New Delhi Television Limited · NSE:NDTV
New Delhi Television — Investor Presentation (2014)
19 slides from New Delhi Television's investor presentation, 2014
Slide 1: Ready For The Future
Ready For The Future New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740 207, Okhla Industrial Estate, Phase-III, New Delhi -110020, India web: www.ndtv.com email: corporate@ndtv.com
Slide 2: 25 Years of Leadership
25 YEARS OF LEADERSHIP AT THE FOREFRONT OF NEWS & MEDIA REVOLUTION New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740 207, Okhla Industrial Estate, Phase-III, New Delhi -110020, India web: www.ndtv.com email: corporate@ndtv.com
Slide 3: The NDTV Network
THE NDTV NETWORK • Iconic brand • Premium content • Most trusted media brand • Strong appeal for the global Indian New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740 207, Okhla Industrial Estate, Phase-III, New Delhi -110020, India w
Slide 4: Valuable Platform to Reach Key Demographics
VALUABLE PLATFORM To reach key demographics NEWS : NDTV 24x7, India, Profit LIFESTYLE : NDTV GOODTIMES ENTERTAINMENT : NDTV Prime DIGITAL : ndtv.com, NDTV Mobile MEDIA CONSULTANCY : NDTV Worldwide E-COMMERCE : Indianroots.com New Delhi Television Limited CIN No. - L92111DL1988PLC033099 T
Slide 5: NDTV 24x7
NDTV 24X7 Flagship English News Channel India’s most reputed anchors and journalists Unrivalled viewership (50% plus) Average annual profits over last 3 years : Rs. 40 crore New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740
Slide 6: NDTV India
NDTV India The only credible and non-tabloid Hindi news channel Steady, loyal viewership Strengthening revenues Record breaking revenues in FY 14 New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740 207, Okhla Industrial Estate
Slide 7: NDTV Profit & NDTV Prime
NDTV Profit & NDTV Prime India’s only dual channel Smart business news 9am – 5pm High quality, premium content in the evening High revenue visibility: Sponsor driven band model New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 292317
Slide 8: NDTV Convergence - ndtv.com
NDTV CONVERGENCE - ndtv.com 5 billion+ web page views/year Over 35 million unique visitors/month 2.4 billion minutes of premium video streamed in 12 months 5 million+ downloads of iOS and Android apps NDTV Gadgets is India’s number 1 gadget website New Delhi Television Limited CIN No. - L9
Slide 9: NDTV Lifestyle
NDTV Lifestyle For the aspiring urban Indian viewer Cutting edge shows for young Indians Strategic Investment by Astro All Asia Networks, PLC Cash in books $20 million (Rs. 120 crore) New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11)
Slide 10: NDTV Worldwide
NDTV Worldwide Global media consultancy Sets up and manages new channels on turnkey basis Profitable from year 1 of full operations New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740 207, Okhla Industrial Estate, Phase-III, New
Slide 11: NDTV E-Commerce
NDTV E-COMMERCE NDTV’s E-Tailing venture www.indianroots.com Offers products from India’s top designers and over 110 leading ethnic brands Early traction from global Indians New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740 20
Slide 12: Compelling Strategic Opportunity
COMPELLING STRATEGIC OPPORTUNITY NDTV 24x7 Average Annual Profit (last 3 years): Rs. 40 crore NDTV India Record breaking revenues in FY 14 NDTV Profit & Prime Pre-sponsored bands to negate previous losses NDTV Lifestyle Astro’s initial investment: $80 million Cash in books of Rs. 120 crore
Slide 13: Catalysts for Value Creation
CATALYSTS FOR VALUE CREATION NDTV Convergence Revenue growth of CAGR of more than 55% over last 6 years indianroots.com Achieved cash break-even in Year 1 Early investment at attractive valuation New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax
Slide 14: Long Term Growth Drivers
LONG TERM GROWTH DRIVERS DIGITISATION Significant savings in carriage fee Increase in subscription revenues; gains expected to accrue over time INDUSTRY GROWTH POTENTIAL Over 2x growth forecast from 2013 to 2018 From $7 billion to $15 billion Making India one of the fastest growing TV mark
Slide 15: Experience Counts
EXPERIENCE COUNTS Experienced management and editorial team with average tenure in the company of 15+ years Proven track record of innovation, cost control and growth Balanced and disciplined financial strategy New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777
Slide 16: Organisational Structure Chart as on March 31, 2014
Organisational Structure Chart as on March 31, 2014 New Delhi Television Limited (NDTV) NDTV 74% NDTV 92% NDTV 10% NDTV 85% Others 26% Others 8% Others 15% 100% 100% 100% 100% 100% NDTV Media Ltd. NDTV Worldwide Astro Awani 10% NDTV Networks Ltd. NDTV Delta Softpro Ltd. Network Sdn Bhd (Mauritius )
Slide 17: Business-wise Performance
BUSINESS-WISE PERFORMANCE Amt in ` Cr PARTICULARS FY 12 FY 13 Revenue General News 277.0 280.9 Business News 58.2 54.2 Infotainment 63.9 68.1 Web 33.6 50.9 Consultancy 22.6 25.7 Corporate 62.6 71.9 One Time Adjustments 57.3 26.2 Total 575.2 577.9 Less: Inter Segmental Revenue (68.9) (26.5) Total 506
Slide 18: Disclaimer
Disclaimer “The information contained in presentation may contain certain forward-looking statements, including statements regarding plans, objectives and expected performance. Such statement are based on management's current expectations and assumptions regarding the Company's business and performa
Slide 19: Thank You
THANK YOU New Delhi Television Limited CIN No. - L92111DL1988PLC033099 Tel: (+91-11) 41577777, 2644 6666 Fax: (+91-11) 29231740 207, Okhla Industrial Estate, Phase-III, New Delhi -110020, India web: www.ndtv.com email: corporate@ndtv.com