Scheme SBI Mutual Fund | ₹25 Cr | held | Jan '26 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Aug 2026
2 added, 2 trimmed — net +47.42 L shares (+28.5%)
- Funds are sitting on
- +37%
- vs est. average cost
- Held by funds
- ₹1.2k Cr
- 8 schemes · ≈ 9.6% of the company
- Biggest holder
- SBI Smallcap Fund
- ₹293 Cr · 0.7% of that fund
Shares held by these funds +12%
Jan '26 1.66 cr shares Jul '26
All earnings calls (3)
Read the Q1 FY27 call →Learn to analyse Amagi Media Labs Limited
Guides on how to read this kind of business and the numbers that matter.