New Delhi Television Ltd (Entertainment & Media) — fundamental analysis, earnings data, and key metrics. ROE: -133.0%. This stock is not currently in the Nifty 500 momentum outperformers list.
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
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's latest quarterly results (Dec 2025) show
New Delhi Television Ltd's fundamental strength based on key financial ratios
New Delhi Television Ltd has a debt-to-equity ratio of N/A.
New Delhi Television Ltd's return ratios over recent years
New Delhi Television Ltd's operating cash flow is negative (FY2025).
New Delhi Television Ltd currently does not pay a significant dividend (yield 0.00%).
New Delhi Television Ltd's shareholding pattern (Dec 2025)
New Delhi Television Ltd's promoter holding has increased recently.
New Delhi Television Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
New Delhi Television Ltd has 2 key growth catalysts identified from recent earnings analysis
New Delhi Television Ltd has 2 key risks worth monitoring
New Delhi Television Ltd's management has provided the following forward guidance for FY27
Based on quantitative research signals, here is why New Delhi Television Ltd may be worth studying
New Delhi Television Ltd investment thesis summary:
New Delhi Television Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
