Inox’s Jain on Coronavirus, Strategy, Streaming Competition

The transcript discusses the challenges faced by India during the COVID-19 pandemic, focusing on the entertainment and industrial gases sectors. It highlights the impact of lockdowns on cinemas, the competition from streaming services like Disney+, and the financial strategies employed to navigate these challenges. The discussion also covers the pent-up demand for cinema content, the importance of vaccination drives, and the CapEx investments in industrial gases to meet future demand.

What challenge is faced by the medical gases supply chain during the COVID-19 resurgence?

• Stress due to varying demand in different regions

• Uniform lockdown measures across states

• Excess supply in all regions

• Lack of government support

How did the entertainment business plan to manage losses during the pandemic?

• By closing all cinemas permanently

• By funding losses with equity

• By increasing ticket prices

• By reducing staff

What is one reason for the perceived 'ODT fatigue' among consumers?

• Poor internet connectivity

• Desire for the big screen experience

• Lack of new content

• High subscription costs

What is a major concern for the filmmaking community when cinemas reopen?

• Limited screen availability

• High production costs

• Bunching up of content releases

• Lack of audience interest

What is the focus of the new CapEx investment by Inox Air Products?

• Reducing workforce

• Investing in renewable energy

• Setting up medical and industrial gases plants

• Building new cinemas

How is the Indian government supporting economic recovery during the pandemic?

• By increasing taxes

• By announcing a bold budget focusing on healthcare and infrastructure

• By focusing on deficit reduction

• By reducing healthcare spending

What is considered crucial for the survival of any economy during the pandemic?

• Increasing import tariffs

• Vaccination drive

• Reducing public transport

• Closing all businesses