Concall Transcript - Dish TV

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DISH <strong>TV</strong> INDIA LTD 4Q FY2010 TELECONFERENCE MAY 10, 2010 Rajeev: Ruchit: Rajeev: Gross debt is Rs 925 to 950 crores and will continue to be same at least for the next two-three quarters. And the cash Rs.650 crores including GDR revenue Ruchit: Broadly from the funding perspective, if you are looking at 10 million for the industry, your share would be about 2 to 2.5 million subscribers Would we need any capital beyond this because Rs. 650 crores is probably going to get consumed in this month, but beyond that would we be in self funding mode Rajeev: Ruchit: Moderator: Ankit: Jawahar: Ankit: We can add another 3.5 million with the projected EBITDA margin and Rs. 650 crores cash in hand. We should not require any additional cash beyond that. Okay thank you. Thank you. The next question is from the line of Ankit Kedia from Centrum Broking, please go ahead. Congratulations on the good set of numbers, sir. In one of the questions you mentioned that with the Sun Group we still have per subscriber based, could you mention which are the other broadcasters which whom we are per subscriber based content. Rest all others are on fixed fee basis. Sir because Sony claims that we do not have a fixed fee license when dealing with them so Page 12 of 24
DISH <strong>TV</strong> INDIA LTD 4Q FY2010 TELECONFERENCE MAY 10, 2010 Jawahar: Ankit: Jawahar: Ankit: You ask them actually, there is no such discussion. There may be a lack of understanding. Right sir, my second question is regarding the transponder addition, when would we like to go for another transponder We had just changed our compression chain which has given us an additional capacity of one transponder within the same number of transponders we are okay with that currently. So how many channels can we additionally carry now Jawahar: Well, these are very minute details. Actually we can carry either 20 standard definition channels or 6 HD channels. Ankit: Moderator: Vikash: Jawahar: Vikash: Jawahar: Thank you sir. Thank you. The next question is from the line of Vikash Mantri from ICICI Securities, please go ahead. Good afternoon sir, just a reconfirmation on the exit ARPU that you mentioned, Rs. 155 is it right sir Yes. That is after removing the 1 million subscribers which are just paying us Rs.25 They will always be there because the subscribers have been acquired four months back and we would continue to acquire new subscribers, but in percentage terms the ratio will change due to higher base as a proportion to the new subscribers acquired. Page 13 of 24
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Concall Transcript - Dish TV

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