Please refer attached file.
BALAJITELE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 1.2 pts less than Nifty Microcap 250 and 1.3 pts less than its Media & Entertainment peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Balaji Telefilms reported FY2026 standalone revenue of ₹2,108.35 Cr, up ~37.7% YoY from ₹1,530.88 Cr, though the company swung to a standalone net loss of ₹850.83 Lacs (vs profit of ₹905.02 Lacs in FY2025). Consolidated revenue was ₹2,073.48 Cr. The sharp turnaround is largely due to a massive inventory write-down of ₹7,447.19 Lacs (vs ₹6,612.31 Lacs added in the prior year) and higher content amortization in the digital segment. Negative operating cash flow of ₹7,137.57 Lacs (vs positive ₹5,325.18 Lacs in FY2025) reflects inventory buildup and trade receivable increases. Statutory auditors Deloitte Haskins & Sells issued an unmodified opinion on both standalone and consolidated results. Key events include discontinuation of the ALTT OTT app (July 2025) per MIB directive, and the launch of replacement app Kutingg (September 2025); assets of ₹290.94 Lacs remain on books with no impairment recognized. Labour code changes effective November 2025 were assessed as immaterial.
Revenue growth is strong but the company is burning cash and swung to a net loss due to inventory write-downs, indicating stress in content investments. Negative operating cash flow and growing inventories are red flags for near-term financial health.