Lights, Camera, Growth: Future of Indian Entertainment Stocks in 2025 Part 3

OTT Industry – Explosive Subscription and Revenue Growth India’s OTT industry is forecasted to grow at a CAGR of 15% between 2024 and 2028. Paid subscriptions expected to rise from 101 million to 169 million users by 2028. Major growth drivers include regional content, bundled offers with telecoms, and ad-based models. Source: FICCI-EY Report Disney–Reliance JV – Market Disruptor with Scale Advantage The $8.5 billion merger of Disney Star and Viacom18 creates India’s largest media powerhouse, combining Hotstar, JioCinema, and over 100 TV channels. This entity will produce over 1,100 hours of content annually and aims to dominate in both streaming and TV segments. The merged firm is likely to set new benchmarks for ad revenue, reach, and content scale. Source: CLSA Regulatory and Macro Support – Industry-Level Growth Boost The Indian Media & Entertainment industry is expected to grow at 10% CAGR to ₹3.08 lakh crore by FY27. Policies supporting digital infrastructure, AVGC sector, and foreign investment (FDI) in media will enhance sector competitiveness. Continued growth in rural internet penetration and smartphone access adds to sectoral tailwinds. Source: CRISIL