Shemaroo Entertainment Limited — Investor Meet, 19-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shemaroo Entertainment reported Q4 revenue of Rs. 204 Cr, up 3% YoY, with EBITDA of Rs. 2.4 Cr and a net loss of Rs. 5 Cr. FY25 revenue declined 3% to Rs. 685 Cr, with an EBITDA loss of Rs. 80 Cr (adjusted to Rs. 29 Cr after Rs. 51 Cr investment expenses) and a net loss of Rs. 85 Cr. Digital media grew 11%, while traditional media fell nearly 10%. Positive EBITDA was driven by one-off B2B licensing deals. Two of four channels are near breakeven; recent broadcast license acquisitions reduce costs. YouTube subscribers hit 71 million. Debt reduction aims for Rs. 100 Cr over two years. Management is cautious but optimistic on growth and efficiencies amid advertising pressures.