Ad Revenue Dawa Bana Maar
Toh asli reason kya hai profit girne ka? Ye hai advertisement revenue mein hui badi kami. Company ka ad revenue ₹291.94 crore pe aa gaya, jo pichhle saal isi time ₹332.17 crore tha. Iske chalte EBITDA bhi 5.6% gir kar ₹419.6 crore ho gaya. Margin bhi 53.7% se ghata kar 48.7% ho gaya. Matlab, pehle jo ad se kama rahe the, woh kam ho gaya hai. Ye India ke overall advertising market ke liye thoda surprising hai, jo ₹1.3 lakh crore hone wala hai 2026 tak. Company ki total income 3.31% badhkar ₹958.39 crore hui, par profit before tax ₹425.43 crore se kam hokar ₹454.61 crore ho gaya.
Diversification Ka Pressure
Sun TV ka business model kaafi diversified hai – TV channels, radio, film production, yaha tak ki Sunrisers Hyderabad cricket team bhi inki hai. Lekin ad revenue mein ye giravat dikhati hai ki kahan company abhi bhi vulnerable hai. Digital platforms ab ad spending ka 59% le rahe hain aur 2027 tak ye 70% ho jayega. Sun TV ka apna OTT platform (Sun NXT) hai, par main income abhi bhi traditional ads se aati hai.
Stock Ka Kya Scene Hai?
Stock market mein bhi is news ka asar dikha. Friday, February 6, 2026 ko Sun TV ka share 0.62% gir kar ₹537.70 pe band hua. Pichhle 4 din se toh share lagatar gir hi raha tha. Company ki market cap ab ₹21,163 crore ke aas-paas hai. Iska P/E ratio around 12-13.41 chal raha hai, jo media sector ke liye kaafi reasonable lagta hai, compared to Network18 jiska P/E 37.78 hai ya Zee Entertainment jiska P/E 14.6 hai. Sector ka average P/E toh 66.07 hai, toh Sun TV yahan value buy lag raha hai. Lekin P/B ratio thoda zyada hai sector se.
Analysts Aur Future
Analysts ka kehna hai ki growth toh hogi, revenue 3.5% badhega aur profit 15.9% badhe sakta hai, par abhi 'hold' ya 'accumulate' karne ki salah de rahe hain. Consensus target price lagbhag ₹533.15 ke aas-paas hai. Company ne ₹2.50 per share ka interim dividend bhi declare kiya hai, jo shareholders ke liye achhi khabar hai. Par asli challenge ye hai ki kaise ad revenue growth ko wapas laayein aur digital duniya mein khud ko adapt karein.