Shemaroo Entertainment Ltd. · NSE:SHEMAROO
Shemaroo Entertainment — Q3 FY26 Earnings Presentation
16 slides from Shemaroo Entertainment's earnings presentation, Jan 29, 2026
Slide 1: Exchange cover letter for earnings presentation
06/SEL/MP/2026 January 29, 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 : 538
Slide 2: Earnings Presentation – Q3/9M-FY26
Shemaroo Entertainment Limited EARNINGS PRESENTATION – Q3/9M-FY26
Slide 3: Shemaroo: At a Glance
Shemaroo: At a Glance Shemaroo (Pre 2018) Shemaroo Today (FY25) B2B B2B DIGITAL DIGITAL SYNDICATION SYNDICATION B2B2C YOUTUBE AND B2B2C DIGITAL DIGITAL FACEBOOK YOUTUBE 20% 37% SHEMAROOME B2C ME TRADITIONAL TRADITIONAL B2C BROADCASTING B2B2C DTH 80% 63% B2B2C DTH B2B B2B TV SYNDICATION IN-FLIGHT TV
Slide 4: Financials Q3/9M-FY26
Financials Q3/9M-FY26 3
Slide 5: Q3/9M-FY26 Key Financial Highlights
Q3/9M-FY26 Key Financial Highlights Q3-FY26 performance (Consolidated) 9M-FY26 performance (Consolidated) INR 1,607 Mn INR (674) Mn (41.93)% INR 4,436 Mn INR (1,776) Mn (40.05)% Revenue from Operations EBITDA EBITDA Margin Revenue from Operations EBITDA EBITDA Margin INR (554) Mn (34.50)% INR (20.28
Slide 6: Q3/9M-FY26 Key Operational Highlights
Q3/9M-FY26 Key Operational Highlights • During Q3 FY26, the Company’s revenue declined by 2.2% YoY. While the digital business grew by 13.8% YoY, traditional businesses came under significant pressure, declining 14.4% YoY • The re-entry of major broadcasters on FreeDish, a packed sports calendar and
Slide 7: Shemaroo YouTube Monthly Views
Shemaroo YouTube Monthly Views YouTube Views (Dec’18 to Dec’25): Note: Views excluding Shorts 6
Slide 8: ShemarooMe
ShemarooMe • 6 new Gujarati movies, web-series, plays released in Q3 FY26 • World digital premiere movies ‘Jai Mata Ji Let's Rock’, ‘Auntypreneur’, ‘Shubhchintak’, and ‘Vicki Ki Baraat(Hindi Dubbed)’ 7
Slide 9: Consolidated Quarterly Financial Performance
Consolidated Quarterly Financial Performance Particulars (INR Mn) Q3-FY26 Q2-FY26 Q-o-Q Q3-FY25 Y-o-Y Revenue from Operations 1,607 1,434 12.1% 1,644 (2.2)% Total Expenses 2,281 1,981 15.1% 2,067 10.4% EBITDA (674) (548) (23.0)% (423) (59.4)% EBITDA Margin (%) (41.93)% (38.20)% (373) Bps (25.72)% (1
Slide 10: Consolidated YTD Financial Performance
Consolidated YTD Financial Performance Particulars (INR Mn) 9M-FY26 9M-FY25 Y-o-Y Revenue from Operations 4,436 4,808 (7.7)% Total Expenses 6,212 5,629 10.4% EBITDA (1,776) (821) (116.3)% EBITDA Margin (%) (40.05)% (17.08)% (2,297) Bps Other Income 49 47 5.2% Depreciation 45 45 (0.3)% Finance Cost 2
Slide 11: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY23 FY24 FY25 9M-FY26 Revenue from Operations 5,566 7,072 6,851 4,436 Total Expenses 5,093 7,075 7,649 6,212 EBITDA 473 (3) (798) (1,776) EBITDA Margin (%) 8.49% (0.04)% (11.64)% (40.05)% Other Income 34 49 84 49 Depreciation 52 56 60 45
Slide 12: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Equity and Liabilities (INR Mn) FY24 FY25 H1-FY26 Assets (INR Mn) FY24 FY25 H1-FY26 Shareholders Fund Non-Current Assets Fixed Assets Share Capital 272 273 273 Property, Plant & Equipment 410 383 372 Other Equity 5,260 4,444 3,542 Capital WIP - - - Total Equity
Slide 13: Historical Consolidated Financial Charts
Historical Consolidated Financial Charts Operational Revenue (INR Mn) EBITDA (INR Mn) and EBITDA Margin (%) 800 20.0% 9.40% 8.49% 400 10.0% 7,072 6,851 358 473 - 0.0% (3) -0.04% 5,566 -400 -10.0% (798) 4,436 -800 -20.0% 3,814 -11.64% -1,200 -30.0% -1,600 (1,776) -40.0% -2,000 -40.05% -50.0% FY22 FY2
Slide 14: Capital Market Data
Capital Market Data 1 Year Stock Market Performance (as on 31st December 2025) 20% 10% 0% -10% -20% -30% -40% -50% Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Shemaroo Sensex Shareholding Pattern (As on 31st December, 2025) Price Data (As of 31st December 2025
Slide 15: 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 16: Thank You
THANK YOU
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