印度电影工业市场前景及投资研究报告-培训课件外文版2024.5

INDUSTRIES

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MARKETSFilmindustryinIndiaCHAPTER

01IndiainglobalcinemaWorldwideboxofficerevenuein2022,byregion/country(inbillionU.S.dollars)Globalboxofficerevenue2022,byregionRevenue

in

billion

U.S.

dollarsTotalinternational(excludingChina)14.17.5TotalNorthAmericaTotalEurope,MiddleEastandAfrica7.1TotalAsiaPacific(excludingChina)5.2TotalLatinAmericaChina1.84.331.5JapanUnitedKingdom/IrelandFrance1.21.1SouthKoreaGermany0.90.8Australia0.640.63Mexico3Description:In2022,theboxofficerevenueinNorthAmericatotaled7.5billionU.S.dollars,or29percentofthetotalglobalboxofficerevenuethatyear.Intermsofregionalresults,EMEArecorded7.1billiondollarsattheboxofficethatyear.Whenitcomestosinglemarkets,Chinahadthehighestrevenue,with4.3billiondollarsin2022.ReadmoreNote(s):Worldwide;2022Source(s):comScore;GowerStreetAnalyticsBoxofficerevenueinNorthAmerica,China,andworldwidefrom2017to2023(inbillionU.S.dollars)BoxofficerevenueinNorthAmerica,Chinaandworldwide2017-2023International(withoutChina)DomesticChina454035302520151059.397.98.39.211.111.411.94.37.57.34.59.521.921.620.932.21714.16.602017201820192020202120222023*4Description:In2022,theglobalboxofficerevenueamountedtoapproximately26billionU.S.dollars,outofwhichmorethanhalf-14.1billiondollars-camefromtheinternationalmarket(withoutChina).Revenuesareexpectedtogrowforallregionsin2023,astheChinesemarketispredictedtogarneratotalof8.3billionU.S.dollarsthatyear.ReadmoreNote(s):Worldwide,NorthAmerica,China;2017to2022;*EstimateReadmoreSource(s):GowerStreetAnalytics;MPAAEstimatedfilmedentertainmentrevenueinselectedcountriesworldwidein2025(inmillionU.S.dollars)Forecastfilmedentertainmentrevenueinselectedcountriesworldwide2025RevenueinmillionU.S.dollars15,000

20,00005,00010,00025,00030,00035,00040,000UnitedStatesChina35,46516,603Japan4,8554,5203,778UnitedKingdomGermanyFrance3,6643,407IndiaSouthKoreaMexico2,6492,4392,1372,0682,010AustraliaBrazilCanadaSpain1,6815Description:Thesourcesforecastthat,in2025,thefilmedentertainmentrevenueintheUnitedStateswouldamounttonearly35.5billionU.S.dollars,makingthatmarketagloballeader.ChinaandJapanwouldfollowwitharound16.6billionand4.9billiondollars,respectively.Accordingtothesamesources,thosecountrieswerealsothetopthreemarketsworldwidebyfilmedentertainmentrevenuein2020.

ReadmoreNote(s):Worldwide;2021;forecastSource(s):BritishFilmInstitute;OmdiaLeadingfilmmarketsworldwidein2022,bynumberofticketssold(inmillions)Leadingfilmmarketsworldwide2022,bynumberofticketssoldNumberofticketssoldinmillions400

500

60001002003007008009001,0001,100IndiaChina981709699UnitedStatesMexico182Japan153148FranceSouthKoreaUnitedKingdomBrazindonesia6Description:Throughout2022,boxofficesinIndiasoldover981millionmovietickets.ThefiguresurpassesthoseofChina,theUnitedStates,Mexico,andJapanaltogether.Between2021and2022,theboxofficerevenueintheU.S.andCanadagrewby64.4percent,whereastheChineseboxofficerevenuedecreasedsignificantly.ReadmoreNote(s):Worldwide;2022Source(s):Canacine;IHSScreenDigestHighest-grossingbiopicsattheboxofficeworldwideasofSeptember2023(inmillionU.S.dollars)Mostprofitablebiopicsofalltimeworldwide2023BoxofficerevenueinmillionU.S.dollars300

400

50001002006007008009001,000Oppenheimer(2023)BohemianRhapsody(2018)AmericanSniper(2014)TheGreatestShowman(2017)TheKing'sSpeech(2010)TheWolfOfWallStreet(2013)CatchMeIfYouCan(2002)Schindler'sList(1993)912.6910.8547.4435.7427.3392352.1322.1GreenBook(2018)ABeautifulMind(2001)TheBlindSide(2009)321.7316.7309.2ThePursuitOfHappyness(2006)Dangal(2016)307.1303.77Description:AsofSeptember2023,"Oppenheimer"wasthehighest-grossingbiopicofalltimewithaglobalboxofficerevenueof912.6millionU.S.dollars,while"BohemianRhapsody"and"AmericanSniper"rankedsecondandthirdrespectively."Oppenheimer"becameChristopherNolan`sthirdhighest-grossingmovieatthedomesticboxoffice,thussurpassing"Inception".ReadmoreNote(s):Worldwide;asofSeptember2023Source(s):BoxOfficeMojo;ScreenRantCHAPTER

02IndustryoverviewMarketsizeofthefilmindustryacrossIndiafromfinancialyear2017to2022,withestimatesuntil2025(inbillionIndianrupees)MarketsizeoffilmindustryinIndia2017-202525022819420015010050191174.5172155.5937202017201820192020202120222023*2025*9Description:ThesizeoftheIndianfilmindustrygrewtoover172billionIndianrupeesintheyear2022.Whileindicativeofatrajectoryofrecovery,theindustrywasstillreelingfromtheblowdealtbythecoronaviruspandemic,inadditiontocompetingwithaswiftlyexpandingvideoOTTculture.ReadmoreNote(s):India;2017to2022;*Estimate.Previousreportshavebeenaccessed.OneIndianrupeeisequalto0.012U.S.dollarsand0.011euros(asofMay2023).

ReadmoreSource(s):EY;FICCIRevenueofthefilmindustryinIndiain2022,bysource(inbillionIndianrupees)RevenueoffilmsinIndia2022,bysourceRevenueinbillionIndianrupees80

1000204060120140160180172200TotalDomestictheatricalDigital/OTTrights10536OverseastheatricalBroadcastrights1610In-cinemaadvertising510Description:Indiaisoneoftheworld`sleadingfilmentertainmentmarkets,withtheoverallrevenueraisedbytheIndianfilmindustryexceeding172billionIndianrupeesin2022.Amajorshareofthisrevenuewascontributedbythedomestictheatricals.ReadmoreNote(s):India;2022Source(s):EY;FICCIGrossboxofficerevenueinIndiafrom2018to2022(inbillionIndianrupees)GrossboxofficerevenueIndia2018-202212011411111010080604020032242018201920202021202211Description:InIndia,grossboxofficerevenuesamountedtoapproximately110billionIndianrupeesasof2022.ThisfigurerepresentsasignificantrecoveryfromthepreviousyearwhentheCOVID-19pandemicseverelyaffectedtheIndianfilmindustry.Withtheeasingofthepandemic,boththenumberofmoviereleasesandfootfallsintheaterssawanincreasein2022.ReadmoreNote(s):India;2018to2022Source(s):EY;FICCIOverseasboxofficecollectionsfromIndianfilmsfrom2017to2022(inmillionU.S.dollars)OverseasboxofficecollectionsfromIndianfilms2017-20226004915004003002001000439332249773920172018201920202021202212Description:In2022,overseasboxofficecollectionsfromIndianfilmsamountedtoaround249millionU.S.dollars,comparedto77millionU.S.dollarsinthepreviousyear.ThissignaledatrajectoryofrecoveryoftheIndianfilmindustryfollowingtheaftermathoftheCOVID-19pandemic.ReadmoreNote(s):India;2017to2022Source(s):EY;FICCICHAPTER

03BoxofficehitsLeadingIndianmoviesofalltimeasofNovember2023,byoverseasrevenue(inmillionU.S.dollars)HighestgrossingIndianmoviesoverseas2023RevenueinmillionU.S.dollars100050150200250DangalSecretSuperstarBajrangiBhaijaanBahubali2-theconclusionAndhadhun233.8126.975.7659.3450.284847.61PathaanPKHindiMediumDhoom337.131.8429.47Sultan14Description:Thebiographicalfilm´Dangal`continuedtobethehighestgrossingIndianmovieoverseasasofNovember2023,havinggeneratednearly233millionU.S.dollars.Pathaan,oneofBollywood'slatestreleasesin2023starringShahrukhKhan,rankedeighthduringthesurveyedperiodwithanoverseasrevenueof48billiondollars.ReadmoreNote(s):Worldwide;asofNovember2023Source(s):BoxOfficeIndia.ComHighestgrossingHollywoodmoviesinIndiaofalltimeasofNovember2023(inbillionIndianrupees)HighestgrossingHollywoodmoviesIndia2023BoxofficegrossinbillionIndianrupees0.5

1.0

1.50.02.02.53.03.54.0Avatar:TheWayofWaterAvengersEndGame3.783.73Avengers:InfinityWar2.272.18Spiderman:NoWayHomeTheJungleBook1.88TheLionKing1.59DoctorStrangeinMultiverseofMadnessOppenheimer1.31.28MissionImpossible:DeadReckoningPartOneFastX1.21.0915Description:Avatar:TheWayofWater,thesecondinstalmentintheAvatarmoviefranchisequicklyascendedtobeingtheall-timehighest-grossingHollywoodmovieinIndiaasofNovember2023.Threeoutofthetoptenmoviesinthelistwerereleasedin2023,eachwithgrossearningsworthoveronebillionIndianrupees.ReadmoreNote(s):India;asofNovember2023Source(s):BollywoodHungamaBiggestmovieproductionsofalltimeinIndiaasofNovember2023,bybudget(inbillionIndianrupees)MovieswiththebiggestproductionbudgetsIndia2023ProductionbudgetinbillionIndianrupees012345672.0RRR5.755.5BrahmastraAdipurushSaaho443.25ThugsofHindostanRadheShyamLalSinghChaddhaZero3.12.92.752.72.68316Description:Thesciencefictionmovie2.0wastheall-timehighest-budgetmovieinIndiawithaproductionvalueofalmostsixbillionIndianrupees.ItwascloselyfollowedbyRRR,amajorproductionbyTollywoodinSouthIndia.Thebudgetsofeachofthesefilmsoutstrippedtheirnetgrossearningssincetheirrelease.ReadmoreNote(s):India;asofNovermber20,2023Source(s):BoxOfficeIndia.ComHighestnetgrossingBollywoodmovieproductionsacrossIndiain2023(inmillionIndianrupees)HighestgrossingBollywoodmoviesIndia2023BoxofficegrossinmillionIndianrupees2,000

3,0000Pathaan1,0004,0005,0006,0005,127.6TheKeralaStory1,949.4TuJhoothiMainMakkaarKisiKaBhaiKisiKiJaan1,281.251,013.4802.6BholaaShehzada306.3219.2173.4543.6Mrs.ChatterjeevsNorwaySelfieeKutteyZwigato

14.317Description:TheBollywoodmovie'Pathaan'wasthehighest-grossingBollywoodmovieproducedinIndiain2023withacollectionofoverfivebillionIndianrupees.Thiswasfollowedby'TheKeralaStory'ataroundtwomillionrupeesworthofnetgrossboxofficecollections.Post-pandemic,boxofficecollectionsinIndiahaveresurgedwithmovie-goersreturningtotheatersandthefilmindustrychurningoutnewproductionsmorefrequently.ReadmoreNote(s):India;2023Source(s):BoxOfficeIndia.ComCHAPTER

04RegionalcinemaDistributionofgrossboxofficerevenueinIndiafrom2018to2021,bylanguageGrossboxofficerevenueshareIndia2018-2021,bylanguageHollywoodBollywoodAllotherlanguages70%60%50%58%57%46%45%44%41%39%40%30%20%10%0%18%14%14%11%4%201820192020202119Description:InIndiain2021,filmsmadeinIndianlanguagesotherthanHindiandEnglishaccountedforthelion'sshare,thatis58percent,ofthegrossboxrevenuecollections.Thiswasasignificantincreasefromtherevenuecontributionsmadebythismarketinpreviousyears.Contrariwise,Bollywood'sshareofthegrossboxofficerevenuein2021haddroppedtoanall-timelowof18percent.

ReadmoreNote(s):India;2018to2021Source(s):comScore;EY;FICCINumberofnewfilmreleasesinIndiafrom2019to2022,bylanguageNewfilmreleasesIndia2019-2022,bylanguageNumberoffilms2022202120201502019050100200250300278TeluguKannadaTamil204542382331037271207228223152199194MalayalamHindi39381708474236106BengaliMarathiGujaratiEnglishPunjabiOther403710210210317277621144067645534109221010555820Description:InIndiain2022,themostnumberoffilmsreleasedwereinTelugu,tallying278films.ThiswasfollowedbyfilmreleasesinTamilandKannada.Thatyearsawaninepercentincreaseinfilmreleasescomparedto2019,reflectingahopetoreturntonormalcysincethecoronaviruspandemicoutbreak.ReadmoreNote(s):India;2019to2022Source(s):EY;FICCIBoxofficerevenueacrossIndiafrom2017to2022,bylanguage(inbillionIndianrupees)BoxofficerevenueinIndia2022,bylanguageRevenueinbillionIndianrupeesBollywood40HollywoodSouthIndian60Otherlanguages80020100120201720182019202020212022481040391149121052154079.380.9512.31.4242351353521Description:Theyear2022sawanincreaseofboxofficerevenuesforBollywoodandotherlanguageproductionswithintheIndianfilmindustry.SouthIndianfilmsrecoveredwitharevenueof53billionIndianrupeesinthatyear.Additionally,Hollywoodfilmsalsoperformedrelativelywellattheboxofficethatyearraising13billionIndianrupeesinrevenue.ReadmoreNote(s):India;2017to2022Source(s):EY;FICCICHAPTER

05CinematicexperienceLeadingchannelstowatchnewlyreleasedfilmsinIndiafromSeptember2022to2023MajorchannelstowatchnewlyreleasedfilmsIndia2022-20232022202360%49%50%40%30%20%10%0%42%23%22%20%16%13%10%2%2%OnOTT/streamingplatformsCinema/theatresOnTV(worldTVpremiers)

None,Ihavenotwatchedanymoviesinthepast6monthsOthers23Description:AsrevealedinasurveyaboutfilmconsumptioninIndia,OTTplatformsremainedthepopularchoicetoconsumenewlyreleasedfilmsamong42percentofrespondents.However,theshareofrespondentsthatpreferwatchingnewreleasesinmovietheatersincreasedfrom16to23percentbetween2022and2023.WiththeabatementoftheCOVID-19pandemic,movie-goersinIndiaareincreasinglyreturningtotheaters.

ReadmoreNote(s):India;September2022and2023;1001respondents;18yearsandolderSource(s):YouGovNumberofcinemascreensacrossIndiafrom2016to2022OverallnumberofmoviescreensIndia2016-202212,0009,60110,0008,0006,0004,0002,00009,4819,5309,5279,4739,4239,382201620172018201920202021202224Description:Inkeepingwiththegraduallydecliningtrendthatdevelopedafter2018,thenumberofcinemascreensinIndiafurtherdroppedto9,382asof2022.Thisresultedfromtheoustingofsinglescreentheatersfromthemarketbymultiplexchains.ItwasfurtheraggravatedbythecoronaviruspandemicandsubsequentlockdownsthatrestrictedIndianmoviegoerstowatchingmoviesontelevisionandOTTplatforms.ReadmoreNote(s):India;2016to2022Source(s):EY;FICCIMovietheaterandcinemaattendanceacrossIndiafrom2015to2022(inmillions)DomesticfootfallacrosscinemasIndia2015-20221,2001,0001,0301,01094590390189280060040020004272252015201620172018201920202021202225Description:MoviegoersinIndiareturnedindrovestocinemahallsandmovietheatersin2022withtheoverallfootfalltallying892million.Whileitwasasignificantincreasefrom2020whencinemaattendancedroppeddrasticallyduetothepandemic,thefootfallremainedbelowpre-pandemiclevels.ThiswasparticularlyattributedtotheunderperformanceofHindifilmsin2022.ReadmoreNote(s):India;2015to2022Source(s):GroupM;OrmaxMediaLeadingreasonsforincreasedcinemahallvisitsinIndiaasofSeptember2023MajorreasonsforincreasedcinemahallvisitsIndia2023Shareofrespondents0%

5%10%15%20%25%30%35%40%45%Ihavegenerallystartedseeingmorefilmsthanbefore41%40%TherehavebeenmorefilmsthatinterestmeIreallymissedtheoverallexperienceofvisitingacinema/theatreduringthepandemic37%Changesinpersonallife(likegotmarried,starteddating,childhasgrownup)Therearemorecinemas/theatresinmylocalitynowthanbeforeIhavemoretimenowthanbefore34%31%31%Icanafforditmorenowthanbefore29%Others1%26Description:AccordingtoasurveyamongcinemavisitorsinIndia,theleadingreasonforincreasedcinemahallvisitsinSeptember2023wasariseinwatchingmorefilmsthanbefore,asindicatedby41percentofrespondents.Otherreasonsincludedmorenumberoffilmsthatwereofinterest,affordability,andaccessibilitytocinemasandtheatersinIndia.ReadmoreNote(s):India;September2023;1001respondents;18yearsandolderSource(s):YouGovAveragecostofmovieticketsinIndiafrom2015to2022(inIndianrupees)AveragepriceofmovieticketsIndia2015-202214011912010080604020010610496959291872015201620172018201920202021202227Description:MovieticketpricesinIndiaresurgedin2022withtheaveragecostforaticketamountingto119Indianrupees.Thiswasasignificantrecoveryfromthepreviousyearwhenticketpricesdippedto87rupees.Averageticketpricesroseacrosslanguagesthatyearandwere12percenthigherthanpre-pandemiclevels,withthemaincontributorsbeingHollywoodandHindfilms.ReadmoreNote(s):India;2015to2022Source(s):GroupM;OrmaxMediaNumberofvisitorsinInoxcinemasinIndiafromfinancialyear2016to2022(inmillions)NumberofvisitorsinInoxcinemasIndiaFY2016-FY202270606662.553.453.753.350403020100233.8FY2016FY2017FY2018FY2019FY2020FY2021FY202228Description:Inthefinancialyear2023,Inoxcinemasmeasuredafootfallof23millionvisitorsinIndia.Whilethecompoundannualgrowthrateoffootfallsinthecinemaswasatfivepercentfromthefinancialyears2016to2020,visitornumberssawadeclineduetothecoronaviruspandemicinthefinancialyears2021and2022.ReadmoreNote(s):India;FY2016toFY2022Source(s):InoxLeisureAverageticketpricing(ATP)inInoxcinemasinIndiafromfinancialyear2016to2022(inIndianrupees)AverageticketpricingrateinInoxcinemasIndiaFY2016-FY2022250226217200197193200150100501781701700FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202329Description:Infinancialyear2022,Inoxcinemasreachedanaverageticketpricingof217Indianrupees.Whilethefinancialyears2016to2020showedacompoundannualgrowthrateoffourpercent,therewasadeclineinthefollowingyearsduetothecoronaviruspandemic.ReadmoreNote(s):India;FY2016toFY2022Source(s):InoxLeisureCHAPTER

06CelebritiesBest-paidIndianactorsin2023,byremunerationperproject(inbillionIndianrupees)Best-paidmaleactorsIndia2023,byearningsperprojectEarningsinmillionIndianrupees1.0

1.50.00.52.02.52.53.0ShahrukhKhanRajnikanth2.1JosephVijayPrabhas22AamirKhanSalmanKhanKamalHassanAkshayKumarAlluArjun1.751.51.51.451.25AjithKumar1.0531Description:AsreportedonIMDb,BollywoodcelebrityShahrukhKhanwasthebestpaidactorinIndiafollowedcloselybySouthIndiafilmstar,Rajnikanth,bothofwhomtookhomeearningsworthovertwobillionIndianrupeesasof2023.WhilethelistwaspopulatedbyBollywoodactors,severalactorsfromTollywood(Telugucinema)andKollywood(Tamilcinema)alsorankedhigh.ReadmoreNote(s):India;2023Source(s):IMDbBest-paidIndianactressesin