Investor Update
June 2025
Zee Entertainment Enterprises Limited
A year ago : Pre-Consolidation
Now : Post-Consolidation
Peer I
24%
17%
10%
Peer II
Peer 1
34%
Peer I
+
Peer II
Duopoly
Structure
17%
Peer III
9%
Pan India
Peer III
8%
'Z' Board and its leadership are focused on achieving sustained relevance in a dynamic environment, which demands unwavering focus and excellence in
execution at every level
9%
Peer IV
Peer IV
9%
Peer IV is a significant player in Southern Market
Zee Entertainment Enterprises Limited
TV Viewership share FY 24 & FY 25 - Source: BARC, 15+, India Urban 3
Metric (FY 25) | Peer 1 | ||
Operational | TV Market Share | 17% | 34% |
TV Daily Viewers | 286mm+ | 358mm+ | |
Content | TV Channels | 90+ | 100+ |
OTT Content | 130k+ hours | 320k+ hours | |
Financials (INR Cr) | Revenue | 8,294 | 25,3021 |
EBITDA | 1,196 | 7091 | |
EBITDA % | 14.4% | 2.8% | |
Cash and Cash Equivalents | INR 2,406cr | INR ~12,000cr* | |
Parentage of INR 2,000,000cr+ market cap provides substantial financial, strategic resources
-
Largest shareholder infused ~INR 12,000cr in cash in merged
entity
Peer-1 is investing INR 85,000cr+ in content in over a 3-year period
- Strong ecosystem with well - entrenched distribution given parents' presence in telecom, OTT, cable etc. 'Z'
-
Most profitable network, though smaller in scale as compared to
Peer-1 (no presence in sports)
Executing its growth plans for the next few years to further strengthen its presence in General Entertainment
Target - continue being a formidable player in the changed M&E landscape
Zee Entertainment Enterprises Limited
Note: 1Annualized from company filings 4
'Z' to create a significant cash reserve in order to compete effectively with the competitor and to act proactively to address any rapid market shift
* Infusion by parent company
Traditional Media Emerging MediaTV
Social MediaMusic
Cinema
Video StreamingRadio
Audio Streaming…& more …& more
Other competitors for ad revenue
Search Engines E-commerce & Q-commerce OOH Advertising…& more
Major players are shifting to a "full stack" model
where they continue to operate their traditional channels, but also incorporate emerging media into their platforms
Digital platforms (domestic and international) are
investing aggressively into content (general entertainment and sports) to ramp up their subscriber base
Increasing investments going into short-form content
with its rising popularity resulting in social media
gaining importance as a mode of content engagement
Production houses have the potential to monetize
traditional and emerging channels in parallel with the
same content and IPs
'Z' to enhance its digital offerings in a profitable manner both domestically and internationally without going beyond content ecosystem
Zee Entertainment Enterprises Limited 5
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