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dilip.r
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Quote dilip.r Replybullet Topic: Eros International Media
    Posted: 06/Oct/2010 at 4:52pm
Eros International Media, part of the Eros Group, which is a global player within the Indian media and entertainment sector
 
Considering potential growth in Film industry and expanding exhibition platform in India, we see strong opportunity for increase in theatrical revenues, thereby providing opportunity for movie content and distribution players. Also we are sanguine about rapid analogue to digital migration and emergence of new digital media platforms which have provided the opportunity to de-risk the movie business model through pre-sale of rights. Eros with 30 years of experience in acquiring movie rights and strong movie distribution network in India is expected to largely benefit
 
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Quote dilip.r Replybullet Posted: 06/Oct/2010 at 4:53pm
We have lined-up a capital expenditure of Rs. 700 crore over the next two years. Most of the funds will go into distribution of films and also to co-produce movies in more regional languages such as Bengali, Gujarati and Telugu," Eros Group Executive Chairman Kishore Lulla told reporters after the company's listing
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Quote dilip.r Replybullet Posted: 06/Oct/2010 at 4:55pm
Eros Intl aims to grow at 50% CAGR over 2-3 years

In an interview with CNBC-TV18’s Udayan Mukherjee, Kishore Lulla, executive chairman at Eros International spoke about the company’s plans going forward. The company, he said, is aiming to grow at 50% CAGR over the next two-three years. “The focus will be on PAT and cash flow levels,” he added.

Historically, in the last four years, we have grown at 58% CAGR and in the next two-three years we are looking to grow at about 50% CAGR. We have got some great projects lined up. Eros model is just not about some great projects but it’s about the sustainability of the cash flows and the library also producing lot of revenues.

We have great projects in Bollywood, in Tamil and in many other regional languages, which is going to give us sustainable cash flows in the years to come

I am looking at next two-three years CAGR of about 50% bottomline. At Eros we are mostly concentrating more on the bottomline PAT and the cash flows and not a topline driven business—how do we sustain that bottomline. So we are looking at next two-three years at least 50% CAGR
 
 
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Quote dilip.r Replybullet Posted: 06/Oct/2010 at 5:12pm
 Rs 83 crore of PAT that you reported in FY10
 
Anjaana Anjaani. It did a gross of 45 crore on the weekend in India itself but the cost of the movie was around 40 crore. We had syndicated satellite for about Rs 20 crore and the music and other rights. We recovered the whole cost. So the India box office is quite a big upside for Eros and the movie is doing great business at the Indian box office and as well as internationally
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Quote dilip.r Replybullet Posted: 06/Oct/2010 at 5:12pm
EMIL sources all Indian film content for the Eros Group and exploits content across formats within India, Nepal and Bhutan. The Eros India library has rights of over 1,000 films, comprising of previously released films and music videos. The international distribution rights for such films (excluding Tamil Language films) are sold to overseas affiliates. It is also engaged in co–production/ production activity
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Quote dilip.r Replybullet Posted: 06/Oct/2010 at 5:13pm
the company is all set to release about seven to eight big budget movies (above Rs. 40 crore) such as 'Ra.One', starring Shahrukh Khan, and 'Agent Vinod', with Saif Ali Khan, amongst others
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Quote TCSer Replybullet Posted: 06/Oct/2010 at 5:16pm
Business model is impressive, experienced promoters, huge growth looming.
 
Interesting story to watch out for
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Quote dilip.r Replybullet Posted: 06/Oct/2010 at 5:17pm
Eros (for movies)+ Inox (for multiplex) + Agro tech foods ltd (for popcorn)
 
Did i get the full package ?
 
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