Bodhi Tree Multimedia Ltd. · NSE:BTML
Bodhi Tree Multimedia — Q1 FY27 Earnings Presentation
36 slides from Bodhi Tree Multimedia's earnings presentation, Aug 14, 2026
Slide 1: Regulation 30 cover letter to NSE and BSE
Date: 14.08.2026 To, To, The Listing Compliance Manager NATIONAL STOCK EXCHANGE OF INDIA LTD. Department of Corporate Services, Exchange Plaza, C-1, Block G, BSE LIMITED Bandra Kurla Complex, P. J. Towers, Dalal Street, Bandra (E) Mumbai – 400051 Mumbai – 400 001. NSE SYMBOL: BTML BSE SCRIP: 543767
Slide 2: Bodhi Tree Multimedia Investor Presentation Q1FY27
BODHI TREE MULTIMEDIA LTD. INVESTOR PRESENTATION Q1FY27 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
BODHI TREE MULTIMEDIA AT A GLANCE Financial Scale (Q1FY27) Total Income EBITDA PAT ₹ 31.58 Cr, up 72% YoY ₹ 4.07 Cr, up 161% YoY ₹ 0.78 Cr, up 65% 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: Strategic Government Partnerships
STRATEGIC GOVERNMENT PARTNERSHIPS From Content Producer to Digital Infrastructure Platform Owner Government GOV of Assam Government of Tripura Strategic mandate secured - 24 June 2026 Strategic MoU signed - 14 July 2026 • Develop, launch & manage Assam's official digital content platform • MoU to st
Slide 14: 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 15: IP Transition: A Strategic Pivot
IP TRANSITION A STRATEGIC PIVOT
Slide 16: 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 17: 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 18: 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 19: 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 20: 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 21: 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 22: 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 23: About Bodhi Tree, Business Model & Collabs
About Future Projections Financials ABOUT BODHI TREE BUSINESS MODEL & COLLABS 21
Slide 24: 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 25: Beyond One Studio: Bodhi Tree's Multi-Format IP Network
Beyond One Studio: Bodhi Tree's Multi-Format IP Network Subsidiary/ Entity Deal Structure Core Positioning Track Record Positioning Strategic Rationale Gives BTML control of youth/Gen-Z Moving Images 20+ yrs media expertise; Bigg Positioned for AVOD/FAST Digital-first & unscripted distribution and p
Slide 26: 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 27: 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 28: Q1FY27 Updates
Q1FY27 UPDATES
Slide 29: From the Managing Director's Desk
Q1FY27 LEADERSHIP From the Managing Director’s Desk We've started FY27 on a strong note, building on the momentum from last year. Our consolidated income grew 72% YoY to ₹31.58 crore, EBITDA rose 161% to ₹4.07 crore; reflecting the operating leverage we spoke about as we scale the business. The dema
Slide 30: Q1FY27 Key Business Updates
Q1FY27 – KEY BUSINESS UPDATES LEADERSHIP KEY OPERATIONAL UPDATES 1. Produced 50+ of original content across television, OTT and digital platforms during the quarter. 2. 5 key title shows across various stages of production for leading broadcasters and platforms. KEY STRATEGIC UPDATES 1. Signed a str
Slide 31: Q1FY27 Financials
Q1FY27 FINANCIALS LEADERSHIP Particulars* Q1FY27 Q1FY26 YoY% Q4FY26 QoQ% FY26 FY25 YoY% (INR Cr) Total Income 31.58 18.41 71.54% 36.07 (12.45%) 118.45 89.76 31.96% EBITDA 4.07 1.56 160.60% 5.95 (31.67%) 17.10 9.68 76.47% EBITDA Margin (%) 12.88% 8.48% 440 bps 16.51% (362 bps) 14.44% 10.78% Profit Af
Slide 32: Annexures
ANNEXURES
Slide 33: 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 50.2% CAGR 26.3% 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 34: 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 35: 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 36: 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 / Mehal Patil Branding Edge ir@brandingedgestrategies.com M:+91 80803 08633 / 86575 32327 THANK YOU!
Bodhi Tree Multimedia — Q1 FY27 Earnings Presentation on 6ix