Shemaroo Entertainment Limited has informed the Exchange about Transcript
SHEMAROO · price
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Shemaroo Entertainment reported Q4 FY25 revenue of Rs. 204 crore (up 3% YoY) with its first positive EBITDA in six quarters at Rs. 2.4 crore, though the full year saw revenue fall 3% to Rs. 685 crore with an EBITDA loss of Rs. 80 crore and net loss of Rs. 85 crore. Digital media grew 11% YoY for the year to Rs. 252 crore while traditional media declined 9.7% to Rs. 433 crore, hurt by TV syndication weakness from broadcaster consolidation. Management disclosed accelerated inventory charge-offs of Rs. 150-160 crore for the year (Rs. 30-35 crore per quarter) and said PBT would have been positive by ~Rs. 40 crore excluding these. They guided FY26 as the last year of such charge-offs and confirmed they are on track for a Rs. 100 crore debt reduction over two years, with Rs. 37 crore already done in FY25.
Mixed signals for shareholders: a return to positive quarterly EBITDA and an 8.3% underlying revenue growth ex-TV syndication are positives, but full-year losses, continued margin pressure from accelerated write-offs, and weak traditional media outlook keep the near-term picture cautious. Investors should watch debt reduction progress and Q1 FY26 results for confirmation that the charge-off cycle is indeed ending.