ALFA Finder
| Market Cap | ₹1,261.57 CrSmall Cap |
|---|---|
| P/E Ratio | -60.44Sector: 29.59 |
| RSI | 73.06Overbought |
| Revenue TTM | ₹378.29 CrConsolidated |
| Metric | Q2-27 | Q1-27 | Q2-26 |
|---|---|---|---|
| Revenue from Operations | 181 | 240 | 48.8 |
| Other Income | 2.7 | 4.1 | 2.6 |
| Total Income | 184 | 244 | 51.5 |
| Profit Before Tax | 44.9 | 28.0 | -6.6 |
| Net Profit | 32.5 | 22.4 | -5.0 |
| Operating Margin | 24.4% | 11.5% | -12.8% |
| Net Profit QoQ | +45.1% | ||
| Net Profit YoY | +750.0% | ||
| Adj. Profit QoQ | +76.6% | ||
| Adj. Profit YoY | +558.7% | ||
Key highlights
- Net profit flipped from a ₹5.0 crore loss in Q2-26 to a ₹32.5 crore profit in Q2-27
- Operating margins expanded dramatically to 24.4% from -12.8% in the year-ago quarter
- Revenue from operations grew 270% year-on-year to reach ₹181 crore
- Film segment revenue contributed ₹106.31 crore to the quarterly consolidated total
- Commissioned television programs generated ₹69.69 crore during the September quarter
Turnaround Driven by Robust Film and Television Segment Performance
Balaji Telefilms demonstrated a strong recovery in Q2 FY27, reporting a consolidated net profit of ₹32.5 crore. This represents a 750% increase compared to the ₹5.0 crore loss recorded in the corresponding quarter of the previous year. Although sequential revenue declined by approximately 24.6% from the ₹240 crore reported in Q1 FY27, the company maintained a high growth trajectory on a year-on-year basis, with revenue rising from ₹48.8 crore to ₹181 crore.
The half-year standalone performance also turned positive, reflecting improved operational efficiency across its core media and entertainment verticals.
Segment Revenue Breakdown and Profitability
- Films segment revenue stood at ₹106.31 crore, accounting for the largest share of the top line
- Commissioned television programs contributed ₹69.69 crore, up from ₹37.63 crore YoY
- The digital business reported revenue of ₹5.15 crore for the quarter
- Segment-wise profit before tax for films reached ₹41.58 crore during the period
- Commissioned programs delivered a segment profit of ₹7.07 crore
- Digital operations recorded a segment loss of ₹3.91 crore in Q2 FY27
Board Approval and Half-Year Financial Progress
The Board of Directors of the Company, at their Meeting held today i.e. on November 13, 2026, inter-alia, considered and approved the Un-audited Financial Results for the quarter and half year ended September 30, 2026.
Market Context and Financial Outlook
The company's performance appears to be tracking well against the management's earlier guidance of ₹800 crore in consolidated revenue for FY27, with year-to-date revenue already crossing the ₹420 crore mark. Despite the turnaround, the stock's TTM Price-to-Earnings ratio remains negative at -60.44 due to prior period losses, contrasting with a sector average of 29.59. Technical indicators show a Day RSI of 73.06, suggesting the stock has entered overbought territory.
Total assets for the group were reported at ₹909.32 crore as of September 30, 2026, supported by improved cash flows from operations during the first half of the year.
| Date | Announcement | Amount |
|---|---|---|
| 13 Aug 2026 | Q1 FY27 consolidated revenueSource: balajitelefilms.com | ₹240.30 Cr |
| 26 May 2026 | FY27 consolidated revenue guidanceSource: scanx.trade | ₹800.00 Cr |
| 26 May 2026 | Q4 FY26 consolidated revenueSource: balajitelefilms.com | ₹47.62 Cr |
| 13 Feb 2026 | Q3 FY26 consolidated revenueSource: testers.dev | ₹41.60 Cr |
| 13 Nov 2025 | Q2 FY26 consolidated revenueSource: BSE filing | ₹48.80 Cr |
| 12 Aug 2025 | Q1 FY26 consolidated revenueSource: balajitelefilms.com | ₹72.80 Cr |
What to watch next
- Achievement of the full-year ₹800 crore consolidated revenue target for FY27
- Performance of new theatrical film releases scheduled for the second half of the fiscal year
- Q3 FY27 financial results announcement expected in February 2027
“The Board of Directors of the Company, at their Meeting held today i.e. on November 13, 2026, inter-alia, considered and approved the Un-audited Financial Results (both Standalone and Consolidated) for the quarter and half year ended September 30, 2026.”
| Share price | ₹103.49 |
|---|---|
| Market capitalisation | ₹1,261.57 Cr |
| Revenue (annual) | ₹210.83 Cr |
| Net profit (annual) | -₹49.10 Cr |
| Revenue (latest quarter) | ₹240.29 Cr+404.65% vs previous quarter |
| Net profit (latest quarter) | ₹22.46 Cr+259.74% vs previous quarter |
| P/E (TTM) | -60.44×Sector 29.59× |
| Promoter holding | 31.3%0.00% QoQ |
| FII holding | 24.66%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Balaji Telefilms Limited announcing its unaudited standalone and consolidated financial results for the quarter ended September 30, 2026. Market figures from a third-party data provider.
