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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 FY20.
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Balaji Telefilms Ltd

Q2 FY20Entertainment

Balaji Telefilms Q2 FY20 earnings call: Revenue & Margins

Q2 FY20 earnings call: what management said on revenue, margins and capex.

Price₹92
Market cap₹1.1K Cr

The short version

TV Business: - Currently producing 8 shows with plans to increase to about 10-11 shows over next 1-2 years. Balaji Telefilms achieved positive PBT in Q2 FY2020 after nearly four years, with expectations for improved profitability in Q3 and Q4 due to the ZEE5 collaboration (Page 4).

From Balaji Telefilms Ltd's Q2 FY20 earnings-call transcript · updated 4 Sept 2026.

Revenue & Sales Performance

  • TV Business:
  • Currently producing 8 shows with plans to increase to about 10-11 shows over next 1-2 years.
  • Targeting 24-30 shows annually going forward with longer episode counts.
  • TV business remains a solid cash generator; new show launches planned including Naagin Season 4.
  • OTT (ALTBalaji) Business:
  • Collaboration with ZEE5 is expected to boost revenues starting Q3 and Q4 FY2020.
  • Subscriber base currently close to 1 million with growth expected through exclusive content.
  • Focus on content creation and a shift to profitable operations; aiming for breakeven and revenue growth.
  • Movies:
  • Strong profitability expected due to presales and co-productions.
  • Capital employed in movie business maintained around Rs.100 Crores with controlled investment.
  • Overall:

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

  • Current capital employed in the movie business is around Rs. 100 Crores; management intends to continue around this level (Page 12).
  • Balaji Motion Pictures focuses on presales and co-production of future movies with limited capital commitment, indicating conservative investment strategy (Page 1).
  • ALTBalaji is moving towards breakeven while minimizing cash burn; partnership with ZEE5 helps conserve cash through co-production (Page 3).
  • Management emphasizes conservative and rational investment going forward, avoiding aggressive spending (Page 10).
  • Future content production includes plans to increase the number of TV shows from 8 to around 10-11, depending on broadcaster contracts and profitability (Page 11).

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

  • They noted having 8 TV shows running currently, with potential to increase to 10-11 shows in the next 1-2 years, pending broadcaster contracts.
  • There are plans for 24-30 shows annually going forward, with longer series episodes.
  • In the movies business, capital employed is around Rs.100 Crores, with four movies planned in the year, three released in Q2, and one upcoming.

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 FY20 results?

TV Business: - Currently producing 8 shows with plans to increase to about 10-11 shows over next 1-2 years. Balaji Telefilms achieved positive PBT in Q2 FY2020 after nearly four years, with expectations for improved profitability in Q3 and Q4 due to the ZEE5 collaboration (Page 4).

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?

Current capital employed in the movie business is around Rs. 100 Crores; management intends to continue around this level (Page 12).

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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.