Motilal Oswal - MOSL: MEDIA-Key vitals of television viewership remain healthy-Increasing TV ownership and nuclear families portend well

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Motilal Oswal

MOSL: MEDIA-Key vitals of television viewership remain healthy-Increasing TV ownership and nuclear families portend well

â€‹MEDIA: Key vitals of television viewership remain healthy; Increasing TV ownership and nuclear families portend well; high co-viewing ensures Big-4â€™s moat remains wide

We met Mr Partho Dasgupta, CEO of BARC (Broadcast Audience Research Council) India, who gave us a bird's-eye view on the emerging landscape for the television broadcasting industry. Our key takeaways:
India has a long-way to go to mature in terms of television viewership. Key vitals for the industry are only getting better.
Underpenetrated rural India and increasing share of nuclear families in India's TV households would continue to drive TV viewership growth.
"Bottom of the pyramid" is shrinking. Consequently, television sets are rising up the ranks of goods purchased within the consumer durables basket.
High co-viewing would ensure that the Big-4's (Zee, Star, Sony and Viacom 18) moat remains wide for a long time. Increasing rural skew bodes well for rural-centric brands such as Dish TV and Videocon d2h.

25/05/2017 6 EN

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Motilal Oswal

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MOSL: MEDIA-Key vitals of television viewership remain healthy-Increasing TV ownership and nuclear families portend well

MOSL : HOME FIRST FINANCE COMPANY: Earnings in-line with sustained improvement in asset quality

MOSL : SHOPPERS STOP: Ticking the right boxes

MOSL : ERIS LIFESCIENCES: Enhanced efforts toward product launch-related activities

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