Arthneeti
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 FY21.
BT

Balaji Telefilms Ltd

Q2 FY21Entertainment

Balaji Telefilms Q2 FY21 earnings call: Revenue & Margins

Q2 FY21 earnings call: what management said on revenue, margins and capex.

Price₹91
Market cap₹1.1K Cr

The short version

TV business expects return to normal production levels in H2 FY21 with steady content lineup. Management is bullish on digital platform growth, expecting accelerated content production leading to subscriber growth and profitability for Alt Balaji.

From Balaji Telefilms Ltd's Q2 FY21 earnings-call transcript · updated 4 Sept 2026.

Revenue & Sales Performance

  • TV business expects return to normal production levels in H2 FY21 with steady content lineup.
  • New shows launching soon (e.g., Brahmarakshas 2, Molki) to drive growth.
  • Despite 15-20% drop in broadcaster rates, cost savings and content expertise help maintain margins.
  • Alt Balaji subscription and direct revenues expected to grow; content production ramping up with 18-25 new shows planned in H2 FY21.
  • Reduced customer acquisition costs below Rs. 100 aid faster subscriber growth and improved profitability.
  • Alt Balaji aiming for breakeven in Q4 FY21 due to increased content releases and better customer acquisition.

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

Create a free account to keep reading this call

Profitability & Margins

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

Capital Expenditure Plans

  • Balaji Telefilms maintains a cautious approach to capital expenditure, particularly in the movie business, setting a maximum CAPEX limit to control investment.
  • The company aims to keep its capital outflow per movie low by relying on pre-sales and partnerships with other market players.
  • Total capital exposure for movies is planned around Rs. 100 to 150 crores.
  • Investments are focused on content production with an emphasis on balancing financial prudence and creative growth.
  • Strong balance sheet with over Rs. 219 crores in hand, planned for calibrated investment in content.
  • No intangibles are created on the balance sheet; costs are fully accrued at the time of release.

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

Create a free account to keep reading this call

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
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

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 related insights can be summarized: - The company has a strong pipeline of content projects, especially as production resumes post-COVID. - Planning to launch a higher number of shows (18 to 25) in the second half of the year, up from very few in H1 due to COVID. - Multiple movie projects confirmed for FY22, including "Ek Villian 2" and "K Tina," with pre-sales backing. - A total of 65 shows in the digital library, with new content rollout accelerating.

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

Create a free account to keep reading this call

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.

Full financials →

Continue your research

What Balaji Telefilms's management said in earlier quarters

Earlier calls (1)
Compare:vs Sun TV Networkvs Nazara Technologiesvs PVR Inox

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Balaji Telefilms Ltd and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Balaji Telefilms Ltd Q2 FY21 results?

TV business expects return to normal production levels in H2 FY21 with steady content lineup. Management is bullish on digital platform growth, expecting accelerated content production leading to subscriber growth and profitability for Alt Balaji.

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?

Balaji Telefilms maintains a cautious approach to capital expenditure, particularly in the movie business, setting a maximum CAPEX limit to control investment.

Keep Balaji Telefilms Ltd on your radar — track it to get its next earnings analysis in your feed.

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.