Balaji Telefilms Ltd
Balaji Telefilms Ltd Q4 FY19 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY19 earnings call: what management guided on revenue, margins and order book.
The short version
ALTBalaji revenues grew 6x in FY2019 to Rs.41.6 Crores; expected to double in FY2020 and reach Rs.130-140 Crores in FY2021. Management targets improving TV business EBITDA margins quarter-on-quarter after a poor Q1, aiming for stable or better margins in subsequent quarters.
From Balaji Telefilms Ltd's Q4 FY19 earnings-call transcript · updated 4 Sept 2026.
Revenue & Sales Performance
- ALTBalaji revenues grew 6x in FY2019 to Rs.41.6 Crores; expected to double in FY2020 and reach Rs.130-140 Crores in FY2021.
- Subscriber base at 23.5 million paid subscriptions with strong traction in direct consumers; targeting 50-60% revenue from direct subscribers going forward.
- Digital business aims for breakeven by FY2021 with growing international subscriber addition in year 3 onward.
- TV content business maintaining strong order book and improved realization per hour; expect 800-900 hours produced annually.
- Movie business expected to deliver Rs.20-25 Crores EBITDA in FY2020.
2 more points management made on revenue & sales performance
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 remains under Rs.100 Crores.
- Rs.450 Crores invested in ALTBalaji since launch, with nearly Rs.180 Crores in inventories and Rs.60 Crores in advances to vendors and government authorities.
- Healthy balance sheet with zero debt and Rs.285 Crores invested in mutual fund units across the group.
- ALTBalaji content investment targets Rs.150 to Rs.170 Crores overall, with Rs.100-125 Crores specifically for content.
2 more points management made on capital expenditure plans
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
- The TV content business has a very strong order book for the upcoming year.
- This strong order book is expected to result in revenues of about Rs. 350 Crores.
- The company has six ongoing shows on air.
- New shows launching shortly include:
- Kavach Mahashivratri (a supernatural horror drama)
- A follow-up season of Kavach, replacing Naagin 3 on weekends.
2 more points management made on order book & pipeline
Balaji Telefilms Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Ltd's management said in earlier quarters
Frequently Asked Questions
What were Balaji Telefilms Ltd Q4 FY19 results?
ALTBalaji revenues grew 6x in FY2019 to Rs.41.6 Crores; expected to double in FY2020 and reach Rs.130-140 Crores in FY2021. Management targets improving TV business EBITDA margins quarter-on-quarter after a poor Q1, aiming for stable or better margins in subsequent quarters.
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 remains under Rs.100 Crores.
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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.