Brightcom Q1: consolidated PAT +24% YoY to ₹262 Cr on 20% revenue growth

Consolidated revenue came in at ₹1,752.18 Cr, up 20.4% YoY and 9.7% QoQ, with PAT of ₹261.58 Cr, up 24.1% YoY and 25.9% QoQ; EPS was ₹1.30 versus ₹1.04 a year ago. Neither the current nor the year-ago quarter carried exceptional items, so the growth is on a clean base with no adjustment needed.

The Digital Marketing segment, roughly 94% of group revenue, grew 21.8% YoY to ₹1,645.0 Cr and generated nearly all segment profit (₹376.97 Cr PBIT); Software Development grew just 2.4% YoY to ₹107.18 Cr. Net profit margin ticked up to 14.93% from 14.49% a year ago, and EBITDA margin (PBT + finance cost + depreciation, over revenue) improved to roughly 26.8% from 26.1% YoY and 26.5% QoQ — a modest expansion tracking the digital-marketing-led mix.

The stock went into the print at ₹9.49, down 14.8% over the past month of trading.

For context: this is the highest quarterly PAT in the last 6 quarters on our records; revenue is at a 6-quarter high.

Standalone (parent-only) revenue was just ₹108.33 Cr with a near-breakeven PAT of ₹0.06 Cr, underscoring that essentially all group profit is generated through 17 foreign step-down subsidiaries across the US, Israel, Panama, Brazil, UAE, Singapore, Argentina, Mexico, Chile, Uruguay and Australia that feed into the consolidated numbers. No formal management guidance is on record for this quarter and no accompanying press release was available for this review, so the print cannot be checked against a stated company outlook. No quarter-specific Street consensus could be located; the closest public reference (multibagg.ai) cited a general analyst view of 15-20% FY27 PAT growth, a bar this quarter's ~24% YoY PAT growth is tracking ahead of. Separately, subsidiary OnoMagic announced the acquisition of 100% of The Perspective on results day, though deal terms are not in this filing.