An Unique Investment Opportunity

1) Rising incomes and evolving lifestyles have led to higher demand for aspirational products and services
2) Higher penetration and a rapidly growing young population coupledwith increased usage of 3G, 4G and portable devices would augment demand
3) Entertainment Industry is set to expand at a CAGR of 13.90 per cent over 2016–21, one of the highest rates globally.
4) Television and Films segments are expected to lead industry growth and offer immense growth opportunities in digital technologies as well

5) From April 2000 to June 2017, FDI Inflows in Information and Broadcasting (including print media) sector reached INR 42,787 crores
6) Increasing M and A activity. Entry of big players across all segment of industry.
7) More big-ticket deals such as Walt Disney- UTV, Sony-ETV and Zee- Reliance
8) Measures such as digitisation of cable distribution to improve profitability and ease of institutional finance.
9) In 2011, Indian Government passed the “The Cable Television Networks (Regulation) Amendment Act, 2011” for digitisation of cable television networks.
Multiple Revenue Streams
Film IPR(Intellectual Property Rights), is an asset that generates multiple revenues streams in perpetuity.
Till the late 1980's, 85-90% of a film's entire revenue was dependent on domestic box-office.
Today, a large number of rights are sold before the film release thereby guarantrring a minimum return before it hits the box-office.
Revenue Streams: Then & Now
Up till early 90s | Current Scenario |
---|---|
Domestic Theatrical | Overseas Theatrical |
Home Video | Domestic Theatrical |
Music | Home Video (DVD, VCD) |
Home Video (Overseas) | |
Home Video (Rentak) | |
Music (India & Overseas) | |
Mobile Rights | |
Satellite Rights | |
Overseas Satellite Rights | |
Terrestrial Rights Doordarshan | |
IPTV, Internet Rights | |
Retail and Merchandizing | |
Brands and Sponsorship Rights |
Film Industry Returns
Big Budget Films
-
Bahubali 2 - The Conclusion
Budget: 195 cr
Worldwide Gross Collection: 801.61 cr
Gross Return: 311%
-
Prem Ratan Dhan Payo
Budget: 180 cr
Worldwide Gross Collection: 365.45 cr
Gross Return: 103%
-
Dhoom 3
Budget: 175 cr
Worldwide Gross Collection: 524.37 cr
Gross Return: 200%
-
Happy New Year
Budget: 150 cr
Worldwide Gross Collection: 342.76 cr
Gross Return: 129%
-
Dangal
Budget: 132 cr
Worldwide Gross Collection: 702.47 cr
Gross Return: 432%
Medium And Small Budget Films
-
Badrinath Ki Dulahania
Budget: 44 cr
Worldwide Gross Collection: 194.81 cr
Gross Return: 343%
-
Tanu Weds Manu
Budget: 39 cr
Worldwide Gross Collection: 243.64 cr
Gross Return: 525%
-
Baaghi
Budget: 37 cr
Worldwide Gross Collection: 126.96 cr
Gross Return: 243%
-
Ek Villan
Budget: 39 cr
Worldwide Gross Collection: 153.18 cr
Gross Return: 293%
-
Neerja
Budget: 28 cr
Worldwide Gross Collection: 118.71 cr
Gross Return: 324%
-
OMG! Oh My God
Budget: 25 cr
Worldwide Gross Collection: 121.57 cr
Gross Return: 386%
-
Queen
Budget: 23 cr
Worldwide Gross Collection: 97.41 cr
Gross Return: 324%
-
Aashiqui 2
Budget: 15 cr
Worldwide Gross Collection: 109.38 cr
Gross Return: 629%
-
Dum Laga Ke Haisha
Budget: 14 cr
Worldwide Gross Collection: 41.45 cr
Gross Return: 196%
-
Jolly LLB
Budget: 13.5 cr
Worldwide Gross Collection: 43.29 cr
Gross Return: 221%
Content Driven Films
-
Vicky Donor
Budget: 10 cr
Worldwide Gross Collection: 61.32 cr
Gross Return: 513%
-
Lunch Box
Budget: 22 cr
Worldwide Gross Collection: 100.85 cr
Gross Return: 358%
-
Kahaani
Budget: 20 cr
Worldwide Gross Collection: 91.71 cr
Gross Return: 359%
-
Peepli (Live)
Budget: 14 cr
Worldwide Gross Collection: 46.85 cr
Gross Return: 235%
-
Paan Singh Tomar
Budget: 7 cr
Worldwide Gross Collection: 20.18 cr
Gross Return: 118%
-
A Wednesday
Budget: 3 cr
Worldwide Gross Collection: 16.22 cr
Gross Return: 441%
-
Bheja Fry
Budget: 1.5 cr
Worldwide Gross Collection: 12.58 cr
Gross Return: 739%