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Balaji Telefilms Limited Q2 FY26 earnings call summary

NSE: BALAJITELE · BSE: 532382

Earnings call of 14 Nov 2025, summarised by AI from the filing.

Balaji Telefilms Q2 FY26 revenue ₹48.8 cr, loss before tax ₹6.6 cr; TV under pressure from lower broadcaster yields.

Key takeaways

  1. Guidance Revenue and profitability to remain more or less in the same zone as Q1 and Q2 for this year.
  2. Change 3 mature TV shows ended during the quarter, impacting programming hours.
  3. Driver Digital B2B order book of approximately ₹300 cr with various OTT platforms.
  4. Risk TV segment under pressure from lower broadcaster yields.

Original filing on BSE

Balaji Telefilms Limited Q1 FY27 results

As filed: Revenue ₹240 cr (+229% year on year), EBITDA ₹25.7 cr, PAT ₹22.4 cr, EBITDA margin 10.7% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹47.6 cr, EBITDA −₹15.9 cr, PAT −₹12.7 cr, EBITDA margin -33.3%. Not scored. No result for the same quarter last year. Share price after the results: −4.7% in 30 days (Nifty 500: +0.9%).
  • Q3 FY26: Revenue ₹41.6 cr (−55% year on year), EBITDA −₹31.8 cr, PAT −₹24.6 cr, EBITDA margin -76.5% (−1,000 bps). Score 15 of 100, Below trend. Revenue growth was well below the company's own trend. EBITDA margin fell 1000 bps year on year. Revenue fell 15% from last quarter. Share price after the results: +4.8% in 28 days (Nifty 500: −8.2%).
  • Q2 FY26: Revenue ₹49.0 cr (−66% year on year), EBITDA −₹7.0 cr (−158% year on year), PAT −₹5.0 cr (−200% year on year), EBITDA margin -14.3% (−1,000 bps). Score 15 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Revenue fell 33% from last quarter. Share price after the results: −12.1% in 29 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹73.0 cr (−51% year on year), EBITDA −₹10.0 cr (−300% year on year), PAT −₹6.0 cr, EBITDA margin -13.7% (−1,000 bps). Score 9 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Share price after the results: +1.4% in 29 days (Nifty 500: −3.6%).
  • Q3 FY25: Revenue ₹93.0 cr (−33% year on year), EBITDA −₹10.0 cr (−300% year on year), PAT −₹12.0 cr, EBITDA margin -10.8% (−1,000 bps). Score 7 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Revenue fell 35% from last quarter.
  • Q2 FY25: Revenue ₹144 cr (−28% year on year), EBITDA ₹12.0 cr (−33% year on year), PAT ₹5.0 cr (−58% year on year), EBITDA margin 8.3% (−67 bps). Score 0 of 100, Below trend. EBITDA margin fell 67 bps year on year. Tax rate 55%. Consolidated profit -58% but standalone +13%. Not enough history for a trend yet: scored on growth alone. Revenue fell 3% from last quarter.
  • Q1 FY25: Revenue ₹149 cr (−2% year on year), EBITDA ₹5.0 cr (−76% year on year), PAT −₹2.0 cr (−118% year on year), EBITDA margin 3.4% (−1,000 bps). Score 0 of 100, Below trend. EBITDA margin fell 1000 bps year on year. Other income 50% of PBT. Tax rate 200%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Balaji Telefilms Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.