Shemaroo Entertainment Limited — Investor Meet, 29-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shemaroo Entertainment's Q1 FY26 revenue declined 10% YoY to INR 140 Cr, resulting in a net loss of INR 46 Cr. Digital media revenue jumped 18% YoY to INR 67 Cr, but traditional media fell 26% to INR 72 Cr due to Free Dish market shifts and soft ad spending. Management is rationalizing broadcast costs and boosting digital investments, with YouTube channels exceeding 10 billion views. Debt is INR 306 Cr; the FY26 debt reduction goal is now unlikely. Margins remain pressured by accelerated inventory charge-offs (last year in FY26). The company focuses on balance sheet strength and operational efficiency.