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#SME #PhantomFX #PhantomDigitalEffects
Phantom Digital Effects H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Revenue: Targeting ₹240cr total conservatively (including Milk's contribution from Oct'25)
💠Breaks down as ~₹160cr from Phantom + Tippett, plus ~₹80cr from Milk
▫️EBITDA margins are expected to remain at ~40%+ on consolidated basis
💠PAT Margin: Targeting ~25%, supported by better project mix
💠Effective tax rate: ~12% (lower due to invoicing structure in Canada vs. US for Tippett, leveraging tax differences)
💠Target to take PAT to ~30-35% in next 2 years
▫️AI and Innovation: AI as a tool (not replacement): In-house tools for efficiency (e.g., image/video generation, de-aging, face replacement, pre-visualization)
💠Visual Demos shown for commercials (e.g., jewelry, event promo) and VFX pipeline integration (reduces months to weeks)
💠Offline software developed; potential market launch. Helps transition from service provider to content creator; praised by major OTT platforms
💠Emphasized no near-term threat to VFX (needs decades for full replacement per industry reports)
👉Order book / projects and pipeline:
▫️Current order book : ~200cr+ (projects across India, North America, Europe, and Asia)
💠Breakdown: ~80% international-led; execution on milestone basis, with ~₹90–100cr expected completion in FY26
💠China-Specific: Targeting ~$17 million in orders; secured ~$10 million in contracts
▫️Bidding Pipeline: ~870 worked-out projects (high-potential, enhancing visibility for upcoming quarters) with FY27 estimates ~350cr (with increasing additions from Tippett and Milk integrations)
💠Upcoming Projects: High-profile slate including Walt Disney, Amazon Studios, BBC, Netflix, Prime Video, ITV Studios
💠Domestic includes S.S. Rajamouli’s project and other major Indian productions
💠Regional Focus: Strong in North America/Europe (via Tippett/Milk/Lola), APAC (via China subsidiary), Middle East (via Dubai office, secured a couple of major undisclosed projects promoted through Tippett)
👉 Others :
▫️All studios unified under Phantom Media Group (PMG) – an umbrella brand (not a new entity) for PhantomFX, Tippett, Milk, Lola, Spectre Post for a global platform for visual effects (VFX), animation, and post-production services with centralised operations
💠Shifting High-Value Work to Lower-Cost Indian Facilities While Maintaining Western Pricing
▫️Acquisitions and Integration:
💠Milk Visual Effects (UK, including Lola Post): Completed (first tranche paid, full ownership; deferred payments in tranches). Total ~$10 million (including $7.5 million for liabilities + $2.7 million working capital infusion)
💠Enhances Hollywood/European presence, high-end VFX capabilities, and access to UK/EU tax reliefs/subsidies
💠Leadership retained (like Sara Bennett) with some global appointments done recently
💠Tippett Studios: Integration complete (June 2025); contributes to global deliveries. Total consideration ~₹30cr (outflows: ~₹17cr so far, ~₹13cr pending in tranches by Dec 2026)
💠Goodwill: Additional ~₹90cr from Tippett (net asset value/details to be shared separately).
💠Global presence: 4 Indian facilities (Chennai, Mumbai, Hyderabad, Bangalore), plus US (Berkeley, Toronto, LA), UK/Europe (London, Barcelona, Bordeaux, Dublin), China (Beijing), Dubai
▫️Receivables and Cash Flow: Outstanding: ~₹62cr as on date of call (down from Sept's ~₹80cr after realizations in Oct–Nov)
💠Collections: ~65% from March 2025 receivables, 59% from unbilled, 41.5% from H1 FY26 sales already collected
💠Aging: ~₹18cr >180 days, ~₹3cr >1 year
💠Improvements: Tightening credit policy to 90-day cycles, centralized follow-ups for predictable cash flows
▫️Other Operations/Strategy:
💠Gaming Segment: Servicing clients for 8+ years (assets/concepts); planning small in-house division by Feb 2026
💠Migration to Main Board: In process; expected by Dec 2025–Jan 2026
💠Expansion: Dubai office functional (Business Development team; secured major projects)
💠China: Growing (fastest VFX market). Spectre Post serving premium to independent clients
💠Funding/Debt: Raised ₹140cr via QIP for acquisitions/working capital. Borrowings increased but focus on internal profits for growth. Minimal future infra capex; more on marketing
💠Challenges: Cultural/integration (addressed via HR restructuring, shared learning systems, monthly sessions, asset libraries). Seamless pipeline/tools deployed
#SME #PHANTOMFX #PHANTOMDIGITAL #PHANTOMDIGITALEFFECTS
Phantom Digital Effects FY25 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️ Standalone: Anticipates a 30% growth for FY26
▫️Consolidated: With consolidation of Tippett Studio, expected to contribute up to 70cr, combined operations project a ~90%+ increase in overall revenues
💠Over the next 2-3 years, expects to achieve more than 750cr in revenue across standalone, Tippett and China operations
▫️EBITDA target range for FY26 38-45%
(China operations are expected to be profitable from the start, with a small workforce locally and most execution handled by the Indian division)
▫️China Operations: Expected revenue from the China subsidiary is projected at $5-8 million for FY26, with $1.2 million already secured. No significant startup costs in FY25 P&L
▫️Pricing Environment: The pricing for new projects is improving compared to the challenging prior 1.5 years, with some projects yielding 25-30% profit margins, and major film productions favoring established players
▫️Management did not explicitly confirm quarterly or monthly updates but acknowledged the requests positively
👉Current order book and pipeline:
▫️Current order book: 72cr (execution fully in FY26)
💠Domestic: 38cr
💠International: 34cr
▫️Scaling up current order book to 110cr possible by projects close to award and bidding
▫️Pipeline:
💠Potential Projects: A healthy pipeline of potential projects is valued between 270-312cr, with 60% from international opportunities and 40% from domestic ones
💠Long-Term View: Projects often span 2-3 years, especially with top Hollywood production houses, requiring readiness for FY26, FY27, and FY28 to maintain relationships and secure future work
💠Bengaluru Expansion: Leverages the local film industry and talent pool, introducing digital intermediate (color grading) services, already contributing to notable domestic blockbusters
💠Tippett Studio Acquisition: Final court approval received on March 26, 2025; consolidation begins in FY26. (Not consolidated due to delays), acquired for $3 million in a downturn cycle. Tippet achieved 22% margins FY25; 35% guidance unmet due to consolidation delays and Canadian tax benefit restrictions
👉 Others :
▫️ Receivables: Total outstanding from FY25 is 85cr > 43cr is unbilled (23cr billed in April)
> 42cr billed (28cr is over six months old ;planned for collection in Q1/Q2 FY 2026, and the balance is less than 180 days)
💠Current outstanding receivables are near 36cr (expected to be collected in Q2 of FY26, with potential spillover into Q3)
▫️ 14cr payment to overseas parties was for outsourced jobs; revenue and cost not recognized in FY25, deferred to FY26 due to incomplete milestones
▫️ Cash Flow: Operating cash flows were negative in FY25 due to strike-related delays, but positive cash flow is expected in H1 FY26 from collections
▫️ Fundraising: QIP for 40cr faced a technical issue (investor sent 85-90% instead of max 50% per investor), currently in a cooling period; 10cr raised via convertible warrants. Funds are for future expansions (China, Europe, Middle East), not immediate needs
▫️ Employees: Over 450 on payroll, 150-200 on contract, with a 10,000-artist database and strong outsourcing/freelancer pool for capacity
▫️ CapEx: Planned 10-15cr for foreign assets
▫️ Strengthened US leadership with 5 Key Hires with over 20 years of VFX Industry experience
▫️ Revenue Split: Management lacked immediate data and promised to follow up
▫️ Exploring Middle East and European markets, with potential new verticals in the Middle East (details not disclosed)
▫️ Overcame challenges from the writers’ strike and production delays, with a strong foothold in domestic and international markets. The industry is recovering, with increased bidding and new productions
#PhantomDigitalEffects Limited, incorporated in 2016, is a Certified Trusted Partner Network (TPN) company, full-fledged creative VFX studio, based in India with offices operating in US and Canada.
#PhantomDigitalEffects #MicroCap #CANSLIM Phantom Digital Effects
1. The Company is a creative VFX studio, specializing in Film, Web series, and Commercials. Based in India with offices operating in US and Canada. The company has two studios located in Mumbai and Chennai.
2. Some of the recent Indian Projects & International Projects that PDEL has executed are - Vikram, RRR, Beast, Robot 2.0, Minnal Murali, Bahubali 1 and 2, Puli (South), Avengers, Superman and Lois, Transformers, etc.
3. Recently company has completed QIP for enhancing its operations which are added in FIIs & DIIs.
4. Recently company has signed another movie "Ayalaan 2" with an initial budget of Rs 50crores , after a sequel of "Ayalaan".
5. Recently co. has done a groundbreaking deal with a major OTT platform worth INR 1,200 million over four years. Also, signed a deal with Netflix.
6. Has established a wholly owned subsidiary in London, UK & has appointed Mr. James Abadi as executive producer who has an experience of over 25 years.
7. Co. is expecting the revenue of 90-95 cr in FY 24 & 135cr in FY 25 (40% growth) with PAT margins of ~36%.
8. The company is investing in technology and software development to enhance productivity and reduce manual work, and is exploring opportunities in the gaming and animation sectors also.
#Disclaimer: Not a buy/sell recommendation. Posts are only for educational & Learning purpose.
#PhantomFX - Phantom Digital Effects movie i.e. Ayalaan is being well received by the audience, based on the below article in newspaper where there is 4500 visual effects by it.
#VFX #PhantomDigitalEffects
Comparison between #phantomdigitaleffects and #basilicflystudio.
Phantom is a creative studio and basilic is more of a commoditized business.
Few points I would like to present below to back my statement.🧵⬇️
#PhantomDigitalEffects Limited, incorporated in 2016, is a Certified Trusted Partner Network (TPN) company, full-fledged creative VFX studio, based in India with offices operating in US and Canada.
#PhantomDigitalEffects Limited has received work order from Netflix (Netflix Worldwide Entertainment, Netflix US and Netflix India Originals). VFX for Project includes Netflix-branded audio-visual content, whether produced directly by Netflix or licensed from a Licensor for exhibition on Netflix OTT. Time period of the order is 4 years with extension option for another 2 years. The estimated consideration of the order is INR 120 Cr over 4 years.
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#PhantomDigitalEffects Limited has incorporated a wholly owned subsidiary company named ‘PHANTOMFX STUDIOS LIMITED” in London, UK. #Phantom also received a 120 Cr order today
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#PhantomDigitalEffects #IPO
Phantom Digital Effects IPO allotment status available now
https://t.co/OAXvDxUr6s https://t.co/ILjNUK8ZBg
#PhantomDigitalEffects #IPO
Phantom Digital Effects offer subscribed 32% at 11 AM amid strong HNI demand
https://t.co/NazyITUY9P
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