Raj Television Ltd recommended to the Paid Groups yesterday at Rs.63.50 touched Rs.71.10 today: 
Also my recommended Country Club Ltd at around Rs.11.40-11.50, moved to Rs.13.40 intra-day.. and Glory Polyfilms Ltd touched Rs.3.54 intra-day..!!

AIADMK seems to be heading for a sweep (It has already swept Tamil Nadu --this is a couple of days old report which appeared in a Financial Website) in the Tamil Nadu Assembly polls, having established leads in 198 constituencies in the 234-member House.

In an interview with CNBC-TV18’s, M Raajhendhran, CMD, Raj Television Network says, in the period of DMK, media companies were suffering a lot. Media companies will be relieved, once the AIADMK rule comes, he adds.

He expects revenues of Rs 90 crore in ’11-’12.

Below is the verbatim transcript of his interview with Reema Tendulkar and Ekta Batra of CNBC-TV18.

Q: The markets are quite relieved atleast for your company that AIADMK is going to be holding the power and the reigns over there. For a business per se, what impact do you think that will have? Previously with DMK ruling, any kind of problems that you faced?

A: In the period of DMK, we were suffering a lot. But now we can have a peaceful business. We can do a good business. In that regime, every media got troubled.

Q: Can you quantify what you mean by suffering and trouble? What was your business like, how much did you have to lose out on account of that?

A: Total media industry was suffering a lot. All the media, cinema, newspaper or visual media, everything was suffering. But now they will be relieved, once the AIADMK rule comes.

Q: Let us talk about how this could possibly affect your distribution revenues, can you give us an update on what increase in cable collections we could see?

A: Last year, last quarter we made a profit. Now, in future we will make profit. We are coming out with several programmes and there won’t be any distribution problem in future.

Q: So, in terms of under-recoveries, how much do you expect it to increase by in particular?

A: It is too early to say.

Q: What were your under-recoveries at this point in time? Can you give us an amount?

A: We may grow by 50%.

Q: What other impact can you see in terms of an improvement for business sentiment for you going forward?

A: We were doing production of movies earlier, now we stopped it. We cannot compete with them. In future, we can produce movies. Our network is second largest in South India and sixth largest network in India. Though we were strong enough because of the political arena, we couldn’t come up.

Q: On the subject of under-recoveries, we understand that for your total distribution revenue, you were facing under-recoveries to the tune of maybe 60-80%, is that perhaps true?

A: We were collecting only Rs 1 crore. But we will be able to collect about Rs 5 crore per month.

Q: So, you expect it to go up to Rs 60 crore totally?

A: Yes, Rs 60 crore per annum.

Q: Tell us what the impact on your bottom-line would be, you did a profit of around 2 crore if I am not mistaken, tell us how this would help you going forward?

A: I will work it out and come back to you.

Q: Going by the calculation that you told us that you were managing to recover only about Rs 1 crore, now you would perhaps be able to recover that additional Rs 48 crore. Would that totally come up to your revenue? Will your revenues grow up from Rs 45 crore by another Rs 45 crore?

A: Yes.

Q: So, Rs 90 crore is what FY12 could potentially look like?

A: Yes, ’11-’12 we are expecting Rs 90 crore.

Q: Any sort of plans on improving your market share at all, you stand at number four currently, can you tell us about your market share in terms of how you plan to improve it?

A: Yes, we are improving via the content. Distribution will help us to grow.

Q: Give us a quick update on how you expected to improve for the entire media space, once the AIADMK comes into power?

A: There won’t be any interference in the media. Yes, the government interference won’t be there, their family interference was there earlier.