Balaji Telefilms Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Balaji Telefilms' Q4 revenue was 47 Cr, with an EBITDA loss of ~17 Cr. For FY26, revenue hit 210 Cr (vs 453 Cr in FY25), resulting in a 49.6 Cr loss after tax. Notably, the TV segment's Q4 EBITDA turned profitable (4 Cr). The company maintains over 165 Cr in liquid cash.

Management views FY26 as a foundational year. FY27 projects an ~800 Cr top line, led by movies (~400 Cr) and B2B OTT (~330 Cr). Growth catalysts include expanded OTT partnerships and a de-risked film pipeline (4 movies in FY27, mostly presold). The ALT merger provides ~117 Cr GST credit and future tax benefits. The company shifts to an IP-led model, with movies and digital as key growth drivers, projecting confidence for FY27.