Shemaroo Entertainment Limited has informed the Exchange about Investor Presentation
SHEMAROO · price
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Awaiting price reaction for this filing.
Shemaroo Entertainment reported Q4-FY25 revenue of INR 2,043 Mn, up 2.7% year-on-year, and posted its first positive EBITDA in six quarters at INR 24 Mn (margin 1.15%), helped by the materialisation of deferred B2B deals. However, the company swung to a consolidated net loss of INR 51 Mn for the quarter and a much wider full-year FY25 net loss of INR 850 Mn (EPS -INR 31.09) versus a loss of INR 407 Mn in FY24. Full-year revenue declined 3.1% to INR 6,851 Mn with EBITDA margin slipping to negative 11.64%, dragged by INR 511 Mn of expenses on new initiatives and accelerated inventory charge-offs. Digital media grew 10.7% in FY25 while traditional media fell 9.7%; Shemaroo FilmiGaane YouTube crossed 71 million subscribers and Shemaroo GEC channels held an 8.2% share of the Hindi GEC viewership.
Near-term outlook is weak — management has flagged that margins will stay under pressure from continued inventory charge-offs and a subdued advertising environment, which could keep the stock rangebound despite the Q4 EBITDA improvement. Long-term, the focus on balance sheet strengthening and cost rationalisation may support a gradual recovery, but visibility remains low.