#ShemarooEntertainment Q3 2022 Concall Highlights
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Numbers-
1. The revenue for Q3 was ₹ 90 cr
2. The EBITDA was ₹ 9.8 cr % EBITDA margin at 10.88%
3. The net profit for the quarter was ₹ 1.9 cr, PAT margin at 2.07%
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Numbers-
1. The revenue for Q3 was ₹ 90 cr
2. The EBITDA was ₹ 9.8 cr % EBITDA margin at 10.88%
3. The net profit for the quarter was ₹ 1.9 cr, PAT margin at 2.07%
4. The Digital revenue was ₹ 48 cr up by 20% YoY
5. Revenues from Traditional Media was ₹ 42 cr up by 26.4% YoY
6. Debt currently stands at ₹248 cr
7. Overall Inventory is down at ₹700 cr from ₹706 cr, the peak was ₹ 750 cr
5. Revenues from Traditional Media was ₹ 42 cr up by 26.4% YoY
6. Debt currently stands at ₹248 cr
7. Overall Inventory is down at ₹700 cr from ₹706 cr, the peak was ₹ 750 cr
Business Updates-
1. The Company released 13 new titles during the quarter with content across movies, web series and plays
2. Company also had a theatrical release - Dhuandhaar
3. Shemaroo has 20th most subscribed YouTube channel in the world
1. The Company released 13 new titles during the quarter with content across movies, web series and plays
2. Company also had a theatrical release - Dhuandhaar
3. Shemaroo has 20th most subscribed YouTube channel in the world
4. This quarter did a deal with Spotify for its Shrimad Bhagavad Gita podcast
5. In Q3 there was additional spend done towards Shemaroo Gujarati, it had high cost of marketing and advertising spend.
5. In Q3 there was additional spend done towards Shemaroo Gujarati, it had high cost of marketing and advertising spend.
6. The employee cost for the quarter was relatively higher due to performance linked incentives ware paid in the month of DEC 2021
Management has not taken a salary hike since 4 years
Management has not taken a salary hike since 4 years
Marathi Bana-
1. Shemaroo MarathiBana premiered the Marathi dubbed version of 'Baahubali' with noted Marathi film and theatre personalities lending their voices
1. Shemaroo MarathiBana premiered the Marathi dubbed version of 'Baahubali' with noted Marathi film and theatre personalities lending their voices
2. The rating an the ranking of Shemaroo’s Marathi Bana remains stagnant yet faces some competition from existing players as well as the newly entered Sun Marathi
Marathi Bana to breakeven next quarter
Marathi Bana to breakeven next quarter
Business Segment Update-
1. Advertisement segment grew the most, it grew by 35%+, Syndication business was a little higher than last year, subscription business was down as lockdown was opened and peoples movement began the consumption time was down.
1. Advertisement segment grew the most, it grew by 35%+, Syndication business was a little higher than last year, subscription business was down as lockdown was opened and peoples movement began the consumption time was down.
2. The Traditional Media segment saw better growth this Quarter, management is confident that it will maintain the growth.
The company to spend less Investment on the Syndication side and focus will be more towards the B2C business
The company to spend less Investment on the Syndication side and focus will be more towards the B2C business
3. In the Digital Media YouTube comprises of 2/3rd of the revenues making it 65% of the revenues, Telco is less than 10%, ShemarooMe is 25%-30% rest is syndication and others.
Syndication business is mixture of cyclicality and seasonality
Syndication business is mixture of cyclicality and seasonality
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