Nazara Technologies ka goal hai ki FY27 ke end tak unka core gaming EBITDA margin 25% ho jaye. Abhi March quarter mein yeh 19.5% tha, toh yeh ek bada jump hai. Company ki strategy main focus Bluetile Games ke proposed acquisition par hai, jisse FY27 mein Nazara ka revenue aur EBITDA double ho sakta hai.
AI se badhegi efficiency aur content!
Company ke liye AI sirf fancy word nahi, balki actual operational improvement ka tool hai. Unke dedicated AI Centers of Excellence, jo user acquisition aur data analytics par bhi kaam karte hain, unki 40 se zyada gaming IPs mein fayda pahuncha rahe hain. Is AI integration se cost kam hogi aur kam price mein zyada content banega, jo seedha margin badhane mein help karega.
Bluetile deal: Revenue aur talent dono milega!
Bluetile Games ka deal ek game-changer sabit ho sakta hai. Sirf revenue aur EBITDA ka potential hi nahi, yeh deal Raymond Stauffer aur unki 50 logon ki team jaisa valuable talent bhi layegi. Barcelona-based yeh team, apne advanced AI ke karan, sirf chhote team size mein hi ₹1,450 crore revenue aur ₹250 crore EBITDA generate kar chuki hai. Plus, Bluetile ka sister platform, BestPlay, ek reward-based game discovery method offer karta hai, jo Nazara ke existing games ko aur attractive bana sakta hai.
Offline gaming mein bhi naye rang
Digital gaming ke saath, Nazara apne offline business ko bhi revamp kar rahi hai. Smaaash 2.0 ko pura naya banaya ja raha hai, pehla updated store isi saal ke end tak khulne ki umeed hai, aur agle 3 saal mein 40-50 centers tak expand karne ka plan hai. Iska full impact FY28 tak dikhega. Wahi, Funky Monkeys chain ki growth zabardast hai, pichle saal hi unhone apne stores double kar liye.
Paisa kahan se aayega aur aage kya?
Nazara apne alag-alag business interests se value generate karne ke tarike bhi dekh rahi hai. Nodwin Gaming (jiska IPO FY28 mein ho sakta hai) aur Sportskeeda jaise ventures se funds raise karne ka plan hai. Jo paisa milega, woh core gaming business mein reinvest hoga. Haalanki market mein shares pichle saal 9% se zyada gire hain, company future expansion ke liye apna base strong karne par focus kar rahi hai.
