Network18 Media & Investments Limited · NSE:NETWORK18
Network18 Media & Investments — Investor Presentation (June 2021)
45 slides from Network18 Media & Investments's investor presentation, June 2021
Slide 1: Media & Investments Corporate Presentation FY20-21
Media & Investments Corporate Presentation FY20-21
Slide 2: Overview
OVERVIEW 2
Slide 3: Key Strengths
Key Strengths Leading Media company in India with largest bouquet of channels (56 domestic channels and 16 international beams), and a substantial digital presence Market-leader in multiple genres (Global top 20 in news pay-apps; top 2 in Digital News in India, #1 Business News channel, top 3 in
Slide 4: Network18 group: TV & Digital media, specialized Print & Ticketing
Network18 group : TV & Digital media, specialized Print & Ticketing ~73.15% held by Independent Media Trust, of which RIL is the sole Network18 Strategic Investment beneficiary (total promoter Entertainment holding is 75%) Ticketing & Live Network18 has ~39% stake Print + Digital Digital News Broadc
Slide 5: TV18 group – Broadcasting pure-play, across News & Entertainment
TV18 group – Broadcasting pure-play, across News & Entertainment ENTITY GENRE CHANNELS Business News (4 channels, 1 portal) Standalone entity TV18 General News TV18 Group (Hindi & English) Regional News 50% JV with Lokmat group (14 geographies) IBN Lokmat AETN18 Infotainment (Factual & Lifestyle) 51
Slide 6: One of India's Leading Broadcast & Digital Media Players
ONE OF INDIA’S LEADING BROADCAST & DIGITAL MEDIA PLAYERS 6
Slide 7: Digital: Second largest digital publisher in India, 8th globally
DIGITAL: Second largest digital publisher in India, 8th globally ~200 mn Unique Visitors (UVs): >1 in 3 internet users in India are on Network18 properties Network18 reaches 42% of India’s digital audience, and ~8% of the world’s digital audience ~20 bn Page Views in FY21 reflecting growing sa
Slide 8: Broadcast: Broadest News Network, All-round Entertainment portfolio
BROADCAST: Broadest News Network, All-round Entertainment portfolio TV18 operates the youngest and the fourth largest national broadcast group in the country. TV18 group controls ~13% of India’s growing TV viewership pie (including affiliate ETV). The group reaches 800+ mn TV viewers annually,
Slide 9: Financial Summary
FINANCIAL SUMMARY 9
Slide 10: Network18 and TV18 Annual Operating Financials – A snapshot
Network18 and TV18 Annual Operating Financials – A snapshot OPERATING REVENUES (Rs Cr) FY21 FY20 Growth A) News (TV18 Standalone) @ 1,104 1,150 -4% B) Entertainment (Viacom18+AETN18+Indiacast) * 3,393 4,025 -16% C) TV18 Consolidated 4,498 5,175 -13% includes: Subscription 1,830 1,811 1% includes: Fi
Slide 11: Operating performance trends – Margin expansion amidst growth headwinds
Operating performance trends – Margin expansion amidst growth headwinds Revenue growth 23.0% Op. EBITDA margin 10% 8% 6% COVID NW18 Consol 5% News (TV+Digital+Others) 18.0% 4% impact 18.0% 16.9% 5% Entertainment 2% 1% 13.6% 0% 12.6% 13.0% 11.5% -2% -5% NW18 Consol 8.0% 6.3% -10% News (TV+Digital+Oth
Slide 12: Digital
DIGITAL Comscore multiplatform data UV = Unique Visitor PV = Page View 12
Slide 13: VOOT (OTT Video on demand platform) - AVOD
VOOT (OTT Video on demand platform) - AVOD Network Content Content around Content VOOT Originals Large library of content from the NOT Seen on TV exclusives for the Exclusive differentiated stories & group network show fans. shows for the digital only viewers • #2 broadcaster OTT • Ad-led model has
Slide 14: VOOT (OTT Video on demand platform) - SVOD
VOOT (OTT Video on demand platform) - SVOD VOOT Kids Voot Select The most comprehensive kids' entertainment Subscription offering with Originals and destination International content Exclusive Kids Offering SVOD Offering • Voot Select, the freemium entertainment offering, was launched in Mar’20 with
Slide 15: MoneyControl (Business and Finance portal)
MoneyControl (Business and Finance portal) Positioned as India’s digital gateway to stocks, personal finance, financial investing and business news, Moneycontrol strives to stick to its credo – for the investor by the investor Moneycontrol attracts over 5 million unique visitors on desktop and o
Slide 16: Moneycontrol Pro - Webinars, Interviews, Global Content & ProMasters
Moneycontrol Pro - Webinars, Interviews, Global Content & ProMasters Pro Masters Virtual - Webinars Consistent Compounder Interview Series Tie Up with FT to Inter Market Analysis increase global coverage for Pro subscribers
Slide 17: News18.com (Digital News in languages)
News18.com (Digital News in 13 languages) News 18 has emerged as one of most preferred digital news destinations in the country. News18.com (English+Languages) is now a strong #2 player in general news category; much ahead of the incumbents such as NDTV and India today and gradually closing the
Slide 18: Broadcasting
BROADCASTING All viewership information is basis FY21 BARC data averages in the respective genres. 18
Slide 19: Network18 bouquet – Premium offering at class leading value
Network18 bouquet – Premium offering at class leading value 20 Channels for INR 25 pm 19
Slide 20: Business News
Business News Audience : NCCS 22+ AB Male, All India Audience : NCCS 22+ AB Male, HSM Key Demographics Significant OOH Viewership across HIG Business Channel across Hindi Speaking Business People in Metros Markets Awaaz garnered 53.% viewership & is No. 1 Competition CNBC TV18 garnered 68.9% viewers
Slide 21: General News
General News Audience : NCCS AB Male 22+, All India Audience : NCCS All 15+, HSM Key Demographics English News Channel, Hindi News Channel catering to the HIG Masses of the Hindi Heartland Highly Fragmented but substantially Market Split among the Big 4: Republic larger market compared to English Ne
Slide 22: National News: Viewership share – Business and General News
National News : Viewership share – Business and General News Dominate the Business News niche through flagship CNBC TV18 and CNBC Awaaz Hindi channel the key driver of growth, lead by improving rank and genre-tailwinds ENGLISH HINDI BUSINESS NEWS GENERAL NEWS 22
Slide 23: Regional News
Regional News 14 regional channels has reach ~40 crore viewers across India The regional cluster’s share of overall TV News viewership is ~5% Language Marathi Urdu Hindi Hindi Hindi Hindi Hindi/Punjabi All Urdu Punjab, Bihar MP UP Focus Markets Maharashtra Speaking Rajasthan Haryana & Jharkhand
Slide 24: Regional News: Viewership share – Mature channels
Regional News : Viewership share – Mature channels Jai Mah. AM News 1% 0% News18Lokshahi Lokmat News 9% 1% ABP Majha Z 24 Taas 25% 17% Saam TV TV9 Marathi 23% 24% Maharashtra Urdu Rajasthan Bihar/Jha. MP/Cha. UP/Uttara. 24
Slide 25: Regional News: Viewership share – Channels under ramp-up
Regional News : Viewership share – Channels under ramp-up Punj/Har/HP Bengal Karnataka Gujarat Oriya Malayalam Assamese Tamil 25
Slide 26: Infotainment: Factual Entertainment
Infotainment: Factual Entertainment Viewership share History TV18 was the #2 channel Key Demographics NCCS 15+ AB in its genre Competition HISTORY TV18 is #2 in Factual Entertainment Content Action, Adventure, Thrill with a Layer of History And English, Hindi, Tamil ,Telugu Languages Launch Date H
Slide 27: Hindi Mass Entertainment Channels
Hindi Mass Entertainment Channels Key Demographics Audience: All India 2+, All NCCS, HSM Core TG: Female 15+, Mass Market Key Competition Mix of fiction, reality & Hindi movie channel movies. Flagship properties - Primary Hindi movie channel Channel with repeat Programming operating in the Free to A
Slide 28: Hindi Mass Entertainment – General Entertainment Channels
Hindi Mass Entertainment – General Entertainment Channels Colors is amongst top primary GECs and constitutes ~17% market share It ranked No. 2 in all day prime-time within the Pay HGEC category amongst 15 yrs+ audiences The Bigg Boss Season Finale episode garnered 7.8 Mn impressions (HSM Urban
Slide 29: Hindi Mass Entertainment – Movie Channels
Hindi Mass Entertainment – Movie Channels – Road Safety World Series Season 1, which was postponed due to – Known as the ‘Powerhouse of Holistic Movie Entertainment’- the Pandemic, was restarted. The series was sampled by 137 Mn Rishtey Cineplex (Free to Air) was relaunched on 5th June 2020. viewers
Slide 30: Regional Entertainment
Regional Entertainment Overview Bengali Bengali Marathi Kannada Kannada Kannada Gujarati Gujrati Oriya Tamil Language (GEC) (Movie) (GEC) (GEC) (GEC) (Movie) (GEC) (Movie) (GEC) (GEC) Penetration – Regional 29 16 32 48 40 41 12 13 11 56 Market (Mn) Overlap With Medium Medium High Low Low Low Very Hi
Slide 31: Regional GECs – Viewership share
Regional GECs – Viewership share Sony Marathi, 6.9% Others, 6.8% Colors Marathi DD Grinar, Colors Kannada DD Sahyadri, +HD, 15.0% 23.5% +HD, 19.9% 3.4% Udaya TV + HD, Colors 19.7% Super, 3.2% STAR Pravah +HD, 37% Zee Marathi Star Suvarna Zee +HD, 33.4% + HD, 18.7% Kannada + Colors Gujrati, HD, 31.7%
Slide 32: Kids Genre
Kids Genre Key Audience: Kids Between 2- Audience : Kids Between 2- Audience : Kids Between 2- Audience: Preschoolers Demographics 14, NCCS ABC 14, NCCS ABC 14, NCCS ABC between 2-6 years, ABC “Home of the best And “ Playful and a Fun place for ‘Home of toons focusing on “Smart Place to play for int
Slide 33: Kids Genre: Viewership share
Kids Genre : Viewership share Viacom18 had ~32% viewership across its channels in FY21 Nickelodeon a dominant leader, and enjoys the #1 rank in the Kids genre NICK SD + HD, 15.5% Sony YAY, 8.1% Others, 9.7% Discovery Kids, Sonic, 10.6% 8.4% Nick Junior, Disney 5.6% Channel, 10.2% Pogo TV, Hungam
Slide 34: Youth & Music
Youth & Music Key Demographics Audience: CS 15- 21, NCCS All, HSM Audience: CS 15- 30, NCCS All, HSM And ‘Non-stop music ka one-stop channel’ Positioning Competition Focus on Music and Reality Shows like the iconic MTV Roadies, Splitsvilla Content Multi Platform Engagement with Youth – Television, D
Slide 35: Youth & Music: Viewership share
Youth & Music : Viewership share MTV is an iconic youth brand, which also enables merchandising and other non-display revenue opportunities. MTV India continues to have a strong ~38% viewership share. MTV Beats (24x7 Hindi Music) was launched in FY17, and has quickly garnered 19% viewership shar
Slide 36: English Entertainment
English Entertainment Audience: CS 15-40, NCCS AB, Mega Cities Key Demographics (6 metros: Delhi, Mumbai, Kolkata, Bangalore, Hyderabad, Chennai) Competition Content Internationally acclaimed lineup International Music and Comedy 360O And that is Edgy, Contemporary & Entertainment Own ‘Funny’ in Ind
Slide 37: English Entertainment: Viewership share
English Entertainment : Viewership share Viacom18’s channels dominate the genre with ~91% combined market-share VH1 is a genre leader, led by its mix of Music and Entertainment content The genre is a niche, and is currently challenged by digital consumption Zee Café +HD, STAR World 2.4% Premie
Slide 38: Indiacast – Content Distribution and Syndication
Indiacast – Content Distribution and Syndication Global Subscription Revenues Distribution 1 Domestic & Reach 2 Device agnostic Subscription & Advertising International Business Revenues 3 Linear Assets Diverse content 4 New Media Subscription Revenues Sweat ipr 5 Maximize Revenue | Maximize Reach S
Slide 39: Other Businesses
OTHER BUSINESSES 39
Slide 40: Motion Pictures
Motion Pictures Viacom18 Studios Competition • Acquisition, production, syndication, marketing and distribution of full-length feature films within India and distribution of Indian films in several international markets Business • It has a strategic alliance with Paramount Pictures to distribute and
Slide 41: Consumer Products & Integrated Network Solutions
Consumer Products & Integrated Network Solutions Consumer Products Viacom18 Consumer Products is a significant player in the ever- growing consumer products space with its diverse portfolio. We created some marquee online partnerships with Flipkart, Amazon, Hamleys while also collaborating for the O
Slide 42: BookMyShow (Entertainment ticketing & Live events)
BookMyShow (Entertainment ticketing & Live events) India’s leading entertainment ticketing and live event platform Defines the entertainment-ticketing market-segment of e-commerce in India RESILIENT AND RESURGENT Thrived through multiple challenging times across 20 years; by maintaining a cons
Slide 43: Vision and Strategy
Vision and Strategy We aim to be a channel-agnostic provider of top-drawer content. Our strategy is to be present in all key market-segments where we believe profitable growth is possible in the medium-term. The vision is to consolidate our position as India’s top media house with unparalleled reach
Slide 44: Disclaimer
Disclaimer This presentation is issued by Network18 Media & Investments Limited (the “Company”) for general information purposes only and does not constitute a solicitation or offer or invitation to sell or issue any securities of the Company, nor shall it be relied on in connection with any contrac
Slide 45: Thank You
Thank You For Further information on business and operations please write to investors.n18@nw18.com 45
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