| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | Revenue fell 6% YoY due to weak digital B2B syndication. |
|---|---|
| Margins | EBITDA losses narrowing; long-term target of 20% margin. |
| Demand visibility | Strong digital engagement but subdued traditional advertising environment. |
| Management confidence | Balanced but cautious regarding short-term traditional media headwinds. |
Growth
Revenue fell 5.6% YoY; digital revenue declined 17% while traditional media grew 5%.
Outlook
Aiming for double-digit top-line growth and turning EBITDA positive in FY27.
Risks
BARC ratings blackout and geopolitical tensions hurting B2B syndication; high inventory levels.
Last quarter's promises, checked
Delivered
- End inventory charge-offs by FY26 → on track for final Q4 charge-off (= BEAT)
- Syndication deals deferred last Q → closed and billed in Q3 (= BEAT)
Partly delivered
- Debt stabilization → increased from 295 Cr to 310 Cr (= PARTIAL)
- Inventory reduction → dropped from 727 Cr to 417 Cr, aiming for <400 Cr (= PARTIAL)
Missed
- Revenue growth → fell 5.6% YoY (= MISS)
- Digital revenue growth → declined 17% YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: SHEMAROO. Summary written with AI assistance from the document.
Shemaroo Entertainment Ltd: key numbers
- Share price
- ₹124.51
- Market cap
- ₹357.7 Cr
- Revenue (annual)
- ₹583.1 Cr
- Net profit (annual)
- ₹-218.6 Cr
- P/E (TTM)
- -2.0×Sector 27.7×
- Promoter holding
- 67.24%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Key figure
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- Key figure
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