Top Tweets for #Phantomdigital
Phantom Digital Effects
#PhantomFX
#PhantomDigital
H1FY26 Concall Pointers:
Guidance:
Targeting 240cr revenue for FY26 conservatively (including Milk's contribution from Oct'25)
Specifics:
160cr from Phantom+Tippett 80cr from Milk
FY27 rev target of 300-350cr with 45% OPM and 30%+ PAT margins
OPM are expected to remain at 40%+ on consolidated basis
PAT Margin: Targeting 25%+ for FY26
Targets to take it up to 35% in next 2 years as acquisition impact and synergies play out
Current order book at 200cr+
80% international
Execution on milestone basis, 90–100cr worth of projects expected completion in FY26
Phantom Digital Effects Limited 🔖
🔮Revenue Guidance ~
Standalone PhantomFX ~ ₹130cr in FY26 (30% YoY growth).
Tippett Studio ~ $12-15mn (~₹100cr) in FY26 (80% to be consolidated).
#phantomdigital #StocksToWatch #stockmarketsindia
Phantom Digital
Phantom Digital Effects to acquire Milk VFX and Lola Post, expanding global footprint and profitability from FY26.
#PhantomDigital #Investor #niftycrash #OptionsTreding #Investing #BREAKING #Nifty #StockMarketUpdate
FII ups stake in Veranda Learning to 7.31% (+6.44%)
💥 FII & DII both hike major stake in Phantom
#FIIBuying #VerandaLearning #PhantomDigital #AGAnalyst
Milkar seekhenge, milkar kamaayenge!
#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
#PhantomDigital to raise ₹140 Cr!
The company plans ₹80 Cr via QIP & ₹59.95 Cr through fully convertible warrants. Key investors include, Zeal Global Opportunities Fund, AI Maha Investment Fund PCC, and M7 Global Fund PCC.
#VFX #Fundraise #PhantomFX
Dismal numbers by #PhantomDigital. Hope today's confcall explains it. Partially exited 😶
Great show by #NirmanAgri Genetics. Averaged up this morning by rotating phantom's divestment and it's already up good 6.5% in a day 🚀
🌱Green day after last few days of bloodbath #BONDADA
OPPORTUNITY (PART 2)
👉 STOCKS ARE DOWN FROM ATH
#CreditAccess (46%)
#Rajshreepolypac (46%)
#RBLBank (46%)
#SyrmaSGS (45%)
#Armanfinancial (45%)
#LotusChoclate (46%)
#YatraOnline(44%)
#Flair (57%)
#Shankarabuild (45%)
#Phantomdigital (46%)
#SatinCreditcare (45%)
#Krishnadefence (46%)
#HUDCO (45%)
#ManIndustries (44%)
#TatvaChintan (47%)
#UjjivanSmall (44%)
#Bharatdynamics (45%)
#brandconcept (43%)
#Trustfintech (42%)
#IDTCEMENTATION -539
#Sanghvimovers -394
#Phantomdigital -311
#kernex -697
These are currently in keen observation mode & part of PF .
🚨 Anand Rathi meeting #PhantomDigital
Phantom FX / Phantom Digital Effects, the SME stock gave a good entry near 320 early this week. I already added 2 lots. So couldn't add more.
The recovery is good. 450/- I am expecting in the short term.
Pure personal view.
#BreakoutStocks #phantomfx #phantomdigital #sme
#basillicfly #phantomdigital
Basilic Fly Studios (BFS)
MCap: 1000 crs | TTM PE 28x
3 Y Growth Rev : 4x | PAT: 6x
Vs
Phantom Digital Effects Ltd (PDE)
MCap: 470 crs | TTM PE 19x
3 Y Growth Rev: 4x | PAT : 5x
A) Introduction
VFX services Industry is another sunrise sector which is relativley under-rated.
Outsourcing in this sector is just beginning and the industry today stands where the Indian IT sector was in 1991.
Basilic Fly Studios is an Hollywood focussed VFX player with over 80% revenues coming from US, UK & Canada.
Phantom Digital Effects is more Domestic Focussed and relies on web series by OTT players .
B) Business Comparison of the two
C) VFX Value chain compared to Pharma
D) S-Curve of the Industry
At an inflexion point. The next wave of growth for Indian VFX players would come from developing expertise in Gaming Animation. That is a very high margin segment with huge TAM.
Currently, the South Korean players are the biggest in Gaming VFX namely
1. Vision Holdings
2. VA Studio
E) Conclusion
The sector has shown promise and both companies are fast growing . The only disappointment is the Operating Cash Flow being negative for both the cos.
Albeit, they are net cash companies but the recievable days of over 200 needs to be watched closely.
Any reduction in this and improving CFO would re-rate the stocks.
Both can grow over 40% CAGR in the forseable future and their margins are likely to be sustained.
Disclosure: Own Analysis. No Recommendation.
PhantomFX Strengthens its Leadership Team and Secures X 12.4 Crore in New Projects.
Mr. Vetrivell as our new Senior Vice President of Production and Mr. Jamie Briens as the Head of Technology.
Some interesting Developements
#PhantomDigital
📈#OnlyGrowth Watchlist
Exicom Tele-Systems @218
Addictive Learning 294
Shri Balaji Valve @165
Modern Insulator @109
AVP Infracon @89
Phantom Digital @460
Ratnaveer Precision @130
Saakshi Medtech @243
Kranti Industries Ltd @76.4
Odyssey Technologies @107
#MultibaggersInMaking
2 Phantom Digital Effects Ltd Business Model
Phantom Digital Effects provides Visual effects to films, web series, and commercials
#phantomdigital
Won't be surprised if at some point Phantom digital repeats the price action currently Nirman Agri is exhibiting 🔥🔥
#phantomdigital #nirmanagri
#PhantomDigital has officially incorporated its wholly owned subsidiary, "Spectre Post Private Limited".
This new venture aims to expand footprint in the VFX industry, enhancing agility and targeting new clients.
#PhantomFX #VFX #Entertainment #BusinessExpansion
Trends for you
Most Popular Users
Elon Musk 
@elonmusk
240.7M followers
Barack Obama
@barackobama
119.2M followers
Donald J. Trump
@realdonaldtrump
111.7M followers
Cristiano Ronaldo
@cristiano
111M followers
Narendra Modi
@narendramodi
107M followers
Rihanna
@rihanna
97.7M followers
NASA
@nasa
92.2M followers
Justin Bieber
@justinbieber
91M followers
KATY PERRY
@katyperry
87.9M followers
Taylor Swift
@taylorswift13
81.7M followers
Lady Gaga
@ladygaga
73.2M followers
Virat Kohli
@imvkohli
70.2M followers
Kim Kardashian
@kimkardashian
69.9M followers
YouTube
@youtube
68.7M followers
Bill Gates
@billgates
64M followers
Neymar Jr
@neymarjr
63M followers
The Ellen Show
@theellenshow
62.4M followers
CNN
@cnn
61.9M followers
Selena Gomez
@selenagomez
60.9M followers
X
@x
60.8M followers