Investor Presentation

Here's a concise summary for Shemaroo Entertainment Limited: 1. **Business Performance:** Shemaroo's Q4-FY26 revenue dropped 31.7% YoY to 139.5 Cr, leading to a 218.6 Cr net loss for FY26. Digital media revenue grew 17.1% in Q4 (66.5 Cr), while traditional media revenue sharply declined 50.5% (73 Cr), primarily due to a weak advertising environment and sports programming.

2. **Growth Drivers or Strategy:** Digital business expansion, notably a 30%+ increase in ShemarooMe subscribers and strong syndication, drives growth.

The company completed a strategic inventory charge-off (reducing ~400 Cr over 9 quarters), an accounting adjustment with no impact on cash flow or content monetization.

3. **Recent Developments:** ShemarooMe Gujarati added 6 new titles, and ShemarooMe Hindi premiered its first original web series.

YouTube channels surpassed major subscriber milestones, generating over 9 billion views.

Shemaroo also co-produced its first Turkish drama series.

4. **Management Commentary / Outlook:** Management foresees continued challenges in traditional advertising due to macroeconomic pressures and sporting events, while emphasizing strong, ongoing momentum in the digital business.