Please find enclosed herewith Earnings Presentations of Shemaroo Entertainment Limited.
SHEMAROO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Shemaroo Entertainment reported a steep revenue decline of 31.7% YoY in Q4 FY26 to INR 1,395 Mn, with full-year FY26 revenue falling 14.9% to INR 5,831 Mn. The company posted a consolidated net loss of INR 721 Mn for Q4 and INR 2,186 Mn for FY26, with EBITDA margins at -62.51% for Q4 and -45.42% for the full year. Digital media revenue grew 17.1% YoY to INR 665 Mn, driven by syndication expansion and ShemarooMe subscriber growth exceeding 30% YoY. However, traditional media revenue plummeted 50.5% YoY due to a weak advertising environment, geopolitical tensions impacting ad spends, and sports programming capturing a larger share of budgets. The company completed its final quarter of inventory charge-offs (INR 400 crore reduction over 9 quarters), which were accounting adjustments with no cash flow impact. The traditional business outlook remains subdued due to macroeconomic pressures, geopolitical tensions, and major sporting events like the IPL.
Shemaroo is undergoing a transformational cleanup with inventory charge-offs now complete, but the sharp pivot to losses and revenue contraction in traditional media poses near-term risks. Digital growth provides some hope, but overall profitability remains deeply challenged with net worth declining from INR 4,718 Mn to INR 2,700 Mn.