Shemaroo Entertainment Limited — PPTs, 13-05-2025: Investor Presentation

1. Financial Highlights:

Shemaroo reported consolidated revenue of INR 2,043 Mn in Q4, up 2.7% YoY, and INR 6,851 Mn for FY25, down 3.1% YoY. Digital media revenue grew 10.7% YoY, offset by a 9.7% decline in traditional media. Q4 posted a positive EBITDA of INR 24 Mn (1.15% margin), the first in six quarters, driven by deferred B2B deals; FY25 EBITDA remained negative at INR (798) Mn with an (11.6%) margin. Net loss narrowed to INR (51) Mn in Q4, while FY25 net loss stood at INR (850) Mn. EPS was (1.87) in Q4 and (31.09) for FY25. Net worth declined to INR 4,718 Mn, with total assets at INR 8,661 Mn, highlighting ongoing balance sheet challenges.

2. Strategic Initiatives & Growth Drivers:

The company expanded digital content with 13 new Gujarati titles spanning movies, web series, and plays. ShemarooMe OTT and YouTube channels showed solid traction, with over 10.5 billion views and 71 million subscribers on ‘FilmiGaane’. Cost rationalization and investment realignment are in progress to navigate subdued advertising and rising competition.

3. Business Developments:

Key content launches included blockbuster Gujarati films and the original web series ‘Arranged With Love’ on ShemarooMe, along with two original Hindi GEC shows on broadcast. Deferred B2B licensing deals significantly contributed to recent positive earnings.

4. Market Position & Competitive Advantage:

Shemaroo commands an 8.2% viewership share in Hindi GECs and benefits from a diversified presence across digital, broadcast, and B2B syndication. Its digital-first strategy and focus on regional content differentiation strengthen its competitive stance in a rapidly evolving media sector.

5. Investor Implications:

Despite FY25 losses and margin pressures from inventory write-downs and macro challenges, Q4’s positive EBITDA signals better operational control. The expanding digital user base and fresh content pipeline underpin positive growth potential, though investors should keep an eye on advertising volatility and balance sheet repair efforts.