In this video we discussed about Saregama India and Tips Industries Ltd. Both of them are music labels listed In India.


At the start we have explained why music labels can be a unique business and how music industry evolved from cassette & CDs to online streaming. We also studied the film and non film music value chain.


Understanding of the value chain in any business is very important and investors should also focus on highest profitability generation in this value chain.


Interenet consumption in India has grown multifold due to cheper cost and it was the biggest boost for the music industry. We also discussed about international music labels like universal music group, warner music and plotforms like spotify.


At the end we analyzed what are the opportunities and threats for the music industry and what is the size of the opportunity.



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Timecodes
00:00 - Topics Covered
0:55 - Music Industry Unque Business Model
4:45 - Evolution of Music Industry
6:45 - Consumption Pyramid
7:30 - Food, Water, Shelter & Music
8:25 - Film Music Value Chain
10:15 - Non film Music Value Chain
11:05 - IP Content Monetisation
13:05 - Lowest Cost of Entertainment
14:25 - Global Piracy Rates
15:05 - Global Music Industry & Growth
16:05 - Indian Music Industry
16:50 - Indian Media & Entertainment Industry
17:15 - Digital Media & Online Gaming Growth
17:55 - Mobile Internet Users , ARPU & Cost of 1 GB internet
20:35 - Global and Indian Music Labels
21:25 - Films Produced In A Year
22:55 - Music Platform Vs Video Platforms Vs Music Labels
26:35 - Comparision of Music platforms
28:00 - Saregama India Overview
30:00 - Saregama India Business Segments
30:30 - IP Creation
31:00 - Saregama India Music Catalog
31:40 - Decade wise Music Catalog of Saregama India
33:40 - How does music labels make money ?
34:50 - Monetization through older IPs
36:20 - Earning through OTTs
38:10 - IP Monetization
38:40 - Youtube & OTT Views
40:20 - Saregama's most popular songs
41:00 - Retailing through carvaan
42:50 - Carvaan Product to Platform
43:50 - Carvaan Financials
45:40 - Segment wise Revenue
46:20 - Yoodlee Films
47:30 - Film & Music Segment EBIT
47:50 - Open Magzine
48:50 - Broadcasting
50:00 - Saregama Investments
50:40 - Future Outlook
52:10 - Porter's 5 Forces
54:00 - Royalty Comparision
55:00 - Tips Demerger
55:30 - Products Vs Purchase Strategy
56:30 - Payback Period Of Song
58:20 - Music Library of Saregama & Tips
59:30 - Content Acquisition Strategy
1:01:00 - EBIT Comparision of Saregama & Tips
1:01:40 - Saregama & Tips Film Segment Comparision
1:02:20 - Saregama & Tips Film Profits Comparision
1:03:00 - Threats & Opportunities
1:03:30 - T Series Details
1:04:30 - Competition
1:06:10 - Entry Barriers
1:07:00 - Monetization through new age platforms
1:07:10 - Paid Vs add supporting Streaming
1:08:30 - NFT's Monetization
1:08:50 - Universal Music Group

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