UFO Moviez India Ltd (NSE:UFO)

Q1 2027 UFO Moviez India Ltd Earnings Call Transcript

Jul 29, 2026 / 06:30 AM GMT

Release Date Price: ₹66.77 (-2.02%)

Transcript

Key Points

Positve

Advertisement revenue grew 33% year-on-year, driven by strong theatrical momentum and positive advertiser sentiment from blockbuster films like 'Girindar The Revenge'.
Consolidated cash position remained robust at Rs. 1,462 million, with net cash of Rs. 624 million after debt, indicating strong liquidity.
Trade receivables reduced from Rs. 93.5 crores to Rs. 89.4 crores for Indian operations, showing improved collection efficiency despite high advertising revenue.
Management expressed confidence in future growth, citing a healthy pipeline of upcoming releases across languages and improving advertiser sentiment.
The company successfully locked in annual advertising clients during the quarter, providing a stable revenue base for the coming periods.

Negative

Total movie releases declined to 399 in Q1 FY27 from 456 in Q1 FY26 and 459 in Q4 FY26, indicating a slowdown in content volume.
Sale of product revenue dropped significantly, primarily due to international sales being delayed by the ongoing war situation in Dubai, impacting deliveries.
Southern regional cinema remained subdued during the quarter, limiting overall audience engagement in key markets.
Consolidated revenue fell sequentially to Rs. 1,118 million from Rs. 1,342 million in Q4 FY26, reflecting quarter-on-quarter weakness.
EBITDA margin remained under pressure, with EBITDA declining to Rs. 189 million from Rs. 193 million in Q1 FY26, despite revenue growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UFOM.NS - UFO Moviez India Ltd
Q1 2027 UFO Moviez India Ltd Earnings Call
Jul 29, 2026 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the UFO Movies India Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing then 0 on a touchtone phone. Please note that this conference is being recorded.

The company is represented by Mr. Rajesh Mishra, Executive Director and Group CEO, Mr. Ashish Marshte, Chief Financial Officer, and Mr. Siddharth Bharadwaj, CEO of the company.

I would now like to hand over the call to Mr. Rajesh Mishra for his opening remarks, post

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