Investor Presentaiton
Subscription Revenues will be key driver of growth
In mature South Indian Markets, twin opportunities: Digitization + Growth in Pay TV
ARPUS
Digitization will grow the addressable TV audience, improving subscription revenue realization
India's Pay TV ARPU among lowest in the world; Increase in ARPUs will further reduce dependence on
advertising, ensuring growth even in times of wider economic stagnation
10 do
%
100
80
60
40
40
20
0
Digital penetration of Pay TV subscribers
India's pay TV ARPU less than most countries'
100
100
100
99
% Subscribers
80
90
Pay TV ARPU (USD)
77
60
go
57
40
28
20
80
71
56
16
20
0
Hong
Malaysia Singapore Indonesia
Japan
Sri Lanka Thailand. India
India
China
Malaysia Thailand
Brazil
UK
USA
Kong
Source: Credit Suisse report titled, India Media Sector, dated April 16, 2013
Source: PWC-CII Media Industry report
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