Saregama India Limited — PPTs, 05-11-2025: Investor Presentation

Saregama delivered a strong Q2 FY26, with revenue up 11% QoQ to ₹230 Cr, though down 5% YoY. Profit Before Tax (PBT) surged 18% QoQ to ₹60.1 Cr, and Profit After Tax (PAT) reached ₹43.8 Cr (+20% QoQ). Adjusted EBITDA was robust at ₹84.7 Cr (+28% QoQ, +1% YoY). The retail segment achieved improved profitability despite lower volumes. An interim dividend of ₹4.50 per share has been announced.

The company is aggressively expanding its IP library across languages, leveraging AI for content creation to boost efficiency and achieve up to 70% cost savings. India's low music subscription penetration offers significant untapped growth. Strategic focus areas include artiste management, new music, and live events. Saregama plans a ₹1,000 Cr investment in new content for FY26.

Recent highlights include over 1,500 new film and non-film track releases, popular albums like "Idli Kadai" and "Kokaina," and expanding live events with tours by Diljit Dosanjh. Saregama secured collaborations with major brands like Hero and Flipkart, and added 18 new artistes, now managing over 230 with 200M+ combined followers. Film "Mirage" was released, with "Paradise" and "Devil" upcoming.

Management sees a steady H1 FY26 with a strong outlook for the second half, driven by key projects and partnerships, underscoring the company's strong position and diversifying strategy. Saregama maintains a NIL Debt to Equity Ratio.