FY26 Ke Results: Nazara Ne Macha Diya Dhamal!
Yaar, Nazara Technologies ne fiscal year 2026 mein sabse zyada revenue kamaya hai, jo ki ₹1,829 crore hai. Aur suno, EBITDA bhi record level par pahunch gaya hai, ₹255 crore! Pata hai, inka pre-tax operating cash flow bhi 81% badh kar ₹213 crore ho gaya.
Gaming Ka Jaadu Chala Hai!
Sabse badi baat ye hai ki company ka focus high-margin gaming par hai. FY25 mein jahan gaming se sirf 56% EBITDA aata tha, wahin FY26 mein yeh 90% tak pahunch gaya hai. Unhone Bluetile aur BestPlay jaise acquisitions se gaming mein aur paisa lagaya hai, aur Kiddopia jaise platforms bhi wapas track par aa gaye hain.
Future Kaise Dikhta Hai?
Company ka kehna hai ki Bluetile ko consolidate karne se FY27 mein inka EBITDA lagbhag double ho jayega. Yeh ek bada growth catalyst hai. Strategy yehi hai ki gaming ko zyada profitable banaya jaye aur shareholder value badhai jaye.
Purani Baatein Aur Naye Challenges
Nazara ne pehle bhi alag-alag fields mein investments ki hain, jaise esports mein NODWIN Gaming aur early learning mein Kiddopia. Lekin, adtech aur Sportskeeda jaise segments ko Google updates aur market conditions se mushkil ho rahi hai. Sportskeeda ki revenue 38% gir gayi hai Google updates ke karan.
Investors Ko Kya Dekhna Hai?
Investors ab Nazara se gaming segment mein zyada performance ki ummeed kar sakte hain. Bluetile ka integration aur Sportskeeda ka recovery track important rahega. Naye PC aur console games bhi launch hone wale hain, jo revenue badha sakte hain.
Risks Bhi Hain Yaar!
Kuch risks bhi hain. NODWIN Gaming mein ₹50 crore ka goodwill impairment hua hai. Sportskeeda ki recovery kab hogi, yeh uncertain hai. AdTech vertical bhi UK ke housing market ke karan affect hua hai.
Competition Kaisa Hai?
India mein Nazara ke direct competitors nahi hain kyunki inka model gaming, esports aur sports media ka mix hai. Delta Corp jaise companies casino mein hain, aur Reliance ka Network18 digital media mein hai, lekin woh alag level par hain.