Shemaroo Entertainment Limited (SHEMAROO) Earnings Call Transcripts

Shemaroo Entertainment Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY 2026, Shemaroo Entertainment Limited reported a revenue of INR 140 crores, resulting in a net loss of INR 72 crores. For the fiscal year, total revenue was INR 583 crores, with a net loss of INR 219 crores. Management highlighted a strategic shift towards digital media, with digital revenue growing 17% YoY, while traditional media revenues declined by 51%. The company concluded its accelerated inventory charge-off cycle, which is expected to improve future financial performance.

Reported metrics

Guidance from management

Management did not provide specific revenue guidance for FY 2027 but indicated a continued focus on digital growth and a reduction in spending on new initiatives, expected to be less than half of FY 2026 levels.

What management said

I believe ultimately, over a 3- to 5-year period, we should be probably at more than 1/3, 2/3 or probably even 1/4, 3/4. Somewhere in between that in a 3- to 5-year period, we should be moving towards that. Now what will -- year-to-year, it is very difficult to give a color that what it will be in FY '27 or '28 because of various factors. But you know that in a 3- to 5-year point of view, that is the trend -- that is...

We have and it will be significantly lower than what it was in FY '26. It will probably be less than less than half of it. I mean right now, I'm not in a position to give you an exact number. But from what we have overall budgeted for this year, it will be less than half of what we have spent in. Arghya, you want to add?

What analysts pressed on

Analysts expressed concerns regarding the declining traditional media revenues and the overall advertising environment. There were questions about the timeline for achieving EBITDA and PAT positivity, as well as the impact of geopolitical tensions on future growth.

Main topics on the call

• Digital Revenue Growth — Digital media revenues for Q4 FY 2026 reached approximately INR 67 crores, a 17% increase YoY. Management noted, 'Digital revenue growth was led by strong momentum in the syndication business.' This segment continues to ...
• Traditional Media Decline — Traditional media revenues fell by 51% in Q4 FY 2026, attributed to a weak advertising environment and a shift towards digital. Management stated, 'We don't anticipate any significant growth acceleration from the traditi...
• Inventory Charge-Off Completion — The company completed its accelerated inventory charge-off cycle, with inventory reduced from INR 738 crores to INR 339 crores over nine quarters. Management indicated, 'This is the last quarter of the charge-off cycle i...
• Future Focus on Digital Initiatives — Shemaroo plans to focus investments on digital initiatives, particularly in its OTT platform, ShemarooMe. Management noted, 'Our focus remains on building a strong digital-first media business.'

Read the full Shemaroo Entertainment Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 Shemaroo Entertainment Limited earnings call transcripts on record, spanning February 12, 2020 to July 24, 2026. Based on this history, Shemaroo Entertainment Limited reports quarterly. The most recent call on file is dated July 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SHEMAROO

Exchange

NSEI

Country

IN

Sector

Communication Services

Industry

Entertainment

Calls on record

22

First call

February 12, 2020

Most recent

July 24, 2026

Reporting cadence

quarterly