Balaji Telefilms

Balaji Telefilms reported Q4 FY26 revenue of 47 croresCurrent reported value: 47 crores. No comparable prior figure is available in the source record. with an EBITDA loss of 7 croresCurrent reported value: 7 crores. No comparable prior figure is available in the source record. and a PAT loss of 14 croresCurrent reported value: 14 crores. No comparable prior figure is available in the source record., reflecting timing delays in content monetization and softness in the traditional TV business. For FY26, full-year revenue was 210 croresCurrent reported value: 210 crores. No comparable prior figure is available in the source record. versus 453 crores in FY25, with EBITDA loss of 65.8 croresCurrent reported value: 65.8 crores. No comparable prior figure is available in the source record. and PAT loss of 49.6 croresCurrent reported value: 49.6 crores. No comparable prior figure is available in the source record.. Management attributed the decline to industry headwinds, lower TV activity, and investments in digital ecosystem. However, they highlighted a strong order book of 350 croresCurrent 350 crores. Reported change: +119% YoY. for OTT partnerships, a turnaround in TV segment (from loss of 7 crores to profit of 4 crores sequentially), and a robust film pipeline of 17 moviesCurrent 17 movies. Reported change: over 3 years. over three years. Guidance for FY27 includes revenue visibility of ~800 crores, driven by motion pictures (~400 crores), commissioned shows (~330 crores), and digital B2C (~100 crores). Key risks include persistent TV margin compression due to broadcaster underinvestment and potential delays in film releases.