Brightcom Group Limited · NSE:BCG
Brightcom — Q1 FY2026-27 Earnings Presentation
25 slides from Brightcom's earnings presentation, Aug 26, 2026
Slide 1: Submission of Investor Presentation (exchange cover letter)
Date: 26th August 2026 To, To The Manager – Listing Compliance The Manager – Listing Compliance BSE Limited National Stock Exchange of India Limited Phiroze Jejeebhoy Towers,Dalal Street, Exchange Plaza, C-1, Block G,Bandra Kurla Mumbai – 400001 Complex, Bandra (E),Mumbai – 400051 Scrip Code: 532368
Slide 2: Quarter 1 FY2026-27 Investor Presentation
QUARTER 1 : FY2026–27 INVESTOR PRESENTATION A d Te c h | D e f e n c e | N e x t G e n | S e r v i c e s
Slide 3: Disclaimer
DISCLAIMER This presentation and the accompanying slides (the “Presentation”), which have been prepared by Brightcom Group Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securitie
Slide 4: This Quarter - Snapshot
THIS QUARTER - SNAPSHOT ( CONSOLIDATED LEVEL ) Q1 REVENUE Q1 EPS ₹1,752 Cr ₹1.30 +20.4% YoY EBITDA ₹470 Cr 26.8% margin PAT TTM EPS Up from 26.1% a year ago ₹262 Cr ₹5.02 +24% YoY
Slide 5: Q1 FY27 — A Strong Start
Q1 FY27 — A Strong Start Growth Continues Into the New Financial Year DESCRIPTION Q1 FY27 Q1 FY26 CHANGE Revenue from ₹ 1,752 Cr ₹ 1,455 Cr + 20.4 % Operations Gross Profit ₹ 377 Cr ₹ 300 Cr + 25.6 % EBITDA ₹ 470 Cr ₹ 380 Cr + 23.7 % Net Profit (PAT) ₹ 262 Cr ₹ 211 Cr + 24 % EBITDA Margin 26.8 % 26.
Slide 6: Financial Progression
FINANCIAL PROGRESSION The positive momentum continued into Q1 FY27 with ₹1,752 Cr revenue and ₹262 Cr PAT. FY24 FY25 FY26 Revenue ₹4,662 Cr ₹5,147 Cr ₹6,928 Cr PAT ₹688 Cr ₹710 Cr ₹962 Cr EPS ₹3.41 ₹3.52 ₹4.77 ROE 8.83% 8.17% 9.19% ROCE 12.30% 11.66% 13.53% · FY26 Revenue +34.6% YoY | FY26 PAT +35.5
Slide 7: Revenue - Growth
REVENUE - Growth ₹1,752 Cr ₹1,597 Cr ₹1,455 Cr +20.4% year on year +9.7% versus last quarter Q1 FY 26 Q4 FY 26 Q1 FY 27 +20.4% YoY, +9.7% sequentially
Slide 8: Profit Margin
PROFIT MARGIN Q1 FY-26 Q1 FY-27 ₹ IN CRORE ₹470 EBITDA MARGIN ₹377 ₹380 ₹300 26.8% ₹262 from 26.1% ₹211 Revenue grew by 20.4% Gross profit grew by 25.6% GROSS PROFIT +25.6% EBITDA +23.7% NET PROFIT +24%
Slide 9: Revenue by Division
REVENUE BY DIVISION 94% AdTech ₹1,645 cr 6% Services Q1 FY27 REVENUE ₹107 cr ₹1,752 cr 0% Defence ₹0 cr 0% NextGen ₹0 cr
Slide 10: Brightcom Today
BRIGHTCOM TODAY 28+ YEARS OF EVOLUTION A GLOBAL TECHNOLOGY GROUP 1998 — USAGreetings: digital beginnings 2000s — Content, communication and audience growth Mid-2000s — Development of AdTech platforms 2008–2014 — Global expansion, acquisitions and institutional funding Mid-2010s — Brightcom Group: Un
Slide 11: Headquartered in Hyderabad, India
Strong business footprint in US, Europe, UK, Israel, S. America and Australia. SCANDINAVIA (SWEDEN, FINLAND, ICELAND, GREENLAND, NORWAY) GERMANY THE NETHERLANDS Headquartered in NORTH AMERICA UK BELGIUM UKRAINE Hyderabad, India FRANCE ITALY ROMANIA SERBIA GREECE ISRAEL PHILIPPINES MEXICO INDIA PANAM
Slide 12: The Board / Management Team
The Board Management Team MR. M. SURESH KUMAR REDDY MR. M. SURESH KUMAR REDDY CHAIRMAN AND MANAGING DIRECTOR & CEO CHAIRMAN AND MANAGING DIRECTOR & CEO MR. RAGHUNATH ALLAMSETTY MR. RAGHUNATH ALLAMSETTY EXECUTIVE DIRECTOR EXECUTIVE DIRECTOR MR. PALADUGU VENKATA SUBBA RAO MR. BRADLEY N. COHEN INDEPEND
Slide 13: Four Divisions
FOUR DIVISIONS Clearer Structure. Clearer Accountability. ADTECH Established Core DEFENCE Emerging Strategic Business 01 02 · Programmatic advertising · UAV intelligence · Publisher monetisation · Autonomous systems · Digital media · Threat analytics · Data & audience technology · Defence technology
Slide 14: AdTech
ADTECH Our Established Core Business ADTECH TECHNOLOGY EVOLUTION STRATEGIC PRIORITIES Better Revenue — attractive and sustainable Programmatic advertising Server-side architecture opportunities Publisher monetisation Prebid Better Technology — strengthen the platform Supply & demand platforms OpenRT
Slide 15: Defence
DEFENCE Strategic opportunity in technology-led defence CORE AREAS OPPORTUNITY AREAS UAV Intelligence — reconnaissance, surveillance and mission support Defence modernisation Autonomous Systems — AI-enabled aerial and Border and security applications autonomous capabilities Training and readiness Th
Slide 16: NextGen
NEXTGEN Building the Technology of Tomorrow ARTIFICIAL INTELLIGENCE ADVANCED COMPUTING OUR APPROACH Predictive models Advanced computing Build selectively Intelligent automation ecosystems Focus on real applications AI-enabled applications Complex optimisation Combine technology + Decision-support s
Slide 17: Services
SERVICES Custom Software Solutions for AdTech FOCUS AREAS STRATEGIC ROLE Software Development — technology development Additional revenue opportunities and engineering capabilities Engineering capabilities Digital Solutions — technology-led solutions for Technology talent business requirements Cross
Slide 18: Global Business Development
GLOBAL BUSINESS DEVELOPMENT Staying Close to Customers, Publishers & Partners CES — LAS VEGAS ATS LONDON — LONDON POCKET GAMER CONNECTS — LONDON PROGRAMMATIC PIONEERS SUMMIT — LONDON POSSIBLE — MIAMI DMEXCO — COLOGNE DIGIDAY PUBLISHING SUMMIT — MIAMI AD:TECH TOKYO — TOKYO CANNES LIONS — CANNES ONOMA
Slide 19: FY2026–27 Priorities
FY2026–27 PRIORITIES Where We Go From Here 01 Strengthen AdTech 04 Grow Services Build on Q1 momentum. Improve Build technology capabilities and revenue quality, technology, margins scalable customer opportunities. and monetisation. 02 Build Defence Division 05 Improve Cash Generation Develop partne
Slide 20: The AdTech Market
THE ADTECH MARKET The global advertising industry is undergoing a rapid digital transformation, driven by advancements in AI, data intelligence, automation, and connected media. As brands increasingly prioritize measurable, privacy-conscious, and omnichannel marketing strategies, digital advertising
Slide 21: Financial Outlook
FINANCIAL OUTLOOK Growth With Increasing Quality of Earnings 01 Revenue Growth 02 Profit Growth Build on the current growth Improve profitability through trajectory. better revenue mix, technology leverage and operating discipline. 03 Competitive Advantage 04 Cash Generation Continue strengthening I
Slide 22: Receivables & Cash Flow
RECEIVABLES & CASH FLOW Turning Earnings Into Cash Strong profitability needs to be supported by stronger cash conversion. Priorities Customer-level monitoring — greater visibility over outstanding receivables Structured collections — clear ownership and follow-up Faster resolution — earlier escalat
Slide 23: Governance & Compliance
GOVERNANCE & COMPLIANCE Building a Stronger Institutional Foundation Compliance milestones Governance focus LODR — annual compliances completed TIMELINESS | COMPLETENESS | Quarterly compliances completed through June 2026 ACCOUNTABILITY | TRANSPARENCY Regulation 76 — Share Capital Reconciliation Reg
Slide 24: Strengthen the core, build new capabilities, improve cash generation
Strengthen the core • Build new capabilities • Improve cash generation • Create sustainable long-term value
Slide 25: Thank You