Questions across 3 calls

Umang Mehta

Kotak

Zee Entertainment Enterprises Limited

Zee Entertainment Enterprises Limited CC-Oct25.pdf · 2025-10-16

Hi, thank you for the opportunity. Sir, first question was on ad revenue. Your commentary was a bit mixed. You try to sound positive, but you said it is cautiously optimistic. Possible to highlight what trends are you seeing in last few weeks after this GST cut, has there been any pickup in FMCG ad spend and do you expect a positive ad revenue growth in 3Q?

Understood. And basis your current visibility on how second half will pan out and the growth assumptions you all are working with, and you also mentioned that costs will stabilize over here. I am assuming ad costs will go down given this quarter was unusually high. Possible to quantify in some terms what kind of margin profile can we expect in second half?

Zee Entertainment Enterprises Limited CC-Jun25.pdf · 2025-07-22

Sir, just 2 questions. First one on your ad revenues. So, could you call out if you've already started to see any uptick because of FTA re-entry? And if it's just beginning, do you think this can pick up and contribute meaningfully going ahead? That's the first question.

Understood. That is helpful. And the second one was on your subscription revenues. Now you mentioned that linear has declined and ZEE5 has grown. So, 2 questions linked to it. Firstly, in ZEE5, the 30% growth, was there any one time or syndication revenue boosting this? And if it wasn't the case, then if I adjust the growth in your overall subscription revenues, it means that the linear subscription re venues have declined in double digit, just about 10%. So, I mean, if you can just help us understand what really happened?

Crompton Greaves Consumer Electricals Limited

Crompton Greaves Consumer Electricals Limited CC-Jun25.pdf · 2025-08-07

Hi. Thank you for the opportunity. Sir, just on Butterfly, you had a slightly slower start, but would you still hold on to your guidance that you look at double -digit growth this year? That's the first question.

The second one was on the new category foray. So now we see that you've made some changes in your MOA and a whole host of categories are added there, including large durables. I mean while obviously, you can't share which categories they are, but can we safely assume that large durables is not being considered at this point?