Balaji Telefilms Ltd
Balaji Telefilms Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #4 of 12 in Entertainment
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Balaji Telefilms Ltd Q4 FY26 key numbers
- Revenue
- FY27 revenue expected around INR 800 crores, driven largely by motion pictures contributing ~50%.
As stated in Balaji Telefilms Ltd's Q4 FY26 earnings call transcript · published 31 May 2026. Reported figures, not investment advice.
The short version
FY27 revenue expected around INR 800 crores, driven largely by motion pictures contributing ~50%. FY27 expected top-line around INR800 crores, with motion pictures contributing ~50%.
From Balaji Telefilms Ltd's Q4 FY26 earnings-call transcript · updated 4 Sept 2026.
Revenue & Sales Performance
- FY27 revenue expected around INR 800 crores, driven largely by motion pictures contributing ~50%.
- Commissioned shows for TV and OTT (B2B) to increase from INR 160 crores (FY26) to INR 330 crores (FY27).
- Motion Pictures top line expected to grow significantly to around INR 400 crores in FY27 from INR 15 crores in FY26.
- Digital business (B2C IP-owned content) anticipated to contribute around INR 100 crores in FY27.
- New digital formats like vertical micro dramas and expanded OTT partnerships to drive medium-term growth.
- Television expected to recover gradually but remain the least contributor over next 2-3 years.
- FY27 marked as execution-focused with improved content monetization and business normalization.
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
- Balaji Telefilms is focusing on capital allocation with disciplined investment prioritizing turnaround time (TAT) and return on capital, especially in motion pictures.
- Motion pictures have a strong 3-year pipeline of 17 movies with 4 to 6 movies releasing annually; about 50% of cost of production (COP) is presold, reducing risk.
- Typically, INR125-150 crores of capital is invested at any time in motion pictures, with digital business requiring INR10-15 crores for working capital.
- Investments in digital content are mainly through commissioned shows funded by OTT platforms; capital locked is around INR50-55 crores.
- AI and automation investments are underway with an in-house AI team focused on content production efficiency, including AI-generated music and VFX development.
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
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 company has an order book of approximately INR 350 crores under the commissioned shows line (TV plus OTT, B2B business).
- They expect to realize over INR 135 crores from this order book in the ongoing financial year FY27.
- Additionally, around INR 50 crores of new orders gets added each quarter.
2 more points from Balaji Telefilms Ltd's call on order book
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What the Q4 FY26 call signalled
3 of 4 strong
Balaji Telefilms Ltd — Quarterly revenue & net profit
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 Ltd's management said in earlier quarters
Others in Entertainment this season
- Cineline India Ltd (Q4 FY26)
6,323 lakh (+14% YoY) (Page 16) . Key investor presentation takeaways from Cineline India's Q4 FY26 investor presentation — and how it ranks against sector peer
- Shemaroo Entertainment Ltd (Q4 FY26)
Q4 FY26 revenue from operations: INR 1,395 Mn, down 31.7% YoY (Q4 FY25: INR 2,043 Mn) . Key investor presentation takeaways from Shemaroo Entertainment Ltd's Q4
- Den Networks Ltd (Q4 FY26)
241 crore . Key concall takeaways from Den Networks Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
- UFO Moviez India Ltd (Q4 FY26)
Q4 FY26 showed a 43% revenue growth YoY, with full-year FY26 revenue up 15% to ₹4,864 million. Key concall takeaways from UFO Moviez's Q4 FY26 earnings call…
Potential multibaggers · Q2 FY27
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Balaji Telefilms Ltd Q4 FY26 results?
FY27 revenue expected around INR 800 crores, driven largely by motion pictures contributing ~50%. FY27 expected top-line around INR800 crores, with motion pictures contributing ~50%.
What is Balaji Telefilms Ltd share price analysis?
Balaji Telefilms Ltd currently shows a moderate growth signal based on ranking data. 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 is focusing on capital allocation with disciplined investment prioritizing turnaround time (TAT) and return on capital, especially in motion pictures.
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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.