Media & Entertainment Industry In India - Convergence Set To Change The Landscape.

Published by: CRISIL Ltd.

Published: Nov. 1, 2007 - 128 Pages

Table of Contents

Sections

Executive summary

1.0 Introduction

Convergence changing media and entertainment landscape

Increasing broadband penetration, technological advances facilitating

convergence

Convergence to herald the collapse of distinct distribution channels

Media owners to battle for limited consumer time, attention

Status of convergence in India

Framework of analysis

Structure of the report

2.0 Industry growth forecast

Overall industry: M&E industry to continue on growth path

Increasing cable penetration, advertising spends to drive television

industry growth

Rise in advertising spends, increasing circulation to drive growth in

newspaper publishing

Film industry revenues to grow at 16.4 per cent CAGR

Radio broadcasting revenues to touch Rs 25 billion by 2012

Music industry revenues to double to Rs 17 billion by 2012

3.0 Distribution outlook

Addressability, digitalisation to change television distribution landscape

Digital pay TV subscribers to grow eight-fold by 2012

DTH operators to garner two-thirds of digital cable subscribers

Internet threat not grave for Indian newspaper publishers

Film distribution - Multiplexes and digital all the way

Music distribution - Rapidly going digital and mobile

4.0 Profitability outlook

Television industry profitability: Increased competition, lower loyalty

herald tough times ahead

Newspaper industry profitability seen higher on growth in ad rates, lower

newsprint prices

Profitability outlook of different segments in film industry

Profitability of radio broadcasters dependent on ad rates

Music industry profitability seen improving

Boxes

1.0 Introduction

01 Scope of the report

2.0 Industry growth forecast

01 Home video is the largest source of revenues for Hollywood

3.0 Distribution outlook

01 Definition of addressable system

02 Details of TRAI’s order freezing cable television rates in non-CAS areas

03 TRAI recommendations on HITS technology

4.0 Profitability outlook

01 Newspaper publishing - Revenue and cost heads

02 Operating models for multiplexes

Charts

1.0 Introduction

01 Overview of convergence

02 Example of leveraging content

03 Different genres of content and distribution media in India

3.0 Distribution outlook

01 Advantages of digital cinema

Figures

2.0 Industry growth forecast

01 Advertising spends (Rs163 billion - 2006)

02 Advertising spends (Rs414 billion - 2012)

03 Advertising spends forecast

04 Television and C&S households

05 Average cable ARPU

06 Newspaper circulation and readership (per day)

07 Radio industry revenues

08 Music revenues

09 Music industry revenues break-up - 2007

10 Music industry revenues break-up - 2012

3.0 Distribution outlook

01 Player-wise multiplex screens in India (as of September 2007)

4.0 Profitability outlook

01 Number of channels contributing to 80 per cent of television viewing

02 Subscriber revenues of established DTH operator

03 Established DTH operator - EBITDA margin (per cent)

04 Newsprint prices - Domestic prices and landed cost (Canada)

05 Premium paid by advertisers for an English over a Hindi newspaper reader

Tables

2.0 Industry growth forecast

01 Media and entertainment industry - Revenues

02 Media and entertainment industry - Break up of advertising and subscription

revenues

03 Television industry revenues

04 Newspaper industry revenues

05 Film industry revenues

3.0 Distribution outlook

01 TRAI's order on cable television rates in non-CAS areas

02 Television distribution platform-wise subscribers

03 Theatres by number of screens in USA (2006)

4.0 Profitability outlook

01 Established DTH operator profitability - Key assumptions

02 English newspaper - Projected financial performance

03 Hindi newspaper - Projected financial performance

04 Multiplex operator - Projected financial performance

05 Multiplex operator financial performance - Key assumptions

06 Six large cities radio broadcaster - Projected financial performance

07 Ten small cities radio broadcaster - Projected financial performance

Abstract

• What is the projected growth? Will advertising or subscription revenue contribute to future growth?
• How will digitalisation and the proliferation of the Internet impact the distribution scenario?
• Are traditional business models in the sector becoming extinct?
• How will existing supply chains - physical and digital - evolve over time?
• How far are we away from true convergence?
• What would be the profitability of the different elements in the value chain going forward?
• How would the competitive scenario pan out?
• What are the investment opportunities like in the different elements of the value chain?
• What are the key regulatory issues affecting the industry?

• Investment Managers
• Venture Capitalists
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• Research Companies
• Private Equity Managers
• Market intermediates
• Banks
• Media Professionals
• Analyst
• Other Industry Professionals

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