Concall Transcript - Dish TV

DISH TV INDIA LTD 4Q FY2010 TELECONFERENCE MAY 10, 2010
Moderator:
Shubham:
Jawahar:
Thank you. The next question is a follow up from the line of
Shubham Majumdar from Macquarie, please go ahead.
Hi thanks for the opportunity. I had two questions, one is what is
the kind of dip that you have actually seen on a month-on-month or
quarter-on-quarter basis in terms of net ads market share What I
am trying to ask here is that, if you go back six to nine months
when the level of competition in terms of number of competitors
were much lower, what sort of qualitative change have you seen
when you go to the marketplace in terms of how customers pick up
your service vis-à-vis others because I believe your net ad market
shares would have been higher than 35% a while back and now it
is probably you are talking about 25% so is there any change
there And secondly, little bit of a longer term structural question,
all cable operators or MSOs who have been lying pretty idle in
terms of competition as a medium to DTH and DTH has pretty
much had field day over the last three-four years. Are we seeing a
revival in terms of competition from the cable medium or likely to
see some revival I think there is a lot of capital inflow from public
markets as well as private equity that we are seeing in that space
and a lot of cable operators are talking about very large aggressive
expansion plans led by triple play and so on and so forth. So, is
there any medium-to-longer term risk potentially coming on
horizon from cable operators and MSOs
Shubham, I will refrain myself from talking on the MSO’s model
in this conference call. As far as Dish TV and its category is
concerned, in the month of April Dish TV had acquired 25 - 26%,
while during the whole of last year we had acquired around 22%
average of the total category expansion. Our target, if this
category will grow by 10 to 11 million this financial year, will be
Page 19 of 24