Multibagger stock held by Ajay Devgan soars 5% after signing ₹100 Cr film deal with Nivin Pauly

Synopsis: Panorama Studios International jumped sharply after signing a massive Rs 100 crore multi-film deal with Malayalam star Nivin Pauly, making it expand its presence in the Malayalam film industry.

The shares of this company, engaged within the Indian media and entertainment industry, and are primarily engaged in the business of production and distribution of Media Entertainment & Content, are in focus after signing a significant deal that will greatly impact the revenue. In this article, we will dive more into the details of it. 

With a market capitalisation of Rs 1,008 crore, the shares of Panorama Studios International Ltd reached a day’s high of 39.50 per share, up nearly 5 percent from its previous day’s closing price of Rs 37.77 per share. Over the past five years, the stock has delivered a multibagger return of 1,404 percent, outperforming NIFTY 50’s return of 84 percent.As of Q2 FY26, Ajay Devgan holds a 1.41 percent stake in the company.

About the signing 

Panorama Studios International, through a stock exchange filing, announced that it has signed a massive Rs 100 crore deal with Nivin Pauly, actor, producer, and one of the top names in Malayalam cinema. It’s the first time Malayalam cinema has seen a partnership like this. Together, they’ll produce a series of Malayalam feature films, spanning multiple genres. Panorama will co-produce each film with Nivin Pauly, aiming to reach audiences not just in India, but around the world.

Panorama Studios already has a reputation for delivering both box office hits and critically acclaimed movies such as Drishyam 1&2, Raid 1&2, Pyaar Ka Punchnama, and Shaitaan, and is working on Drishyam 3 now. Nivin Pauly, on the other hand, stands out for his sharp script choices and range as an actor; he’s picked up several wellknown filmfare awards.

This collaboration signals Panorama Studios’ move into Malayalam cinema, a space that keeps turning heads across India for its storytelling and strong performances. The upcoming films promise to blend substance with wide appeal, letting Panorama strengthen its footprint in South India while reaching out to the growing demand for regional stories nationwide and abroad.

With this Rs 100 crore multi-film deal, which accounts for nearly 10 percent of its market value, the company gets a clearer view of future revenues, plus the chance to ramp up content production and make its brand stick in the South Indian market. Teaming up with a star like Nivin Pauly doesn’t just cut down execution risks; it boosts box-office appeal and unlocks new ways to cash in through satellite, OTT, and international rights. 

Financial and other highlights

The revenue from operations for Panorama Studios stands at Rs 77.86 crores in Q2 FY26 compared to Q2 FY25 revenue of Rs 82.14 crores, down by about 5 per cent YoY. Additionally, on a QoQ basis, it reported a staggering decline of 43 percent from Rs 136.35 crore. 

Coming down to its profitability, the company’s net profit stood at Rs 84 lakh in Q2 FY26, down from Rs 5.03 crore in Q2 FY25, which is a significant decline of 83 percent YoY. Additionally, on a QoQ basis, it reported a net profit of Rs 3.50 crore, which is a decline of 76 percent.

Panorama Studios stands out in India’s film industry by covering everything from project development to production, post-production, distribution, music, equipment rental, and publicity. They handle the entire filmmaking process in-house, so you don’t have to look anywhere else. The house has already delivered hit movies, namely Drishyam 1&2, Raid 1&2, Pyaar Ka Punchnama, and Shaitaan.

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