Q2 2025 Shemaroo Entertainment Ltd Earnings Call Transcript
Key Points
- Digital media revenues increased by approximately 17% year-on-year for Q2 FY25, indicating robust growth in this segment.
- ShemarooMe, the company's digital platform, continues to gain traction, particularly with its Gujarati content offerings.
- Shemaroo Filmi Gaane achieved a significant milestone by becoming the 24th most subscribed channel globally on YouTube, with approximately 70 million subscribers.
- The company successfully launched two original shows on its channel Shemaroo Umang, contributing to its content portfolio expansion.
- Shemaroo Entertainment Ltd is focused on strengthening its balance sheet and maintaining operational efficiencies to unlock intrinsic value.
- Consolidated revenue from operations declined by 18.5% year-on-year for Q2 FY25, primarily due to a higher base in traditional business.
- EBITDA loss for the quarter was around INR27 crores, with a net loss of approximately INR26 crores.
- Traditional media revenues declined by around 33% year-on-year for the first quarter, indicating challenges in this segment.
- The company faced delays in deal closures in its traditional syndication business due to transitional changes in the media industry.
- There is continued sluggish demand for broadcast advertising, putting pressure on traditional revenue streams.
Ladies and gentlemen, good day, and welcome to the Q2, and H1 FY25 conference call of Shemaroo Entertainment Ltd, hosted by Valorem Advisors. (Operator Instructions)
I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you and over to you, ma'am.
Good afternoon, everyone, and a warm welcome to you all. My name is Purvangi Jain from Valorem Advisors. We represent the Investor Relations of Shemaroo Entertainment Ltd.
On behalf of the company, I would like to thank you all for participating in the company's earnings call for the Q2, FY25.
Before we begin, a quick cautionary statement. Some of the statements made in today's conâcall may be forwardâlooking in nature. Such forwardâlooking statements are subject to risks and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management's beliefs as well as assumptions made by, and information currently available to the management. Audiences are
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