Balaji Telefilms Limited · NSE:BALAJITELE
Balaji Telefilms — Investor Presentation (September 2018)
15 slides from Balaji Telefilms's investor presentation, September 2018
Slide 1: Balaji Telefilms
Balaji Telefilms September 2018 Private and Confidential
Slide 2: Balaji Telefilms: Delightful and innovative entertainment
Balaji Telefilms: Delightful and innovative entertainment Balaji Telefilms was founded by Ekta Kapoor in 1994, who has triggered and influenced social change via her cult-like style of redefining contemporary relationships and dramatic story telling. A winner of many accolades, Ekta Kapoor is regard
Slide 3: Indian M&E sector on an exponential growth trajectory
Indian M&E sector on an exponential growth trajectory For Many Years Indians have been entertained and enthralled by Movies, Sports & Soaps. General Entertainment remains the most efficient Return on Investment in the Entertainment space 3 Private and Confidential
Slide 4: Creating Memorable Television Content for Decades
Creating Memorable Television Content for Decades 20 thousand Hours of Balaji Telefilms produced content has Television content created a daily television watching habit among millions of viewers. Long – term In any given week we deliver 3 out of Partnerships with the top 5 shows for prime time GEC.
Slide 5: The Digital Entertainment Opportunity is Real & Here
The Digital Entertainment Opportunity is Real & Here Evolving viewer habits: Democratization of content. Mobile is the first screen. India will soon have 800 mn new screens. Individualization & Personalization of content. Consumers willing to pay for desired digital content. DTH has created the acce
Slide 6: ALTBalaji developing and driving the SVOD Proposition
ALTBalaji developing and driving the SVOD Proposition ALTBalaji is Vision: To create binge watching available globally with millions of habit across India & emerge as a consumers dominant player in the Indian OTT space. High level user engagement– Simple penetrative pricing to average watch develop
Slide 7: ALTBalaji Content Caters to Wide Range of Audiences
ALTBalaji Content Caters to Wide Range of Audiences Male skew users Women audience Unique experience of creating engagement on female centric wide repertoire of content for shows over two decades. Content library Ability to scale the craft and across genres & produce content for mass TG: Core audien
Slide 8: ALTBalaji – Content Segmentation and Creative Expression
ALTBalaji – Content Segmentation and Creative Expression Size of the Audience OTT Male Female category audience Premium customers who appreciate “High quality Cinematic Focus of content”. Create buzz and badge value and provide new age Foreign Urban expressive content that engages. OTT Premium playe
Slide 9: Growing Revenue Partnerships Which Add Value
Growing Revenue Partnerships Which Add Value 9 Private and Confidential
Slide 10: ALTBalaji Winning Awards & Accolades
ALTBalaji Winning Awards & Accolades 10 Private and Confidential
Slide 11: Geared To Scale Up: Proof of Concept in Place
Geared To Scale Up: Proof of Concept in Place In Year 2, ALTBalaji will permeate several new markets across the Globe via leveraging its wide appeal of content & expanding partnerships. 11 Private and Confidential
Slide 12: Scale Up Focus
Scale Up Focus ALTBalaji is geared to scale up rapidly and create binge worthy content in multiple languages for India, thereby creating significant value for our stakeholders. Near-term: • Hindi Content scale up • Expand the subscriber base • Financial break even Medium & Longer term: • Ability to
Slide 13: Capital Allocation and Value Creation
Capital Allocation and Value Creation 3 businesses with a clear capital allocation strategy Cash generative Craft & reputation Value creation Stable business –predictable Run as a portfolio over 18 to Investment phase – create with growing cash flows 24 months substantial value in long run No major
Slide 14: Summing Up Balaji Telefilms Value Creation
Summing Up Balaji Telefilms Value Creation We understand India - deep and unique understanding of viewing habits of Indian audience. TV Business to continue providing stable cash flow. Movies restored to profitability. Proof Of concept: India is ready for Subscription VOD; ALTBalaji is the leading p
Slide 15: Thank you
Thank you 15
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