Metropole Television Sa · EURONEXT:MMT
Metropole Television Sa — Groupe M6 — Investor Presentation (March 2021)
14 slides from Metropole Television Sa's investor presentation, March 2021
Slide 1: Broadcasting Seminar Groupe M6
BROADCASTING SEMINAR GROUPE M6 S’ÉTONNER, VIBRER, PARTAGER
Slide 2: Groupe M6 in a Nutshell
INTRODUCTION GROUPE M6 IN A NUTSHELL Powerful and consistent 3 radio Major content Second largest Leading-edge Optimized TV channel portfolio of 4 stations, of producer and Sales house in positioning on digital portfolio of FTA and 13 thematic TV which RTL, 1st distributor France Pioneer on the Fren
Slide 3: Strong FY2020
STRONG FY2020 .«
Slide 4: Agility to Face the Health Crisis
STRONG FY2020 AGILITY TO FACE THE HEALTH CRISIS Adapt the content offer News reinforcement Creation of new contents (Tous en Cuisine,…) Enhancement of cross media synergies TV/Radio/Digital Economic slowdown Launch a wide savings plan 4
Slide 5: Agile Business Model to Face the Health Crisis
STRONG FY2020 AGILE BUSINESS MODEL TO FACE THE HEALTH CRISIS ECONOMY LOCKDOWN WIDE SAVINGS PLAN Turnover Operating costs decrease -€183m decrease +€169m -€127m -€55m +€68m +€30m +€72m Content costs Business taxes Other costs Advertising Non-advertising revenues revenues THANKS TO ITS OPERATIONAL AGI
Slide 6: EBITA Operational Margin and Net Income
OPERATIONAL EBITA MARGIN NET INCOME €270.7M 21.3% €276.6M +1.7 point Second highest Highest since Second highest historical level 20 years historical level 6
Slide 7: Long Term Strategy
LONG TERM STRATEGY
Slide 8: Groupe M6 Unique Positioning to Keep Capturing Future Growth
LONG TERM STRATEGY GROUPE M6 UNIQUE POSITIONING TO KEEP CAPTURING FUTURE GROWTH 1 2 3 4 BRANDS & REVENUES DIGITAL DIVERSIFICATIONS CONTENT • Strong & • Powerful • Leading-edge • Virtuous and differentiating advertising sales positioning pragmatic brands house (2nd largest based on 3 diversification
Slide 9: Strong & Differentiating Brands
CONTENT & BRANDS 1 STRONG & DIFFERENTIATING BRANDS Unique new success 25% commercial target Best season since 8 years Historical highest season adapted to the lockdown – 4.1M viewers, 15th season synergies with CuisineAZ Successful talkshow Content and cost 32% commercial target 33% commercial targe
Slide 10: Leading Content Producer
CONTENT & BRANDS 1 LEADING CONTENT PRODUCER TV & DIGITAL PRODUCTION CINEMA PRODUCTION & DISTRIBUTION • Content production becoming more and more a • Successful cinema producer: 11 co-productions critical issue and prices of strategic and critical in 2019, +13m cinema visits contents are expected to
Slide 11: Powerful Advertising Sales House
REVENUES 2 POWERFUL ADVERTISING SALES HOUSE SECOND LARGEST ADVERTISING SALES HOUSE GROUPE M6 ADVERTISING SALES HOUSE IN FRANCE HAS BEEN CONTINUALLY STRENGTHENING • WIDE AND RICH OFFER ON OVER THE YEARS POWERFUL OFFLINE MEDIA, TARGETING A BROAD & COMPLEMENTARY AUDIENCE • STRONG DIGITAL OFFER (VIDEO,
Slide 12: New Growth Opportunities
REVENUES 2 NEW GROWTH OPPORTUNITIES ADDRESSABLE TV DISTRIBUTION REVENUES • M6 Group already partnered with distributors • Significant revenue stream for M6 Group (Orange, Bouygues Telecom) to propose experiencing a sustained growth addressable TV: first campaign on air during 2021 fall • Ability to
Slide 13: Leading-Edge Positioning on Digital Based on 3 Pillars
DIGITAL 3 LEADING-EDGE POSITIONING ON DIGITAL BASED ON 3 PILLARS AVOD SVOD TECHNOLOGIES • Pioneer on the French market with • Ability to partner with its key • Strong expertise developed: the launch of 6play in 2008, competitors to launch a new service building direct-to-consumer anticipating the ca
Slide 14: Virtuous Diversification Strategy
DIVERSIFICATIONS 4 VIRTUOUS DIVERSIFICATION STRATEGY SELECTION OF SUCCESSFUL PAST DIVERSIFICATIONS SELECTION ON CURRENT PORTFOLIO Leading French photo DIGITAL COMMERCE CONTENT product provider • Book value: €95m Exit 2018: c. €39m • European commerce content leader Detention 42% (cashback & couponin