Concall Transcript - Dish TV
Concall Transcript - Dish TV
Concall Transcript - Dish TV
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DISH <strong>TV</strong> INDIA LTD 4Q FY2010 TELECONFERENCE MAY 10, 2010<br />
Sameer:<br />
Jawahar:<br />
Sameer:<br />
Moderator:<br />
Aditya:<br />
Just one follow-up question. In terms of subscriber acquisitions,<br />
what do you think is driving the subscriber additions because we<br />
are seeing advertisements spends pretty much trending down, the<br />
commission speed have trended down, especially in a scenario<br />
where we are seeing increase in competitive intensity, we are<br />
seeing our telecom operators who are having DTH business pretty<br />
much offering set-top boxes at less than Rs.1000, so in this kind of<br />
a scenario how do you expect to compete with them especially if<br />
the ad spends and the commissions are trending lower<br />
During the last financial year the category had spent around Rs.<br />
650 crores on marketing and customer education. We had also<br />
spent around 15% of that. No other competing category is<br />
spending on customer education. Moreover, our offers and<br />
packaging tier etc. is the most consumer friendly. In the last<br />
financial year we had acquired about 22% of the category<br />
expansion while in the month of April this year, we did around<br />
26% of the category.<br />
Okay thank you so much for your explanation sir, thanks much<br />
good luck.<br />
Thank you. The next question is from the line of Aditya Mathur<br />
from Citigroup, please go ahead.<br />
Thank you. Sir, my question is specifically on your subscriber<br />
acquisition cost. We have seen a sequential decline to about Rs.<br />
2383, I just wanted to know what has driven this sequential<br />
decline, just the rupee appreciation or is it because of cheaper CPE<br />
cost or is it like a sign of some easing of in competitive activity<br />
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