Balaji Telefilms Limited has informed the Exchange about Transcript of Investor call held on July 04, 2025

Management guided margin pressureOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

BALAJITELE · price

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Price reactionminutes from the announcement price · days from the prior close

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Nifty Microcap 250market · in no size index; the smallest one is used-0.5%-1.5% vs market

Media & Entertainment peers, median of 11sector-0.2%-1.8% vs sector

On the reaction day the stock moved 1.5 pts less than Nifty Microcap 250 and 1.8 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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AI summary

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.

Likely market impact

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.