Shemaroo Entertainment Ltd. · NSE:SHEMAROO
Shemaroo Entertainment — Q4 FY2026 Earnings Presentation
19 slides from Shemaroo Entertainment's earnings presentation, May 17, 2026
Slide 1: Covering letter to stock exchanges
26/SEL/MP/2026 May 17, 2026 Listing Department, Corporate Relationship Department, National Stock Exchange of India Limited BSE Limited Exchange Plaza, Phiroze Jeejeebhoy Towers Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai-400 051. Mumbai - 400 001. NSE Symbol: SHEMAROO Scrip Code : 538685
Slide 2: Earnings Presentation – Q4-FY26/FY26
Shemaroo Entertainment Limited EARNINGS PRESENTATION – Q4-FY26/FY26
Slide 3: Shemaroo: At a Glance
Shemaroo: At a Glance Shemaroo (Pre 2018) Shemaroo Today (FY26) B2B B2B DIGITAL DIGITAL SYNDICATION SYNDICATION B2B2C YOUTUBE AND B2B2C DIGITAL DIGITAL FACEBOOK 20% 47% YOUTUBE B2C ME SHEMAROOME TRADITIONAL TRADITIONAL B2C 80% 53% BROADCASTING B2B2C DTH B2B2C DTH B2B B2B TV SYNDICATION IN-FLIGHT TV
Slide 4: Financials
Financials Q4-FY26/FY26 3
Slide 5: Q4-FY26/FY26 Key Financial Highlights
Q4-FY26/FY26 Key Financial Highlights Q4-FY26 performance (Consolidated) FY26 performance (Consolidated) INR 1,395 Mn INR (872) Mn (62.51%) INR 5,831 Mn INR (2,648) Mn (45.42%) Revenue from Operations EBITDA EBITDA Margin Revenue from Operations EBITDA EBITDA Margin INR (721) Mn (51.71%) INR (26.38)
Slide 6: Q4-FY26/FY26 Key Operational Highlights
Q4-FY26/FY26 Key Operational Highlights • During Q4 FY26, the Company’s revenue declined by 31.7% YoY. While the digital business continued to demonstrate strong momentum with 17.1% YoY growth, the traditional business declined by 50.5% YoY • Digital revenue growth was primarily driven by the strong
Slide 7: Q4-FY26/FY26 Key Operational Highlights
Q4-FY26/FY26 Key Operational Highlights • ShemarooMe Gujarati • Released 6 new titles during the quarter with content across movies, web series and plays • World digital premiere movies ‘Chaniya Toli ’, ‘Naankhatai’, ‘Faati Ne’, ‘Goti Lo’ and ‘Subhchintak (Hindi Dubbed)’ • ShemarooMe Hindi: Premiere
Slide 8: Inventory Charge-Off
Inventory Charge-Off • Net reduction of inventory to the tune of ~INR 400 crore over 9 quarters • The inventory charge-offs are accounting adjustments with no effect on content monetization or the Company’s ability to generate free cash flows Inventory (INR Lakh) Debt (INR Lakh) INR 400 crore 73,828
Slide 9: Shemaroo YouTube Monthly Views
Shemaroo YouTube Monthly Views YouTube Views (Mar’19 to Mar’26): Note: Views excluding Shorts 8
Slide 10: ShemarooMe
ShemarooMe • Gujarati • Released 6 new titles during the quarter with content across movies, web series and plays • World digital premiere movies ‘Chaniya Toli ’, ‘Naankhatai’, ‘Faati Ne’, ‘Goti Lo’ and ‘Subhchintak (Hindi Dubbed)’ • Hindi • Premiered first Hindi original web series ‘Dil Dhokha aur
Slide 11: International Co-Production
International Co-Production • Co-produced Company’s first Turkish drama series ‘Aska Mahkum’ along with Globalsphere Studios 10
Slide 12: Consolidated Quarterly Financial Performance
Consolidated Quarterly Financial Performance Particulars (INR Mn) Q4-FY26 Q3-FY26 Q-o-Q Q4-FY25 Y-o-Y Revenue from Operations 1,395 1,607 (13.2%) 2,043 (31.7%) Total Expenses 2,267 2,281 (0.6%) 2,019 12.3% EBITDA (872) (674) (29.4%) 24 NA EBITDA Margin (%) (62.51%) (41.93)% NA 1.15% NA Other Income
Slide 13: Consolidated Yearly Financial Performance
Consolidated Yearly Financial Performance Particulars (INR Mn) FY26 FY25 Y-o-Y Revenue from Operations 5,831 6,851 (14.9%) Total Expenses 8,479 7,649 10.9% EBITDA (2,648) (798) NA EBITDA Margin (%) (45.42%) (11.64)% NA Other Income 61 84 (27.1%) Depreciation 60 60 (1.4%) Finance Cost 301 370 (18.6%)
Slide 14: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY23 FY24 FY25 FY26 Revenue from Operations 5,566 7,072 6,851 5,831 Total Expenses 5,093 7,075 7,649 8,479 EBITDA 473 (3) (798) (2,648) EBITDA Margin (%) 8.49% (0.04)% (11.64)% (45.42%) Other Income 34 49 84 61 Depreciation 52 56 60 60 Fi
Slide 15: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Equity and Liabilities (INR Mn) FY24 FY25 FY26 Assets (INR Mn) FY24 FY25 FY26 Shareholders Fund Non-Current Assets Fixed Assets Share Capital 272 273 287 Property, Plant & Equipment 410 383 357 Other Equity 5,260 4,444 2,413 Capital WIP - - Total Equity 5,532 4,
Slide 16: Historical Consolidated Financial Charts
Historical Consolidated Financial Charts Operational Revenue (INR Mn) EBITDA (INR Mn) and EBITDA Margin (%) 800 20.0% 400 9.40% 8.49% 10.0% 7,072 6,851 - -400 358 473 (3) (798) 0.0% 5,566 5,831 -800 -0.04% -10.0% -1,200 -11.64% 3,814 -20.0% -1,600 -2,000 -30.0% -2,400 (2,648) -40.0% -2,800 -3,200 -4
Slide 17: Capital Market Data
Capital Market Data 1 Year Stock Market Performance (as on 31st March 2026) 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% -30% Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Shemaroo Sensex Shareholding Pattern (As on 31st March, 2026) Price Data (As of 31st March 202
Slide 18: Disclaimer
Disclaimer Shemaroo Entertainment Limited No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all
Slide 19: Thank You
THANK YOU
Shemaroo Entertainment — Q4 FY2026 Earnings Presentation on 6ix