Q4 2026 Shemaroo Entertainment Ltd Earnings Call Transcript
Key Points
- Digital Media revenues for the fourth quarter grew by 17% year-on-year, indicating strong momentum in the digital segment.
- The Shemaroo Me subscriber base increased by over 30% year-on-year, showcasing robust growth in digital engagement.
- The company successfully reduced its inventory by approximately INR400 crores over nine quarters, strengthening its balance sheet.
- Debt levels have declined to around INR300 crores, reflecting improved financial management.
- Shemaroo Entertainment Ltd (BOM:538685) marked an important milestone with the co-production of its first Turkish drama series, expanding its international content strategy.
- The company reported an EBITDA loss of INR87 crores for the fourth quarter and a net loss of INR72 crores, indicating financial challenges.
- Traditional media revenues declined by 51% in the fourth quarter, impacted by a weak advertising environment.
- The overall advertising outlook for traditional business remains subdued due to macroeconomic pressures and geopolitical tensions.
- The company exceeded its guidance on new initiatives expenses, spending INR155 crores instead of the projected INR75 crores.
- The broadcast business faced challenges due to slower advertising revenue and increased competition from major broadcasters.
Ladies and gentlemen, good day, and welcome to the Q4 FY 2026 conference call of Shemaroo Entertainment Limited, hosted by Valorem Advisors. (Operator Instructions) I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you, and over to you, ma'am.
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 fourth quarter and financial year ended 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 belief as well as assumptions made by and information currently
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