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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 Q2 FY19.
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Balaji Telefilms Ltd

Q2 FY19Entertainment

Balaji Telefilms Q2 FY19 earnings call: Revenue & Margins

Q2 FY19 earnings call: what management said on revenue, margins and capex.

Price₹94
Market cap₹1.1K Cr

The short version

ALTBalaji expects continued exponential revenue growth driven by increasing subscriber base and content library expansion. TV Production Business: Expected strong growth with normalized run rate of ~200 hours/quarter and higher realization per hour; margins expected to improve from next fiscal year with consistent margin profile around 30% long-term.

From Balaji Telefilms Ltd's Q2 FY19 earnings-call transcript · updated 4 Sept 2026.

Revenue & Sales Performance

  • ALTBalaji expects continued exponential revenue growth driven by increasing subscriber base and content library expansion.
  • TV production business is on an upswing with margin improvement and volume growth, launching multiple shows leading to higher realizations per hour.
  • The movie business maintains limited exposure but aims for consistent profits via mid-budget films and pre-sales, targeting capped capital employed.
  • Digital expansion is well-funded with a mix of direct B2C and indirect B2B2C subscriber growth, with B2B2C accounting for 70% of revenues.
  • Subscriber base grew from 5 million to approximately 8.5–8.7 million in recent quarters, indicating strong volume traction.
  • ARPU remains stable (~Rs. 140 per year), but with newer partners, ARPU tends to be higher.

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

  • ALTBalaji is on track with its investment plan, targeting approximately Rs. 150 crore per year across all segments.
  • Total equity infusion into ALTBalaji by the parent company has reached Rs. 450 crore so far, with Rs. 150 crore invested each year.
  • Marketing expenses for ALTBalaji are expected to decrease in the second financial year compared to the launch year.

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

  • Management indicates very good visibility on the order book for the next few quarters.
  • There are ongoing commissions across broadcasters for upcoming shows.
  • The current lineup of shows, including daily and finite weekend shows, supports strong growth in the coming quarters.
  • Quarter 2 saw a return to a normalized run rate of approximately 200 programming hours per quarter.

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 Q2 FY19 results?

ALTBalaji expects continued exponential revenue growth driven by increasing subscriber base and content library expansion. TV Production Business: Expected strong growth with normalized run rate of ~200 hours/quarter and higher realization per hour; margins expected to improve from next fiscal year with consistent margin profile around 30% long-term.

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?

ALTBalaji is on track with its investment plan, targeting approximately Rs. 150 crore per year across all segments.

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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.