Saregama India Ltd (BOM:532163)
₹ 531.35 +15.2 (+2.94%) Market Cap: 102.00 Bil Enterprise Value: 99.43 Bil PE Ratio: 46.20 PB Ratio: 6.02 GF Score: 96/100

Q4 2025 Saregama India Ltd Earnings Call Transcript

May 16, 2025 / 05:30 AM GMT
Release Date Price: ₹539.6 (-3.02%)

Key Points

Positve
  • Saregama India Ltd (BOM:532163) reported a 46% growth in revenue for the financial year 2025 compared to the previous year.
  • The company's digital footprint across platforms like YouTube, Instagram, and Facebook grew significantly from 239 million to 350 million.
  • Saregama India Ltd (BOM:532163) invested heavily in new content, with a 62% increase in content investment compared to the previous year.
  • The company maintained its leadership position in regional languages such as Gujarati and Bhojpuri, and expanded content acquisition to new languages.
  • Saregama India Ltd (BOM:532163) has a strong pipeline of music from major upcoming films, indicating potential future revenue growth.
Negative
  • The music business remained flat on a year-on-year basis during the quarter due to the shutdown of certain platforms like Wynk.
  • There was a decline in music revenue growth primarily due to the closure of free services and the transition of platforms like Gaana and Hungama to paid services.
  • The company is experiencing short-term pain due to the transition from free to paid streaming services, impacting immediate revenue.
  • The video vertical is still in its early stages, with the company experimenting with various models and facing challenges in achieving profitability.
  • The Carvaan product line has seen a reduction in manpower and a shift to e-commerce, indicating challenges in maintaining its previous retail-driven model.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SARE.NS - Saregama India Ltd
Q4 2025 Saregama India Ltd Earnings Call
May 16, 2025 / 05:30AM GMT

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Presentation
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Ladies and gentlemen, good day and welcome to the Q4 and FI 25 earnings conference call of Saragama India Limited, hosted by GM Financial Institutional Securities Limited.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.

As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by
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