Balaji Telefilms Limited has informed the Exchange about Transcript of Investor call held on July 04, 2025
BALAJITELE · price
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Balaji Telefilms reported FY25 revenue of INR453 crores (down from INR625 crores in FY24) and PAT of INR84.6 crores with an EPS of INR8.41. Q4 revenue stood at INR66.25 crores but PAT was INR94 crores boosted by one-time items linked to the merger of subsidiaries ALT and Marinating Films into Balaji Telefilms. Management highlighted a INR300+ crore digital B2B order book, a long-term creative collaboration with Netflix signed in June 2025, and an INR172 crore cash reserve. The digital platform ALT Balaji crossed 2 million active subscribers with 3.29 lakh new subscriptions sold this quarter, while the TV business remains under pressure with rates still 25% below pre-COVID levels. The movie pipeline includes Vrushabha (Diwali release), Bhoot Bangla with Akshay Kumar, and Vvan with Sidharth Malhotra. Management declined to provide FY26 revenue or margin guidance.
Stock may face near-term pressure as FY25 revenues declined sharply from FY24 and management refused to give forward guidance, though the INR300 crore digital order book, Netflix partnership, and improving cash burn (down from INR120-145 crore/year to INR35 lakh/month) point to a potential turnaround story.