Saregama India Ltd (BOM:532163)

Q2 2026 Saregama India Ltd Earnings Call Transcript

Nov 5, 2025 / 09:30 AM GMT

Transcript

Key Points

Positve

Saregama India Ltd (BOM:532163) reported operating revenue of 230 crore and PBT of 60 crore for Q2 2026.
The company released 1,500 originals and premium recreations across major Indian languages, indicating strong content production.
Saregama's strategic partnership with Nav Haryanvi is yielding positive results, strengthening its position in the Haryana market.
The company is leveraging generative AI to create new music videos for older songs, reducing production time and costs.
Saregama is seeing growth in YouTube revenues and is optimistic about the potential for increased subscription revenues from music streaming platforms.

Negative

The video segment experienced a decline due to fewer releases this quarter, highlighting the cyclical nature of the business.
Some planned film albums have been delayed, impacting content output and revenue projections.
The company acknowledges a marginal reduction in projected growth for the music segment due to release delays.
The impact of Airtel's closure is still affecting the company's base, though it is expected to dissipate soon.
The artist management vertical is currently yielding single-digit margins, indicating room for improvement in profitability.

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

SARE.NS - Saregama India Ltd
Q2 2026 Saregama India Ltd Earnings Call
Nov 05, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Saregama India Limited earnings conference call hosted by MK Global Financial Services Limited.

As a reminder, all participant lines 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 pressing then 0 on a touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Prannohatriya from MK Global Financial Services Limited.

Thank you and over to you, sir.

Thank you so much. Good afternoon, everyone. I would like to welcome the management and thank them for this

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