PVR in talks to acquire DLF’s multiplex unit

Meenakshi Verma Ambwani NEW DELHI

AJAY Bijli-controlled multiplex chain PVR is in talks to acquire DT Cinemas,
a wholly-owned subsidiary of India’s largest real estate player DLF Group,
two persons familiar with the matter said. Talks between the two firms are
at a nascent stage.
   The deal could be either in the form of a merger or a complete
acquisition, an entertainment industry executive said, requesting anonymity.
He said the deal size could not be ascertained. The valuation process is
about to begin in the next few days, said an industry executive privy to the
development.
   PVR denied that it was in talks with DT Cinemas. “This is complete
misinformation,” its managing director Ajay Bijli said. A DLF spokesperson
also denied any such move and said the company is not looking to exit the
business.
   A deal will help PVR strengthen its position in the national capital
region (NCR), while allowing DLF to exit non-core business. Like most real
estate developers, DLF is also looking at focussing on realty projects and
exit allied businesses. PVR currently runs 108 screens across the country
and plans to have 165 screens by the end of this fiscal. DT Cinemas runs 26
screens across five locations in the NCR region and one in Chandigarh.
   DLF had earlier planned to expand DT Cinemas to most of its malls. Two
years ago, DT Cinemas CEO Kajal Aizaz had announced plans to invest Rs 1,250
crore to build 100 screens. But its presence is currently limited to the NCR
region. The multiplex business is highly capital intensive and profit
margins are dependent on the kind and number of movies released. Since it is
difficult to sustain the business only on movie ticket revenues, several
players, such as PVR and Inox, have ventured into movie production and
distribution.
   In the past two months, no new movies were released due to a strike by
production houses owing to differences with multiplex owners over revenue
sharing arrangements. The issue was sorted out two weeks ago, with a new
revenue sharing model that gives producers 50% share in the first week of
release of a movie, bringing down revenues of multiplex owners further. *

THE BIG FOUR

*
*200
*SCREENS
BIG CINEMAS
*108
*SCREENS
PVR CINEMAS
*185
*SCREENS (ESTIMATED)
FUN CINEMAS
*97
*SCREENS
INOX LEISURE

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