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Media companies: Fingers in many pies

Dec 19, 2008

The US has the most developed media industry in the world. The US media giants have established a presence here by partnering with the Indian media houses. Interestingly, the structure of the Indian media industry is evolving to look a lot like its US counterpart. In this article we shall highlight the central theme in the US media industry: conglomerates. Conglomerates are diversified firms with presence in many industries or industry segments.

Media: The advertising story

Mar 26, 2008

2007 has been a robust year for the media sector. Buoyant economic growth, rising income and increasing customer base has led the Indian entertainment and media industry to record a growth of 17% YoY in 2007 with the industry touching Rs 513 bn (Rs 438 bn in 2006).

ENIL- An overview

Dec 14, 2007

In this article, we shall provide an overview of ENIL, the leading FM radio station operator. ENIL owns and operates radio stations under the brand name 'Radio Mirchi' in India. It was the first private FM radio player in India and currently has a pan-India presence.

Balaji Telefilms- Putting it all together

Dec 13, 2007

Over the past few weeks, we analysed the company's performance on a year-by-year basis starting from FY04. In this 'summing it all up' article in the series, we shall see how Balaji Telefilms has evolved over the last four years to become the leading television entertainment content provider.

Balaji Telefilms: A rear mirror gaze IV

Dec 11, 2007

This article is the last in our series of annual report analysis of Balaji Telefilms. In an earlier article, we had analysed the FY06 annual report of the company. In this article, we shall analyse the FY07 annual report.

TV Media: Importance of TR's

Dec 6, 2007

TRP's (Television rating points) measure the viewership of programmes. They are of prime importance to all the stakeholders in the television entertainment industry namely the advertisers, broadcasters, and content producers.

Balaji Telefilms: A rear mirror gaze - III

Dec 5, 2007

We have started a series of annual report analysis of Balaji Telefilms in order to understand how Balaji has evolved to become the largest television entertainment content producer.

Media:Fragmented ad revenues?

Dec 3, 2007

The Hindi general entertainment channel space (GEC) currently comprises of Star Plus, Zee TV, Sony, Sahara One, SAB TV and Star One.

Balaji Telefilms: A rear mirror gaze - II

Nov 29, 2007

Balaji Telefilms is entering an exciting phase of growth with the demand for content rising and the company foraying into the new businesses of broadcasting and film production. The scrip is touching new highs on the bourses.

Balaji Telefilms: A rear mirror gaze - I

Nov 22, 2007

Balaji Telefilms, one of India’s leading content providers has had a dream run on the bourses recently. However, this is not without reason. With broadcasters making a beeline for launching new channels, especially in the general entertainment space, demand for content providers with a proven track record is on the rise.

TV Media: To broadcast or to produce

Nov 21, 2007

In the previous article we had mentioned ways in which one could participate in the media growth story. In this article, we shall see how the companies in the two major subsegments of the television media industry viz.

TV Media- Ways to ride the story

Nov 19, 2007

There are various ways to participate in the television media growth story. The industry is divided into broadcasters, content providers and the distributors. One can invest in these different players to participate in the media growth story.

TV broadcasting: The distribution dilemma

Nov 15, 2007

'‘Proper distribution of a channel is as important as the distribution of a FMCG product'. Surprised! Read further. Higher distribution leads to higher channel trials, subsequent acceptance and finally higher revenues for the broadcasters.

TV broadcasting: Who's been the best

Nov 14, 2007

The Indian Media and Entertainment sector is witnessing robust growth due to increase in disposable incomes, surge in ad spends, liberalization of investment norms in media and entertainment companies and the rollout of CAS and DTH .

TV Broadcasting: Attrition agony!

Nov 12, 2007

The TV broadcasting sector is growing exponentially due to the increasing penetration of television, robust growth in advertisement and subscription revenues. As per the FICCI - PWC report on the Indian entertainment and media sector, the television sector is expected to grow from around Rs 191 bn in 2006 to around Rs 519 bn by 2011, implying a CAGR of 22%. Many new players are foraying into the television broadcasting space to take advantage of this robust growth.

Media: Television Vs the Rest

Nov 8, 2007

The Indian entertainment and media Industry is divided into different segments of television, print, filmed entertainment, radio, music, live entertainment and internet. In this article, we shall see how television stacks up against other media such as print, radio, internet, cinema in terms of reach, average time spent and projected revenue share.

UTV software communications: Diversified player!

Sep 1, 2006

Media development in India has taken off in a major way in the past two years with the government showing great interest in the sector by declaring good policies for the sector. The size of E&M (Entertainment & Media) in India is currently estimated at Rs 353 bn and is expected to grow at a CAGR of 19% over the next five years. In this article, we take look at UTV software communication, which is one of the most diversified players in the country. We analyse the company strengths and also its fi

PVR Ltd: The Cinema (with) scope?

Aug 17, 2006

The Indian entertainment and media industry is growing at a fair clip. Amongst the many segments, multiplex cinemas have emerged as one of the fastest growing segments of the media industry. More than 60 additional multiplexes with more than 220 additional screens are slated to commence operations by the end of 2006, translating into a growth rate of 80% to 100%. This growth in multiplexes is due to the organised retail boom and entertainment tax benefits for multiplex cinemas. In FY05, there we

Zee Telefilms: The mix is changing…

Aug 7, 2006

Media is one of the sectors, which is growing at a fair clip owing to the robust economic growth. Moreover, the recent initiatives taken by the government is taking the sector to even greater heights. Recently, FDI was permitted in two important sectors-print media and radio. Films, television and other segments are already open to foreign investment. The industry size is currently estimated at Rs 222 bn, although precise numbers are not available. Television is the Indian entertainment industry

TV Today: Disappointing slot

Nov 17, 2004

TV Today, an India Today Group company and the leader in the Hindi news segment in the country, continued its disappointing financial performance in the September 2004 quarter. Not only did the company register a negative topline growth during the quarter, a sharp increase in operating expenses dented the company’s operating performance severely, pushing it’s bottomline into the red.


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