Panorama Studios (PANORAMA) | News Based Sentiment Analysis

• On September 22, 2025, Panorama Studios continued to diversify its content library by executing a licensing agreement with M/S. Big Brain Productions for exclusive non-theatrical rights worldwide to the Marathi movie 'Mumbai Local Abol Prem Katha'. This move aims to tap into new revenue streams beyond theatrical releases, showcasing a proactive approach to content monetization.
• Panorama Studios Inflight LLP, a subsidiary, expanded its distribution network on September 22, 2025, signing a license agreement with Motion Mingle LLP for exclusive airborne rights globally for the Gujarati films "Chor Chor" and "Mara Pappa Superhero". This agreement strategically leverages inflight entertainment to broaden the reach of Gujarati cinema.
• Despite a full-year revenue decline to Rs 364 crore for FY25 (down from Rs 439.5 crore in FY24), Panorama Studios reported a marginal increase in profit after tax to Rs 39 crore, suggesting effective cost control measures. This was reported on September 22, 2025, and indicates the company is managing expenses even with lower revenue.
• The company reported a significant 273.79% year-on-year jump in revenue to ₹137.89 crore for Q1 FY2025-2026 (reported September 24, 2025), but this was offset by a 35.5% quarter-on-quarter fall. While the year-on-year growth is impressive, the substantial quarterly decline raises concerns about revenue sustainability.
• Following the Q1 FY2025-2026 results on September 24, 2025, the share price moved down by -0.56% to trade at Rs 159.00, and hit a 52-week low of Rs 152 on September 25, 2025. This negative market reaction suggests investor concern about the volatility in quarterly earnings despite the year-on-year revenue increase.
• As of September 26, 2025, Panorama Studios’ share price recovered slightly to ₹160.00, up 0.03% from the previous day, but remained near its 52-week low of Rs 152.00. The P/E ratio was 27.75 times and the P/B ratio was 6.28 times, providing valuation context for investors.
• Changes in shareholding patterns as of September 25, 2025, show promoter holding decreased to 64.96% from 67.16%, while Non-Institutional Investor holding increased to 17.00% from 14.52%. These shifts in ownership could indicate changing investor confidence or strategic repositioning.
• Panorama Studios’ stock return metrics as of September 26, 2025, reveal a mixed performance: 1 Month: -7.54%, 3 Months: -11.68%, 1 Year: -31.41%, but a strong 3 Years: +650.94%. This highlights the stock's long-term potential alongside recent short-term volatility.

The Investment Story: September was a month of contrasts for Panorama Studios, marked by content licensing expansions, volatile quarterly earnings, and a dip in share price despite long-term growth. The company is actively diversifying its revenue streams, but faces challenges in maintaining consistent quarterly performance.

What It Means for Investors: The mixed financial performance presents a complex picture. While the licensing agreements are positive, the revenue decline and volatile quarterly earnings require careful monitoring. The stock's recent dip may present a buying opportunity for long-term investors, but also highlights inherent risks.

Looking Ahead: Investors should closely watch the performance of the newly licensed films and monitor the company’s ability to stabilize revenue growth in the coming quarters. The upcoming Annual General Meeting on September 30, 2025, will be a key event for gaining further insights into the company’s strategy.

The Bottom Line: Panorama Studios remains a potentially attractive investment, but the recent mixed results and market reaction necessitate a cautious approach. Investors should focus on the company’s ability to translate licensing agreements into sustained revenue growth and improve earnings consistency.