| Revenue growth | FY26 revenue fell to ₹210cr from ₹453cr YoY. |
|---|---|
| Margins | TV margins declining; OTT margins are lower but more scalable. |
| Order book | B2B order book stands at ₹350cr+ with Netflix and Amazon. |
| Demand visibility | Strong for OTT B2B; traditional TV viewership trends are softening. |
| Management confidence | Highly optimistic about FY27 turnaround through IP and film slate. |
Growth
FY26 revenue dropped significantly to ₹210cr; however, Q1 FY27 is positioned for a turnaround via pre-sold films.
Outlook
Targeting ₹800cr revenue in FY27, with 50% from films and ₹330cr from B2B commissions.
Risks
Shrinking TV margins, high competition in OTT, and erratic movie release cycles remain primary threats.
Earnings Call filed with NSE, NSE: BALAJITELE. Summary written with AI assistance from 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.
More from Balaji Telefilms Ltd
All →Balaji Telefilms Other Announcement
Balaji Telefilms informed the exchange about the dispatch of physical letters to shareholders for accessing the 32nd AGM notice and Annual Report 2025-26.
Balaji Telefilms Annual Report
Balaji Telefilms Limited has issued the Notice of its 32nd AGM scheduled for September 29, 2026, alongside the Annual Report for the Financial Year 2025-26.
Balaji Telefilms Annual General Meeting
Balaji Telefilms Limited has issued a notice for its 32nd Annual General Meeting scheduled for September 29, 2026, to discuss financial statements and director appointments.
Balaji Telefilms Partnership
Balaji Telefilms partnered with YouTube to launch five exclusive original series. The strategic collaboration focuses on global distribution and monetization of premium digital storytelling content.
- From
- YouTube
Balaji Telefilms Investor Presentation: Key Takeaways
Balaji Telefilms reported a strong Q1 FY27 with consolidated revenue of ₹240.3 Cr and a turnaround to PBT of ₹28 Cr.
Balaji Telefilms Q1 FY27 Results: Turns Profitable, Net Profit ₹22.4 Cr
Balaji Telefilms Ltd reported revenue from operations of ₹240.3 Cr (+230.1% YoY) and net profit of ₹22.4 Cr for Q1 FY27.
- Key figure
- Net profit ₹22.4 Cr