Q4 2026 UFO Moviez India Ltd Earnings Call Transcript
Key Points
- Q4 FY26 saw a significant improvement in theatrical momentum, driven by a strong content pipeline and better audience engagement.
- Consolidated revenues for Q4 FY26 grew by 43% to INR1,342 million compared to INR940 million in Q4 FY25.
- Net profit for FY26 increased by 11% to INR249 million compared to INR96 million in FY25.
- UFO Moviez India Ltd (BOM:539141) maintains the largest multiplex screen advertising network in the country.
- The company has a positive outlook for Q1 FY27 with several high-profile film releases expected to sustain growth momentum.
- Employee and operating costs are increasing faster than revenue and profit, raising concerns about cost optimization.
- The Caravan business was loss-making and has been discontinued, impacting overall profitability.
- Trade receivables have increased significantly, ending at INR162 crore versus INR115 crore last year.
- Revenue per screen has dropped in both CDC and VPF categories, raising concerns about operational efficiency.
- The revenue sharing with exhibitors on ad revenue has increased, impacting overall profitability margins.
Good afternoon, ladies and gentlemen. I'm Akash, moderator for the conference call. Welcome to UFO Movies Q4 FY26 conference call. (Operator Instructions)
Please note, this conference is being recorded. The company is represented by Mr. Rajesh Mishra, Executive Director and Group CEO; Mr. Ashish Malushte, Chief Financial Officer; and Mr. Siddharth Bharadwaj, CEO, Digital Cinemas Network business of the company.
I would now like to hand over the call to Mr. Mishra for his opening remarks, post which we can start the question-and-answer session. Thank you, and over to you, sir.
Thank you. Greetings, everyone, and thank you all for joining our Q4 and 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 Rajasab, Border 2 and
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