ALFA Finder| Revenue growth | Digital revenue +25.6% YoY; driven by B2B licensing, YouTube ads |
|---|---|
| Margins | Q2 EBITDA margin -1.65% vs -38.20% prior year |
| Demand visibility | Festive season ad boost expected; BARC blackout weighs |
Growth
Digital +25.6% YoY to INR 756 Mn; Traditional -21.1% to INR 656 Mn. H1 revenue INR 2,729 Mn (-3.5%).
Outlook
No numeric growth guidance. Cost rationalisation in traditional; increased digital investment; disciplined content spend.
Risks
BARC ratings blackout continues, dampening ad spend; broadcasters deferred TV B2B licensing; geopolitical uncertainty and rising input costs.
Last quarter's promises, checked
Delivered
- Digital double-digit growth → Digital +25.6% YoY to INR 756 Mn (= BEAT)
Partly delivered
- Debt reduction plan this year, no figure → H1 ST borrowings INR 2,975 Mn vs Q1 debt INR 311 Cr (~3,110 Mn); not like-for-like (= PARTIAL)
- EBITDA-positive FY27 (conservative aim) → Q2 still loss-making at INR 23 Mn; full-year outcome unverifiable (= PARTIAL)
Missed
- Blended double-digit revenue growth → Revenue -1.5% YoY to INR 1,412 Mn; H1 -3.5% (= MISS)
- Traditional flattish, not degrowth → Traditional -21.1% YoY to INR 656 Mn (= MISS)
- QoQ EBITDA improvement each quarter → Q2 EBITDA loss INR 23 Mn vs Q1 'around INR 2 crores' (~INR 20 Mn) (= MISS)
Investor Presentation filed with NSE, NSE: SHEMAROO. Summary written with AI assistance from the document.
Shemaroo Entertainment Ltd: key numbers
- Share price
- ₹94.63
- Market cap
- ₹271.9 Cr
- Revenue (annual)
- ₹583.1 Cr
- Net profit (annual)
- ₹-218.6 Cr
- P/E (TTM)
- -1.9×Sector 28.1×
- Promoter holding
- 67.24%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Shemaroo Entertainment Ltd
All →Shemaroo Entertainment Earnings Call Transcript: Key Takeaways
Revenue declined slightly as digital growth (+26% YoY) was offset by a sharp 21% drop in traditional media.
Shemaroo Entertainment Q2 FY27 Results: Net Loss of ₹7.5 Cr, Loss Narrows
Shemaroo Entertainment Ltd reported revenue from operations of ₹141.2 Cr (-1.5% YoY) and a net loss of ₹7.5 Cr for Q2 FY27.
- Key figure
- Net loss ₹7.5 Cr
Shemaroo Entertainment Board Meeting Date
Shemaroo Entertainment will hold a board meeting on November 2, 2026 to consider unaudited standalone and consolidated results for September 30, 2026. Trading window remains closed until 48 hours after results.
Shemaroo Entertainment Other Announcement
The company submitted its quarterly shareholding pattern as per Regulation 31. It also clarified the exclusion of Senior Managerial Personnel from KMP shareholding reporting.
Shemaroo Entertainment Annual General Meeting
Shemaroo Entertainment Limited held its 21st Annual General Meeting on August 14, 2026, through video conferencing to transact ordinary and special business items.
Shemaroo Entertainment Earnings Call Transcript: Key Takeaways
Shemaroo is pivoting heavily toward digital to offset a decaying traditional media business. While narrowing EBITDA losses, the company remains defensive regarding specific profitability timelines and debt reduction targets.
- Call
- Guides 10% growth