New Risk • Jul 26
New major risk - Revenue size The company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Earnings have declined by 69% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (₹3.49b market cap, or US$36.2m). Reported Earnings • Jul 24
First quarter 2027 earnings released: ₹2.80 loss per share (vs ₹16.77 loss in 1Q 2026) First quarter 2027 results: ₹2.80 loss per share (improved from ₹16.77 loss in 1Q 2026). Revenue: ₹1.32b (down 5.2% from 1Q 2026). Net loss: ₹80.5m (loss narrowed 82% from 1Q 2026). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance. 공고 • Jul 22
Shemaroo Entertainment Limited, Annual General Meeting, Aug 14, 2026 Shemaroo Entertainment Limited, Annual General Meeting, Aug 14, 2026, at 16:00 Indian Standard Time. 공고 • Jul 15
Shemaroo Entertainment Limited to Report Q1, 2027 Results on Jul 23, 2026 Shemaroo Entertainment Limited announced that they will report Q1, 2027 results on Jul 23, 2026 Reported Earnings • May 18
Full year 2026 earnings released: ₹79.96 loss per share (vs ₹31.14 loss in FY 2025) Full year 2026 results: ₹79.96 loss per share (further deteriorated from ₹31.14 loss in FY 2025). Revenue: ₹5.89b (down 14% from FY 2025). Net loss: ₹2.19b (loss widened 157% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. 공고 • May 13
Shemaroo Entertainment Limited to Report Q4, 2026 Results on May 16, 2026 Shemaroo Entertainment Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 16, 2026 New Risk • Apr 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risks High level of debt (76% net debt to equity). Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (₹2.32b market cap, or US$24.8m). Reported Earnings • Jan 31
Third quarter 2026 earnings released: ₹20.29 loss per share (vs ₹13.35 loss in 3Q 2025) Third quarter 2026 results: ₹20.29 loss per share (further deteriorated from ₹13.35 loss in 3Q 2025). Revenue: ₹1.62b (down 1.7% from 3Q 2025). Net loss: ₹554.3m (loss widened 52% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. 공고 • Jan 23
Shemaroo Entertainment Limited to Report Nine Months, 2026 Results on Jan 29, 2026 Shemaroo Entertainment Limited announced that they will report nine months, 2026 results on Jan 29, 2026 Reported Earnings • Nov 06
Second quarter 2026 earnings released: ₹16.57 loss per share (vs ₹9.62 loss in 2Q 2025) Second quarter 2026 results: ₹16.57 loss per share (further deteriorated from ₹9.62 loss in 2Q 2025). Revenue: ₹1.44b (down 11% from 2Q 2025). Net loss: ₹452.6m (loss widened 73% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance. 공고 • Oct 29
Shemaroo Entertainment Limited to Report Q2, 2026 Results on Nov 05, 2025 Shemaroo Entertainment Limited announced that they will report Q2, 2026 results on Nov 05, 2025 공고 • Aug 22
Shemaroo Entertainment Limited, Annual General Meeting, Sep 19, 2025 Shemaroo Entertainment Limited, Annual General Meeting, Sep 19, 2025, at 16:00 Indian Standard Time. Reported Earnings • Jul 25
First quarter 2026 earnings released: ₹16.77 loss per share (vs ₹6.33 loss in 1Q 2025) First quarter 2026 results: ₹16.77 loss per share (further deteriorated from ₹6.33 loss in 1Q 2025). Revenue: ₹1.43b (down 7.3% from 1Q 2025). Net loss: ₹458.1m (loss widened 166% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance. 공고 • Jul 15
Shemaroo Entertainment Limited to Report Q1, 2026 Results on Jul 24, 2025 Shemaroo Entertainment Limited announced that they will report Q1, 2026 results on Jul 24, 2025 New Risk • Jul 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 52% per year over the past 5 years. Minor Risks High level of debt (64% net debt to equity). Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₹3.97b market cap, or US$46.4m). Reported Earnings • May 14
Full year 2025 earnings released: ₹31.14 loss per share (vs ₹14.94 loss in FY 2024) Full year 2025 results: ₹31.14 loss per share (further deteriorated from ₹14.94 loss in FY 2024). Revenue: ₹6.94b (down 1.9% from FY 2024). Net loss: ₹849.6m (loss widened 109% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. 공고 • May 05
Shemaroo Entertainment Limited to Report Q4, 2025 Results on May 13, 2025 Shemaroo Entertainment Limited announced that they will report Q4, 2025 results on May 13, 2025 Board Change • Apr 04
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Additional Independent Director Rajen Gada was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Apr 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.3% operating cash flow to total debt). Earnings have declined by 56% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₹2.62b market cap, or US$30.6m). Reported Earnings • Jan 17
Third quarter 2025 earnings released: ₹13.35 loss per share (vs ₹11.02 loss in 3Q 2024) Third quarter 2025 results: ₹13.35 loss per share (further deteriorated from ₹11.02 loss in 3Q 2024). Revenue: ₹1.67b (up 7.3% from 3Q 2024). Net loss: ₹363.7m (loss widened 22% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 127 percentage points per year, which is a significant difference in performance. 공고 • Jan 08
Shemaroo Entertainment Limited to Report Nine Months, 2025 Results on Jan 16, 2025 Shemaroo Entertainment Limited announced that they will report nine months, 2025 results on Jan 16, 2025 Reported Earnings • Oct 18
Second quarter 2025 earnings released: ₹9.62 loss per share (vs ₹1.80 profit in 2Q 2024) Second quarter 2025 results: ₹9.62 loss per share (down from ₹1.80 profit in 2Q 2024). Revenue: ₹1.63b (down 18% from 2Q 2024). Net loss: ₹262.2m (down ₹311.0m from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 126 percentage points per year, which is a significant difference in performance. 공고 • Oct 09
Shemaroo Entertainment Limited to Report First Half, 2025 Results on Oct 17, 2024 Shemaroo Entertainment Limited announced that they will report first half, 2025 results on Oct 17, 2024 Recent Insider Transactions • Sep 28
Insider recently sold ₹487k worth of stock On the 25th of September, Vinod Karani sold around 2k shares on-market at roughly ₹208 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.3m. Insiders have been net sellers, collectively disposing of ₹4.7m more than they bought in the last 12 months. Recent Insider Transactions • Sep 14
Insider recently sold ₹1.3m worth of stock On the 10th of September, Vinod Karani sold around 7k shares on-market at roughly ₹189 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.2m more than they bought in the last 12 months. Recent Insider Transactions • Aug 14
Insider recently sold ₹1.0m worth of stock On the 5th of August, Ketan Maru sold around 7k shares on-market at roughly ₹155 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹2.9m more than they bought in the last 12 months. 공고 • Aug 06
Shemaroo Entertainment Limited, Annual General Meeting, Aug 29, 2024 Shemaroo Entertainment Limited, Annual General Meeting, Aug 29, 2024, at 16:00 Indian Standard Time. Reported Earnings • Jul 31
First quarter 2025 earnings released: ₹6.33 loss per share (vs ₹0.49 loss in 1Q 2024) First quarter 2025 results: ₹6.33 loss per share (further deteriorated from ₹0.49 loss in 1Q 2024). Revenue: ₹1.55b (up 1.3% from 1Q 2024). Net loss: ₹172.5m (loss widened ₹159.3m from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance. 공고 • Jul 22
Shemaroo Entertainment Limited to Report Q1, 2025 Results on Jul 30, 2024 Shemaroo Entertainment Limited announced that they will report Q1, 2025 results on Jul 30, 2024 공고 • May 28
Shemaroo Entertainment Limited Announces Board Cessations, Effective May 25, 2024 Shemaroo Entertainment Limited announced that Mr. Vasanji Asaria Mamania and Mr. Gnanesh Dungarshi Gala ceased to be Non Executive Independent Directors of the Company upon completion of their second term of 5 (Five) consecutive years at the close of business hours on May 25, 2024. 공고 • May 26
Shemaroo Entertainment Limited Announces Board Appointments Shemaroo Entertainment Limited announced the appointment of Rajen Gada as an Additional Independent Director with effect from May 24, 2024. basis the recommendation of the Nomination and Remuneration Committee. Chartered Accountant and Insolvency Professional having experience of 20 years. Having working experience with PricewaterhouseCoopers (PwC), RSM Advisory Services Pvt Ltd, other International Corporate Entities for more than 9 years. Have vast experience in Compliance pertaining to Securities Law, Corporate Law. Specializes in Restructuring, Acquisitions and Mergers, Due Diligence, Takeovers, SEBI Exemption and Consent applications, LODR & ICDR Compliance, Listing matters, FEMA, Insolvency, NBFC Registrations and Takeovers. Appointment of Mr. Abbas Contractor as an Additional Independent Director with effect from May 24, 2024, basis the recommendation of the Nomination and Remuneration Committee. Mr. Abbas Contractor have more than 30 years' experience in home & office interior. Reported Earnings • May 25
Full year 2024 earnings released: ₹14.94 loss per share (vs ₹3.45 profit in FY 2023) Full year 2024 results: ₹14.94 loss per share (down from ₹3.45 profit in FY 2023). Revenue: ₹7.12b (up 28% from FY 2023). Net loss: ₹406.7m (down ₹500.3m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. 공고 • May 18
Shemaroo Entertainment Limited to Report Q4, 2024 Results on May 24, 2024 Shemaroo Entertainment Limited announced that they will report Q4, 2024 results on May 24, 2024 Recent Insider Transactions • Mar 23
Insider recently sold ₹1.9m worth of stock On the 20th of March, Vinod Karani sold around 13k shares on-market at roughly ₹143 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Feb 08
Third quarter 2024 earnings released: ₹11.02 loss per share (vs ₹0.32 profit in 3Q 2023) Third quarter 2024 results: ₹11.02 loss per share (down from ₹0.32 profit in 3Q 2023). Revenue: ₹1.58b (up 5.7% from 3Q 2023). Net loss: ₹299.4m (down ₹308.3m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. 공고 • Feb 07
Shemaroo Entertainment Limited Appoints Ms. Pooja Sutradhar as the Company Secretary & Compliance Officer Shemaroo Entertainment Limited announced that at the board meeting held on February 07, 2024, the company approved the appointment of Ms. Pooja Sutradhar as the Company Secretary & Compliance Officer of the Company with effect from February 07, 2024. Ms. Pooja Sutradhar is an Associate Member of the Institute of Company Secretaries of India (A40807) and has post qualification experience of twelve years in the Secretarial and Compliance Department. She is a qualified Chartered Accountant, Company Secretary, Law Graduate and has completed post-graduation in Commerce. She has been serving the corporates since her training days and has multi - industry experiences in Media and entertainment, Financial and Stock Broking Sector. She has had the privilege to gain her experience in listed as well as non- listed companies, Limited Liability Partnerships and Non - Profit Organisations. 공고 • Jan 31
Shemaroo Entertainment Limited to Report Q3, 2024 Results on Feb 07, 2024 Shemaroo Entertainment Limited announced that they will report Q3, 2024 results on Feb 07, 2024 Valuation Update With 7 Day Price Move • Jan 22
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹190, the stock trades at a trailing P/E ratio of 55.7x. Average trailing P/E is 44x in the Entertainment industry in India. Total returns to shareholders of 175% over the past three years. 공고 • Dec 23
Shemaroo Entertainment Limited Announces Resignation of Hetal Vichhi and Company Secretary & Compliance Officer Shemaroo Entertainment Limited announced that Ms. Hetal Vichhi has tendered her resignation from the post of Company Secretary and Compliance Officer of Shemaroo Entertainment Limited effective close of business hours onDecember 25, 2023. Subsequently, resignation shall be for the post of Nodal Officer of Investor Education and Protection Fund. 공고 • Dec 16
Shemaroo Entertainment Appoints Swati Darekar as Head of Programming- Hindi GEC (General Entertainment Channel) Shemaroo Entertainment has announced the appointment of Swati Darekar as the Head of Programming- Hindi GEC (General Entertainment Channel). In this role, Swati will spearhead the content strategy for the Shemaroo Hindi GEC cluster, aligning with overall broadcast business objectives. Leading the conceptualisation, development and execution of content for Shemaroo TV & Shemaroo Umang, Swati will lead a team of content creators to produce engaging and relevant content that resonates with the target audience. Swati Darekar is a seasoned professional in the General Entertainment Channel domain with a proven track record in creating and curating content that resonates with diverse audiences. Prior to joining Shemaroo, she has played pivotal role as Fiction Head (Vice President HME Content) at Colors (Viacom18), contributing significantly to the success of shows like Barrister Babu, Nima Denzongpa, Savi Ki Savaari and the recently launched show Doree. Her illustrious career includes a significant tenure as Creative Director (Vice President Content) at Sony Entertainment Television (Sony Pictures Networks), steering the success of shows like Mere Sai and Patiala Babes. Before Sony, Swati made notable contributions as Creative Director (Vice President- Fiction Programming) at Star Plus (Disney Star), shaping iconic shows like Diya aur Baati Hum, Saraswatichandra, Tamanna amongst others. New Risk • Nov 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 53% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₹4.54b market cap, or US$54.4m). Valuation Update With 7 Day Price Move • Nov 28
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹167, the stock trades at a trailing P/E ratio of 48.8x. Average trailing P/E is 40x in the Entertainment industry in India. Total returns to shareholders of 165% over the past three years. Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: ₹1.80 (vs ₹1.25 in 2Q 2023) Second quarter 2024 results: EPS: ₹1.80 (up from ₹1.25 in 2Q 2023). Revenue: ₹2.00b (up 37% from 2Q 2023). Net income: ₹48.8m (up 44% from 2Q 2023). Profit margin: 2.4% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹156, the stock trades at a trailing P/E ratio of 54.4x. Average trailing P/E is 42x in the Entertainment industry in India. Total returns to shareholders of 191% over the past three years. 공고 • Oct 24
Shemaroo Entertainment Limited to Report Q2, 2024 Results on Oct 31, 2023 Shemaroo Entertainment Limited announced that they will report Q2, 2024 results on Oct 31, 2023 Valuation Update With 7 Day Price Move • Oct 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹150, the stock trades at a trailing P/E ratio of 52.5x. Average trailing P/E is 40x in the Entertainment industry in India. Total returns to shareholders of 165% over the past three years. 공고 • Aug 24
Shemaroo Entertainment Appoints Manisha Dey as Head of Devotional and Music Division Shemaroo Entertainment Ltd. has announced the appointment of Manisha Dey as head of the devotional and music category. Dey comes with over 25 years in the media and entertainment industry, and has led content and partnerships at audio streaming service Gaana where she helped launch music and entertainment flagship properties such as 'Gaana Originals' and 'Gaana Film Exclusives.' Prior to Gaana, Dey has led content portfolios at music labels including Saregama-HMV, Tips Music & Films, Music-Today, Milestone-EMI and so on and served as national content head-VAS (value added services) role at IDEA cellular. Dey will report to Mankar and Mohan Gopinath, business head-Bollywood at Shemaroo. 공고 • Aug 11
Shemaroo Entertainment Appoints Suryadeep Basiya as Head of Gujarati Category Shemaroo Entertainment Ltd. announce the appointment of Suryadeep Basiya as the head of the Gujarati category. This strategic move reflects Shemaroo's commitment to further enrich its content offerings and create engaging experiences for its audience in the dynamic entertainment landscape. With a demonstrated track record in the media and entertainment industry, Suryadeep has made significant contributions during his tenure at CineMan Productions Ltd. and Zibanka Media Services. Notably, in 2021, he co-founded Oho Gujarati and served as the CEO, successfully establishing it as a prominent player in the Gujarati content domain. Suryadeep Basiya's appointment is effective immediately, and he will report to Arpit Mankar. Suryadeep Basiya's appointment aligns with Shemaroo's strategic vision to continuously adapt and cater to the evolving preferences of its viewers. His proven ability to drive successful ventures and his entrepreneurial spirit will be instrumental in shaping the future of Shemaroo's Gujarati content offerings. 공고 • Aug 05
Shemaroo Entertainment Limited, Annual General Meeting, Aug 28, 2023 Shemaroo Entertainment Limited, Annual General Meeting, Aug 28, 2023, at 16:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements (including audited consolidated financial statements) for the financial year ended March 31, 2023 together with the Reports of the Directors and the Auditor's thereon; to appoint a Director in place of Mr. Raman Maroo, who retires by rotation and being eligible, offers himself for re-appointment; to ratify remuneration payable to M/s. Joshi Apte & Associates, Cost Accountants, appointed by the Board of Directors of the Company for the financial year 2022-23 pursuant to Section 148 of the Companies Act, 2013; and to consider other matters. Reported Earnings • Jul 20
First quarter 2024 earnings released: ₹0.49 loss per share (vs ₹0.09 profit in 1Q 2023) First quarter 2024 results: ₹0.49 loss per share (down from ₹0.09 profit in 1Q 2023). Revenue: ₹1.54b (up 61% from 1Q 2023). Net loss: ₹13.2m (down ₹15.7m from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth. 공고 • Jul 14
Shemaroo Entertainment Limited to Report Q1, 2024 Results on Jul 19, 2023 Shemaroo Entertainment Limited announced that they will report Q1, 2024 results on Jul 19, 2023 공고 • Jul 12
Shemaroo Entertainment Limited Appoints Saurabh Srivastava as Chief Operating Officer - Digital Business Shemaroo Entertainment Limited has announced the appointment of Saurabh Srivastava as the chief operating officer - digital business. This strategic move underscores the company's commitment to maintaining a competitive edge in the dynamic digital landscape. Saurabh will be responsible for driving digital growth, revenue strategy, and operational excellence, ensuring continued success in the evolving digital ecosystem. With a distinguished career spanning 17+ years across diverse industries, Saurabh has held key positions at Disney Star India, Marico and Coca Cola India, and was also the co-founder of Studio Samsara. In his previous role at Disney Star India, he demonstrated exceptional leadership as the Head of Product & Revenue Strategy for the Hindi Entertainment Network, driving ad-sales revenue on linear successfully. At Marico, Srivastava demonstrated his strategic acumen by spearheading the complete P&L responsibility of the South East Asia business and effectively establishing operations in the region. He had co-founded Studio Samsara in Malaysia, where he established an omnichannel model and developed a robust digital marketing strategy, exemplifying his expertise beyond his corporate roles. In this role, Srivastava will report to Arghya Chakravarty and will be a part of the Shemaroo Executive Committee. Saurabh is an MBA from XLRI Jamshedpur and holds a Chemical engineering degree from IIT Delhi. His appointment highlights Shemaroo's commitment to embracing industry changes and seizing new opportunities in the digital realm. Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹183, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 44x in the Entertainment industry in India. Total returns to shareholders of 176% over the past three years. Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹138, the stock trades at a trailing P/E ratio of 40.2x. Average trailing P/E is 48x in the Entertainment industry in India. Total returns to shareholders of 96% over the past three years. Reported Earnings • May 10
Full year 2023 earnings released: EPS: ₹3.45 (vs ₹1.94 in FY 2022) Full year 2023 results: EPS: ₹3.45 (up from ₹1.94 in FY 2022). Revenue: ₹5.60b (up 47% from FY 2022). Net income: ₹93.6m (up 78% from FY 2022). Profit margin: 1.7% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. 공고 • May 09
Shemaroo Entertainment Limited Appoints Anuja Trivedi as its Chief Marketing Officer Shemaroo Entertainment Ltd. has bolstered its senior leadership team with the appointment of Anuja Trivedi as its chief marketing officer (CMO). Anuja will lead the company's overall marketing strategy and will be responsible for driving business growth, leading strategic initiatives and strengthening consumer engagement. With her extensive experience in pricing, revenue and content strategy, Anuja will be an important and key addition to the Shemaroo senior leadership team. She will be reporting to Shemaroo COO Arghya Chakravarty and will be a part of the executive committee. Anuja brings over 15 years of rich experience in Media and Entertainment & Strategy, having held senior leadership roles in reputed organizations such as Disney Star, World Gold Council, McKinsey & Company, Morgan Stanley and PwC. As executive director at Disney Star India, she led the content studio strategy across TV and digital, maximising subscriber growth on Disney+Hotstar and growing Star's network market share on TV. 공고 • Feb 03
Shemaroo Entertainment Announces Management Appointments Shemaroo Entertainment, has made key leadership appointments in Human Resource, Domestic and International Syndication Business and their Digital Video Business. These appointments are part of Shemaroo's ongoing efforts to strengthen its workforce by onboarding proven professionals to drive growth and innovation for the organisation. Shiza Ansari Khan has been appointed as the head of human resources who will lead organisational transformation and business excellence along with strategic cultural development. In her career spanning close to 20 years, Shiza has held various leadership and managerial roles across leading national and multinational companies such as BIC Cello India, Larsen & Toubro, Volkswagen India, Reliance Infrastructure and others. Nishith Varshneya will be the head of international business & India Digital Syndication. A highly skilled professional with a proven track record, Nishith will play a key role in driving the company's International Business and Digital Syndication Strategy. Nishith comes with over 17 years of experience in building Product & driving Revenue for various media businesses in Television, Digital, Radio, OOH, Live & Experiential Large Format IPRs. In his previous stints Nishith has worked with Disney Star, Times OOH and Radio Mirchi amongst others. Both Shiza and Nishith will report into Arghya Chakravarty, COO - Shemaroo Entertainment. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹130, the stock trades at a trailing P/E ratio of 53.8x. Average trailing P/E is 45x in the Entertainment industry in India. Total loss to shareholders of 22% over the past three years. 공고 • Jan 20
Shemaroo Entertainment Limited Announces Management Appointments Shemaroo Entertainment Limited inform that at the Board of Directors meeting held on January 18, 2023, approved appointment of Mr. Sunil K Bansal as an Additional Director with effectfrom January 18, 2023. Mr. S.K Bansal is a Chartered Accountant and a Certified Associate of the Indian Institute of Bankers. He is also registered as an Independent Director with the Indian Institute of Corporate Affairs and qualified as an Independent Director of a Listed Entity. He retired as a General Manager from a Public Sector bank associated with various departments like treasury, Corporate Finance and Investments. He has a rich experience of about 20 years in banking sector handling numerous restructuring and syndication advisory cases as an investment banker with professional team members. Mr. Bansal is also a Registered Insolvency Professional and has advised many assignments under IBC related to voluntary winding up and CIRP process to be followed for resolution of the Company undergoing IBC process. Approval of appointment of Ms. Hetal Vichhi as the Company Secretary & Compliance Officer of the Company with effect from January 09, 2023. Ms. Hetal Vichhi is an Associate Member of the Institute of Company Secretaries of India and has a post qualification experience of six and half years in the Secretarial and Compliance Department. Serving the corporates since her training days she has complied laws for companies in various industries like Financial Services, Textile, Information technology and Health care and has her expertise and specialisation in compliances related to Listed Companies. She has had the privilege to gain her experience in listed as well as non- listed companies, companies under monitor by Insolvency Professionals, Limited Liability partnerships and Non-Profit Organisations. Reported Earnings • Jan 19
Third quarter 2023 earnings released: EPS: ₹0.32 (vs ₹0.69 in 3Q 2022) Third quarter 2023 results: EPS: ₹0.32 (down from ₹0.69 in 3Q 2022). Revenue: ₹1.50b (up 67% from 3Q 2022). Net income: ₹8.82m (down 53% from 3Q 2022). Profit margin: 0.6% (down from 2.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. 공고 • Jan 11
Shemaroo Entertainment Limited to Report Q3, 2023 Results on Jan 18, 2023 Shemaroo Entertainment Limited announced that they will report Q3, 2023 results at 4:00 PM, Indian Standard Time on Jan 18, 2023 Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improved over the past week After last week's 16% share price gain to ₹167, the stock trades at a trailing P/E ratio of 57x. Average trailing P/E is 53x in the Entertainment industry in India. Total returns to shareholders of 22% over the past three years. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Independent Woman Director Reeta Shah was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 21
Second quarter 2023 earnings released: EPS: ₹1.25 (vs ₹1.00 in 2Q 2022) Second quarter 2023 results: EPS: ₹1.25 (up from ₹1.00 in 2Q 2022). Revenue: ₹1.47b (up 19% from 2Q 2022). Net income: ₹33.8m (up 24% from 2Q 2022). Profit margin: 2.3% (up from 2.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment improved over the past week After last week's 22% share price gain to ₹183, the stock trades at a trailing P/E ratio of 61.8x. Average trailing P/E is 52x in the Entertainment industry in India. Total loss to shareholders of 3.0% over the past three years. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 20% share price gain to ₹159, the stock trades at a trailing P/E ratio of 52.9x. Average trailing P/E is 53x in the Entertainment industry in India. Total loss to shareholders of 37% over the past three years. Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment improved over the past week After last week's 18% share price gain to ₹138, the stock trades at a trailing P/E ratio of 54.3x. Average trailing P/E is 46x in the Entertainment industry in India. Total loss to shareholders of 49% over the past three years. Reported Earnings • Jul 16
Full year 2022 earnings released: EPS: ₹1.94 (vs ₹7.90 loss in FY 2021) Full year 2022 results: EPS: ₹1.94 (up from ₹7.90 loss in FY 2021). Revenue: ₹3.81b (up 23% from FY 2021). Net income: ₹52.7m (up ₹267.5m from FY 2021). Profit margin: 1.4% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Reported Earnings • May 11
Third quarter 2022 earnings released: EPS: ₹0.69 (vs ₹0.56 loss in 3Q 2021) Third quarter 2022 results: EPS: ₹0.69 (up from ₹0.56 loss in 3Q 2021). Revenue: ₹901.9m (up 2.1% from 3Q 2021). Net income: ₹18.6m (up ₹33.9m from 3Q 2021). Profit margin: 2.1% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • May 11
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹108, the stock trades at a trailing P/E ratio of 58.3x. Average trailing P/E is 50x in the Entertainment industry in India. Total loss to shareholders of 70% over the past three years. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Independent Woman Director Reeta Shah was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment improved over the past week After last week's 19% share price gain to ₹127, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 52x in the Entertainment industry in India. Total loss to shareholders of 68% over the past three years. Reported Earnings • Jan 25
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: ₹0.69 (up from ₹0.56 loss in 3Q 2021). Revenue: ₹901.9m (up 2.5% from 3Q 2021). Net income: ₹18.6m (up ₹33.9m from 3Q 2021). Profit margin: 2.1% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Revenue missed analyst estimates by 3.7%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance. Reported Earnings • Oct 28
Second quarter 2022 earnings released: EPS ₹1.00 (vs ₹3.37 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹1.23b (up 108% from 2Q 2021). Net income: ₹27.2m (up ₹118.8m from 2Q 2021). Profit margin: 2.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Reported Earnings • Jul 29
First quarter 2022 earnings released: ₹0.50 loss per share (vs ₹4.77 loss in 1Q 2021) The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: ₹747.6m (down 13% from 1Q 2021). Net loss: ₹13.6m (loss narrowed 90% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance. Reported Earnings • Jun 11
Full year 2021 earnings released: ₹7.90 loss per share (vs ₹11.09 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹3.11b (down 39% from FY 2020). Net loss: ₹214.8m (down 171% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance. Reported Earnings • Jan 30
Third quarter 2021 earnings released: ₹0.56 loss per share (vs ₹3.13 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹880.1m (down 9.3% from 3Q 2020). Net loss: ₹15.3m (down 118% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 49% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Jan 30
Revenue beats expectations, earnings disappoint Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) missed analyst estimates by 68%. Over the next year, revenue is forecast to grow 12%, compared to a 25% growth forecast for the Entertainment industry in India.