| Management target | Revenue FY27 |
|---|
| Margins | Consolidated PBT margin improved to 11.66% in Q1 FY27. |
|---|---|
| Order book | Digital B2B order book exceeds ₹350 crore with leading OTT platforms. |
| Demand visibility | Strong; 4 movies in FY27 pipeline and 350+ Cr B2B order book. |
| Management confidence | High; leveraging rich storytelling legacy with global platforms like Netflix. |
Growth
Revenue grew from ₹210.8 Cr (FY26 average quarterly) to ₹240.3 Cr; PAT turned positive to ₹22.4 Cr.
Outlook
Focus on de-risked movie models, long-term Netflix partnership, and AI-driven digital growth through Kutingg and AstroGuide platforms.
Risks
Industry-wide decline in digital and satellite rights values by 8-10% as OTT buyers focus on profitability.
Last quarter's promises, checked
Delivered
- Guided turnaround visible from Q1 FY27 → delivered PBT of ₹28 Cr (= BEAT)
- Guided cash reserves of over ₹165 Cr → delivered ~₹180 Cr (= BEAT)
- Guided 4 movies for FY27 → delivered 4 movies in pipeline (= BEAT)
Partly delivered
- Guided FY27 revenue of ~₹800 Cr → delivered ₹240.3 Cr in Q1 (on track for ~₹960 Cr) (= PARTIAL)
Investor Presentation filed with BSE, 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 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
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.