Shemaroo Entertainment Ltd (BOM:538685) Q4 2025 Earnings Call Highlights: A Turnaround Quarter ...
Release Date: May 14, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Shemaroo Entertainment Ltd (BOM:538685) posted its first positive quarter in six quarters, driven by deferred B2B deals.
Digital media revenues for the fourth quarter increased by 1.25% year on year, and for the full financial year, it grew by approximately 11%.
The company released 13 new titles in Gujarati, including movies, web series, and plays, enhancing its content portfolio.
Shemaroo's YouTube channel, Shimarumi Gane, crossed 71 million subscribers, garnering over 10.5 billion views during the quarter.
The company is committed to strengthening its balance sheet and enhancing operational efficiency to unlock substantial long-term intrinsic value.
The company reported a net loss of approximately 5 crores for the quarter and 85 crores for the financial year.
Revenue from operations for the financial year declined by 3% year on year.
The consolidation of the broadcasting industry led to a significant decline in the TV syndication business, impacting the overall top line.
Margins are expected to remain under pressure due to ongoing accelerated inventory charges.
The advertising outlook remains subdued due to macroeconomic pressures, geopolitical tensions, and major sporting events like IPL.
Warning! GuruFocus has detected 3 Warning Signs with BOM:538685.
Q: Could you share the quantum of non-recurring B2B deals and the outlook for FY 2026? A: These content licensing deals are lumpy and non-recurring. While I can't disclose the exact value, they significantly impacted our topline this year. However, the outlook for next year is positive, with a strong content pipeline expected to drive growth. - CEO
Q: Have any of your channels broken even, and what is the typical break-even timeline? A: One channel broke even about 1.5 years ago, and another is near break-even with low investment. The major investment is in Shemaroo Umang, focusing on original content. - CEO
Q: What is the roadmap to achieve profitability, considering the inventory write-off? A: The accelerated inventory charge is significantly higher than the PBT loss. If added back, the PBT would be positive. We are focusing on cost rationalization and strategic investments to improve profitability. - CEO
Q: What would be the ROCE and ROE if the accelerated inventory charge was not taken? A: The accelerated charge for the year is between 150 to 160 crores. Adding this back would make the PBT positive by about 40 crores. - CEO
Q: How does the recent US tariff impact the company's performance in FY 2026? A: There is no official order yet, but it is likely intended for US-produced films shot outside the USA. We don't expect a major impact on foreign films, including our business. - CEO
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
23 minutes ago
- Yahoo
AJ Dybantsa Makes Surprise Nike Appearance in Jamaica
AJ Dybantsa Makes Surprise Nike Appearance in Jamaica originally appeared on Athlon Sports. AJ Dybantsa has been traveling the globe lately. BYU's top basketball recruit made a trip to the Monaco Grand Prix last week and got the opportunity to be in the pits with Max Verstappen's Red Bull Racing team. But he also made a surprise trip to Kingston, Jamaica to learn about his roots and giveback on behalf of Nike. Advertisement Dybantsa documented his journey in a recent YouTube video. He handed out shoes and basketballs, along with playing a few pickup games. This was all set up by the Bob Marley and Rita Marley Foundations. What made the meet and greet special for Dybantsa was his ties to the Caribbean island. His mom, Chelsea, is from Jamaica and created the no-nonsense structure for her son. For BYU, Dybantsa being able to represent brands on a global scale is an invaluable recruiting tool. One of the first things people noticed was his team gear, which might be foreign to some but will start to become more recognizable and part of his brand. This comes at the right time with the Cougars building up hype toward next season. "Dybantsa has been a celebrated prospect since before he entered high school, and has avoided many of the pitfalls of early stardom by consistently improving his game at each step in the process," 247Sports' Adam Finkelstein said. Advertisement "Still though, he's become accustomed to playing to the camera and can go through spurts when it becomes more of a show than a game. The time is soon coming when the level of competition won't again allow that. He won't be able to worry about cameras, officiating, or other distractions, and will have to make his singular emphasis." Related: AJ Dybantsa admits BYU wasn't top school, blown away by NBA ready program BYU Basketball's upcoming non-conference schedule is nearing completion after this week. They added UConn, Wisconsin, Villanova, along with a multi-team event at Disney World in Orlando. One of the best ways for Dybantsa to introduce himself to the world of college basketball. This story was originally reported by Athlon Sports on Jun 1, 2025, where it first appeared.
Yahoo
24 minutes ago
- Yahoo
Apple Faces Downgrade on Valuation Fears and AI Competition
June 4 - Apple (NASDAQ:AAPL) shares were downgraded by Needham to "Hold" from "Buy" on Wednesday, citing valuation concerns and rising threats from tech competitors. Analysts said the stock's forward price-to-earnings ratio for 2026 stands above 26 times, a level they view as stretched relative to earnings prospects. The firm noted that 21 analysts have revised earnings estimates lower in recent weeks, while Apple's revenue growth remains under 5%. Warning! GuruFocus has detected 9 Warning Signs with CRWV. Needham flagged growing risks to Apple's near-term earnings, especially from companies challenging the so-called platform tax. The firm also pointed to emerging generative AI trends that could fuel demand for alternative hardware, which may pose risks to Apple's iOS ecosystem. A catalyst such as a new iPhone cycle would be needed to re-rate the stock, the firm said, though they don't expect that within the next year. Needham suggested a more attractive entry point might be between $170 and $180. Other brokers remain bullish. Evercore ISI kept an Outperform rating with a $250 price target, citing strong App Store revenue in May. JPMorgan maintained an Overweight stance with a $240 target, anticipating new AI features at next week's WWDC. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
35 minutes ago
- Yahoo
International Resources Holding Enters into Agreement to Acquire Majority Interest in Alphamin Resources Corp. from Tremont Master Holdings
ABU DHABI, UAE, June 3, 2025 /CNW/ - International Resources Holding ("IRH") and Tremont Master Holdings ("Tremont") are pleased to announce that they have entered into a definitive agreement for IRH to acquire Tremont's majority interest in Alphamin Resources Corp. (TSXV: AFM) (JSE: APH) ("Alphamin") (the "Transaction"). Under the terms of the Transaction, IRH will, through a wholly-owned subsidiary, acquire 718,990,967 common shares (the "Acquired Shares") of Alphamin (the "Common Shares") owned by Tremont, representing approximately 56% of the outstanding Common Shares, at a price of C$0.70 per share, for a total consideration of C$503,293,677 (US$367,001,749), subject to completion adjustments which may decrease total consideration in certain circumstances set out in the definitive agreement, including as a result of distributions, dividends and payments made to Tremont by Alphamin in Tremont's capacity as a shareholder of Alphamin or otherwise, or related to the Transaction which arise from September 30, 2024 to the date of closing of the Transaction, other than the dividend paid by Alphamin on November 4, 2024. IRH Strategic Rationale for the Acquisition This acquisition strengthens IRH's position in the global industrial metals sector, adding a majority interest in a highly productive and strategically important tin asset to its portfolio. Alphamin is one of the world's largest and highest-grade tin producers, playing a key role in supplying a critical raw material used in electronics, manufacturing, and industrial applications. Ali Alrashdi – CEO of IRH, stated:"Alphamin's strong production profile aligns with our strategy of securing interests in high-quality mining assets with long-term growth potential." Rob Still, Chairman of Tremont Master Holdings, commented:"Following Tremont's 12-year history in exploring, evaluating and then building and operating the Bisie mine, we are now pleased to transfer our ownership stake to another long-term investor who shares our vision for the operation and our commitment to the region." Closing of the Transaction is subject to certain closing conditions, including, among others, the receipt of all regulatory and internal corporate approvals. Required Early Warning Disclosure Immediately prior to entering into the definitive agreement regarding the Transaction, IRH did not own any Common Shares and, upon completion of the Transaction, IRH will own 718,990,967 Common Shares, representing approximately 56% of the outstanding Common Shares. Tremont currently owns 729,124,559 Common Shares, representing approximately 57% of the outstanding Common Shares, and upon completion of the Transaction will continue to hold 10,133,592 Common Shares, representing approximately 0.8% of the outstanding Common Shares. IRH entered into the definitive agreement to acquire the Common Shares for investment purposes. IRH intends to review its investment in Alphamin on a continuing basis and depending upon various factors, including without limitation, the price and availability of Alphamin's securities, subsequent developments affecting Alphamin, its business and prospects, other investment and business opportunities available to IRH, general industry and economic conditions, the securities markets in general, tax considerations and other factors deemed relevant by IRH, IRH may (i) change its beneficial ownership of the Common Shares, whether through transactions effected in the open market, by privately negotiated agreements, or otherwise, or (ii) consider or propose, develop plans or take action which relate to or would result in, one or more of the actions described in subparagraphs (a) - (k) of Item 5 of Form 62-103F1 - Required Disclosure Under the Early Warning Requirements. Among other things, IRH may in the future consider the appropriateness of exploring one or more transactions to acquire the balance of the outstanding Common Shares after discussion with Alphamin's shareholders, board of directors and/or other stakeholders. Tremont holds its Common Shares for investment purposes. The disposition of Common Shares is being undertaken in the ordinary course of business for investment purposes. IRH and Tremont intend to complete the Transaction by way of a block trade over a stock exchange. The acquisition of the Common Shares is being made by way of private agreement with five or fewer third parties at a price per share not exceeding 115% of the market price of the Common Shares and in compliance with the "private agreement exemption" under section 4.2(1) of National Instrument 62-104 – Take-Over Bids and Issuer Bids. Copies of the Early Warning Reports of both IRH and Tremont with respect to the Transaction will be filed under Alphamin's SEDAR+ profile at and may also be obtained by contacting the respective IRH and Tremont contacts listed below. The head office of Alphamin is located c/o ADANSONIA MANAGEMENT SERVICES LIMITED, Perrieri Office Suites, C2-302, Level 3, Office Block C, La Croisette, Grand Baie, 30517, Mauritius. About International Resources Holding (IRH) International Resources Holding (IRH) is an Abu Dhabi-based global mining company, focused on securing and optimizing industrial metals supply chains. IRH invests in high-quality upstream and midstream assets to enhance the stability and efficiency of global raw material markets. For more information, visit IRH's head office is located at: International Resources Holding RSC LtdGround floor, Building C12Al Halawi St, Al Muntazah, Ministries Complex, Abu Dhabi About Tremont Master Holdings (Tremont) Tremont is an investment holding company incorporated under the laws of Mauritius. Tremont's head office is located at: Tremont Master HoldingsC/o Adansonia Management Services LimitedSuite 1, Perrieri Office Suites, Office Block C, La Croisette30517Grand BaieMauritius SOURCE International Resources Holding and Tremont Master Holdings View original content: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
