In Week of Mar 28, 2026, Sun TV Network Ltd (Entertainment & Media) is outperforming Nifty 500 with +14.0% relative strength. Fundamentals: Average. On a 6-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Digital platform expected to reach profitability in Q4 FY26 with 1.5M subscribers
Impact: +₹100 Cr revenue
“Management stated: 'Sun NXT continues to gain traction with over 1.5 million subscribers and is on track to reach break-even this fiscal year.'”
What: Strategic reduction in content acquisition costs after peak spending
“Management stated: 'We have taken proactive steps to rationalize our content costs which should reflect in improved margins going forward.'”
Earnings deceleration risks from management commentary
Trigger: If ad revenue declines >5% YoY
Impact: -300 bps margin impact
Management view: Management acknowledged: 'The advertising market remains challenging with a 12% decline in ad revenue to ₹291.94 crore during the quarter.'
Monitor: QoQ ad revenue growth
Trigger: If content costs grow >8% YoY
Impact: -250 bps margin impact
Management view: Management noted: 'Total expenses increased 11.4% year-on-year to ₹558 crore, outpacing revenue growth.'
Monitor: Content cost to revenue ratio
Key quotes from recent conference calls
“Sun NXT continues to gain traction with over 1.5 million subscribers and is on track to reach break-even this fiscal year. — K. Madhavan”
“We have taken proactive steps to rationalize our content costs which should reflect in improved margins going forward. — K. Madhavan”
“The advertising market remains challenging with a 12% decline in ad revenue to ₹291.94 crore during the quarter. — K. Madhavan”
“We expect the advertising market to stabilize and show signs of recovery in the second half of the fiscal year. — K. Madhavan”
Forward-looking targets from management for H2 FY26
Revenue Growth Target
5%
Implied PAT Growth
3%
OPM Guidance
50%
Key Milestones
• Sun NXT break-even in Q4 FY26
• Advertising market recovery in H2 FY26
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +4% | +4% | Inflection Up |
| PAT (Net Profit) | -11% | +1% | Stable |
| OPM | 49.0% | -500 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Sun TV Network Ltd's latest quarterly results (Dec 2025) show
Sun TV Network Ltd's profit is declining with an stable trend.
Sun TV Network Ltd's revenue growth trend is turning around (inflection up).
Sun TV Network Ltd's operating margin is volatile.
Sun TV Network Ltd's long-term compounding rates
Sun TV Network Ltd's earnings growth is stable with mixed signals on a sequential basis.
Sun TV Network Ltd's trailing twelve month (TTM) performance
Sun TV Network Ltd appears significantly overvalued based on our fair value analysis.
Sun TV Network Ltd's current PE ratio is 14.2x.
Sun TV Network Ltd's current PE is 14.2x.
Sun TV Network Ltd's price-to-book ratio is 1.9x.
Sun TV Network Ltd is rated Average with a fundamental score of 40.48/100. This score is calculated from objective financial metrics
Sun TV Network Ltd has a debt-to-equity ratio of N/A.
Sun TV Network Ltd's return ratios over recent years
Sun TV Network Ltd's operating cash flow is positive (FY2025).
Sun TV Network Ltd's current dividend yield is 2.56%.
Sun TV Network Ltd's shareholding pattern (Dec 2025)
Sun TV Network Ltd's promoter holding has remained stable recently.
Sun TV Network Ltd has been outperforming Nifty 500 for 6 consecutive weeks, indicating building momentum.
Sun TV Network Ltd is an established outperformer with 6 weeks of consecutive Nifty 500 outperformance.
Sun TV Network Ltd has 2 key growth catalysts identified from recent earnings analysis
Sun TV Network Ltd has 2 key risks worth monitoring
In Q3 FY26, Sun TV Network Ltd's management highlighted
Sun TV Network Ltd's management has provided the following forward guidance for H2 FY26
Based on quantitative research signals, here is why Sun TV Network Ltd may be worth studying
Sun TV Network Ltd investment thesis summary:
Sun TV Network 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.
