Questions across 3 calls

Aditya Chandrasekar

UBS

Zee Entertainment Enterprises Limited

Zee Entertainment Enterprises Limited CC-Mar24.pdf · 2024-05-17

A couple of questions from my side. So, the ad revenue growth we posted during the quarter was quite commendable, especially considering it typically a non -seasonal quarter. Just wanted to get some more color from you on where is the spend coming from? What categories maybe within FMCG are you seeing? Because when you look at some of the consumer companies results, this level of ad spend increase is not that visible. Also, if you lo ok at some of the BARC data, etcetera, it doesn't come out. So, an 8% Q-o-Q growth is quite a good quarterly sequential growth. So, any color on that? And whether this is sustainable? Are you seeing similar trends in April and May as well? Any color on that will be helpful.

Can I get some color on how April and May have been? Are you seeing this uptick continue into April and May?

Zee Entertainment Enterprises Limited CC-Sep23.pdf · 2023-11-09

Hi, thanks for taking my question. A couple of questions from my side. The first one following up with what Abhishek was asking. So, we are seeing FMCG companies, they have kind of increased their ad spends over the last, say, a year or so, but not a lot of that has translated to our ad revenues. One reason is, of course sports because as some of these sporting events, because they are pricier, and are forced to allocate some of it to sports. But are we seeing any kind of structural trends where they are allocating more of their ad spends to digital and so it's not kind of flowing through to our linear TV advertising. That is one question. The second question is that on a sequential basis, we have seen our TV subscription revenues come down. I think you mentioned there was some kind of lumpiness in Q1. I just wanted to clarify because I missed that. Thank you.

Affle 3i Limited

Affle 3i Limited CC-Sep23.pdf · 2023-11-06

Hi good morning. Just a couple of questions from my side . On the CPCU rate , we have almost come to around Rs.56 this quarter. You had previously said that the range would be between Rs. 55 to 58 for the year . Just wanted to check if you think that we can hit this upper end of this range or even exceed it going forward ahead into FY2025. How do you see this growth in CPCU rates and is there a kind of theoretical cap at which it stops growing? That is my first question and second question is, I just wanted to kind of get an update on the Connected TV space. I think you had mentioned in the last quarter just to get a sense of how it is on the ground and what is the kind of outlook for this space? Thank you.