Balaji Telefilms Limited — Investor Meet, 19-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Balaji Telefilms reported Q2 FY26 revenue at ₹48.8 Cr and H1 FY26 revenue at ₹121 Cr, with losses for both periods, though EBITDA shows sequential improvement. Management expects FY26 to remain muted due to TV pipeline rebuilding after mature shows ended.

Future growth drivers are movies and digital, with 4 big-budget films planned for next fiscal year. The digital B2B order book is ₹300 Cr. New apps Kutingg (mass-market content) and AstroVani launched. ₹131 Cr funds are designated for movies and digital investments. The company utilizes AI and expects tax benefits from recent mergers. Management is confident about future profitable growth, adapting to evolving entertainment landscapes.