Basilic Fly Studio Ltd. · NSE:BASILIC
Basilic Fly Studio — Investor Presentation (June 2026)
45 slides from Basilic Fly Studio's investor presentation, June 2026
Slide 1: Investor Presentation
Investor Presentation June 2026 January 2026
Slide 2: Basilic Fly Studio At Glance
Basilic Fly Studio At Glance 13+ 13+ 6 6 Locations 775+ 775+ 490+ 490+ Years of Experience across Key Markets Team Members Clients 11,700+ 1,200+ 2,300+ 8,160+ 11,700+ 1,200+ 2,300+ 8,160+ Projects Delivered Movies Delivered Series Delivered Commercials Delivered 73% 22% 18% 24% 73% 22% 18% 24% 3 Ye
Slide 3: Company Overview
Company Overview
Slide 4: Company Overview
Company Overview ⮚Basilic Fly Studio Limited (BFS), incorporated in 2016, is a global visual effects studio Consolidated Operational Revenue providing end-to-end visual effects services for films, television series, web content, (INR Mn) & EBITDA Margins (%) and commercials. 4,078 48.79% 47.71% ⮚The
Slide 5: From a Small Workspace to the World Stage
From a Small Workspace to the World Stage 2013 Laying the Foundations Started with a core team of 6 VFX professionals led by Mr. Balakrishnan, laying Milestone Year 2024 • Crossed INR 300 Cr turnover • Touched ~INR 1,500 Cr Market Cap 2025 Capital Infusion through QIP Raised INR 85 Cr via QIP by iss
Slide 6: Board Leadership & Governance: Basilic Fly Studio
Board Leadership & Governance: Basilic Fly Studio Mr. Balakrishnan Mr. Vengarai Seshadri Sowrirajan Managing Director & CEO Independent Director He holds a Master’s degree in Electronic Media from Anna He holds a B.A. in Corporate Secretaryship from Madras University University. As a senior executiv
Slide 7: Core Team Behind Execution
Core Team Behind Execution Gaurav Mehra Zameer Hussain Ikkurthi Chandramohan Chief Financial Officer COO and Global EVP Company Secretary & He brings over 20 years of experience He brings over 28 years of experience in Compliance Officer in CFO and senior business finance the VFX and creative indust
Slide 8: Building a Global VFX Network
Building a Global VFX Network BFS BFS - One Of Us London, UK London, UK BFS Vancouver, Canada BFS Pune, India BFS Headquarters Chennai, India BFS - One of Us Paris, France 8
Slide 9: A Legacy of Award-Winning Work
A Legacy of Award-Winning Work Winners Nominees Best VFX Shot in Feature Film British Independent Film Awards (International) – Antman (BIFA) for Die My Love, 2025 Quantum Mania Best VFX TV Series (International) - Warrior Nun 2 Critics Choice Award for Mission Impossible – Dead Reckoning Part 1, 20
Slide 10: Business Overview
Business Overview
Slide 11: Business Overview
Business Overview What we do • Provide visual effects execution services • For films, television series, web content, and commercials Who we work for • Production houses developing film and series content • Streaming platforms with ongoing content pipelines • Global visual effects studios through ou
Slide 12: End to End Visual Effects Capabilities
End to End Visual Effects Capabilities Pre-Production R&D Production Services • Storyboarding • Pipeline development • Concept Art • On-Set VFX Supervision • Software development • Creative Design • Plate Data Management • AI & Machine learning • Virtual Production Support Motion Graphics & Design P
Slide 13: Trusted by the World's Leading Studios & Streamers
Trusted by the World’s Leading Studios & Streamers 13
Slide 14: Execution at Scale: 1,150+ Movies Delivered
Execution at Scale: 1,150+ Movies Delivered Extraction 2 Deadpool vs Wolverine 14
Slide 15: Execution at Scale: 2,200+ Series Delivered
Execution at Scale: 2,200+ Series Delivered 15
Slide 16: Execution at Scale: 8,160+ Commercials Delivered
Execution at Scale: 8,160+ Commercials Delivered 16
Slide 17: Global Blockbusters- Oscar Selected & Won!
Global Blockbusters- Oscar Selected & Won! Avatar; Fire & Ash F1 the movie Sinners Winners Hamnet Bugonia Nominated for top 20 Mission Impossible : The Electric State FInal Reckoning Shutter Bird 1
Slide 18: One of Us: High-End VFX Capabilities and Award-Winning Talent
One of Us: High-End VFX Capabilities and Award-Winning Talent Team at OOU ➢ Established Creative Powerhouse: Founded in London in 2004 by co-founders Rachael Penfold, Dominic Parker, and Tom Debenham. Ms. Rachael Penfold ➢ Reputation and Scale: An award-winning visual effects studio highly regarded
Slide 19: One of Us: Value Accretion to the Business
One of Us: Value Accretion to the Business Inheriting Tier 1 Creative Advanced Tool Access Capability Operationally Firepower: Driving R&D Savings: Ready with rapid execution: BFS gains Creative Firepower by OOU provides immediate access to AI- BFS gains instant access to OOU's incorporating 300+ se
Slide 20: One Of Us: Enhancing our portfolio with premium projects
One Of Us: Enhancing our portfolio with premium projects Recent Projects Delivered The Witcher: S4 Mission Impossible: The The Wheel of Time S3 Havoc final Reckoning The Bride! Troll 2 Return to Silent Hill Hamnet 20
Slide 21: Global Delivery Powered by Technology
Global Delivery Powered by Technology ➢ Advanced, Cloud-Powered Workflow: AWS-enabled production workflows which enable real-time collaboration, secure asset sharing, and scalable global delivery. ➢ Seamless Multi-Location Integration: Unified platforms seamlessly integrate teams across India, the U
Slide 22: Industry Overview
_ Industry Overv iew
Slide 23: Global VFX Industry Landscape
Global VFX Industry Landscape Streaming Platform Surge: Growing Studio OTT giants deploying record Capacity: content budgets (Disney USD 24 Global VFX Market (USD Bn) Bn, Netflix USD 18 Bn) to create Real-Time Virtual UK studio capacity has doubled in the last three years, visually rich originals Pr
Slide 24: Indian VFX Industry Landscape
Indian VFX Industry Landscape India's VFX industry is set for rapid growth, driven by advanced technologies, skilled talent, and global partnerships. Key Growth Drivers Indian VFX Market (USD Bn) • Technological Advancements: Quality and efficiency are being transformed through the use of cloud rend
Slide 25: Policy Tailwinds for the VFX Industry
Policy Tailwinds for the VFX Industry UK Tax Rebate and France Tax Rebate and India Tax Rebate and Incentives Incentives Incentives 1 1 1 VFX Profit Boost (April 2025): Base Rebate: Base Rebate: Eligible foreign productions can claim a 30% rebate on Total tax relief for visual effects increased by 5
Slide 26: AI Updates
AI Updates
Slide 27: Basilic Fly's AI Philosophy - Deliberate, Not Reactive
Basilic Fly's AI Philosophy - Deliberate, Not Reactive Favorable tax rebates and policy support across the UK, France, and India create a strong, multi-market incentive Two Parallel Investment framework for global film and VFX production. Tracks 1 Non-Generative AI Operational intelligence. ML-drive
Slide 28: What AI Means for Our Clients
What AI Means for Our Clients Every efficiency gain we make internally translates into a tangible benefit for the studios and brands we serve. Why This Strengthens Client Relationships Before vs. After AI Integration Faster Turnarounds Clients increasingly demand shorter windows from brief to delive
Slide 29: AI Roadmap - Where Basilic Fly Is Heading
AI Roadmap - Where Basilic Fly Is Heading Phase 1 Phase 2 Phase 3 IN PROGRESS IN DEVELOPMENT PLANNED Foundation (Now — FY26) Scaling (FY26 — FY27) Leadership (FY27 — FY28) › AI/ML HRMS performance system — live › 16-bit compatible AI compositing › Film-grade AI integration (16-bit, full workflows pi
Slide 30: Strategic Overview
Strategic Overview
Slide 31: Key Strengths
Key Strengths 1 Diversified Client Operates across both direct client relationships and sub-contracting engagements. Engagement Reduces reliance on any single revenue model. Model 2 Hybrid Global Creates a cost + delivery moat difficult for pure domestic or pure overseas studios to Delivery replicat
Slide 32: Optimising Cost Structures
Optimising Cost Structures Strategic Global • Cost-intensive, high-volume work executed in India for efficiency • High-end, creative-intensive VFX handled at acquired studios in Europe (London, Paris) Task Allocation • Work distributed based on complexity, cost, and capacity Multi-Location • Simulta
Slide 33: Growth Roadmap
Growth Roadmap 1 4 Targeted Geographic Expansion: Global Delivery Foundation: ➢ Expands access to regional talent pools and new client ecosystems ➢ Operates as a centralized global delivery hub for international clients ➢ Enhances BFS’s ability to serve global productions locally ➢ Single, integrate
Slide 34: Financial Overview
Financial Overview
Slide 35: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (INR Mn) FY23# FY24 FY25 FY26 Revenue from Operations 702 1,003 735 1,204 Operating Expenses 337 516 422 685 Operating EBITDA 365 487 313 519 Operating EBITDA Margins (%) 51.99% 48.55% 42.59% 43.11% Depreciation 6 10 55 82 Finance Cost 8 5 35 63 Other I
Slide 36: Standalone Balance Sheet
Standalone Balance Sheet Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 ASSETS EQUITY AND LIABILITIES Non-Current Assets Equity Property, Plant & Equipment 18 11 98 Equity share capital 232 232 253 Capital work in progress - - 174 Reserves and Surplus 966 1,147 2,268 Goodwil
Slide 37: Standalone Cash Flow Statement
Standalone Cash Flow Statement Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 CASH FLOWS FROM OPERATING ACTIVITIES: CASH FLOWS FROM INVESTING ACTIVITIES Net Profit Before Tax 502 239 474 Interest Received 24 5 29 Adjustments for: Depreciation and amortisation expense 11 55 8
Slide 38: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (INR Mn) FY23# FY24 FY25 FY26 Revenue from Operations 787 1,027 3,041 4,078 Operating Expenses 403 537 2,326 3,226 Operating EBITDA 384 490 715 852 Operating EBITDA Margins (%) 48.79% 47.71% 23.51% 20.89% Depreciation 6 10 122 163 Finance Cost 8 5 63
Slide 39: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 ASSETS EQUITY AND LIABILITIES Non-Current Assets Equity Property, Plant & Equipment 19 179 218 Equity share capital 232 232 253 Capital work in progress - - 597 Reserves and Surplus 985 1,772 3,086 Min
Slide 40: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 CASH FLOWS FROM OPERATING ACTIVITIES: CASH FLOWS FROM INVESTING ACTIVITIES Net Profit Before Tax 506 511 662 Interest Received 24 7 31 Adjustments for: (Increase)/Decrease in Bank Deposits (337)
Slide 41: Key Performance Metrics
Key Performance Metrics Revenue by Major Clients (%) Geographical Revenue Break-up (%) 90% 91% 1% 5% 8% 1% 78% 82% 82% 17% 74% 14% 71% 17% 2% 67% 56% 55% 51% 39% 34% 89% 60% 34% 42% 41% 21% 9% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Others Australia and New zealand Top 5 Top 10 Top 20 Europe North A
Slide 42: Financial Performance
Financial Performance Financial Performance EBITDA (INR Mn) & EBITDA Margin (%) Operational Revenue (INR Mn) PAT (INR Mn) & PAT Margins (%) FY 23-26 CAGR: 30% FY 23-26 CAGR: 73% FY 23-26 CAGR: 22% 5,000 852 4,500 4,078 48.79% 47.71% 715 35.15% 34.59% 4,000 3,041 3,500 3,000 490 20.89% 506 2,500 384
Slide 43: Financial Performance
Financial Performance Financial Performance Net Worth (INR Mn) Net Debt to Equity (x) ROE (%) & ROCE (%) FY 23-26 CAGR: 121% 0.04 Average: -0.13x 171% Average: 62% Average: 73% -0.03 3,441 153% -0.18 2,088 64% 1,221 -0.33 32% 24% 321 47% 18% 27% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25
Slide 44: Capital Market Information
Capital Market Information 120% 1 Year Stock Performance as on 31st March, 2026 100% 80% 60% 40% 20% 0% -20% -40% Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Basilic Fly Nifty Smallcap 250 Shareholding Pattern (31st March, 2026) Price Data (As on 31st March, 2
Slide 45: Disclaimer
Disclaimer Basilic Fly Studio Limited No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all eve
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