Consumer Discretionary · Q1FY27 · Consolidated

Sun TV margin rebounds as Q1 revenue rises 12.99% YoY

Expenses grew slower than revenue, but other income still made up 21.95% of pre-tax profit and the tax rate fell sequentially.

By Ashutosh

Filed 12 Aug 2026, 16:27 IST · after market close · Sun TV Network Ltd (SUNTV)

Key takeaways

  • Sun TV’s consolidated operating margin expanded 6.17 percentage points sequentially to 50.44% in Q1FY27.
  • Revenue grew 12.99% year on year while expenses rose 7.70%, lifting operating profit by 18.72%.
  • Other income contributed 21.95% of pre-tax profit, while the sequential tax-rate decline of 3.68 percentage points also supported net profit.

Price around the results

Q1 revenue recovery lifted operating profit

Sun TV reported consolidated revenue growth of +12.99% year on year in Q1FY27, while operating profit increased +18.72%. The sequential recovery was larger, with revenue up +65.20% and operating profit up +88.20% from Q4FY26. The results were filed after market close, so there was no immediate market reaction to report.

Slower cost growth widened the operating margin

Expenses rose +7.70% year on year, below the +12.99% revenue growth, which expanded operating margin by 2.44 percentage points. Sequentially, revenue growth of +65.20% also outpaced expense growth of +46.92%, adding 6.17 percentage points to the margin. The margin recovery follows 44.27% in Q4FY26, though it remains below the 60.35% recorded in Q2FY26.

Profit quality remains partly supported by other income

Other income accounted for 21.95% of pre-tax profit, making it a material contributor beyond operating earnings. The sequential tax rate fell 3.68 percentage points to 24.28%, which provided an additional lift to net profit; year on year, the tax rate was 0.49 percentage points higher. Interest expense fell 56.62% year on year, but its absolute contribution to the quarter was small.

Margin improved after a two-quarter slide

Operating margin declined from 60.35% in Q2FY26 to 48.67% in Q3FY26 and 44.27% in Q4FY26 before recovering to 50.44% in Q1FY27. Sun TV’s margin was 37.15 percentage points above the 13.29% median for the 156 Consumer Discretionary peers that had reported the same quarter. In the last eight result reactions, the stock has risen four times and fallen four times, with a median absolute move of 4.12%.

Q1FY27 at a glance

Consolidated figures as filed with NSE — cross-checked against an independent source.

Line itemQ1FY27Q4FY26QoQYoY
Revenue₹1,458 cr₹883 cr+65.20%+12.99%
Other income₹179 cr₹33 cr+443.49%-3.61%
Expenses₹723 cr₹492 cr+46.92%+7.70%
Operating profit₹735 cr₹391 cr+88.20%+18.72%
Operating margin (%)50.44%44.27%
Interest₹1 cr₹3 cr-56.62%-60.28%
Depreciation₹96 cr₹98 cr-2.21%-10.92%
Profit before tax₹818 cr₹323 cr+153.49%+17.73%
Tax₹198 cr₹90 cr+120.10%+20.12%
Net profit₹619 cr₹232 cr+166.45%+16.98%
EPS (₹)₹15.71₹5.90+166.27%+16.98%

Operating margin of 50.44% compares with a Consumer Discretionary sector median of 13.29% across 156 peers that have reported Q1FY27.

What to watch

  • Whether operating margin holds above 50.44% after the Q1FY27 recovery.
  • Whether expenses continue to grow slower than revenue, compared with +7.70% and +12.99% year on year in Q1FY27.
  • Whether other income remains a material contributor relative to its 21.95% share of pre-tax profit.