Digital Entertainment industry

Q1FY271 earlier

4 companies · ₹14,683 cr · 1 with AI deep dives · Q1FY27 report

Exhibit 3Structure

₹14,683 cr

Nazara Technologies Ltd is 95.9% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

mid 1micro 31 above ₹500 cr

Exhibit 5Coverage (4 of 4)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Mcap
₹14,211 cr
P/E
-
EV/EBITDA
24.8x
ROCE
7.2%
Margin
18.8%
Rev YoY
-14.0%
Mcap
₹233 cr
P/E
96.2x
EV/EBITDA
71.2x
ROCE
8.0%
Margin
17.5%
Rev YoY
+17.3%
Mcap
₹219 cr
P/E
22.6x
EV/EBITDA
-
ROCE
19.5%
Margin
43.8%
Rev YoY
-
Mcap
₹133 cr
P/E
21.8x
EV/EBITDA
9.8x
ROCE
18.4%
Margin
14.5%
Rev YoY
+65.2%

Exhibit 6What managements said

from Entertainment earnings calls · as of 2026-06-30
headwindTraditional advertising durably impaired across broadcast, radio and in-cinema5 managements

Five managements independently described a structurally weak advertising environment persisting beyond the post-COVID recovery window. ZEEL's linear ad revenue fell 11% YoY. ENIL…

  • ZEEL (Q1FY27): “Advertising Revenue Growth: -11% YoY in Q1FY27.
4 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →

Exhibit 7Outlook

The outlook and what resolves next quarter

Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.

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AppendixThe other 0 companies

1-0
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