Balaji Telefilms Ltd
Balaji Telefilms Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹49Cr
- −66% YoY
- Net profit
- −₹5Cr
- Q2 FY25: ₹5 Cr
- Margin
- −14%
- −22 pp YoY
Guidance rank: #6 of 12 in Entertainment
See the sector's top 10 — free with your mobile number.
The short version
Revenue in Q2 FY '26 was INR 48.8 crores, down from INR 144 crores last year same quarter, indicating near-term pressure. Company expects to remain in the same range as Q1 and Q2 FY '26.
From Balaji Telefilms Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue in Q2 FY '26 was INR 48.8 crores, down from INR 144 crores last year same quarter, indicating near-term pressure.
- The company expects flat performance for the rest of the current year, with a rebound starting Q1 next financial year driven by movie releases.
- Motion Pictures seen as biggest future revenue and profitability contributor over 3 years, surpassing TV and digital.
- Digital B2B order book robust at approximately INR 300 crores, with anticipated growth in OTT content.
- New app launches Kutingg and AstroVani target mass and family audiences, aiming for content diversification and revenue streams.
- TV revenue expected to stay under pressure due to broadcaster cost-cutting and mature show cycles.
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
- Capital outlay for new initiatives (apart from maintenance capex) is expected to be minimal in the digital space.
- Around INR150-175 crores planned for Motion Pictures capital investment.
- Television operations do not require significant capital, funded through internal accruals.
- Digital business requires close to INR20-25 crores working capital.
- INR131 crores raised last year allocated to Motion Pictures, music rights, movie distribution, digital content, and general corporate purposes, but none utilized yet.
- Investments focused on building a stronger movie and digital IP portfolio for future growth.
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
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
- Balaji Telefilms' digital B2B business currently holds an order book of approximately INR 300 crores.
- This order book includes contracts with major OTT platforms such as Netflix (INR 250+ crores), Zee Studios (INR 42 crores), Amazon, Sony, and Star.
- The company is gradually building its digital order pipeline, with benefits expected to materialize starting next financial year.
- Growth in the OTT space is expected to compensate for declines in traditional TV revenue.
Balaji Telefilms Ltd — Quarterly revenue & net profit
Balaji Telefilms Ltd Q2 FY26 results — key figures
| ₹ Cr | Q2 FY26 | Q2 FY25 | YoY | Q1 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 49 | 144 | -66% | 73 | -32.9% |
| Operating profit (EBITDA) | -7 | 12 | -158.3% | -10 | — |
| Operating margin | -14% | 8% | -22 pp | -13% | -1 pp |
| Profit before tax | -7 | 11 | -163.6% | -8 | — |
| Net profit (PAT) | -5 | 5 | -200% | -6 | — |
| EPS (₹) | -0.40 | 0.56 | -171.4% | -0.48 | — |
Source: reported quarterly figures (Screener), ₹ crore.
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
- Q3 FY25 earnings call analysis →
- Q2 FY25 earnings call analysis →
- Q1 FY25 earnings call analysis →
- Q2 FY24 earnings call analysis →
Earlier calls (1)
Others in Entertainment this season
- Cineline India (Q2 FY26)
Q2 FY26 Year-on-Year Growth:** +14% revenue increase . Key investor presentation takeaways from Cineline India's Q2 FY26 investor presentation — and how it rank
- Shemaroo Entertainment (Q2 FY26)
Q2-FY26 Revenue from Operations: INR 1,434 Mn, down 11.5% YoY (Q2-FY25: INR 1,621 Mn) . Key investor presentation takeaways from Shemaroo Entertainment Ltd's Q2
- UFO Moviez (Q2 FY26)
Sales per quarter in 2017-18 were INR 160-165 crores; however, a major revenue chunk from a five-year "Sunset" business has permanently ceased (Page 12). Key…
- Zee Entertainmen (Q2 FY26)
Digital business, especially ZEE5, shows strong growth with revenues up 32% YoY in Q2 and continued subscriber growth driven by language packs and revised…
Potential multibaggers · Q2 FY27
Potential multibaggers in Entertainment
on management's own guidance
- Digikore StudiosGood growth2
- Phantom DigitalGood growth1
- PVR InoxGood growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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 FY26 results?
Revenue in Q2 FY '26 was INR 48.8 crores, down from INR 144 crores last year same quarter, indicating near-term pressure. Company expects to remain in the same range as Q1 and Q2 FY '26.
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 ₹1,126 Cr. Investors should review the full earnings analysis for detailed insights.
Is Balaji Telefilms Ltd planning capital expenditure?
Capital outlay for new initiatives (apart from maintenance capex) is expected to be minimal in the digital space.
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.