UFO Moviez India Limited has released the transcript of its Q3 and 9MFY26 earnings conference call, which was held on January 30, 2026. The call, hosted by Ventura Securities Ltd, featured management including Mr. Rajesh Mishra (Executive Director and Group CEO), Mr. Ashish Malushte (Chief Financial Officer), and Mr. Siddharth Bhardwaj (CEO, Digital Cinema Network Business). During the call, the management discussed the performance of Q3 FY26, noting stable footfalls supported by select marquee titles and resilient underlying demand. They highlighted that 457 movies were released during the quarter, compared to 404 in Q3 FY25. The company's advertising footprint stands at 3,783 screens, comprising 2,304 multiplex screens and 1,479 single screens. Financial highlights for Q3 FY26 included a consolidated revenue of ₹1,319 million (compared to ₹1,387 million in Q3 FY25), EBITDA of ₹106 million (down from ₹208 million in Q3 FY25), and a net profit of ₹64 million (down from ₹153 million in Q3 FY25). For the nine months ended December 2025 (9M FY26), consolidated revenues were ₹3,522 million (up from ₹3,300 million in 9M FY25), EBITDA was ₹620 million (up from ₹473 million in 9M FY25), and net profit was ₹204 million (compared to a net loss of ₹103 million in 9M FY25). Consolidated cash as of December 31, 2025, stood at ₹1,271 million, with net cash at ₹491 million. The management also addressed questions regarding potential share buybacks, stating that while philosophically the company believes in rewarding shareholders, the timing and form (dividend vs. buyback) would be a board-level decision, dependent on financial performance and accumulated losses. They clarified accounting principles related to deferred tax assets and actual cash outflows for taxes. Discussions also covered the factors impacting advertising revenue and margins, including the performance of specific movie releases like 'Dhurandar' versus 'Pushpa 2', the role of multilingual releases, and the impact of government advertising spend. The company is also focusing on expanding its advertising network, particularly targeting local advertisers through its DSA network and digital platforms, viewing this as a significant growth area over the next five years.
