Acquisitions leave Entertainment One with a more balanced portfolio, tilted towards higher-growth and higher-margin segments and the recent rights issue and refinancing provides headroom to continue to execute to strategy. The recent fall in share price and rating does not reflect the ongoing structural growth we expect from TV and Family, nor the cyclical bounce likely in Film next year, underpinning our forecast of improving cash generation in Film and declining corporate debt.


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A balanced content portfolio
Acquisitions leave Entertainment One with a more balanced portfolio, tilted towards higher-growth and higher-margin segments and the recent rights issue and refinancing provides headroom to continue to execute to strategy. The recent fall in share price and rating does not reflect the ongoing structural growth we expect from TV and Family, nor the cyclical bounce likely in Film next year, underpinning our forecast of improving cash generation in Film and declining corporate debt.