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ALT Balaji has subscriber base of 3 million, yearly ARPU of Rs 130

ALT Balaji has a subscriber base of 3 million and a yearly Average Revenue Per User of Rs 130, Balaji Telefilms said in its earnings call for Q4FY20. 1.2 million of these subscriptions were added in the quarter ending March 2020. The company's annual plan costs Rs 300, so this indicates that most subscribers are currently buying quarterly subscriptions — the company confirmed this, saying that 70% of users on average (about 2.1 million) are quarterly subscribers who pay Rs 100 for three month packs. Streaming cost per subscriber is 10–15% of ARPU: "As of now I cannot reveal the data [on streaming cost per subscriber] but I can tell you as of March it will be mostly somewhere between 10% and 15% of the ARPU so the customer is three month customers if he gives Rs.100 then it will that be that much and if he gives Rs 300 then that percentage is calculated on that," Balaji Telefilms said. That comes out to around Rs 10–15 for quarterly subscribers. ALT Balaji to be profitable next year: "We have always said that [ALT Balaji will be profitable] between 36 to 48 months after launch. We will have one quarter of break even I think because of COVID we can say between 39 months, means for now from July in the next one year one of the quarters we will definitely show profit," the company said. Company expects COVID subscriber spike to subside: The company said that its post-lockdown spike in subscribers (whose…

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