Any current/future capex/capital investment/strategic investment?

The company is investing in future-looking businesses aimed at long-term sustainable value creation for shareholders (Page 14). Significant investment is ongoing in the OTT (OTTplay) segment, which is a nascent business being scaled up, expecting to reach break-even by year-end though specific guidance is not given (Pages 5, 11, 12). Hindustan Media Ventures Ltd (HMVL) has ad-for-equity (AFE) investments in electric mobility and other ventures, but these are non-cash, strategic investments and trigger disclosures without deployment of cash (Page 11). A substantial part of AFE deals and associa

Future growth expectations in sales/revenue/volumes?

Digital business (OTTplay and Shine) shows strong revenue growth, with OTTplay reporting quarterly revenue of about INR 20 cr and a plan to continue momentum. Expected to reach break-even in OTT by the end of FY25, though investments may continue if scaling accelerates. Print business revenue stable with yield improvements (advertising price increases and newsprint savings), despite volume declines in circulation. Radio segment revenue improved significantly (72% quarterly growth), driven by on-ground events; margins remain under pressure but focus on non-FCT revenues beyond events is planned.

Future growth expectations in earnings/operating earnings/profits/EPS?

The company expects to continue the growth trajectory demonstrated in Q4 and FY25 results. Annual plans focus on growth and investments in future-looking businesses for long-term sustainable value. Print business profitability improved due to cost rationalization, yield improvements, and newsprint savings. Digital business (led by OTTplay) is scaling revenue and reducing losses, aiming for break-even by the end of FY26, though more investments may be needed for scaling. Radio segment revenue is growing, especially from on-ground events, but margins remain under pressure with expectations of gr

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Hindustan Media Ventures LtdQ1 FY25Media

Hindustan Media Ventures Ltd Q1 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹85.2P/E: 5.7Market Cap: ₹472 CrSector: Media

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

→Digital business (OTTplay and Shine) shows strong revenue growth, with OTTplay reporting quarterly revenue of about INR 20 cr and a plan to continue momentum.
→Expected to reach break-even in OTT by the end of FY25, though investments may continue if scaling accelerates.
→Print business revenue stable with yield improvements (advertising price increases and newsprint savings), despite volume declines in circulation.
→Radio segment revenue improved significantly (72% quarterly growth), driven by on-ground events; margins remain under pressure but focus on non-FCT revenues beyond events is planned.
→Overall revenue growth guided by scaling digital businesses and stabilizing print profitability.
→The company aims for growth through conscious price correction, cost rationalization, and investments in future-looking businesses to create long-term shareholder value.

Margin guidance

Category 3

→The company expects to continue the growth trajectory demonstrated in Q4 and FY25 results.
→Annual plans focus on growth and investments in future-looking businesses for long-term sustainable value.
→Print business profitability improved due to cost rationalization, yield improvements, and newsprint savings.
→Digital business (led by OTTplay) is scaling revenue and reducing losses, aiming for break-even by the end of FY26, though more investments may be needed for scaling.
→Radio segment revenue is growing, especially from on-ground events, but margins remain under pressure with expectations of gradual margin improvement.
→Emphasis on driving efficiencies and productivity measures to improve profitability.
→Overall, the company is optimistic about sustaining growth and delivering better operating earnings and profitability going forward.

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Fundraise plans

- The transcript on page 14 and surrounding pages does not mention any current or planned fundraising through debt or equity. - Management discusses growth plans and investments in future businesses but does not specify raising capital via debt or equity. - Piyush Gupta highlights investment in future-looking businesses for long-term shareholder value without mentioning new fundraising. - There are references to existing investments, including ad-for-equity (AFE) arrangements, but no new cash infusions. - Investor queries related to investments clarify no new cash deployment for certain investments (e.g., electric mobility company), only accounting disclosures linked to AFE. In summary, no explicit mention or disclosure of new debt or equity fundraising in the current earnings call or presentation.

Order book

The transcript provided does not mention any information regarding the current or expected orderbook or pending orders for Hindustan Media Ventures Limited or HT Media Group. The discussion primarily centers around financial results, segment performance (Print, Radio, Digital), revenue growth, profitability, investments in OTT and electric mobility, and related operational questions. No details on orderbook or pending orders are disclosed or discussed in the provided pages.

Capex plans

Yes

→The company is investing in future-looking businesses aimed at long-term sustainable value creation for shareholders (Page 14).
→Significant investment is ongoing in the OTT (OTTplay) segment, which is a nascent business being scaled up, expecting to reach break-even by year-end though specific guidance is not given (Pages 5, 11, 12).
→Hindustan Media Ventures Ltd (HMVL) has ad-for-equity (AFE) investments in electric mobility and other ventures, but these are non-cash, strategic investments and trigger disclosures without deployment of cash (Page 11).
→A substantial part of AFE deals and associated assets are on HMVL's balance sheet with an investment position north of INR 1000 crore on a fully diluted basis (Page 6).
→The company plans continued investments in digital and other innovative business areas to build growth, despite short-term losses (Pages 12, 14).

How does Hindustan Media Ventures Ltd rank vs peers in Media?

Pro feature

1Hindustan Media Ventures Ltd

Rev 3Mar 3

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