Questions across 3 calls

Mahesh Pratap Singh

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Zee Entertainment Enterprises Limited

Zee Entertainment Enterprises Limited CC-Dec24.pdf · 2025-01-23

Thanks, Mukund. We can now open the call for questions and answer.

Also, Abneesh, on that question about advertising revenue. I think there are other bits which we are doing in terms of, one, if there's an opportunity to get revenues from other sectors or segments beyond FMCG, that's one. The second thing you would notice in the numbers, and we give you this split as well that, we have also focused, while these are smaller bases, but just gives you a sense of how we are thinking this through, we have also focused very sharply on international Ad sales for that matter. So, if you look at, while the domestic ad sales have been slower, you look at our nine- month FY‘25 international Ad sales YoY is almost up 22%. So, I think what we are trying to do is, as we navigate this space, look at pockets of revenue, Punit alluded to retail, other sectors also if there are markets outside partnerships with some device makers or European markets, international etc. So, everything possible is what we are doing. And our internal assessment suggests that our nine-month blended Ad sales performance even in domestic is ahead of our peer group.

Zee Entertainment Enterprises Limited CC-Sep24.pdf · 2024-10-18

Thanks, Mukund. Ryan, we can open the call for questions.

So, Abhishek, on advertising side after a fairly muted July, August, we have seen some pickup in September and we see that continuing in the festive season. So, like Mukund alluded in his comments we are quite optimistic about pickup in festive season, but I think the bigger question which we are slightly cautious on, and we want to monitor is how that spike settles down once we are beyond festive season. There is a bit of tactical nature in spending as opposed to longer -term brand building kind of spending and so on. So, we need to see how this plays out and settles down . We are reasonably confident that the festive season Q3 will be better than Q2 because the direction is trending up. Q4 and beyond, we still want to wait and watch slightly more a couple of months and then take a view.

Zee Entertainment Enterprises Limited CC-Mar24.pdf · 2024-05-17

Thanks, Rohit. Dorwin we can open the call for questions and answers.

Arun, I think you would see losses narrowing down in near term, but we're not really giving a pointed timeline in terms of guidance with break even. We want to keep some flexibility open to be able to respond to competitive action, redeploy some capital back and all that. So, I think it's going to be a bit of flexible conversation, but definitely next year, you would see lower losses than the FY '24 and you would see that trend line improving. Breakeven, we are not putting a certain timeline to it.