ALFA Finder| 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
- ₹97.48
- Market cap
- ₹280.1 Cr
- Revenue (annual)
- ₹583.1 Cr
- Net profit (annual)
- ₹-218.6 Cr
- P/E (TTM)
- -2.0×Sector 28.9×
- 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.
More from Shemaroo Entertainment Ltd
All →Shemaroo Entertainment Earnings Call Transcript: Key Takeaways
Revenue declined slightly as digital growth (+26% YoY) was offset by a sharp 21% drop in traditional media.
Shemaroo Entertainment Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 1,412 Mn (-1.5% YoY); EBITDA loss narrowed to INR 23 Mn; PAT loss INR 75 Mn. Digital growth offset traditional decline.
Shemaroo Entertainment Q2 FY27 Results: Net Loss of ₹7.5 Cr, Loss Narrows
Shemaroo Entertainment Ltd reported revenue from operations of ₹141.2 Cr (-1.5% YoY) and a net loss of ₹7.5 Cr for Q2 FY27.
- Key figure
- Net loss ₹7.5 Cr
Shemaroo Entertainment Board Meeting Date
Shemaroo Entertainment will hold a board meeting on November 2, 2026 to consider unaudited standalone and consolidated results for September 30, 2026. Trading window remains closed until 48 hours after results.
Shemaroo Entertainment Other Announcement
The company submitted its quarterly shareholding pattern as per Regulation 31. It also clarified the exclusion of Senior Managerial Personnel from KMP shareholding reporting.
Shemaroo Entertainment Annual General Meeting
Shemaroo Entertainment Limited held its 21st Annual General Meeting on August 14, 2026, through video conferencing to transact ordinary and special business items.