BALAJITELE / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Balaji Telefilms · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

WatchQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

Answered directly

60%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Sukrit Dartin · Eyesight Private Limited

partial

Strategic levers for FY27 to strengthen OTT and TV content pipeline while managing risks.

commissioned shows TV plus OTT B2B business was around 160 odd crores in FY26 we expect it to be around 330 crores in the coming fiscal year. We have an order book of over 350 crores plus around 50 crores gets added each quarter.

Sukrit Dartin · Eyesight Private Limited

partial

Capital allocation framework for FY27 balancing digital investments and profitability.

television doesn't typically require huge capital outlay... maybe 3 months of capital which will be around 50 to 55 crores gets locked into this kind of segments. On motion picture side we try to pre-sell all those movies... 50% of the cop gets funded by the pre-sales.

Yajut Sha · Individual Investor

declined

Earnings from movie Bangla and share in net box office collection.

We don't give that kind of guidance note in the conference call. But I can assure you we have got a very significant returns on this capital employed which will be visible in the quarter one numbers here.

Yash Parker · Individual Investor

direct

Operational synergies and cost rationalization from amalgamation of ALT and Marinating Films.

Last year our cash burn was 50 lakhs there about per month. So it is around 6 cr of cash loss on the total digital initiatives... The turnaround is expected in FY27 with overall digital business will be cash positive.

Yash Parker · Individual Investor

direct

How is AI and automation being used in content production and distribution?

We have set up our own AI team... creating short format reels and shows... generated AI music library... including shoots, including VFX those things we are developing inhouse.

Yash Parker · Individual Investor

partial

Breakdown of inventory rise from 73 to 207 crores and expected delivery timeline.

what you see as of March is largely your Bangla one and Hiroi Horine that three movies inventory is residing there... when you sign talent and when you give advances it resides as an advance onto the balance sheet. The moment it grows on floor it gets translated into inventory till you see the first monetization.

Yash Parker · Individual Investor

partial

Reason for cash decline from 178 to 127 crores and minimum liquidity threshold.

if you see a C liquid cash we have around 165 crores and balance is into inventory. Close to 125 to 150 crores.

Wrath · JJ Investment

evasive

Confidence in TV show momentum for FY27 and whether they will slow down.

on the television side they are not kind of innovative enough... yield is going down... still down by 25 to 30% from pre-covid... tenure of shows is getting reduced... we intend to build our own IP around that.

Chetria Des Pande · Individual Investor

direct

How should investors think about Balaji's business mix in next 2-3 years?

in next two to three years this pyramid will shift and Balaji will be more an IP-led content creator with movie contributing more than 50% to the top line and profitability followed by digital business and television will be the least contributor.

Chetria Des Pande · Individual Investor

direct

Revenue visibility for FY27 and scalability of digital content pipeline.

FY27 we will be expecting close to around 800 odd crores topline largely driven by motion pictures... television plus commission model will be close to around 300 odd crores. Motion pictures will contribute around 400 crores and B2C business around 100 odd crores.