ALFA Finder| Revenue growth | Q2 ~271% YoY; H1 ~247% YoY (consolidated) |
|---|---|
| Margins | Q2 PBT 24.8%, PAT 18.0%; H1 PBT 17.3%, PAT 13.0% |
| Order book | Digital B2B order book ₹350 Cr+ |
| Demand visibility | Digital B2B order book ₹350 Cr+; Lock Upp renewed for Season 2 |
Growth
Revenue ₹181.1 Cr, up ~271% YoY but down 25% QoQ from ₹240.3 Cr. PAT ₹32.5 Cr vs ₹(5.0) Cr loss.
Outlook
No explicit growth % guided. FY27–FY31 pipeline: 30+ movies, 15+ TV, 25+ OTT series, 500+ micro-dramas, 10+ YouTube shows.
Risks
QoQ revenue dip; lumpy movie-led income; B2C PBT loss ₹(3.9) Cr; receivables up to ₹108.4 Cr from ₹59.6 Cr.
Last quarter's promises, checked
Delivered
- Guided upside visible from Q1 FY27 vs Q4 FY26 loss ₹14 cr → H1 PAT ₹54.9 cr; Q2 PAT ₹32.5 cr (= BEAT)
Partly delivered
- Guided FY27 top line ~₹800 cr → Q2 revenue ₹181.1 cr, no H1 split (= PARTIAL)
- Guided Motion Pictures ~₹400 cr FY27 → Q2 ₹106.3 cr, no annual tracking (= PARTIAL)
- Guided order book ₹350 cr+ with ~₹50 cr/qtr adds → Q2 still '₹350 Cr+', no growth shown (= PARTIAL)
Missed
- Guided digital cash-positive in FY27 → B2C PBT loss ₹(3.9) cr in Q2 (= MISS)
Investor Presentation filed with BSE, NSE: BALAJITELE. Summary written with AI assistance from the document.
Balaji Telefilms Ltd: key numbers
- Share price
- ₹102.79
- Market cap
- ₹1,253 Cr
- Revenue (annual)
- ₹210.8 Cr
- Net profit (annual)
- ₹-49.10 Cr
- P/E (TTM)
- 76.1×Sector 29.9×
- 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 filed CRISIL's monitoring agency report for the quarter ended September 30, 2026. It reports no deviation from the objects of its preferential issue proceeds.
Balaji Telefilms Q2 FY27 Results: Turns Profitable, Net Profit ₹32.5 Cr
Balaji Telefilms approved unaudited standalone and consolidated results for the quarter and half year ended September 2026. Half-year standalone profit turned positive after a prior-year loss.
- Key figure
- Net profit ₹32.5 Cr
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.