Zinc Media: Edison
continues to win significant new commissions from a wide range of channels and streamers and to build its profile in the market. FY25 market estimates are underpinned by revenues secured and due to be recognised of £35m, with £5m more under advanced discussions. Medium-term (FY28e) ambitions are focused on adding £10m of revenue and £3m of EBITDA through three growth pillars: expanding in the important Middle Eastern market; growing an entertainment portfolio; and building a reserve of intellectual property (IP) and format-led revenue. The group’s current valuation remains well below values for content production capability being highlighted elsewhere in the sector.
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