Saregama Q1 FY22 Notes
Continuing on the runway for growth
High Level Notes
Starts off with a blend of Nostalgia and Relevance.
Immediate Question in my head - What are the unit economics of Movies Business?
In Music - One Time Cost + Upside Open
In Movies - One Time Cost (higher than music) + Fixed Royalty
Typically movies are presently being licensed to OTT Platforms for a particular time frame and a fixed revenu…
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