New Risk • Jul 31
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (61% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (₹1.28b market cap, or US$13.4m). Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹6.96, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 22x in the Entertainment industry in India. Total loss to shareholders of 47% over the past three years. Reported Earnings • May 31
Full year 2026 earnings released: EPS: ₹0.44 (vs ₹0.39 in FY 2025) Full year 2026 results: EPS: ₹0.44 (up from ₹0.39 in FY 2025). Revenue: ₹1.18b (up 33% from FY 2025). Net income: ₹63.8m (up 31% from FY 2025). Profit margin: 5.4% (down from 5.5% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. Duyuru • May 19
Bodhi Tree Multimedia Limited to Report Q4, 2026 Results on May 29, 2026 Bodhi Tree Multimedia Limited announced that they will report Q4, 2026 results at 9:08 AM, Indian Standard Time on May 29, 2026 Duyuru • Mar 31
Bodhi Tree Multimedia Limited (NSEI:BTML) completed the acquisition of an unknown stake in Moving Image Studios Private Limited. Bodhi Tree Multimedia Limited (NSEI:BTML) entered into a Share Purchase Agreement to acquire an unknown stake in Moving Image Studios Private Limited on December 24, 2025. Bodhi Tree Multimedia Limited entered into a Share Purchase and Share Subscription Agreement and other necessary documents to acquire 50.01% stake in Moving Image Studios Private Limited for INR 70 million in Cash. Bodhi Tree Multimedia Limited also make an investment of INR 60 million through convertible instruments in Moving Image Studios Private Limited.
The transaction has been approved by the Board of Directors of Bodhi Tree Multimedia Limited on December 31, 2025. No governmental or regulatory approvals required for the acquisition.
Bodhi Tree Multimedia Limited (NSEI:BTML) completed the acquisition of an unknown stake in Moving Image Studios Private Limited on March 30, 2026. Valuation Update With 7 Day Price Move • Mar 25
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹5.72, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 34x in the Entertainment industry in India. Total loss to shareholders of 63% over the past three years. Duyuru • Mar 23
Bodhi Tree Multimedia Limited (NSEI:BTML) completed the acquisition of 20% stake in Lehren Networks Private Limited. Bodhi Tree Multimedia Limited (NSEI:BTML) executed a Share Purchase to acquire 20% stake in Lehren Networks Private Limited for INR 10.4 million on November 27, 2025. The consideration consists of issue of 1.2 million shares of Bodhi Tree Multimedia Limited. For the period ending March 31, 2025, Lehren Networks Private Limited reported total revenue of INR 3.09 billion.
The transaction is not subject to any governmental or regulatory approvals. The deal has been approved by the board of directors of Bodhi Tree Multimedia Limited. The transaction is expected to be completed within 2 months.
Bodhi Tree Multimedia Limited (NSEI:BTML) completed the acquisition of 20% stake in Lehren Networks Private Limited on March 21, 2026. Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: ₹0.13 (vs ₹0.14 in 3Q 2025) Third quarter 2026 results: EPS: ₹0.13. Revenue: ₹395.7m (up 135% from 3Q 2025). Net income: ₹14.5m (up 1.0% from 3Q 2025). Profit margin: 3.7% (down from 8.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Duyuru • Feb 05
Bodhi Tree Multimedia Limited to Report Q3, 2026 Results on Feb 12, 2026 Bodhi Tree Multimedia Limited announced that they will report Q3, 2026 results on Feb 12, 2026 New Risk • Dec 31
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (59% accrual ratio). Shareholders have been substantially diluted in the past year (44% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (₹1.62b market cap, or US$18.1m). Reported Earnings • Nov 16
Second quarter 2026 earnings released: EPS: ₹0.17 (vs ₹0.18 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.17. Revenue: ₹244.0m (up 74% from 2Q 2025). Net income: ₹26.3m (up 47% from 2Q 2025). Profit margin: 11% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹9.13, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 33x in the Entertainment industry in India. Total returns to shareholders of 74% over the past three years. Duyuru • Nov 08
Bodhi Tree Multimedia Limited to Report Q2, 2026 Results on Nov 14, 2025 Bodhi Tree Multimedia Limited announced that they will report Q2, 2026 results on Nov 14, 2025 Duyuru • Sep 08
Bodhi Tree Multimedia Limited, Annual General Meeting, Sep 30, 2025 Bodhi Tree Multimedia Limited, Annual General Meeting, Sep 30, 2025, at 10:30 Indian Standard Time. New Risk • Sep 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.9% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Shareholders have been substantially diluted in the past year (44% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₹1.64b market cap, or US$18.5m). Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: ₹0.06 (vs ₹0.081 loss in 1Q 2025) First quarter 2026 results: EPS: ₹0.06 (up from ₹0.081 loss in 1Q 2025). Revenue: ₹189.9m (up 5.4% from 1Q 2025). Net income: ₹9.64m (up ₹19.8m from 1Q 2025). Profit margin: 5.1% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₹9.70, the stock trades at a trailing P/E ratio of 35.9x. Average trailing P/E is 35x in the Entertainment industry in India. Total returns to shareholders of 330% over the past three years. New Risk • Jun 07
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 44% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. High level of non-cash earnings (45% accrual ratio). Shareholders have been substantially diluted in the past year (44% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₹1.42b market cap, or US$16.6m). New Risk • Jun 04
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹100.0m (US$1.16m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. High level of non-cash earnings (45% accrual ratio). Market cap is less than US$10m (₹100.0m market cap, or US$1.16m). Reported Earnings • Jun 02
Full year 2025 earnings released: EPS: ₹0.39 (vs ₹0.27 in FY 2024) Full year 2025 results: EPS: ₹0.39 (up from ₹0.27 in FY 2024). Revenue: ₹897.6m (up 40% from FY 2024). Net income: ₹48.8m (up 44% from FY 2024). Profit margin: 5.4% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • May 26
Bodhi Tree Multimedia Limited to Report Q4, 2025 Results on May 30, 2025 Bodhi Tree Multimedia Limited announced that they will report Q4, 2025 results on May 30, 2025 New Risk • May 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (₹955.9m market cap, or US$11.3m). Duyuru • Apr 17
Bodhi Tree Multimedia Limited Appoints Sudip Roy as Group Chief Revenue Officer Bodhi Tree Multimedia Limited announced the appointment of industry veteran Sudip Roy as Group Chief Revenue Officer. With over 25 years of experience in media revenue management, Sudip Roy brings a proven track record from leadership roles at Star News, Zee, Neo Sports, Network18, and TCM. Under his stewardship, Bodhi Tree Ventures will develop and operate specialized digital channels, retain and monetize proprietary IPs, and explore third-party content monetization opportunities. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹9.46, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 48x in the Entertainment industry in India. Total returns to shareholders of 297% over the past three years. Duyuru • Mar 21
Bodhi Tree Multimedia Limited Announces Board Changes Bodhi Tree Multimedia Limited approved the resignation of Mrs. Uma Krishnan as the Non-Executive Independent Director Due to personal reasons, Mrs. Uma Krishnan has tendered his resignation from the position of Non-Executive Independent Director the Company with effect from close of business hours on March 20, 2025. Following these changes, the company reconstituted its Board Committees. The Audit Committee now includes Suneel Kumar Jain as Chairperson, with Nutan Jha and Mautik Ajit Tolia as members. The Nomination and Remuneration Committee is chaired by Sailesh Madhav Pethe, with Nutan Jha and Suneel Kumar Jain as members. The Stakeholders Relationship Committee is chaired by Suneel Kumar Jain, with Mautik Ajit Tolia and Sukesh Devdas Motwani as members. These events reflect the appointment and resignation of directors, as well as the reconstitution of board committees, in compliance with SEBI regulations. New Risk • Feb 16
New major risk - Dividend sustainability The dividend is not well covered by earnings and cash flows. Payout ratio: 0% The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 0% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₹1.12b market cap, or US$12.9m). Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: ₹0.14 (vs ₹0.022 loss in 3Q 2024) Third quarter 2025 results: EPS: ₹0.14 (up from ₹0.022 loss in 3Q 2024). Revenue: ₹176.4m (up 37% from 3Q 2024). Net income: ₹14.3m (up ₹16.2m from 3Q 2024). Profit margin: 8.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹8.94, the stock trades at a trailing P/E ratio of 42.4x. Average trailing P/E is 46x in the Entertainment industry in India. Total returns to shareholders of 198% over the past three years. Duyuru • Feb 05
Bodhi Tree Multimedia Limited to Report Q3, 2025 Results on Feb 14, 2025 Bodhi Tree Multimedia Limited announced that they will report Q3, 2025 results on Feb 14, 2025 Duyuru • Jan 23
Bodhitree Multimedia Announces New Drama Series Beintehaan Chahatein on Zee Tv Bodhitree Multimedia announced the launch of its latest drama series, Beintehaan Chahatein, which will air on Zee TV from 27th January, 2025. This drama series delves into the complexities of relationships, ambition, and love, presenting a narrative that explores the delicate balance between personal desires and family values. The series follows Mugdha, a woman torn between her dreams of a luxurious and wealthy life, in contrast to her dire reality of her mundane middle class family life with her honest husband, Siddharth, and their son, Vansh. When Siddharth's path crosses with Devika, the emotionally fragile daughter of his super rich boss, tension arises, leading to a complex web of desires and morally ambivalent choices. As the emotionally stakes grow higher, Beintehaan Chahatein takes viewers on an intriguing journey of self-discovery, greed, consumerism, and the ultimate test of what the marital bond can serve or not. Can two women use the agency of love to decide the emotional journey of a man? Beintehaan Chahatein is the perfect blend of drama, tension, and emotional depth, drawing viewers in from the very first episode. The characters are constantly torn between their dreams and their relationships, creating a compelling and relatable story that keeps one hooked, making one question just how far one will go for love. New Risk • Jan 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (59% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.9% net profit margin). Market cap is less than US$100m (₹1.60b market cap, or US$18.6m). Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₹12.78, the stock trades at a trailing P/E ratio of 60.5x. Average trailing P/E is 44x in the Entertainment industry in India. Total returns to shareholders of 390% over the past three years. Duyuru • Dec 19
Colors Marathi and Bodhi Tree Multimedia Limited Announces New Marathi Discovery Bodhitree Multimedia Limited and JioStar's Colors Marathi, continues to win over families with their latest drama 'Ashok Ma. Ma'. The riveting multi- genre family entertainer is a heartfelt storytelling of love, sacrifice, and the timeless values that bind people together. Ashok Ma. Ma is the story of Ashok Mama (maternal uncle), a man driven by discipline, duty, and order. Set against a bustling metropolitan society, the show highlights themes of love, control, and acceptance. Through relationships with his family and neighbors, the story reflects the emotional and psychological nuances of human nature and modern family life. With relatable characters and emotional storytelling, Ashok Ma. Ma, takes viewers on an introduction of simpler times while addressing modern family dynamics. As the show unfolds, Ashok Ma. Ma will continue to explore the small but significant moments that shape lives. With its grounded storytelling and relatable characters, it is designed to resonate with viewers of all ages, making it a perfect family show. New Risk • Dec 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (59% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (3.9% net profit margin). Market cap is less than US$100m (₹1.48b market cap, or US$17.4m). Reported Earnings • Nov 17
Second quarter 2025 earnings released: EPS: ₹0.18 (vs ₹0.078 in 2Q 2024) Second quarter 2025 results: EPS: ₹0.18 (up from ₹0.078 in 2Q 2024). Revenue: ₹148.2m (up 14% from 2Q 2024). Net income: ₹17.9m (up 147% from 2Q 2024). Profit margin: 12% (up from 5.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 65% per year, which means it is well ahead of earnings. Duyuru • Oct 29
Bodhi Tree Multimedia Limited to Report Q2, 2025 Results on Nov 14, 2024 Bodhi Tree Multimedia Limited announced that they will report Q2, 2025 results on Nov 14, 2024 Duyuru • Sep 06
Bodhi Tree Multimedia Limited, Annual General Meeting, Sep 30, 2024 Bodhi Tree Multimedia Limited, Annual General Meeting, Sep 30, 2024, at 09:00 Indian Standard Time. Reported Earnings • Aug 15
First quarter 2025 earnings released First quarter 2025 results: ₹0.81 loss per share. Revenue: ₹180.1m (up 11% from 1Q 2024). Net loss: ₹10.1m (down 180% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 115% per year, which means it is well ahead of earnings. Duyuru • Aug 05
Bodhi Tree Multimedia Limited to Report Q1, 2025 Results on Aug 14, 2024 Bodhi Tree Multimedia Limited announced that they will report Q1, 2025 results on Aug 14, 2024 Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹15.81, the stock trades at a trailing P/E ratio of 58.2x. Average trailing P/E is 36x in the Entertainment industry in India. Total returns to shareholders of 1,230% over the past three years. Reported Earnings • Jun 04
Full year 2024 earnings released: EPS: ₹2.84 (vs ₹1.34 in FY 2023) Full year 2024 results: EPS: ₹2.84 (up from ₹1.34 in FY 2023). Revenue: ₹640.9m (up 50% from FY 2023). Net income: ₹33.9m (up 4.2% from FY 2023). Profit margin: 5.3% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 101% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jun 04
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to ₹11.70, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 38x in the Entertainment industry in India. Total returns to shareholders of 843% over the past three years. Duyuru • May 19
Bodhi Tree Multimedia Limited to Report Q4, 2024 Results on May 30, 2024 Bodhi Tree Multimedia Limited announced that they will report Q4, 2024 results on May 30, 2024 New Risk • May 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₹2.16b market cap, or US$25.8m). New Risk • Apr 04
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹230.1m (US$2.76m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹230.1m market cap, or US$2.76m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹180, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 36x in the Entertainment industry in India. Total returns to shareholders of 1,132% over the past three years. Upcoming Dividend • Feb 22
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 29 February 2024. Payment date: 17 March 2024. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.1%). Duyuru • Feb 16
Bodhi Tree Multimedia Limited Recommends an Interim Dividend for the Financial Year 2023-24 Bodhi Tree Multimedia Limited announced that meeting of the Board Of Directors held on February 16, 2024, recommended an Interim dividend of INR 0.50 (Fifty paisa) per share of face value of INR 10/- each i.e. at the rate of 5% on equity Shares belonging to Public Category as the Promoters & Promoters Group have waived/forgone its/their right to receive the dividend by him/them for financial year 2023-24. The Dividend declared shall be paid within 30 days of declaration. The Board has fixed 29th February 2024 as a record date for determining entitlement of members for the purpose of payment of interim dividend. Reported Earnings • Feb 09
Third quarter 2024 earnings released: ₹0.22 loss per share (vs ₹1.70 profit in 3Q 2023) Third quarter 2024 results: ₹0.22 loss per share (down from ₹1.70 profit in 3Q 2023). Revenue: ₹129.1m (down 22% from 3Q 2023). Net loss: ₹1.87m (down 109% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 132% per year, which means it is well ahead of earnings. Duyuru • Feb 02
Reliance, Bodhi Tree Reportedly Discuss 60% Stake in Disney India Merger Talks Reliance Industries Limited (NSEI:RELIANCE) is close to merging its India media business with The Walt Disney Company (NYSE:DIS), opens new tab with a 51% to 54% stake, a deal that values the U.S. giant's Indian operations at just $3.5 billion, said three sources with direct knowledge. The valuation of Disney's India unit is sharply lower than the $15 billion to $16 billion estimated when Disney acquired Fox in 2017. Its TV and streaming business in India has struggled over the years, with its digital platform especially facing a user exodus in stiff competition over cricket streaming with Ambani's platforms. The deal will strengthen Reliance's hold over India's $28 billion media and entertainment market, especially after a separate $10 billion merger deal between Japan's Sony (6758.T), opens new tab and India's Zee Entertainment (ZEE.NS), opens new tab collapsed last week. The three sources said Bodhi Tree Multimedia Limited (NSEI:BTML), a joint venture between James Murdoch and a former Disney executive, Uday Shankar, is also in talks to take a stake of around 9% in the new merged entity. Disney will hold around 40%. Reliance, Disney and Bodhi Tree did not immediately respond to requests for comment. Two of the sources said the final percentage stake numbers could change. The sources declined to be identified because the talks are confidential. A deal could be closed by mid-February, the sources said. One of the executives said Viacom18 was also likely to infuse some cash in the merged entity. The third source said the deal talks were in advanced stages and some tax related matters were still being ironed out, though broad contours were almost finalised. Duyuru • Jan 25
Bodhi Tree Multimedia Limited to Report Q3, 2024 Results on Feb 08, 2024 Bodhi Tree Multimedia Limited announced that they will report Q3, 2024 results on Feb 08, 2024 Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹184, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 41x in the Entertainment industry in India. Total returns to shareholders of 1,169% over the past three years. Duyuru • Oct 29
Bodhi Tree Multimedia Limited to Report Q2, 2024 Results on Nov 07, 2023 Bodhi Tree Multimedia Limited announced that they will report Q2, 2024 results on Nov 07, 2023 Board Change • Oct 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Nutan Jha was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 15
Upcoming dividend of ₹0.50 per share at 0.4% yield Eligible shareholders must have bought the stock before 22 September 2023. Payment date: 30 October 2023. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.7%). Duyuru • Sep 09
Bodhi Tree Multimedia Limited, Annual General Meeting, Sep 30, 2023 Bodhi Tree Multimedia Limited, Annual General Meeting, Sep 30, 2023, at 09:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited financial statements {including audited consolidated financial statements) for the financial year ended on that date and the Reports of the Directors and the Auditors thereon; to re-appoint Mr. Mautik Ajit Tolia who retires by rotation & being eligible offers himself for re-appointment as Director; to increase The Authorised Share Capital OF The Company And Consequential Amendment In The Capital Clause In The Memorandum Of Association Of The Company; and to consider other matters. Board Change • Sep 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Non-Executive Independent Director Nutan Jha was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 13
First quarter 2024 earnings released First quarter 2024 results: EPS: ₹1.01. Revenue: ₹162.3m (up 241% from 1Q 2023). Net income: ₹12.6m (up ₹17.6m from 1Q 2023). Profit margin: 7.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Duyuru • Aug 03
Bodhi Tree Multimedia Limited to Report Q1, 2024 Results on Aug 11, 2023 Bodhi Tree Multimedia Limited announced that they will report Q1, 2024 results on Aug 11, 2023 Duyuru • Jul 23
Bodhi Tree Multimedia Limited Announces Resignation of Saloni Sunil Kapadia as Non-Executive Independent Director Bodhi Tree Multimedia Limited announced that Ms. Saloni Sunil Kapadia has resigned from the position of Non-Executive Independent Director of the Company with effect from 21st July 2023. The Board of Directors of the Company appreciates her valuable contribution and support during her term as the Independent Director of the Company. Resignation due to personal reasons and there is no other material reason for resignation. Reported Earnings • Apr 22
Full year 2023 earnings released: EPS: ₹2.67 (vs ₹4.74 in FY 2022) Full year 2023 results: EPS: ₹2.67. Revenue: ₹428.2m (down 28% from FY 2022). Net income: ₹32.6m (up 10.0% from FY 2022). Profit margin: 7.6% (up from 5.0% in FY 2022). The increase in margin was driven by lower expenses. Reported Earnings • Nov 20
First half 2023 earnings released: ₹4.00 loss per share (vs ₹2.46 profit in 1H 2022) First half 2023 results: ₹4.00 loss per share (down from ₹2.46 profit in 1H 2022). Revenue: ₹95.2m (down 71% from 1H 2022). Net loss: ₹9.99m (down 165% from profit in 1H 2022). Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment improved over the past week After last week's 17% share price gain to ₹62.45, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 45x in the Entertainment industry in India. Total returns to shareholders of 219% over the past year. Valuation Update With 7 Day Price Move • Sep 06
Investor sentiment improved over the past week After last week's 16% share price gain to ₹221, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 53x in the Entertainment industry in India. Total returns to shareholders of 263% over the past year. Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment improved over the past week After last week's 19% share price gain to ₹194, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 51x in the Entertainment industry in India. Total returns to shareholders of 244% over the past year. Valuation Update With 7 Day Price Move • Jul 20
Investor sentiment improved over the past week After last week's 20% share price gain to ₹121, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 61x in the Entertainment industry in India. Total returns to shareholders of 96% over the past year. Buying Opportunity • Jun 20
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 26%. The fair value is estimated to be ₹143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Buying Opportunity • May 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 34%. The fair value is estimated to be ₹141, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Buying Opportunity • Apr 27
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 21%. The fair value is estimated to be ₹151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Valuation Update With 7 Day Price Move • Apr 12
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹130, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 60x in the Entertainment industry in India. Total returns to shareholders of 62% over the past year. Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improved over the past week After last week's 15% share price gain to ₹174, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 60x in the Entertainment industry in India. Total returns to shareholders of 112% over the past year. Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment improved over the past week After last week's 18% share price gain to ₹158, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 47x in the Entertainment industry in India. Total returns to shareholders of 86% over the past year. Valuation Update With 7 Day Price Move • Nov 26
Investor sentiment improved over the past week After last week's 16% share price gain to ₹148, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 56x in the Entertainment industry in India. Total returns to shareholders of 67% over the past year. Valuation Update With 7 Day Price Move • Oct 20
Investor sentiment improved over the past week After last week's 16% share price gain to ₹129, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 40x in the Entertainment industry in India. Total returns to shareholders of 36% over the past year. Valuation Update With 7 Day Price Move • Oct 01
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹95.50, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 41x in the Entertainment industry in India. Valuation Update With 7 Day Price Move • Sep 16
Investor sentiment improved over the past week After last week's 27% share price gain to ₹88.80, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 42x in the Entertainment industry in India. Reported Earnings • Jul 05
Full year 2021 earnings released: EPS ₹186 (vs ₹3,421 in FY 2020) The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹359.8m (up 35% from FY 2020). Net income: ₹24.9m (down 32% from FY 2020). Profit margin: 6.9% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Is New 90 Day High Low • Mar 04
New 90-day low: ₹71.50 The company is down 14% from its price of ₹83.00 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 15% over the same period.