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Balaji Telefilms Ltd Q4 FY26 results are out (Jan–Mar 2026) →Revenue ₹48 Cr −27.3% YoYSee revenue, profit and what management said. You are viewing Q1 FY20.
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Balaji Telefilms Ltd

Q1 FY20Entertainment

Balaji Telefilms Q1 FY20 earnings call: Revenue & Margins

Q1 FY20 earnings call: what management said on revenue, margins and capex.

Price₹91
Market cap₹1.1K Cr

The short version

The company expects to improve its top line by 1.5 to 2 times over the previous financial year, aiming for Rs.300-350 Crores in TV business revenue for FY2020. The company expects consolidated breakeven within 12 to 15 months and aims to create value going forward.

From Balaji Telefilms Ltd's Q1 FY20 earnings-call transcript · updated 4 Sept 2026.

Revenue & Sales Performance

  • The company expects to improve its top line by 1.5 to 2 times over the previous financial year, aiming for Rs.300-350 Crores in TV business revenue for FY2020.
  • ALTBalaji's direct subscription base is expected to grow year-on-year, supported by exclusive content and the Zee5 partnership, leading to doubled revenue from last year.
  • Post the Zee deal, content will be behind a paywall, eliminating free availability on telcos, which is expected to boost direct subscription revenues.
  • Digital business, especially through ALTBalaji, is moving rapidly towards breakeven, with expected revenue significantly above Rs.42 Crores in upcoming years.
  • Movie business is projected to deliver strong profitability with assured profits of Rs.20-30 Crores annually through portfolio approach and pre-sold rights.

2 more points from Balaji Telefilms Ltd's call on revenue

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Profitability & Margins

See what Balaji Telefilms Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • For FY2020, the company plans to invest around Rs.150 Crores in ALTBalaji, similar to the previous year.
  • Out of this Rs.150 Crores, Rs.100 Crores is earmarked for content creation and Rs.50 Crores for local operations, technology, and people.
  • The company follows a portfolio approach in the movie business, recycling capital within the business.
  • Approximately Rs.100 Crores to Rs.120 Crores capital will be deployed annually in movies, targeting around four movies per year.
  • They have assured minimum profits of Rs.20 Crores to Rs.30 Crores from movie investments through presold rights and guarantees.

2 more points from Balaji Telefilms Ltd's call on capex

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Top-ranked in Entertainment

Ranked on what management guided this quarter

Guidance-ranked
1Phantom Digital
Rev 2Mar 1
2Digikore Studios
Rev 2Mar 1
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Balaji Telefilms Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Some relevant operational highlights that imply ongoing and future content commitments include: - Production of just under 200 hours of TV content in the quarter (195.5 hours at Rs.36 lakhs/hour). - New shows launched or planned such as "Bepanah Pyar," "Kawach Mahashivratri," and "Haiwaan." - A content alliance with ZEE5 to co-create over 60 original shows, indicating a significant content pipeline. - ALTBalaji commissioning fresh co-created content starting H2 FY2020.

2 more points from Balaji Telefilms Ltd's call on order book

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Balaji Telefilms Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹48 Cr, net loss ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Balaji Telefilms's management said in earlier quarters

Earlier calls (1)

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Frequently Asked Questions

What were Balaji Telefilms Ltd Q1 FY20 results?

The company expects to improve its top line by 1.5 to 2 times over the previous financial year, aiming for Rs.300-350 Crores in TV business revenue for FY2020. The company expects consolidated breakeven within 12 to 15 months and aims to create value going forward.

What is Balaji Telefilms Ltd share price analysis?

Balaji Telefilms Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹1,146 Cr. Investors should review the full earnings analysis for detailed insights.

Is Balaji Telefilms Ltd planning capital expenditure?

For FY2020, the company plans to invest around Rs.150 Crores in ALTBalaji, similar to the previous year.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.