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Old 14-09-2014, 09:23 AM
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Default Shemaroo Ent. Ltd. IPO

hi


Got an info for IPO:


Quote:
We hereby bring to you the IPO Note on “Shemaroo Entertainment Limited” provided by our Research Team for your perusal. Please CLICK HERE to view the detailed report.

Shemaroo Entertainment Limited I View: Subscribe I Price Band: Rs.155 - 170
Company Overview
Shemaroo Entertainment Limited was founded in October 1962, in Mumbai, as a book circulating library, which now has become an established integrated media content house in India with activities across content acquisition, value addition to content and content distribution. In 1979, the company set up India's first video rental business and thereafter in 1987 it forayed into distribution of content through the home video segment in the video home system ("VHS") format. Over the years, the company has adapted to changing content consumption patterns by expanding into content aggregation and distribution for broadcasting on television platforms.
Key Highlights
n The Company has an established brand name with high recall in consumers mind for quality entertainment.
n The Company's content library has more than 2900 titles including new and old prominent Bollywood movies and also titles in various other regional languages like Marathi, Gujarati etc.
n The Company has various distribution platforms like television, home entertainment, digital new media, etc.
n The Company monetizes content library by exploiting content over various existing and emerging distribution platform which reduces dependence on any single customer.
n The Company's revenues have grown at a CAGR of about 26.5% to Rs 265.95 Cr in FY14 from Rs 103.64 Cr in 2010. The net profit of the Company stands at Rs 27.2 Cr in FY14 and has shown a staggering CAGR growth of 208% since 2010.


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Disclaimer: I am not a Research Analyst and not registered with any regulating authority. All posts are for educational purpose only.

Consider us a dumb -dumble guy in this analysis, any type of real time example will be quick-learn approach.

Last edited by nTP; 14-09-2014 at 09:26 AM.
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Old 17-09-2014, 09:42 AM
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Default Shemaroo Ent. Ltd. IPO





further details

Last edited by avadhoot; 17-09-2014 at 05:08 PM. Reason: corrected snap
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Old 17-09-2014, 02:37 PM
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NetFlix type But wonder why would such a company have cash flow problems.
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Old 17-09-2014, 04:06 PM
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Originally Posted by kkseal View Post
NetFlix type But wonder why would such a company have cash flow problems.

WC mismanagement led to financial distress,264 crore of sales but only CIH of .9 crore, while AR as high as 140 crore
Co. require high WC (that's why this issue is being flown) and Inventory days are as high as 275 and AR collection period is almost 5 months.
When AR collection period is high then a few big debtors' default could wreak a havoc on the solvency front.
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Old 17-09-2014, 04:13 PM
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That's why Altman Z score was sought and the same lies in the gray area(1.2-2.9).
A score bellow 1.2 indicates high probability of default/bankruptcy.
so things are not that bad.
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Old 17-09-2014, 08:54 PM
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Problem with such cash strapped companies happen when sales dip sharply (e.g. Gitanjali) But no such extraneous risk seemingly.
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Old 19-09-2014, 10:16 AM
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They have a huge catalog of content. This should translate to assets in their books.
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Old 19-09-2014, 12:16 PM
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Originally Posted by no1lives4ever View Post
They have a huge catalog of content. This should translate to assets in their books.

They have limited perpetual rights and perpetual rights too are mostly for old titles for newer titles they have limited rights.

real money lies in newer titles.
And perpetual right income is the cash cow (the one who no more demands grass )


Last edited by avadhoot; 19-09-2014 at 12:21 PM.
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Old 19-09-2014, 12:33 PM
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They used to have rights for a lot of the popular older hindi films.

But then again, I havent seen them pick up content rights for any new title.

They dont seem to be as active on digital content distribution platforms as some of their competitors. This can be hiding a potential upside in their business.

-- no1lives4ever
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Old 19-09-2014, 01:11 PM
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Originally Posted by no1lives4ever View Post
They used to have rights for a lot of the popular older hindi films.


they still have

Quote:
But then again, I havent seen them pick up content rights for any new title.

they have gone for only a few that too with limited rights like queen, bhag milkha bhag (after golmal returns) and nothing else.
they have even produced a new one dedh-ishquiya.
may be due to Scarcity of cash.

Quote:
They dont seem to be as active on digital content distribution platforms as some of their competitors. This can be hiding a potential upside in their business.

So far it was not possible as they did not have free cash flows even OCF was negative. This is why they came up with the issue.
Yes, due to IPO proceeds this scrip may get a re-rating.
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