Q3 2026 Shemaroo Entertainment Ltd Earnings Call Transcript
Key Points
- Digital media revenues grew by 14% year on year, indicating strong performance in this segment.
- Shemaroo Filmmigane surpassed 74 million subscribers on YouTube, reflecting significant digital engagement.
- The company released 6 new titles on Shemaroo in Gujarati, expanding its content offerings.
- Shemaroo Josh, a rebranded movie channel, has shown steady growth in reach and TRP since its launch.
- The company is optimistic about a gradual recovery in FMCG advertising spends, which could positively impact future revenues.
- Revenue from operations declined by 2% year on year for the third quarter, indicating challenges in maintaining growth.
- The company reported an EBITDA loss of INR67 crores and a net loss of INR55 crores for the third quarter.
- Traditional media revenues declined by approximately 14% year on year, highlighting pressure in this segment.
- Ongoing accelerated inventory charge-offs have put pressure on margins, although these are expected to end by the financial year's close.
- Debt levels increased to INR310 crores, partly due to operational losses and cash requirements.
Ladies and gentlemen, good day and welcome to the Q3 and nine months FY 2026 conference call of Shemaroo Entertainment Limited, hosted by Valoram 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 concludes. (Operator Instructions).
I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors.
Thank you, and over to you.
Good afternoon everyone and a warm welcome to you all. My name is Purvangi Jain 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 third quarter and nine month ending of the financial year 2026.
Before we begin, a quick cautionary statement. Some of the statements made in today's call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties which could
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