Zee Entertainment Enterprises Limited · NSE:ZEEL
Zee Entertainment Enterprises — Investor Presentation (June 2025)
13 slides from Zee Entertainment Enterprises's investor presentation, Jun 22, 2025
Slide 1: Exchange filing cover letter: Investor Presentation
June 22, 2025 To, The Listing Department, The Listing Department, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort Bandra-Kurla Complex, Mumbai - 400 001 Bandra (East), Mumbai- 400 051 BSE Scrip Code Equity: 505537 NSE Symbol: ZEEL EQ
Slide 2: Investor Update June 2025
Investor Update June 2025 Zee Entertainment Enterprises Limited
Slide 3: Disclaimer
Disclaimer Safe Harbor Statement: This Release/Communication, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and
Slide 4: Market Consolidation in a Rapidly Changing Sector - Leading to a Duopoly Structure
Market Consolidation in a Rapidly Changing Sector - Leading to a Duopoly Structure A year ago : Pre-Consolidation Now : Post-Consolidation Peer I 24% Peer 1 34% Peer I 17% + Peer II Duopoly Pan India Structure Peer II 10% 17% Peer III 8% Peer III 9% Peer IV is a significant Peer IV 9% player in Sout
Slide 5: Consolidation Leading to Increased Competitive Intensity
Consolidation Leading to Increased Competitive Intensity….. Peer-1 Peer 1 ⚫ Parentage of INR 2,000,000cr+ market cap provides substantial Metric (FY 25) financial, strategic resources TV Market ⚫ Largest shareholder infused ~INR 12,000cr in cash in merged 17% 34% Share Operational entity TV Daily 28
Slide 6: Lines between traditional and emerging media are blurring
Lines between traditional and emerging media are blurring Traditional Media Emerging Media TV ⚫ Major players are shifting to a “full stack” model Social Media where they continue to operate their traditional channels, but also incorporate emerging media into Music their platforms Cinema Video Strea
Slide 7: 'Z' Right to Win
‘Z’ Right to Win 1 A complete M&E flywheel comprising of leading TV, Digital, Music, Movies Key Headline KPIs and Syndication verticals. 17% 90+ Global Channels serving South Asian TV network share# 2 diaspora History of creating quality content across all formats and experienced management team 4.5
Slide 8: 'Z' Growth Story
‘Z’ Growth Story Growth Initiatives Growth Framework - Company is developing new business verticals to expand its target audience and augment revenue streams - All the growth initiatives will be core to ▪ Micro dramas, UGC, Live Events, Edutainment, Emerging the business Sports, etc - All the growth
Slide 9: Our Focus for FY 26
Our Focus for FY 26 1 Achieve breakeven in Z5 from EBITDA losses of INR 548 crs* in FY25. 2 Concentrated effort on execution of business plan to achieve 100% target 3 Augmenting human resources capabilities for achieving the business plan 4 Regular and systematic evaluation of competitive scenarios
Slide 10: Key Considerations for Company's Cash Reserves
Key Considerations for Company’s Cash Reserves Changing competitive dynamics – Parent of Peer 1 infused ~11,500cr cash as part of the 1 consolidation which could potentially lead to higher expenditures and increased competitive intensity for ‘Z’ Ability to take on big bets – High cash balance could
Slide 11: Key Terms of the Proposed Preferential Issue
Key Terms of the Proposed Preferential Issue 1 Fully Convertible warrants issue of ~INR 2,237 crs. 2 Conversion price per warrant : INR 132 (floor price INR 128.58) 3 25% of the upfront consideration, balance 75% within 18 month 4 Conversion into equity shares post receipt of 100% consideration 5 Re
Slide 12: Benefit of Promoters' Stake Increase for Company
Benefit of Promoters’ Stake Increase for Company 1 Helps align Promoters’ long-term interests more closely with the company and all its stakeholders 2 Continuity in leadership and strategic direction is critical for the execution of business plans 3 Increased stake of promoters will be seen as a vot
Slide 13: Yours Truly
Yours Truly | Zz
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