As of Mar 28, 2026, New Delhi Television Ltd (Entertainment & Media) has a deep value score of 16/100 (rated Very Weak).
Deep value thesis based on recent earnings • Updated Mar 21, 2026
NDTV's balance sheet strengthening through rights issue combined with accelerating revenue growth (26% YoY standalone) creates foundation for margin recovery and potential re-rating.
Verdict
EARLY_INNINGS
Re-rating catalysts over the next 2-4 quarters • Updated Mar 21, 2026
Expected by Q1 FY27, adding new revenue stream subject to MIB approval
Impact: +₹15 Cr revenue
“Acquisition agreement already signed, pending regulatory approval”
Revenue growth (23% QoQ) potentially outpacing expense growth as scale benefits kick in
“Q3 expenses grew 14.7% QoQ vs 23% revenue growth, indicating potential inflection”
Risks that could prevent re-rating or deepen the value trap
If content and marketing costs continue rising faster than revenue
Impact: -350 bps margin impact
Management view: Company acknowledges need for cost optimization while building scale
Monitor: QoQ expense growth vs revenue growth
If digital ad revenue doesn't compensate for traditional ad decline
Impact: -500 bps margin impact
Management view: Company focusing on multi-platform strategy to address disruption
Monitor: Digital revenue contribution to total
Forward-looking targets from management for FY27
Revenue Growth Target
15%
Implied PAT Growth
-30%
OPM Guidance
-45%
Capex Plan
₹50 Cr
Credit Growth Target
10%
Key Milestones
• GoodTimes Channel acquisition completion by Q1 FY27
• Debt reduction target of 20% by Q3 FY27
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +13% | +6% | Stable |
| PAT (Net Profit) | -45% | -50% | Stable |
| OPM | -41.0% | -1000 bps | Volatile |
The above analysis is AI-generated from publicly available financial data. This is educational research only — not investment advice. Last updated Mar 21, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
New Delhi Television Ltd has a deep value score of 16/100 (rated Very Weak). This score is calculated from three components
New Delhi Television Ltd's quarterly profit (PAT) growth trajectory
New Delhi Television Ltd is underperforming the market despite improving earnings — this is the core deep value thesis
New Delhi Television Ltd's earnings momentum is Monitoring.
New Delhi Television Ltd's valuation metrics
New Delhi Television Ltd's revenue and margin trends
New Delhi Television Ltd's trailing twelve month (TTM) performance
New Delhi Television Ltd key facts
New Delhi Television Ltd shows limited deep value signals currently — score is 16/100 (Very Weak). Monitor for improvement.
Other deep value stocks in Entertainment & Media
Deep value investing studies stocks that are underperforming the market despite showing improving fundamentals. The thesis is that the market has not yet recognized the earnings recovery, creating a potential valuation gap. It requires patience — recovery can take several quarters.
The deep value score (0-100) combines three factors:
- Earnings (0-40 pts): PAT growth across last 3 quarters, acceleration, and consecutive growth - Underperformance (0-35 pts): How much the stock trails Nifty 500 over 1Y, 6M, 3M (deeper underperformance = higher score) - Quality (0-25 pts): Revenue growth, margin trends, and valuation metrics (PEG, P/B)
Higher score indicates a stronger contrarian research signal.
New Delhi Television Ltd has 2 key growth catalysts identified from recent earnings analysis
New Delhi Television Ltd has 2 key risks worth monitoring
The above FAQs are generated from publicly available earnings data. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
