B.A.G. Films & Media Ltd. (BAGFILMS) AI Stock Analysis

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B.A.G. Films & Media Ltd.

(NSE:BAGFILMS)

Select Model

Rating:67Neutral

Price Target:INR 4.50▲(10.29% Upside)

Action:reiterated

Date:09/08/26

Strong balance sheet and positive technical momentum are primary supports, tempered by cash flow volatility and fair but unexceptional valuation.

Positive Factors

Revenue GrowthMulti-year revenue expansion indicates that BAG Films has increased its operating scale and maintained demand for its media output. Continued growth can strengthen the content platform, support broader distribution, and provide a larger base from which to improve profitability over the next several quarters.

Negative Factors

Weak Cash ConversionSharp negative operating and free cash flow shows that reported earnings are not currently converting reliably into cash. If this persists, the company may have less internally generated funding for content investment and may face greater pressure to manage working capital and spending carefully.

B.A.G. Films & Media Ltd. (BAGFILMS) vs. iShares MSCI India ETF (INDA)

Market Cap: INR 889.11M
Dividend Yield: ―
Average Volume (3M): 14.04K
Price to Earnings (P/E): 12.9
Beta (1Y): 1.12
Revenue Growth: 11.10%
EPS Growth: -24.79%
Country: India
Employees: 18
Sector: General
Sector Strength: 55
Industry: Broadcasting

B.A.G. Films & Media Ltd. Business Overview & Revenue Model

Company Description

B.A.G. Films and Media Limited, along with its associated companies, is an Indian firm actively involved in the creation, distribution, and related operations within the media content sector. Its business activities are segmented across audio-visual...

How the Company Makes Money

BAGFILMS primarily makes money by monetizing television and video content it produces or owns. Key revenue streams typically include: (1) commissioning/production fees earned from producing TV programs for broadcasters or platforms, where the company...

B.A.G. Films & Media Ltd. Financial Statement Overview

Summary

Revenue growth and strengthening balance sheet via debt reduction to zero offset by volatile cash flows and inconsistent profitability.

Income Statement

65Positive

Balance Sheet

85Very Positive

Cash Flow

45Neutral

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	1.56B	1.50B	1.36B	1.32B	1.12B	1.21B
Gross Profit	1.44B	1.41B	1.52B	698.54M	586.37M	928.52M
EBITDA	204.62M	178.03M	247.27M	232.63M	133.01M	216.90M
Net Income	52.49M	37.41M	62.09M	39.83M	-16.80M	27.76M
Balance Sheet
Total Assets	4.59B	4.18B	3.98B	3.79B	3.84B	3.82B
Cash, Cash Equivalents and Short-Term Investments	136.81M	135.01M	962.55M	101.08M	63.37M	227.02M
Total Debt	0	1.17B	1.20B	1.08B	1.25B	1.34B
Total Liabilities	2.14B	1.85B	1.80B	1.71B	1.89B	1.85B
Stockholders Equity	1.81B	1.71B	1.57B	1.51B	1.41B	1.43B
Cash Flow
Free Cash Flow	0	-229.90M	18.56M	151.44M	-65.64M	-122.53M
Operating Cash Flow	0	-218.83M	24.46M	192.14M	-52.68M	-112.06M
Investing Cash Flow	0	17.93M	41.96M	-23.20M	-4.17M	277.99M
Financing Cash Flow	0	222.12M	-53.72M	-131.23M	-106.80M	-89.49M

B.A.G. Films & Media Ltd. Technical Analysis

Technical Analysis SentimentNeutral

Last Price4.08

Price Trends

50DMA4.14Negative

100DMA4.32Negative

200DMA4.71Negative

Market Momentum

MACD-0.01Negative

RSI53.71Neutral

STOCH48.72Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:BAGFILMS, the sentiment is Neutral. The current price of 4.08 is above the 20-day moving average (MA) of 3.94, below the 50-day MA of 4.14, and below the 200-day MA of 4.71, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 53.71 is Neutral, neither overbought nor oversold. The STOCH value of 48.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IN:BAGFILMS.

B.A.G. Films & Media Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

IN:BAGFILMS against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
IN:SUNTV	75Outperform	INR 263.29B	16.56	―	1.93%	-4.94%	-4.88%
IN:BAGFILMS	67Neutral	INR 884.75M	12.92	―	―	11.10%	-24.79%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
IN:ZEEL	53Neutral	INR 70.60B	39.43	―	2.77%	6.03%	-69.07%
IN:AQYLON	46Neutral	INR 2.98B	1.80	―	―	328.57%	―
IN:NETWORK18	42Neutral	INR 43.52B	-180.75	―	―	-23.25%	98.17%
IN:RAJTV	42Neutral	INR 440.23M	45.82	―	―	-26.46%	―

* General Sector Average

Performance Comparison

IN:BAGFILMS and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
IN:BAGFILMS	B.A.G. Films & Media Ltd.	4.08	-2.72	-40.00%
IN:NETWORK18	Network18 Media & Investments Limited	27.00	-19.92	-42.46%
IN:RAJTV	Raj Television Network Limited	8.27	-29.06	-77.85%
IN:AQYLON	Sri Adhikari Brothers Television Network Limited	11.15	-91.36	-89.12%
IN:SUNTV	Sun TV Network Limited	646.50	91.29	16.44%
IN:ZEEL	Zee Entertainment Enterprises Limited	72.17	-25.59	-26.18%

B.A.G. Films & Media Ltd. Corporate Events

B.A.G. Films & Media Opens Special Window to Convert Legacy Physical Shares

Oct 29, 2026

B.A.G. Films & Media Ltd. has announced the opening of a special one‑year window, from February 5, 2026 to February 4, 2027, to facilitate the transfer and dematerialisation of physical shares that were sold or purchased before April 1, 2019. Under t...

B.A.G. Films & Media Reports AGM Voting Results, All Resolutions Approved

Sep 19, 2026

B.A.G. Films and Media Limited has announced that its 33rd Annual General Meeting of shareholders was held on September 17, 2026, via video conferencing in line with the Companies Act and SEBI Listing Regulations. The meeting covered all agenda items...

B.A.G. Films & Media Details Proceedings of 33rd AGM Held via Virtual Mode

Sep 17, 2026

B.A.G. Films & Media Ltd. held its 33rd Annual General Meeting on September 17, 2026, at 4:00 p.m. IST via video conferencing and other audio-visual means, in line with the Companies Act, SEBI listing regulations, and relevant circulars from corporat...

B.A.G. Films & Media Opens Special Window for Old Physical Shares, Sets Date for 41st AGM

Aug 28, 2026

B.A.G. Films & Media Ltd. has announced the opening of a one-year special window, from February 5, 2026 to February 4, 2027, to allow investors to lodge transfers and dematerialise eligible physical shares sold or purchased before April 1, 2019, subj...

B.A.G. Films & Media Publishes FY 2025–26 Annual Report and Calls for KYC Updates

Aug 25, 2026

B.A.G. Films & Media Ltd. has notified exchanges and shareholders that its Annual Report for financial year 2025–26 and the notice of the 33rd Annual General Meeting, scheduled for September 17, 2026 via video conferencing, are available through desi...

B.A.G. Films & Media to Hold 33rd AGM Virtually, Sets Cut-Off for E-Voting

Aug 22, 2026

B.A.G. Films and Media Limited has announced that its 33rd Annual General Meeting will be held on September 17, 2026, at 4:00 p.m. IST via video conferencing and other audio-visual means, in line with Ministry of Corporate Affairs and SEBI guidelines...

B.A.G. Films & Media Publishes Q1 FY27 Unaudited Results and Highlights Ongoing Profitability

Aug 15, 2026

B.A.G. Films & Media Ltd. has published unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, in Business Standard’s English and Hindi editions and filed them with BSE and NSE in line with SEBI disclosure norms....

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Sep 08, 2026

B.A.G. Films & Media Ltd. AI Stock Analysis