ALFA Finder| 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
- ₹96.79
- Market cap
- ₹1,180 Cr
- Revenue (annual)
- ₹210.8 Cr
- Net profit (annual)
- ₹-49.10 Cr
- P/E (TTM)
- -56.5×Sector 28.9×
- Promoter holding
- 31.30%+0.00% QoQ
- FII holding
- 24.66%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 notified exchanges that its RTA, KFin Technologies, will shift its corporate office address effective December 1, 2026. No business or financial impact is involved.
Balaji Telefilms Employee Stock Options
Balaji Telefilms granted 10,20,000 ESOP options to employees at ₹62.86 exercise price. Options vest after 12 months with a 3-year exercise window.
Balaji Telefilms Board Meeting Date
Balaji Telefilms has scheduled a board meeting on 13-Nov-2026 to consider Q2 FY27 unaudited results. The trading window is closed until 16-Nov-2026.
Balaji Telefilms Other Announcement
Balaji Telefilms Ltd has submitted its quarterly shareholding pattern as per SEBI Regulation 31. This is a periodic compliance filing for the quarter ended September 2026.
Balaji Telefilms Annual General Meeting
Balaji Telefilms filed minutes of its 32nd AGM held September 29, 2026. Routine approvals included re-appointment of MD by rotation and adoption of FY26 financials.
Balaji Telefilms Other Announcement
Balaji Telefilms approved the continued directorship of Ms. Priyanka Chaudhary and fixed remuneration for the Managing Director and Joint Managing Director for their remaining tenures.