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Equity Buff
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Joined: 30/Aug/2006
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   Topic: Animation Industry.
Posted: 22/Jan/2007 at 8:18am |
Dear Basantjee,
Hi ! The Indian animation industry is expected to grow from the current size of US Dollar 250 million to US Dollar 950 million by 2009. Indian animation industry has a 40% cost advantage over Korea, Taiwan and Philippines. The cost of production of a 30 minute 3D programme in India is approx US Dollar 60,000 and the cost of production of the same in the U.S. is approx US Dollar 250,000 to 400,000. Given the potential for outsourcing this work to Indian companies by companies in the West and also the potential of animation in Indian entertaiment sector and the potential for animated movies in India :
A) What do you think of the scale of opportunity ?
B) Which are the Indian listed companies that can hugely benefit and can become multibaggers from here ? Crest Animation and UTV ?
Thanks & Rgds
Equity Buff
Edited by Equity Buff - 22/Jan/2007 at 8:21am
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"Time is on your side when you own shares of superior companies". Peter Lynch.
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basant
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Posted: 22/Jan/2007 at 8:28am |
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Great to hav you back. Hope you had a nice fruitful trip. ANnimation would do well because the sheer scale of opportunity is very high . But except for Crest there is no other company that could be categorsied as a pure annimation play. Tata Elizsi is also there but it derives more then 50% of its revenue from non annimation businesses. On the other hand UTV is also doing annimation as part of its overall business model. Crest we did discuss somewhere on the forum is yet to emerge in terms of scale and size. The company still seems to be evolving. But we should keep a close eye on this space because any focused player could throw up a huge opportunity in terms of stock price appreciation.
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Equity Buff
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Posted: 22/Jan/2007 at 11:19am |
Thanks Basantjee. Yes, I had a nice trip. Over the weekend I did go over many of the posts and I will post from my side whenever time permits and new ideas come up. Keep up the GREAT work.
Warm Regards
Equity Buff
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"Time is on your side when you own shares of superior companies". Peter Lynch.
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PrashantS
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Posted: 17/Jun/2007 at 1:49am |
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Basantji can u do a write up on animation...most emrging and exciting sector ...i remember the movie hanum ahd got good response...do u think compines liek adlabs will produce animated movies...or do u think the new Net18 film company which could be listed soon(mutual fund for movies) could show soem interest in future..
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basant
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Posted: 17/Jun/2007 at 7:46am |
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If Prime focus qualifies for this it could be the best performer. I read that the company controls around 60% of the Bollywood Visual effects market. ALso UTV!
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kulman
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Posted: 18/Jun/2007 at 9:15am |
With the industry expected to grow at 30% per annum, companies like CDI are going full throttle through overseas listing and projections of making four international films a year
New Delhi: Indian Animation is making waves with films like Hanuman finding acceptance not just in the domestic market but also in the international animation arena. India has the world’s largest entertainment industry, a robust software industry and skilled manpower, which fuel the growth of the animation and special effects industry
According to an independent trade survey conducted recently, the Indian animation industry, which is now pegged at $550 million (Rs2200 crore) is expected to grow at 30% annually in the next couple of years and reach a level of $15 billion (Rs60,000 crore) by 2010.
Leader of the pack
Compact Disc India Ltd (CDI), South Asia’s largest 3D animation film outsourcing company, will list its newly incorporated company MediaOne Ventures Limited at the Alternative Investment Market (AIM) of the London Stock Exchange this year. This overseas listing will facilitate in raising $50 million (Rs20 crore) to uniquely position CDI in the international film production market.
At an initial investment of one million pound, MediaOne Ventures Ltd. has been launched to cater exclusively to the international film production division of CDI. This newly formed company is largely structured to produce live action and animation films for an international audience that is either wholly or jointly produced with Hollywood production houses.
Production plans
Through MediaOne Ventures Ltd., CDI plans to make four international film projects every year which will either be fully owned or co-produced with leading Hollywood film production companies.
The launch of MediaOne Ventures Ltd. will mark CDI’s foray into the booming business of Intellectual Property Rights (IPR). After having secured the IPR for animation content, the company can cash in on the collaterals accrued by way of merchandise.
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vijinat
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Posted: 18/Jun/2007 at 9:56am |
Indeed a very nice article and thanks to Kulman.In an interview appeared in Business Standard dated 18th June, Mr. Dino M Cordero, Dean, Toonz Animation Academy has stated "Right now animation is seeing a total boom here and that is the reason why i am here.(underlined by me)..
Five years from now perhaps India will become a major hub of animation if we just focus on the industry.
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kulman
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Posted: 02/Jul/2007 at 7:45am |
According to a survey carried out by Assocham on “ Will animation industry emerge as the next knowledge destination for jobs”, the findings revealed that the parks could alone generate employment opportunities for two lakh skilled animators within the next three years because of the industry’s potential and rising aptitude of youngsters to make a career in the field.
These parks have the capacity to generate business worth $1billion (Rs 4,000 crore) by 2010, with a CAGR of 30%. In 2006, the animation industry market size was estimated at $360 million.
Indian companies have captured around $100-110 million of business which is a small pie of nearly15 billion global animation industry
Complete story here on Mint
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