Q2 2026 Shemaroo Entertainment Ltd Earnings Call Transcript
Key Points
- Shemaroo Entertainment Ltd (BOM:538685) launched a new Hindi movie channel, Shemaroo Josh, expanding its channel portfolio and potentially increasing revenue streams.
- The company's flagship YouTube channel, Shemaroo FilmiGaane, reached 73.5 million subscribers, and the ShemarooEnt channel crossed 60 million subscribers, indicating strong digital engagement.
- Shemaroo Entertainment Ltd (BOM:538685) achieved over 11 billion views across its digital platforms, showcasing robust digital presence and audience reach.
- The company has successfully managed operational cash flow, generating INR32 crores in the first half, despite reporting losses.
- Shemaroo Entertainment Ltd (BOM:538685) continues to hold a strong market position in the Gujarati OTT space, with significant consumer traction and brand connect.
- Revenue from operations declined by approximately 12% year-on-year for Q2 FY 2026, with a net loss of INR45 crores.
- The company reported an EBITDA loss of INR55 crores for the quarter, indicating financial challenges.
- Traditional media revenues decreased by 12% year-on-year, affected by a weak festive season advertising and budget reallocations to sports properties.
- Margins remain under pressure due to ongoing accelerated inventory charge-offs, which are expected to continue until the end of FY 2026.
- The advertising market remains tepid, impacting cash flow and delaying the company's debt reduction plans.
Ladies and gentlemen, good day, and welcome to the Q2 and H1 FY 2026 conference call of Shemaroo Entertainment Limited, hosted by Valorem Advisors. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Hena Khatri from Valorem Advisors. Thank you, and over to you, ma'am.
Thank you, Danish. Good afternoon, everyone. and a warm welcome to you all. My name is Hena Khatri from Valorem Advisors, and 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 second quarter and first half of the financial year 2026.
Before we begin, a quick cautionary statement. Some of the statements made in today's con call may be forward-looking in nature. Such forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management's beliefs
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