Shemaroo Entertainment Ltd. · NSE:SHEMAROO
Shemaroo Entertainment — Q2/H1 FY26 Earnings Presentation
18 slides from Shemaroo Entertainment's earnings presentation, Nov 6, 2025
Slide 1: Earnings Call Presentation Intimation to Exchanges
November 6, 2025 Listing Department, Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Phiroze Jeejeebhoy Towers Bandra-Kurla Complex Bandra (E), Dalal Street, Mumbai-400 051. Mumbai - 400 001. NSE Symbol: SHEMAROO Scrip Code: 538685 Dear Sir/Mada
Slide 2: Earnings Presentation – Q2/H1-FY26
Shemaroo Entertainment Limited EARNINGS PRESENTATION – Q2/H1-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 Q2/H1-FY26
Financials Q2/H1-FY26 3
Slide 5: Q2/H1-FY26 Key Financial Highlights
Q2/H1-FY26 Key Financial Highlights Q2-FY26 performance (Consolidated) H1-FY26 performance (Consolidated) INR 1,434 Mn INR (548) Mn (38.20)% INR 2,829 Mn INR (1,103) Mn (38.98)% Revenue from Operations EBITDA EBITDA Margin Revenue from Operations EBITDA EBITDA Margin INR (453) Mn (31.56)% INR (16.57
Slide 6: Q2/H1-FY26 Key Operational Highlights
Q2/H1-FY26 Key Operational Highlights • During Q2 FY26, the Company’s revenue declined by 11.5% YoY • Digital business de-grew by 10.3% YoY primarily due to deferment of syndication deals • Traditional businesses, primarily broadcast business, remained under pressure, declining 12.5% YoY • The decli
Slide 7: Q2/H1-FY26 Key Operational Highlights (Cont.)
Q2/H1-FY26 Key Operational Highlights (Cont.) • ShemarooMe Gujarati • Released 8 new titles during the quarter with content across movies, web series and plays • World digital premiere movies ‘Mithada Mehmam’, ‘Sanghavi & Sons’, ‘Mom Tane Nahi Samjay’, ‘Karkhanu’, ‘Jhamkudi (Hindi Dubbed)’ and ‘Unfi
Slide 8: Shemaroo YouTube Monthly Views
Shemaroo YouTube Monthly Views YouTube Views (Sep’18 to Sep’25): Youtube Monthly Views (in Bn) 1 5.00 1 4.50 1 4.00 1 3.50 1 3.00 1 2.50 0 2.00 0 1.50 0 1.00 0 0.50 - - Note: Views excluding Shorts 7
Slide 9: ShemarooMe
ShemarooMe • 8 new Gujarati movies, web-series, plays released in Q2 FY26 • World digital premiere movies ‘Mithada Mehmam’, ‘Sanghavi & Sons’, ‘Mom Tane Nahi Samjay’, ‘Karkhanu’, ‘Jhamkudi (Hindi Dubbed)’ and ‘Unfiltered Naari (Hindi Dubbed)’ 8
Slide 10: Shemaroo Broadcasting
Shemaroo Broadcasting • Launched Shemaroo Josh, a Hindi movie channel, on September 1, 2025, featuring a curated lineup of Hindi films across genres, available on major DTH, cable, and DD Free Dish platforms 9
Slide 11: Consolidated Quarterly Financial Performance
Consolidated Quarterly Financial Performance Particulars (INR Mn) Q2-FY26 Q1-FY26 Q-o-Q Q2-FY25 Y-o-Y Revenue from Operations 1,434 1,395 2.8% 1,621 (11.5)% Total Expenses 1,981 1,950 1.6% 1,885 5.1% EBITDA (548) (555) 1.3% (265) (106.9)% EBITDA Margin (%) (38.20)% (39.78)% 158 Bps (16.33)% NA Other
Slide 12: Consolidated Half Yearly Financial Performance
Consolidated Half Yearly Financial Performance Particulars (INR Mn) H1-FY26 H1-FY25 Y-o-Y Revenue from Operations 2,829 3,165 (10.6)% Total Expenses 3,932 3,563 10.3% EBITDA (1,103) (398) NA EBITDA Margin (%) (38.98)% (12.59)% NA Other Income 41 17 136.2% Depreciation 30 30 1.0% Finance Cost 148 175
Slide 13: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY23 FY24 FY25 H1-FY26 Revenue from Operations 5,566 7,072 6,851 2,829 Total Expenses 5,093 7,075 7,649 3,932 EBITDA 473 (3) (798) (1,103) EBITDA Margin (%) 8.49% (0.04)% (11.64)% (38.98)% Other Income 34 49 84 41 Depreciation 52 56 60 30
Slide 14: 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 5,
Slide 15: 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% 10.0% 7,072 6,851 400 358 473 0.0% 5,566 - -0.04% -10.0% (3) -20.0% 3,814 -400 (798) 2,829 -30.0% -800 -11.64% (1,103) -40.0% -1,200 -38.98% -50.0% FY22 FY23 FY24 FY25 H1
Slide 16: Capital Market Data
Capital Market Data 1 Year Stock Market Performance (as on 30th September 2025) 0% -10% -20% -30% -40% -50% -60% Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Shemaroo Sensex Shareholding Pattern (As on 30th September, 2025) Price Data (As of 30th September 2025
Slide 17: 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 18: Thank You
THANK YOU
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