ALFA Finder| Revenue growth | FY27 guided at ₹800cr vs ₹210cr in FY26. |
|---|---|
| Margins | TV margins depleting; focusing on higher yield IP-led models. |
| Order book | B2B order book exceeds ₹350cr; ₹135cr executable in FY27. |
| Demand visibility | Strong visibility through Netflix, Amazon, and 17-movie pipeline. |
| Management confidence | High confidence in turnaround via Q1 FY27 numbers. |
Growth
FY26 revenue dropped to ₹210cr vs ₹453cr in FY25. TV segment saw sequential EBITDA turnaround in Q4.
Outlook
FY27 revenue guidance of ₹800cr+ driven by motion pictures (50%) and digital/B2B order book (INR 350cr+).
Risks
Depleting margins in television production, shifting viewer paradigms, and high industry competition.
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.
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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.