Entertainment Network (india) Limited · NSE:ENIL
Entertainment Network (india) — Q1 FY22 Earnings Presentation
36 slides from Entertainment Network (india)'s earnings presentation, Aug 16, 2021
Slide 1: Investor Update: Performance Review Q1 FY22
INVESTOR UPDATE ` PERFORMANCE REVIEW: Q1 FY22 August 16, 2021 1
Slide 2: Presentation Path
Presentation Path ❖ Financial Review ❖ Business Review ❖ Strategic Direction ❖ Investors Contact 2
Slide 3: Financial Review
Financial Review ¢ I's
Slide 4: Condensed Statement Of Operations (Standalone)
Condensed Statement Of Operations (Standalone) %age of %age of ₹ In Millions Q1 FY22 Q1 FY21 Growth (%) Total Income Total Income Income from Operations 385.3 99.2% 354.4 97.7% 8.7% Other Operating Income 3.2 0.8% 8.3 2.3% (61.6%) Total Income 388.5 100.0% 362.7 100.0% 7.1% Operating Expenditure 575
Slide 5: Financial Performance Q1FY22
Financial Performance Q1FY22 (All comparisons with corresponding period of previous year) • FCT revenue grew by 57% (Q1FY22) • Non-FCT ➢ Revenues excluding ADMC grew by 27.9% ➢ Non-FCT Gross Margins @ 50.5% (Q1 FY21: 37.6% excl ADMC) ➢ Non-FCT EBITDA margin : 25.4% (Q1 FY21 : (-8.2%) excl ADMC) • Re
Slide 6: Financial Performance Q1FY22
Financial Performance Q1FY22 (All comparisons with corresponding period of previous year) • Reduction in Overall operating costs excluding DVC : 8.5% • Covid-induced PDD as on June 30, 2021 : Rs 30.0 Mn • Impact of IND AS 116 on PAT : Rs 1.2 Mn • Net Cash as on Mar 31, 2021 : Rs 2.13 Bn 6
Slide 7: Condensed Statement Of Operations (Consolidated)
Condensed Statement Of Operations (Consolidated) %age of %age of ₹ In Millions Q1 FY22 Q1 FY21 Growth (%) Total Income Total Income Income from Operations 412.4 99.2% 369.1 97.8% 11.7% Other Operating Income 3.2 0.8% 8.3 2.2% (61.6%) Total Income 415.6 100.0% 377.4 100.0% 10.1% Operating Expenditure
Slide 8: Business Review
Business Review ¢ I's
Slide 9: Covid 2nd wave: Hard hit on consumer confidence
Covid 2nd wave : Hard hit on consumer confidence… Consumer Confidence – Current Situation Index 120.0 104.6 100.0 85.6 97.3 95.7 80.0 55.5 60.0 63.7 40.0 53.8 53.1 48.5 48.6 20.0 0.0 CSI Expected CSI trend** ** Expected CSI trend in Jan’21 9 9
Slide 10: Decline in Mobility index impacted Retail business post 9th April
Decline in Mobility index impacted Retail business post 9th April April 9, 2021 Q1-FY21 Q2-FY21 Q3-FY21 Q4-FY21 Q1-FY22 Sudden impact of State level restrictions from 9th April. Impact of State level restrictions was lesser as compared to national Lockdown last year 10 10
Slide 11: Key Operating Highlights
Key Operating Highlights • Middle East Expansion: • Launched in Bahrain as Mirchi 104.2FM on May 9, 2021 • USA Expansion: Launched in Bay Area as Mirchi 1170AM on July 4, 2021 • Mirchi Play has 18 online stations in the landing page of Gaana app • Mirchi continues to have the largest social media fo
Slide 12: Strategy: Three Pivots
Strategy : Three Pivots All content Programming Solutions Revenue All platforms Radio Platform FCT 12 FM
Slide 13: Mirchi Digital
MIRCHI DIGITAL 13 ‘arc ne
Slide 14: Online Radio
Online Radio • Melodies/ Bollywood/ Retro/ Genre Based Indies/ Unplugged/90s/ Club/ English Hits Theme Based • Toota Dil/ Drive • Tamil/ Telugu/ Punjabi/ Kannada/ Regional Bengali City Centric • Mumbai/ Delhi Mirchi now streams 18 online radio stations; 14
Slide 15: Popular videos on our Online Radio platform
Popular videos on our Online Radio platform Filmy Mirchi Mirchi Bangla Mirchi Murga 15
Slide 16: Best Performing posts
Best Performing posts Reactions - 2063 Views – 2.6 Mn Views – 5.5 Mn Views – 5.4 Mn Views – 1.4 Mn Reactions – 34,137 Reactions – 26,413 Reactions - 6468 Reactions - 1155 Our RJ content with fun skits to informative post during the lockdown Guest interviews along with topicals have been key drivers
Slide 17: Mirchi Campus
Mirchi Campus • New Channel recently Launched Mirchi Campus: a product made by the Students, for the students • First Morning show aired on 9th June with resident RJ Jashank • First college tie-up with Mithibai College, Mumbai • First college RJ show airing soon • YouTube and Social Media pages have
Slide 18: Multimedia Solutions
MULTIMEDIA SOLUTIONS 18 ‘Rc? \ ne
Slide 19: TALi
TALi Campaign done for Tali app through Radio & digital conversations by our RJs addressing the issues & path for children’s development. Garnered a great response through radio, digital conversations and targeted social media ads. 2.36 Million clicks and counting, with 11+ Million reach. 19
Slide 20: SBI Life Insurance – Papa Hain Na!
SBI Life Insurance – Papa Hain Na! Over 5 million views and was warmly received by the audience. A multi-lingual solution consisting of posting of client’s ad on Mirchi’s digital & Radio assets, and RJ post on social media. 20
Slide 21: Wazir X
Wazir X An influencer-led activity that generated brand engagement, over 1.38 Million views across, making Wazir X the most downloaded crypto app in India. 21
Slide 22: Original Content
ORIGINAL CONTENT 22 ‘arc ne
Slide 23: "Aani Kay Hava" – 3rd season on MX Player
“AANI KAY HAVA” – 3rd season on MX Player ANNI KAY HAVA Season 1 and Season 2 have harnessed 225 Million lifetime minutes on an average per session and have grabbed 1.3 million consolidated views across Channels 23
Slide 24: Impact Properties
Impact Properties 24 ‘arc ne
Slide 25: Mirchi Shaam Shaandar: Season 3
Mirchi Shaam Shaandar: Season 3 • Season 3 of Mirchi Shaam Shandaar brought 3 evenings filled with music, poetry, laughter, band music, with the top jocks & celebs of Gujarat (Dhvanit, Mohini, Kunal & Yashvi) using social media to do the live event and then promoting the same through Radio. 25 25
Slide 26: Mirchi Programming and Marketing Activities & Social Initiatives
Mirchi Programming and Marketing Activities & Social Initiatives 26
Slide 27: Maharashtra May
Maharashtra May • Pushkar Bendre and Mandar Bhide – • Tushar – TooSharpDubs – • RJ Pallavi Famous Independent Content Famous Marathi Stand up Comics Creators • RJ Nidhi • RJ Vaidehi • Jeevenshu Ahluwalia – Hindi • Madhura Bachal – Home Cook/Chef, Stand up comic YouTuber Intsa Live with Famous Digita
Slide 28: Shot Is Hot
Shot Is Hot • Shot is Hot, an awareness program towards vaccination was the focal point of our jocks. • Content was built around musicals, Insta reels & selfies etc. • Eye catchy outdoor were done in batch 3 cities 28 28
Slide 29: Jammu Mirchi – Transforming 98.3 to Vaccine8.3
Jammu Mirchi – Transforming 98.3 to Vaccine8.3 ✓ Two-month long campaign to spread awareness about vaccination (Radio+Digital) with support of district administration, doctors & staff of ASCOMS Hospital, Dr. Shafqat Khan OSD Health & Medical Education, UT of J&K extended support ✓ Supported registra
Slide 30: Mirchi International
MIRCHI International 30 ‘Rc? \ ne
Slide 31: Programming & Marketing Highlights
Programming & Marketing Highlights Qatar Mirchi Mic Ka Jackson RJ Hunt to find new talent from Qatar. 100+ entries. 2 winners are now interning with Mirchi. UAE : Win AED 20,000 in 30 seconds 2-week activity around Ramadan. Listeners got the chance to win AED 20,000 in a special game show format on
Slide 32: Programming & Marketing Highlights
Programming & Marketing Highlights Inviting Local influencers to the studio USA : Mango Ya Thango Game show format conducted on air and on ground - Mango (True) or Thaango (False) Studios buzzing with Mirchi listener visits 32 32
Slide 33: Programming & Marketing Highlights
Programming & Marketing Highlights Bahrain: Musical Wave of Hope Qatar: Mirchi Mic Ka Jackson Qatar: Super Mom When Bahrain went into a Mother’s Day special, on radio lockdown, this was RJ Hunt to find new talent from and social media, an activity to Mirchi’s initiative to lift up Qatar. 100+ entrie
Slide 34: Investor Contact
INVESTOR CONTACT Entertainment Network is committed to improving its performance every fiscal and continuously enhance shareholder value through successful implementation of its growth plans. The Company’s investor relations mission is to maintain an ongoing awareness of its performance among shareh
Slide 35: Disclaimer
Disclaimer Certain statements in this release concerning our future growth prospects are forward-looking statements, which involve a number of risks, and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and uncertainties rela
Slide 36: Thank You
THANK YOU 36
Entertainment Network (India) — Q1 FY22 Earnings Presentation on 6ix