ALFA Finder| 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
- ₹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.