Slide 1: Exchange cover letter for investor presentation
Date: 01.06.2026 To, To, The Listing Compliance Manager NATIONAL STOCK EXCHANGE OF INDIA Department of Corporate Services, LTD. BSE LIMITED Exchange Plaza, C-1, Block G, P. J. Towers, Dalal Street, Bandra Kurla Complex, Mumbai – 400 001. Bandra (E) Mumbai – 400051 NSE SYMBOL: BTML BSE SCRIP: 543767
Slide 2: Bodhi Tree Multimedia Investor Presentation Q4FY26
BODHI TREE MULTIMEDIA LTD. INVESTOR PRESENTATION Q4FY26 From Legacy to IP: Creating. Owning. Compounding
Slide 3: Disclaimer
DISCLAIMER This presentation and the accompanying slides (“The Presentation”), which have been prepared by Bodhi Tree Multimedia Ltd. (“The Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any whatsoever shall not fo
Slide 4: Index
INDEX 01 02 Company Overview & IP Transition Investment Thesis 03 04 About Bodhi Tree Financials Business Model & Collabs 05 06 Annexures Contact Us
Slide 5: Company Overview & Investment Thesis
COMPANY OVERVIEW & Investment Thesis
Slide 6: Bodhi Tree Multimedia at a Glance
BODHI TREE MULTIMEDIA AT A GLANCE 100+ Commissioned 5000+ Hours Of Original 5+ Languages Covered: Hindi, Marathi, 100+ Countries Reached Through & Co-Created Shows Content Delivered Tamil, Gujarati, and Bengali Content Syndication Incorporated in 2013, publicly Strong presence across Transitioning f
Slide 7: Bodhi Tree Multimedia at a Glance: Financial Scale FY26
BODHI TREE MULTIMEDIA AT A GLANCE Financial Scale (FY26) Total Income EBITDA PAT ₹ 118.45 Cr (+32% YoY) ₹ 17.10 Cr (+76% YoY) ₹ 7.95 Cr (+62% YoY) Key Platform & Broadcaster Relationships Television: OTT: Digital: 6
Slide 8: Scaling Stories Worldwide
SCALING STORIES WORLDWIDE Audience know Our Work. Platforms Trust Us. The Industry Backs Us. Marquee shows: Class (Netflix) Phodcast (Digital) Fear Files (Zee) Genres spanning drama, unscripted, Delivered consistently across broadcast, OTT, and Shows aired in 100+ countries via syndication. supernat
Slide 9: Why Media & Entertainment, Why Now
WHY MEDIA & ENTERTAINMENT, WHY NOW India’s Media & OTT Growth - A Transformative Era for Storytellers A Large & Expanding Market A rapidly growing audience Monetisation is diversifying USD 32B in 2025, India’s media and 975M+ OTT & digital viewers (~66% Regional content is no longer niche with ~56%
Slide 10: The Bodhi Tree Playbook
THE BODHI TREE PLAYBOOK A diversified content creation Operating through 5+ creator-led studios delivering multi-genre, multi-language content across TV, OTT, Digital platform and FAST as platform investments in originals continue to rise Transitioning from services Increasing focus on co-created an
Slide 11: Opportunity × Capability = The Bodhi Tree Advantage
OPPORTUNITY × CAPABILITY = THE BODHI TREE ADVANTAGE THE OPPORTUNITY BODHI TREE’S RIGHT TO WIN Platform demand is shifting to franchise-led Multi-season successes like Asur (Madlabs Alpha) and long-running TV franchises underpin originals repeat commissions from Netflix, Jiostar, SonyLIV & Zee. Regio
Slide 12: Where We Are Headed
WHERE WE ARE ₹250 Cr Revenue 50%+ IP Mix ₹25 Cr PAT HEADED In ~3 Years Long Term- 10% Market Say & Control How We Are Getting There FY23–24 FY24–25 FY25–26 FY26+ Creator studio consolidation, Launch of Bodhi Tree Ventures, AI unit operational, IP monetisation at scale, Foundation of IP partnerships
Slide 13: Growth Drivers
GROWTH DRIVERS What Drives the Next Phase 3 2 4 1 5 Digital & FAST Platforms Creator Partnerships Regional Content Growth Break large initiatives into Attracting high-quality talent smaller, manageable parts with Rising demand for vernacular and IP Monetization Syndication Expansion through studio a
Slide 14: IP Transition: A Strategic Pivot
IP TRANSITION A STRATEGIC PIVOT
Slide 15: How We Create
HOW WE CREATE Instead of just making content, we develop properties designed to be scalable from day one in unique ways • Identify and partner with India’s leading Content Creators across genres & formats • Developing Indian adaptation of globally successful content and formats • Working with variou
Slide 16: How Owned IP Compounds Value Over Time
HOW OWNED IP COMPOUNDS VALUE OVER TIME 1. Creation & co-ownership 2. Platform distribution 3. Syndication & licensing Identify scalable concepts and retain rights Launch across OTT, TV, YouTube and digital- Domestic and international sales create for syndication, licensing and re-formatting first pl
Slide 17: IP Transition: From Commissioned Production to IP and Co-ownership
IP TRANSITION From Commissioned Production to IP and Co-ownership How Bodhi Tree is redesigning the content value chain Legacy Model New Model Why This Matters • Platform commissions content • Co-creation & selective IP ownership • Improves margin potential • Fixed production fees • Multi-format mon
Slide 18: From Linear Production to Compounding IP Ownership
FROM LINEAR PRODUCTION TO COMPOUNDING IP OWNERSHIP How Bodhi Tree is redesigning the content value chain The structural opportunity (ownership gap) Proof of concept within the ecosystem 50,000+ hours created annually in India, <1% Asur, Class and digital IPs demonstrate owned by creators Majority lo
Slide 19: The Shift to Ecosystem-Led Storytelling
THE SHIFT TO ECOSYSTEM-LED STORYTELLING Scaling Value Beyond the Screen Story telling is no longer about just content; It’s about building ecosystems around that content. And the biggest names in the Industry are already cashing in on the opportunity Expanding beyond streaming into games and Yash Ra
Slide 20: Global Parallels
GLOBAL PARALLELS The global playbook shows that production houses that invested in ownership and franchise-building now dominate the cultural economy. Korean studios turned K-drama hits into Turkish producers scaled drama series into Spanish creators (La Casa de Papel) turned local multi-format fran
Slide 21: Bodhi Tree's Proof of Evolution
BODHI TREE’S PROOF OF EVOLUTION The Little Adda Company → A creator-driven Khaane Mein Kya Hai → A food-based IP, marketed Class (Netflix)→ A global success that made it to channel where real talk meets real comfort. by Bodhi Tree, that fuses gossip with gastronomy — Netflix’s Global Top 10, marking
Slide 22: About Bodhi Tree, Business Model & Collabs
About Future Projections Financials ABOUT BODHI TREE BUSINESS MODEL & COLLABS 21
Slide 23: The Bodhi Tree Business Tree
THE BODHI TREE BUSINESS TREE BODHITREE MULTIMEDIA LTD Parent Holding Company SUBSIDIARIES BUSINESS UNITS 50%+ Holding MADLABS ALPHA Collaboration CORPORATE Gaurav Shukla Head: Group Executive Management STUDIO BODHI (Production Studio Unit) MOVING IMAGES Head: Sukesh Motwani Manisha Sharma AMIT KHAN
Slide 24: Subsidiaries: Moving Images
SUBSIDIARIES: MOVING IMAGES LEADERSHIP Moving Images is Bodhi Tree’s digital-first storytelling lab, dedicated to youth, experimental, and platform-native formats. It develops IP first business, taking their IPS into several platforms such as YouTube, AVOD, and OTT ecosystems Highlights / Track Reco
Slide 25: Subsidiaries: Madlabs Alpha
SUBSIDIARIES - MADLABS ALPHA LEADERSHIP Madlabs Alpha is Bodhi Tree’s high-concept storytelling studio, positioned as India’s equivalent of A24. It creates bold, premium OTT and film IPs designed for both critical acclaim and mass cultural impact Highlights / Track Record • Creator-led studio behind
Slide 26: Subsidiaries: Guroudev Bhalla Films
SUBSIDIARIES - GUROUDEV BHALLA FILMS LEADERSHIP Guroudev Bhalla Screens is a legacy-driven content studio that has shaped Indian television through heartfelt storytelling, powerful performances, and enduring partnerships. With over two decades of experience, the studio continues to evolve with a foc
Slide 27: Collaboration: Amit Khan Content Hub
COLLABORATION - AMIT KHAN CONTENT HUB LEADERSHIP Amit Khan Content Hub is a literary-driven IP engine, leveraging the works of one of India’s most prolific authors of 100+ best selling novels to build thrilling universes for OTT, audio, and film Highlights / Track Record • Author of 100+ bestselling
Slide 28: Business Units Leadership
BUSINESS UNITS LEADERSHIP OF BUSINESS LEADERSHIP UNITS Corporate/Group Management BodhiTree Ventures Bodhi AI Studio Bodhi Mautik Tolia Sudip Roy Aditya Pratap Singh Persis Siganporia MD & CEO CRO Head of Bodhi AI CCO Exp: 20+ Yrs in Entertainment Exp: Creative Lead on 50+ Exp: 25+ Yrs in Media Reve
Slide 29: Business Units: Integrated Operating Platform
BUSINESS UNITS LEADERSHIP Integrated Operating Platform CORPORATE MANAGEMENT STUDIO BODHI BODHI TREE VENTURES BODHI AI CATEGORY The Strategic Nerve System The Global Monetization Engine The Flagship IP Powerhouse The Efficiency Disruptor Group governance, capital allocation Flagship production and I
Slide 30: Q4 Updates & FY26
Q4UPDATES & FY26
Slide 31: From the Managing Director's Desk
Q4FY26 LEADERSHIP From the Managing Director’s Desk “Q4 and FY26 reflect another strong step forward in Bodhi Tree’s growth journey. During the quarter, we delivered consolidated revenue of ₹36 Cr and PAT of ₹2 Cr, while FY26 revenues stood at ₹118 Cr with PAT of ₹8 Cr, up 62% YoY, reflecting strong
Slide 32: Q4FY26 Key Business Updates
Q4FY26 – KEY BUSINESS UPDATES LEADERSHIP KEY OPERATIONAL UPDATES 1. Produced ~200 hours of original content across television, OTT and digital platforms during the quarter. 2. Produced 5 shows for leading broadcasters and platforms including Colors, JioStar, Zee, Dangal and Shemaroo. 3. Launched key
Slide 33: Q4 & FY26 Financials
Q4 & FY26 FINANCIALS LEADERSHIP Particulars* Q4FY26 Q4FY25 YoY% Q3FY26 QoQ% FY26 FY25 YoY% (INR Cr) Total Income 36.07 39.28 -8.17% 39.57 -8.85% 118.45 89.76 31.96% EBITDA 5.96 3.82 55.61% 4.66 27.90% 17.10 9.68 76.47% EBITDA Margin (%) 16.52% 9.73% 11.79% 14.44% 10.78% Profit After Tax 2.08 1.87 11
Slide 34: Annexures
ANNEXURES
Slide 35: Historical Financial Metrics
HISTORICAL FINANCIAL METRICS LEADERSHIP Total Income (In Rs Cr) EBITDA (In Rs Cr) 35.9% CAGR 68.4% CAGR 64.1 89.8 118.5 6.0 9.7 17.1 FY24 FY25 FY26 FY24 FY25 FY26 PAT (In Rs Cr) ROCE & ROE 26.3% 50.2% CAGR 20.4% 13.1% 15.0% 12.9% 7.9 9.1% 3.5 4.9 FY24 FY25 FY26 FY24 FY25 FY26 ROCE ROE 34 *All figure
Slide 36: The Making of Bodhi Tree
THE MAKING OF BODHI TREE LEADERSHIP Expanded into genres Acquired Moving Images as a Founded as (supernatural, reality, Main Board Listing, wholly owned subsidiary and a Bodhi Tree crime, food, business) and consolidation into strategic stake in Lahren Multimedia regional markets group companies Net
Slide 37: Focused Capital Deployment
FOCUSED CAPITAL DEPLOYMENT LEADERSHIP Across content, creators and regions IP & franchise development Monetisation & distribution platforms: Investments in original formats, pilots and co-created IP to build scalable Strengthening Bodhi Tree Ventures, FAST channels, YouTube networks and franchises s
Slide 38: Thank You
Company Contact: Paresh Acharya Bodhi Tree Multimedia Limited paresh@bodhitreemultimedia.com M: +91 22 4751 4823 | +91 98926 33413 Investor Relations Contact: Janhavi Kankriya Branding Edge janhavi@brandingedgestrategies.com M:+91 80803 08633 THANK YOU!
Slide 39: Q4 and FY26 results conference call invitation
BODHI TREE MULTIMEDIA LIMITED Is pleased to invite you for a conference call to discuss its Dial in Numbers: Q4 and FY26 results Universal Dial-In Number on Friday, 5th June 2026 at 3:30 PM IST with +91 22 6280 1511 / +91 22 7115 8849 Pre-register to avoid wait time, Mr. Mautik Tolia– MD & CEO join