Shemaroo Entertainment Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

SHEMAROO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-5.8%1-day move

₹100.00

prior close

₹100.10

base price

After-mkt

timing

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-0.6-1.6-1.8+0.9-5.8-5.5-2.5+4.0+3.0+4.3+8.0+36.0+20.6—

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AI summary

Shemaroo Entertainment reported a 31.7% YoY decline in Q4-FY26 revenue to INR 1,395 Mn and a net loss of INR 721 Mn. For the full year FY26, revenue fell 14.9% to INR 5,831 Mn with a net loss of INR 2,186 Mn. The company saw a sharp divergence: digital media grew 17.1% in Q4 driven by syndication and ShemarooMe subscriber growth exceeding 30%, while traditional media collapsed 50.5% due to weak advertising and IPL impact on ad budgets. The company completed its final quarter of inventory charge-offs (about INR 400 crore over 9 quarters), which were accounting adjustments with no impact on cash flows. Promoter holding stands at 67.24%.

Likely market impact

The stock faces continued pressure due to heavy losses and traditional business decline, though the completion of inventory charge-offs may mark a turning point for future profitability. The strong digital growth and YouTube subscriber milestones (74M for FilmiGaane) provide some positive offset for growth-oriented investors.