Sunday, 27 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Balaji Telefilms Earnings Call: Key Takeaways

Balaji Telefilms reported FY26 revenue of ₹210cr with an EBITDA loss of ₹65.8cr, shifting focus from traditional TV to IP-led digital content and motion pictures.

Why this was an Alfa AlertFuture growth guidance >50%: Management explicitly guides for FY27 revenue of ₹800cr+, representing over 280% growth over FY26 revenue of ₹210cr.
Highlights
Revenue growthFY27 guided at ₹800cr vs ₹210cr in FY26.
MarginsTV margins depleting; focusing on higher yield IP-led models.
Order bookB2B order book exceeds ₹350cr; ₹135cr executable in FY27.
Demand visibilityStrong visibility through Netflix, Amazon, and 17-movie pipeline.
Management confidenceHigh 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.

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.

More from Balaji Telefilms Ltd

All →
16:13 IST NSE
Other Announcement

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.

15:02 IST BSE
Annual Report

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.

15:02 IST NSE
Annual General Meeting

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.

13:36 IST BSE
Partnership

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