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India Equity Research Reports, IPO and Stock News
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Key issues to ponder…
India will witness for the first time World Cup and IPL in the same year
Both are mega events and follow one after the other
90 days of cricket to impact all media companies
Which media segments will gain?
Which media segments will be negatively impacted?
IPL vs. World Cup: Which is better?
What is the ad projection for CY11?
Top picks -Dish TV, Jagran Prakashan, IBN18.
90-day heavy cricket calendar: Some gains; some pains..
DTH, Print, TV news and Radio companies to IPL.
IPL is expected to get INR ~8 bn in ad revenues; World Cup to get INR ~7 bn.
World Cup and IPL ad revenues to be ~10-12% of the total TV ad revenues in CY11.
TV ad revenues likely to grow 26% Y-o-Y in CY11 (expansion in sports ad budget) as per ad
agency Mindshare.
However we feel many ad heavy sectors are feeling pressure on margins which could slow down ad
spends. Hence we are cautious on GECs.
GECs, multiplexes and film producers to get impacted in terms of viewership and revenues.
Sun TV has delayed annual ad rate hike due to this. Sun TV will focus on volume increase and
better slot usage especially in news channels.
Silver lining is that many advertisers will pick one of the two events; impact will be lower due to
close proximity.
Top picks: Dish TV, Jagran Prakashan, IBN18.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
Key issues to ponder…
India will witness for the first time World Cup and IPL in the same year
Both are mega events and follow one after the other
90 days of cricket to impact all media companies
Which media segments will gain?
Which media segments will be negatively impacted?
IPL vs. World Cup: Which is better?
What is the ad projection for CY11?
Top picks -Dish TV, Jagran Prakashan, IBN18.
90-day heavy cricket calendar: Some gains; some pains..
DTH, Print, TV news and Radio companies to IPL.
IPL is expected to get INR ~8 bn in ad revenues; World Cup to get INR ~7 bn.
World Cup and IPL ad revenues to be ~10-12% of the total TV ad revenues in CY11.
TV ad revenues likely to grow 26% Y-o-Y in CY11 (expansion in sports ad budget) as per ad
agency Mindshare.
However we feel many ad heavy sectors are feeling pressure on margins which could slow down ad
spends. Hence we are cautious on GECs.
GECs, multiplexes and film producers to get impacted in terms of viewership and revenues.
Sun TV has delayed annual ad rate hike due to this. Sun TV will focus on volume increase and
better slot usage especially in news channels.
Silver lining is that many advertisers will pick one of the two events; impact will be lower due to
close proximity.
Top picks: Dish TV, Jagran Prakashan, IBN18.
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