Coverage on Media & Entertainment. A game-changing deal in the Indian television space

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Curtis Young
7 years ago
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1 Coverage on Spotlight A game-changing deal in the Indian television space The formation of the JV would be a game-changer in the Indian television industry. With close to 70 channels in their bouquet and an estimated 40 per cent share in viewership, the new entity would have far greater ability to negotiate higher share of the subscription pie and lower carriage fees with MSOs. The hit on MSOs will be significant. The deterioration in the business model of MSOs and LCOs will accelerate the pace of consolidation in the cable industry. For consumers, the impact could be marginally negative, with a likelihood of increased subscription charges.

2 O Revenues pinion Which are the key growth drivers that will propel growth over the next 5 years? Will niche segments like radio, outdoor and digital media outpace industry growth? What will be advertising spend growth over the next 5 years? What is the outlook on subscription growth? Distribution Television distribution What is the outlook on digital pay TV subscriber base? What will be the key drivers? How will DTH operators share evolve as a per cent of total digital subscribers in India? Will broadcasters continue to pay carriage and placement fees despite proliferation of digital cable? Films distribution What is the outlook on multiplex screens in India? How will digital technology pan out in India over the next 5 years? Music distribution What will drive proliferation of digital music? How are music companies changing their business model to adapt to digital delivery of music?

3 Profitability Television profitability What is the profitability of a Hindi GEC? In which year of operation will a new Hindi GEC turn EBITDA positive? What are the factors that impact the profitability of a Hindi GEC? Newspaper profitability What is the profitability outlook of English newspaper publishing companies? What is the profitability outlook of Hindi newspaper publishing companies? What is the outlook on newsprint cost? Film profitability What is the profitability outlook on producers and distributors? What is the operating model for multiplexes? What is the profitability outlook for a multiplex operator? Radio profitability What are the major costs for a radio broadcaster? What will be the future profitability of a radio broadcaster in big and small cities? DTH profitability What will be the profitability of a new DTH operator? When will a new DTH operator break even? What are the factors impacting DTH operator profitability? Demand forecast Methodology What is the process followed in forecasting advertising spends?

4 I ndustry Information Industry characteristics Television What is the television industry structure and characteristics? What is the penetration and reach of television? Newspapers What is the industry structure and characteristics? What is the penetration and reach of print media? Films What is the industry structure and characteristics? What is the penetration and reach of films? What is the film industry value chain? Radio and Music How do satellite and the Internet radio compete with FM radio? How will phase 3 impact the radio licencing policy/industry? What is the genre wise music sale? What are the driving forces behind structural changes in the music distribution?

5 Key regulatory issues Television What are the regulations governing foreign investment in the television industry? What are the eligibility criteria to downlink? What are the regulations in respect of cable television pricing and distribution? Newspapers What are the prerequisite conditions for foreign investment in newspaper segment? What are the stipulations governing syndication arrangements? What are the regulations governing publication of facsimile editions of foreign newspapers? Films, Radio and Music What are the regulations governing the films, radio and music segment? What were the key conditions for the grant of an FM radio licence?

6 P layer Profiles Television B.A.G Films and Media Ltd Balaji Telefilms Ltd Dish TV India Ltd New Delhi Television Ltd Network 18 group Sahara One Media and Entertainment Ltd Sun Network Ltd TV today networks Ltd UTV Software Communications Ltd Wire and Wireless India Ltd Zee entertainment Enterprises Ltd Zee News Ltd Print Benett, Coleman and Company Ltd (BCCL) Deccan Chronicle Holdings Ltd Jagran Prakashan Ltd Mid-day Multimedia Ltd HT Media Ltd Film Adlabs Films Ltd Inox Leisure Ltd Mukta Arts Ltd

7 Pritish Nandy Communications Ltd PVR Ltd Pyramid Saimira Theatre Ltd Fame India Ltd Shree Ashtavinayak Cine Vision Ltd Cinemax India Ltd Reliance Mediaworks Ltd Radio Entertainment Network (India) Ltd Music Saregama India Ltd Tips Industries Ltd

8 D ata and Statistics Industry overview India advertising spend mix M&E industry mix (subscription + advertising) M&E industry - Segment wise revenues Television Television revenues (subscription + advertising) Television and C&S households Average cable ARPU Television distribution Growth of ad spots on television Increasing viewership of Hindi GEC channels HHI for Hindi GEC channels Print Newspaper revenues (subscription + advertising) Newspaper circulation snd readership (per day) Newsprint prices - Domestic prices & landed costs Film Film industry revenues Multiplex screens Financial Aggregate key financial indicators Playerwise key financial indicators

9 I mpact Analysis Union Budget 2011 How would the sector be impacted by the Budget proposals? T hematic Studies Advertising Internet advertising What is the market structure and revenue models in internet advertising space? What are the key drivers that propel growth in internet advertising space? What is the revenue outlook for the next 5 years? What is the cost structure and profitability of players in this space? Outdoor advertising How has outdoor revenues grown over the last few years? How do you expect it to grow over the next 2 years? What are the discernible trends in the industry? What are the key growth drivers and issues hampering growth of this industry? What is the profitability of players in the outdoor advertising space? Regionalisation Why are advertisers increasingly looking at regional markets? Are ad spends in regional markets comparable to mainstream markets? What is the business model of a player operating in the regional market? What are the key growth drivers and what is your growth outlook on regional language market?

Coverage on Domestic Freight Transportation Services. Improving macroeconomic indicators to sustain domestic freight growth over next five years

Coverage on Domestic Freight Transportation Services. Improving macroeconomic indicators to sustain domestic freight growth over next five years Coverage on Spotlight Improving macroeconomic indicators to sustain domestic freight growth over next five years The Indian economy is slated to register a healthy growth of 8-9 per cent in GDP over the