Saregama India Limited
4,559words
6turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
Rs. 2,210
Rs. 2,068
Rs. 664
32%
Rs. 511
Rs. 263
Rs. 365
23%
40%
43%
4.8%
Guidance — 6 items
Key Operational Highlights
opening
“Following a successful run of 'That’s So Viraj' shows featuring Viraj Ghelani across Mumbai, Gujarat, and the UK in FY25, the show wrapped up four additional performances in Mumbai and Gujarat during Q1 FY26.”
Source
opening
“Music : Licensing + Artist Management 2,062 1,298 1,296 1,056 861 837 SEGMENTAL GROWTH QUARTERLY PRESENTATION | Q1 FY26 24% 702 521 1,920 1,024 1,085 1,159 FY25 Revenue INR 11,713 Mn 16% 8% FY20 FY21 FY22 FY23 FY24 FY25 52% C.”
Source
opening
“Video : Films, Digital Series, TV, and Short-Format 2,852 FY25 490 FY23 134 FY24 D.”
Popular Haryanvi Music Catalogue
opening
““Malli” is the slot leaders in its time slots • Saregama TV Shows- YouTube channel garnered 500 Mn+ views in Q1 FY26 Future Outlook • Unlocking the value of existing IP through language remakes, new platform licensing and syndication VIDEO : FILMS, TV, DIGITAL SERIES & SHORT-FORMAT QUARTERLY PRESENTATION | Q1 FY26 22M+ Followers & Subscribers 8M+ Followers & Subscribers 6M+ Followers & Subscribers 2M+ Followers & Subscribers s e i r e S l a t i g i D .”
Popular Haryanvi Music Catalogue
opening
“D QUARTERLY PRESENTATION | Q1 FY26 EVENTS • Saregama Live successfully launched the “CAP- MANIA” Tour 2025 with Himesh Reshammiya, beginning with the Mumbai (Jio World Garden, BKC) in May, followed by two shows in Delhi (Indira Gandhi Arena) in July.”
Popular Haryanvi Music Catalogue
opening
“EBITDA Margin- Excluding Events 33% 873 33% 679 35% 851 34% 794 42% 998 34% 692 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Adj.”
Speaking time
1
1
1
1
1
1
Opening remarks
Key Operational Highlights
➢ Music releases this quarter included the release of “Thug Life” in Tamil by Mani Ratnam starring Kamal Haasan, “Bazooka” in Malayalam starring superstar Mammootty, “Hit 3” in Telugu starring Nani, “Mrigaya” in Bengali and the digital release of “Hai Junoon” featuring Jacqueline Fenandez amongst others ➢ Company released 1000+ Film & Non-Film tracks in Hindi, Bhojpuri, Odia, Chhattisgarhi, Gujarati, Punjabi, Tamil, Telugu, Malayalam, Kannada, Marathi Bengali and other languages. ➢ Acquired one of the biggest and most popular Haryanvi Music Catalogue- Nav Records Pvt. With 6500+ tracks across Haryanvi, Punjabi, Ghazals, Devotional and Indie Pop. The acquisition also includes popular Youtube channels like NAV Haryanvi, Nupur Audio etc having over 24M subscriber base. ➢ Released a digital show “Find The Farzi” featuring RJ Karishma on JioHotstar. ➢ Saregama Live successfully launched the “CAP-MANIA” Tour 2025 with Himesh Reshammiya in Mumbai (Jio World Garden, BKC) followed by two housef
About Saregama India
Saregama India Ltd., part of the RPSG Group, is India’s leading Entertainment IP company with a legacy dating back to 1902. Its diverse portfolio includes film and non-film music, digital media, television content, artiste and influencer management, and film production.
About RPSG Group
RP-Sanjiv Goenka Group is one of India’s fastest growing conglomerates with a significant global presence. The Group’s businesses include power and energy, carbon black manufacturing, retail, IT- enables services, FMCG, media and entertainment and agriculture. For further information, please contact: Shweta Singh| shweta.singh@mslgroup.com |+91 9167485016 Swapnali Morajkar | swapnali.morajkar@mslgroup.com |+91 9892592319 QUARTERLY PRESENTATION | Q1 FY26 SAREGAMA INDIA LIMITED | QUARTERLY PRESENTATION | Q1 FY26 SAREGAMA STRENGTHS QUARTERLY PRESENTATION | Q1 FY26 India’s only entertainment company with IP offerings across media channels (music, films, digital series, TV serials, and short-format), delivery platforms (digital and physical) and business models (licensing, advertising and retail) Large intellectual property portfolio of 175K+ songs, 70+ films, 55+ digital series and 10K+ hours of television content Digital footprint : 400 Mn+ subscribers and followers across YouTube, Instag
Source
• • • State of Influencer Marketing India EY Report 2023 FICCI EY Report 2025 IFPI Report 2025 QUARTERLY PRESENTATION | Q1 FY26 QUARTERLY PRESENTATION | Q1 FY26 INDIA’S INFLUENCER MARKETING INDUSTRY IS EXPECTED TO GROW AT 24% CAGR TO REACH INR 33,750 MN As 40% of the time spent on mobile phones is on social media platforms, Influencer marketing is the way forward for all the marketers 33,750 Indian Influencer Marketing Size (INR Mn) 22,000 18,750 15,000 EY Estimates 2022 2023 2024 2026 With 230+ exclusive Artiste/ Influencers having more than 200 Mn YouTube Subscribers and Instagram followers, Saregama through Pocket Aces is all set to ride on influencer marketing growth trajectory QUARTERLY PRESENTATION | Q1 FY26 COMPANY OVERVIEW 9 6,104 5,441 4,410 3,585 2,839 2,361 FY20 FY21 FY22 FY23 FY24 FY25 * One time income of INR 84Mn in FY23, INR 97Mn in FY22, INR 155Mn in FY21 and INR 21Mn in FY20 are excluded A. Music : Licensing + Artist Management 2,062 1,298 1,296 1,056 861 837 SEGMENTAL
Popular Haryanvi Music Catalogue
NAV Records Pvt. Ltd. 24 Mn+ Subscribers 6,500+ songs 5+ Languages Coco Cola 900 Mn+ views Parvati Boli Shankar Se 500 Mn+ views Loot Liya 400 Mn+ views Kaale Kagaz 190 Mn+ views MUSIC : LICENSING I CONTENT CREATION HINDI MALAYALAM TAMIL QUARTERLY PRESENTATION | Q1 FY26 Film Music TELUGU Roop Suhana Lagta hai (Hai Junoon) Loading Bazooka (Bazooka) Jinguchaa (Thug Life) Thanu (Hit: 3) Khudaya Ishq (Abir Gulal) Jodi No.1 (Udumbanchola Vision) Muththa Mazhai (Thug Life) The Paradise Theme OST Breathless (Hai Junoon) Neptune (Detective Ujjwalan) Sugar Baby (Thug Life) Darsanamey – Nari Nari Naduma Murari MUSIC : LICENSING I CONTENT CREATION QUARTERLY PRESENTATION | Q1 FY26 Non-Film Music HINDI GUJARATI BHOJPURI DEVOTIONAL PUNJABI Jaan se Zyada Te Rakhiya Na Ghar Na Ghat Na Lut Gayani Pyaar Mai Sawan Song (Jhoom Jhoom ke Sawan) Yeh Shaam Bhayada Na Dil Ma Raj Kare Licensee Shri Krishna Govind Hare Murari Tumko Dekha To Khayaal Aya - Revisited Mehandi Lagavi De Mara Namni Naihar Ke Darjiya D
Saregama India Ltd. Disclaimer
In evaluating our business, we consider and use non-GAAP financial measures such as EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, PAT Margin, Debt to Equity Ratio, Return on Equity, to review and assess our operating performance. These non-GAAP financial measures are not defined under Ind AS and are not presented in accordance with Ind AS. They may not be comparable to similarly titled measures reported by other companies due to potential inconsistencies in the method of calculation. We have included these non-GAAP financial measures because we believe they are indicative measures of our operating performance and are used by investors and analysts to evaluate companies in the same industry. These non-GAAP financial measures should be considered in addition to, and not as a substitute for, other measures of financial performance and liquidity reported in accordance with Ind AS. These measures should not be considered in isolation or construed as an alternative to Ind AS measures of p