Q1 2026 Shemaroo Entertainment Ltd Earnings Call Transcript
Key Points
- Digital media revenues grew by 18% year on year, reaching INR67 crores.
- Shemaroo's digital platforms, including YouTube and ShemarooMe, showed strong performance with over 10 billion views during the quarter.
- The company's flagship YouTube channel, Shemaroo Filmygaane, achieved a milestone of 72.5 million subscribers.
- Shemaroo Gujarati released six new titles, including blockbuster films, enhancing its content portfolio.
- The company is proactively implementing strategic measures to align with audience preferences and reinforce its investment strategy across the content portfolio.
- Revenue from operations declined by approximately 10% year on year, standing at INR140 crores.
- The company reported an EBITDA loss of INR56 crores and a net loss of INR146 crores for the quarter.
- Traditional media revenues declined by 26% year on year, totaling INR72 crores.
- The re-entry of major broadcast channels on the Free dish platform led to a significant redistribution of viewership, impacting Shemaroo's channels.
- Margins are expected to remain under pressure due to ongoing accelerated inventory charges, which are accounting adjustments not reflecting monetization or cash flow generation.
And gentlemen, good day and welcome to Shemaroo Entertainment Limited, Q1 FY26. Our next conference call hosted by Valorem Advisors.
(Operator Instructions)
I now hand the conference over to Nupur Jainkunia from Valorem Advisors.
Thank you and over to you, ma'am.
Thank you. Good afternoon, everyone, and a warm welcome to you all. My name is Ms. Nupur Jainkunia from Valorem Advisors. We represent the Investor Relations of Shemaroo Entertainment Limited. On behalf of the company, I would like to thank you all for participating in the company's earnings call for the fourth quarter of the financial year 2026. Before we begin, a quick cautionary statement, some of the statements made in today's conference call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainty. Which could cause actual results to differ from those anticipated. The statements are based on management beliefs as well as assumptions made by and information currently
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
