Shemaroo Entertainment Ltd (NSE:SHEMAROO)
₹ 129.13 +1.59 (+1.25%) Market Cap: 3.71 Bil Enterprise Value: 6.65 Bil PE Ratio: 0 PB Ratio: 1.37 GF Score: 67/100

Q4 2025 Shemaroo Entertainment Ltd Earnings Call Transcript

May 14, 2025 / 06:30 AM GMT
Release Date Price: ₹105.73 (+0.72%)

Key Points

Positve
  • Shemaroo Entertainment Ltd (BOM:538685) posted its first positive quarter in six quarters, driven by deferred B2B deals.
  • Digital media revenues for the fourth quarter increased by 1.25% year on year, and for the full financial year, it grew by approximately 11%.
  • The company released 13 new titles in Gujarati, including movies, web series, and plays, enhancing its content portfolio.
  • Shemaroo's YouTube channel, Shimarumi Gane, crossed 71 million subscribers, garnering over 10.5 billion views during the quarter.
  • The company is committed to strengthening its balance sheet and enhancing operational efficiency to unlock substantial long-term intrinsic value.
Negative
  • The company reported a net loss of approximately 5 crores for the quarter and 85 crores for the financial year.
  • Revenue from operations for the financial year declined by 3% year on year.
  • The consolidation of the broadcasting industry led to a significant decline in the TV syndication business, impacting the overall top line.
  • Margins are expected to remain under pressure due to ongoing accelerated inventory charges.
  • The advertising outlook remains subdued due to macroeconomic pressures, geopolitical tensions, and major sporting events like IPL.


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

SHEM.NS - Shemaroo Entertainment Ltd
Q4 2025 Shemaroo Entertainment Ltd Earnings Call
May 14, 2025 / 06:30AM 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 the Shimaru Entertainment Limited Q4 and 525 earnings conference call hosted by VM advisors. 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 conclude. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touch don't phone. Please note that this conference is being recorded. I now hand the contents over to Miss Nur Jane Kunia from VRM Advisors.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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