Bodhi Tree Multimedia Ltd. · NSE:BTML
Bodhi Tree Multimedia — Investor Presentation (November 2025)
54 slides from Bodhi Tree Multimedia's investor presentation, Nov 27, 2025
Slide 1: Cover letter to NSE and BSE
November 27, 2025 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: Investor Presentation 2025: From Legacy to IP
Bodhi Tree Multimedia Ltd. Investor Presentation 2025 From Legacy to IP: Building India’s First Scalable Content Engine bodhitreemultimedia.com info@bodhitreemultimedia.com Presented by
Slide 3: India created 50,000 hours of new content in 2024
In 2024, India created Less than 1% is owned 50,000 hours of new by the people who made content. it. For over a decade, we’ve delivered stories for every major platform in India. The coming decades will be defined by those who own those stories. BODHI TREE IS PREPPING FOR THAT FUTURE.
Slide 4: India's content boom is about who can build a scalable universe
BODHI TREE GROUP 03 India’s content boom is no longer about who can produce. It’s about who can build a scalable, stable universe around it.
Slide 5: The Current Landscape
BODHI TREE GROUP 04 THE CURRENT LANDSCAPE Consumption is exploding. Ownership is concentrated. Media Formats are under-utilised. 13% Growth Platforms, not producers, typically India’s M&E industry reached ₹2.3 OTT video grew 13% in 2023; hold content trillion in 2023, expected to touch FAST TV and Y
Slide 6: Digital India is at the tipping point
BODHI TREE GROUP 04 THE OPPORTUNITY $13B OTT market by 2030 (CAGR 23%) Digital India is at the tipping point 160M The next decade belongs to IP owners & SVOD subs by 2027 builders of ‘Creative Universes’. FAST TV, YouTube, and creator-led content now account for Industry pioneers are taking the firs
Slide 7: YouTube is India's largest video platform
BODHI TREE GROUP 04 Captures 92% of all online video consumption in India Youtube isn’t just social media. Holds 38% It’s India’s largest video of India’s OTT revenue share (~₹14,000 Cr in FY24) platform and a key driver of the creator economy. ₹210B Invested in India’s creator economy; another ₹8.5
Slide 8: YouTube has redefined what ownership can mean
BODHI TREE GROUP 04 YouTube has redefined what ownership can mean. And these success stories are proof And the biggest names In the Industry are already cashing in on the opportunity: Aamir Khan YouTube’s Investment & Creator Ecosystem Sitaare Zameen Par earned “20 times its normal business” YouTube
Slide 9: Meet Bodhi Tree
BODHI TREE GROUP 04 MEET A public, profitable, multi-genre content company now expanding into co- creation, IP ownership and multiple media formats. 50+ 5+ Shows delivered across Languages produced TV & OTT 3000+ Hours of content NSE-BSE listed Partners : since 2020 Netflix, Zee, JioStar, Sony
Slide 10: From Production House to Co-Creation, IP Ownership Studio
BODHI TREE GROUP 05 BODHI’S TREE VISION OUR 3 YEAR GOAL From Production House to Co- Creation, IP Ownership Studio 100+ Scalable creative properties that works across various Media across 4 verticals Formats Balanced revenue mix: 50% services and commissions Old Way New Way 50% IPs Deliver to platfo
Slide 11: Digital video is India's second largest M&E segment
BODHI TREE GROUP 04 THE OPPORTUNITY Digital video is India’s Second largest M&E Segment M&E sector at ₹2.3 trillion in 2023 Growing at 20% CAGR to cross ₹ 600 billion by 2026 India is already the world’s The country’s OTT largest mobile data consumer. video market is set to grow 6x to $13B by 2030,
Slide 12: The OTT & Digital Wave
BODHI TREE GROUP 04 THE OTT & DIGITAL WAVE Streaming isn’t just a It’s becoming the default distribution channel in India. way people consume video. OTT video segment growing at SVOD to reach Advertising-driven 13% YoY 160M digital revenues set to reach $13B by 2030 subscribers by 2027 outpacing TV
Slide 13: The FAST TV & Creator Economy
BODHI TREE GROUP 04 THE FAST TV & CREATOR ECONOMY The rise of FAST TV & YouTube shows that people want free, snackable, always-on content and creators are leading the charge. FAST (Free Ad-supported Streaming India has 650M+ active Creator-led content channels TV) and YouTube are taking 40%+ YouTube
Slide 14: Consumer Behaviour Shift
BODHI TREE GROUP 04 CONSUMER BEHAVIOUR SHIFT Audiences no longer consume a story on a single platform. They expect it to live everywhere, from OTT to Shorts to live formats. Viewers are multi-platform: Attention spans shorter, but Global trend: Franchises thrive, one property → OTT, appetite for uni
Slide 15: Building ecosystems around content
BODHI TREE GROUP 04 Storytelling 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 Raj Films has built a spy/action franchise interactive
Slide 16: The Market Gap
BODHI TREE GROUP 04 THE MARKET GAP India has talent and audiences at scale but the industry still lacks a structured way to turn shows into scalable franchises. CURRENT SCENARIO OPPORTUNITY Platforms commission, producers deliver. A co-ownership model that Residual value remains under-leveraged: onc
Slide 17: Global Parallels
BODHI TREE GROUP 04 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 multi-format franchises, fueling billion-dollar exports Turkish producers scaled drama se
Slide 18: Our Journey
BODHI TREE GROUP 04 OUR JOURNEY 2013 OUR EVOLUTION & CREDIBILITY Founded as Bodhi Tree Multimedia A decade of building the next, 2014 Breakout youth shows (Yeh Hai Aashiqui, Nisha Aur Uske Cousins) the new in entertainment. 2016 Expanded into genres (supernatural, reality, crime, food, business) and
Slide 19: Our Track Record
BODHI TREE GROUP 04 OUR TRACK RECORD Scale and consistency are already in our DNA Genres Impact Industry Resilience Mastered Shows aired in 80+ recognition Sustained growth through Drama, supernatural, countries via Trusted partner for TV-to-OTT transition unscripted, youth, food, syndication . Indi
Slide 20: Credible. And Incredible.
BODHI TREE GROUP 04 CREDIBLE. AND INCREDIBLE. Audiences know our work. Platforms trust us. The industry backs us. Genres spanning drama, unscripted, supernatural, youth, food, and business. Delivered consistently across Marquee shows: Class (Netflix), Fear broadcast, OTT, and digital-first Files (Ze
Slide 21: The Bodhi Tree Business
BODHI TREE GROUP 04 BODHITREE MULTIMEDIA LTD Parent Holding Company The Bodhi SUBSIDIARIES 51%+ Holding BUSINESS UNITS Tree CORPORATE Business Collaboration Head: Group Executive Management Tree MADLABS ALPHA Bodhi Ventures (Sales Monetisation Unit) Head: Gaurav Shukia Head: Sudip Roy (CRO, KMP) MOV
Slide 22: Our Key Creators & Collaborators
BODHI TREE GROUP 04 OUR KEY CREATORS & COLLABORATORS The Visionaries Partnering with Bodhi Tree Our strength lies in the creative leaders who have shaped Indian television, OTT, and digital storytelling. From mythological epics to modern thrillers, from regional powerhouses to youth icons, Manisha S
Slide 23: Moving Images
BODHI TREE GROUP 04 LEADERSHIP OUR COLLABARATION Moving Images Manisha Sharma Head, Moving Images 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 a
Slide 24: Future Map: Moving Images
BODHI TREE GROUP 04 FUTURE MAP : MOVING IMAGES Digital-First IPs Youth Engagement Develop 5–10 experimental properties Create content that resonates with Gen annually for YouTube Z & millennial audiences Cross-Platform Expansion Spin formats into OTT/TV/digital ecosystems Innovation Lab Platform Gro
Slide 25: Madlabs Alpha
BODHI TREE GROUP 04 LEADERSHIP OUR SUBSIDIARIES Madlabs Alpha 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 Gaur
Slide 26: Future Map: Madlabs Alpha
BODHI TREE GROUP 04 FUTURE MAP : MADLABS ALPHA Premium Pipeline (FY25–28) Revenue Growth Asur new season, Chessman, Mushroom, ShunyaLok, Troll Farm, Mandrax, PBS Projected to cross ₹21.6 Cr by FY28 Global Ambition Co-productions and festival-ready films (ShunyaLok, Troll Farm) Cash Flow Stability Cr
Slide 27: Amit Khan Content Hub
BODHI TREE GROUP 04 LEADERSHIP OUR SUBSIDIARIES Amit Khan Content Hub Amit Khan Content Hub is a literary-driven IP engine, leveraging the works of one of India’s most prolific pulp fiction writers to build thrilling universes for OTT, audio, and film. Amit Khan Highlights / Track Record Author & Fo
Slide 28: Future Map: Amit Khan Content Hub
BODHI TREE GROUP 04 FUTURE MAP : AMIT KHAN CONTENT HUB Upcoming Projects Pipeline Artist (novel + film adaptation), Objection Four new novels under adaptation with My God (written & directed by Amit Khan) major production houses Diversification Global Potential Expand beyond adaptations into Develop
Slide 29: Guroudev Bhalla Screens
BODHI TREE GROUP 04 OUR SUBSIDIARIES LEADERSHIP Guroudev Bhalla Screens 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 contin
Slide 30: Future Map: Guroudev Bhalla Screens
BODHI TREE GROUP 04 FUTURE MAP : GUROUDEV BHALLA SCREENS TV + Digital Integration Catch-Up TV Expansion: Leverage existing IPs to create spin-offs and digital-first Tap into India’s 240M+ catch-up TV adaptations for OTT and YouTube. users — projected to reach 18% of digital revenue (FICCI-EY). Pipel
Slide 31: Corporate / Group Management
BODHI TREE GROUP 04 LEADERSHIP BUSINESS UNITS Corporate / Group Management Mautik Tolia The corporate centre is the nerve system of the Group, driving Managing Director & CEO consolidation, financial stability, and cross-unit synergy. It ensures scale, governance, and strategic alignment across all
Slide 32: Future Map: Corporate
BODHI TREE GROUP 04 FUTURE MAP : CORPORATE Expand Content Library AI Integration Add 500+ hours by 2025 across regional & digital-first genres Apply AI workflows to 30% of projects by 2026 (via Bodhi AI) International 360° Monetisation Expansion Enter 2 overseas markets and Spin IP into films, games
Slide 33: BodhiTree Ventures
BODHI TREE GROUP 04 LEADERSHIP BUSINESS UNITS BodhiTree Ventures Sudip Roy Chief Revenue Officer Exclusive Sales & Monetisation Arm of BodhiTree Multimedia Ltd, focused on scaling digital IP revenue across YouTube, OTT, Podcasts, and FAST platforms. 25+ years of experience in media revenue managemen
Slide 34: Future Map: Bodhi Tree Ventures
BODHI TREE GROUP 04 OUR FOCUS FUTURE MAP : BODHI TREE VENTURES Bridging the gap in India’s digital Double syndication revenue by content monetisation landscape FY27 (3.4x growth trajectory) Expand to 20+ international Professional syndication & territories sponsorship sales to maximise IP value Capi
Slide 35: Bodhi AI
BODHI TREE GROUP 04 LEADERSHIP BUSINESS UNITS Bodhi AI Transforming content innovation across Madlabs, Moving Images, and associated group companies to enhance creativity and efficiency in multimedia production. Our Approach ● Scalable Content: Use AI to generate and adapt content for diverse audien
Slide 36: Studio Bodhi
BODHI TREE GROUP 04 LEADERSHIP BUSINESS UNITS Sukesh Motwani Studio Bodhi Co-founder & CCO Studio Bodhi is the Group’s flagship production powerhouse, delivering 3000+ hours of content across TV and OTT since 2013. It anchors Bodhi Tree’s transition from a production service Veteran creative head wi
Slide 37: Future Map: Corporate
BODHI TREE GROUP 04 FUTURE MAP : CORPORATE Premium Multi platform Expansion into vertical content slate format drama Building the regional slate of content into multiple languages Premium Content Expansion Move into the B2G with biopics, sitcoms, and space with various Netflix marquee shows governme
Slide 38: Profiting in an ever changing industry
BODHI TREE GROUP 04 NSE-listed since 2020. PROFITING IN AN EVER CHANGING INDUSTRY We’ve managed to be a listed, profitable Consistent top line growth despite industry volatility. company with a track record of growth, all thanks to the people who put their trust in us. Moving towards higher-margin,
Slide 39: Why This Pivot Matters
BODHI TREE GROUP 04 WHY THIS PIVOT MATTERS The industry respects us for reliability, for doing the right thing at the right time. As the industry shows towards an unprecedented growth and change, Bodhi Tree is set to keep up with its pace with fresh ideas, fresher content and its distribution. OLD M
Slide 40: Proof of Evolution
BODHI TREE GROUP 04 PROOF OF EVOLUTION The Little Adda Company → A creator-driven Khaane Mein Kya Hai → A food-based IP Class (Netflix)→ A global success that channel where real talk meets real comfort. that fuses gossip with gastronomy — made it to Netflix’s Global Top 10, Home to Phodcast and othe
Slide 41: Our Edge
● Future readiness: BODHI TREE GROUP 04 OUR EDGE Many can produce. Few can evolve with the speed, scale, and credibility that we bring. Established Trust Creative Agility Financial Stability Future Readiness Decades of Multi-genre, Public listing + Already experimenting delivery for multi-format pro
Slide 42: The Future
BODHI TREE GROUP 04 THE FUTURE Our future is not just producing shows The future of Bodhi Tree is not about chasing the next show. It’s about building a repeatable, scalable system that can consistently create and nurture creative properties across various media formats. Our model is designed to ret
Slide 43: Four Verticals
BODHI TREE GROUP 04 FOUR VERTICALS We are not limited to one screen or one format. Our strength lies in a diversified portfolio that spans every major vertical of content consumption in India, giving us resilience and multiple growth levers. Film & TV OTT Digital FAST TV Daily soaps, non- Originals
Slide 44: How We Create
BODHI TREE GROUP 04 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 and formats- (Manisha Sharma, Gaurav Shukla, Guroudev Bhalla) ● Developing Indian ada
Slide 45: How We Co-Own
BODHI TREE GROUP 04 HOW WE CO-OWN Retained rights for syndication, licensing, and re-formatting. The key shift is in ownership and creatively partnering to add value and scalability to the Creators and Creatives Future-proofing through multi-format extensions (podcasts, games, merch, live).
Slide 46: The IP Value Chain
BODHI TREE GROUP 04 THE IP VALUE CHAIN Owning IP unlocks multiple revenue streams and long-term asset growth. Each successful format doesn’t just earn — it appreciates in value as it scales, travels, and evolves. 1. Brand 2. Syndication & 3. Adaptation & 4. Multi-Format 5. IP Value Integrations Lice
Slide 47: How We Scale
BODHI TREE GROUP 04 HOW WE SCALE A show doesn’t stop at one platform. We design properties so they can travel, across geographies, formats, and audiences. This multiplies impact while reducing dependency on any one platform. OTT show → YouTube spin- Designed for audience Multi-language Building YouT
Slide 48: How We Monetize
BODHI TREE GROUP 04 HOW WE MONETIZE Our revenues are deliberately diversified. The combination of stable service cash flows and recurring property revenues creates a model that compounds value with every cycle. Commissioned Co-owned Branded Syndication shows (baseline creative content, events, acros
Slide 49: How We Help Creators Grow
BODHI TREE GROUP 04 HOW WE HELP CREATORS GROW Creators shouldn’t just go viral. They should go viable. We enable creators to focus on what they do best — create — while we take care of the rest. Established Branded Sales Legal Finance Compliance Trust Content Expanding reach and Dedicated team for E
Slide 50: The Loop
BODHI TREE GROUP 04 THE LOOP The Bodhi Tree model is designed as a loop – Every success strengthens the system, every property funds the next. It’s not about betting on hits — it’s about building an engine that makes them inevitable to become a hit. Properties generate Each success expands Investors
Slide 51: The Financials
BODHI TREE GROUP 03 The Financials
Slide 52: Consolidated Financials and Projections
Consolidated Metric FY23 A FY24 A FY25 A FY26 P FY27 P Revenue (₹ Cr) 42.8 64.1 86.5 129.8 194.7 Revenue Growth % 49.7% 35.0% 50.0% 50.0% Consolidated EBITDA (₹ Cr) 5.3 9.1 13.8 22.7 36.0 EBITDA Margin 12.5% 14.2% 16.0% 17.5% 18.5% Financials Projections PAT (₹ Cr) 3.3 3.7 6.5 11.7 19.5 For the PAT
Slide 53: Strong Net Profit Growth of 185% in H1 FY26
Strong Net Profit Growth of 185% in H1 FY26 in H1 FY26 Consolidated Particulars (₹ Cr) Q2 FY26 Q2 FY25 YoY H1 FY26 H1 FY25 YoY Total Income 24.4 14.82 64.63% 42.81 32.83 30.40% EBITDA 4.91 3.2 53.18% 6.47 2.6 149.10% EBITDA Margin (%) 20.12% 21.62% (150) Bps 15.12% 7.91% 720 Bps Net Profit 3.05 2.25
Slide 54: Let's write the script for the next big thing in Indian media
BODHI TREE GROUP 03 Let’s right the script for the next big thing in Indian media.
Bodhi Tree Multimedia — Investor Presentation (November 2025) on 6ix