Zee Entertainment Enterprises Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ZEE Entertainment's Q4 FY26 performance saw digital business ZEE5 turn EBITDA positive for the full year with 53% revenue growth, including INR 470 Cr in Q4. Overall Q4 ad revenue dipped 4% due to geopolitical issues, but subscription grew 4%. The company recorded a one-off INR 408.4 Cr charge for accelerated movie amortization. Network share increased to 17.4%. Strategic investments in VFX (INR 116 Cr) and Live Events (INR 20 Cr) aim for future growth. Management is optimistic, prioritizing revenue growth, cost efficiency, and shareholder value despite current headwinds.