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Earnings Call

Balaji Telefilms Earnings Call: Key Takeaways

Balaji Telefilms reports FY26 consolidated revenue of ₹210.8 Cr with significant losses (PAT: -₹49.6 Cr). Strategy pivots to a hybrid SVOD/AVOD digital model and a 'de-risked' movie production slate.

Highlights
MarginsConsolidated PBT margin -30.37% for FY26.
Order bookDigital B2B order book exceeds ₹350 Cr.
Demand visibilityB2B order book over ₹350 Cr provides revenue visibility.
Management confidenceHigh confidence in creative partnership with Netflix and digital scaling.

Growth

FY26 revenue at ₹210.8 Cr; Q4 revenue at ₹47.6 Cr. FY26 EBITDA remains negative across all segments.

Outlook

FY27 pipeline includes 4 movies; focusing on Digital (B2B) order book of ₹350 Cr+ and strategic Netflix partnership.

Risks

Substantial consolidated losses; reliance on theatrical hits; declining linear TV advertising and subscription revenues (down 10.3% and 8.3%).

Source

Earnings Call filed with NSE, NSE: BALAJITELE. Summary written with AI assistance from the document.

Read the document ↗

Balaji Telefilms Ltd: key numbers

Share price
₹93.85
Market cap
₹1,144 Cr
Revenue (annual)
₹210.8 Cr
Net profit (annual)
₹-49.10 Cr
P/E (TTM)
-54.8×Sector 27.7×
Promoter holding
31.30%-0.02% QoQ
FII holding
24.54%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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