Zee Entertainment Enterprises Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

ZEEL · price

Loading chart…

▲ 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

-4.6%1-day move

₹87.72

prior close

₹83.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.7+1.1+0.3-0.2-4.6-6.5-5.5-5.6+3.6+7.1+27.3+31.6+22.3—

Up moveDown movePending

AI summary

Zee Entertainment reported FY26 operating revenue of Rs 80,989 Mn (down 2% YoY), with adjusted EBITDA of Rs 7,547 Mn (down 37%) and adjusted EBITDA margin at 9.3% versus 14.4% in FY25. Q4 FY26 was particularly weak with revenue down 7% YoY to Rs 20,248 Mn and adjusted EBITDA margin at 6.9%. The decline was driven by a weak advertising environment, higher A&P spending, and March revenue impact from the Middle East crisis. ZEE5 digital business grew 53% YoY to Rs 14,888 Mn and achieved EBITDA breakeven. The company maintained a healthy balance sheet with Rs 27.6 Bn cash and investments as of March 2026. TV network viewership share improved to 17.4% (up 60 bps YoY).

Likely market impact

The significant margin contraction and revenue decline reflect operational challenges in the media sector. Despite digital growth and market share gains, profitability pressure from higher costs and weak ad revenue may weigh on the stock near-term. The strong cash position provides a buffer for future investments.