ALFA Finder| Revenue growth | Q2 revenue ₹141 Cr, down 2% YoY; Digital +26%, Traditional -21%. |
|---|---|
| Margins | EBITDA improved 96% YoY due to completed amortization and cost optimization. |
| Demand visibility | Festive season demand expected; traditional media visibility hampered by ratings blackout. |
| Management confidence | Cautiously optimistic; focusing on digital pivot to counter traditional media headwinds. |
Growth
Digital media now 54% of Q2 revenue; EBITDA loss narrowed from ₹55 Cr to ₹2 Cr.
Outlook
Aims for consolidated EBITDA break-even by end of FY27 and remains positive on digital transformation.
Risks
BARC ratings blackout and geopolitical uncertainties severely impact television advertising sentiment and syndication deals.
Last quarter's promises, checked
Delivered
- Digital double-digit growth, beat low-DD by ~2pts → Digital +26% YoY (= BEAT)
Partly delivered
- EBITDA positive FY27 (at least) → Q2 EBITDA loss ₹2 Cr; year open (= PARTIAL)
- QoQ EBITDA improvement each quarter → Q2 loss ₹2 Cr vs Q1 ₹2 Cr, flat (= PARTIAL; one quarter)
Missed
- Blended double-digit revenue growth → Revenue -2% YoY (= MISS)
- Traditional flattish YoY → Traditional -21% (= MISS)
- Debt reduction plan this year → Net debt stable; debt ₹311 Cr at Q1 close (= MISS)
Earnings Call Transcript filed with NSE, NSE: SHEMAROO. Summary written with AI assistance from the document.
Shemaroo Entertainment Ltd: key numbers
- Share price
- ₹94.63
- Market cap
- ₹271.9 Cr
- Revenue (annual)
- ₹583.1 Cr
- Net profit (annual)
- ₹-218.6 Cr
- P/E (TTM)
- -1.9×Sector 28.1×
- 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 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
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Shemaroo Entertainment Earnings Call Transcript: Key Takeaways
Shemaroo is pivoting heavily toward digital to offset a decaying traditional media business. While narrowing EBITDA losses, the company remains defensive regarding specific profitability timelines and debt reduction targets.
- Call
- Guides 10% growth