Music Broadcast Ltd. · NSE:RADIOCITY
Music Broadcast — Q2 FY22 Earnings Presentation
17 slides from Music Broadcast's earnings presentation, October 2021
Slide 1: Music Broadcast Limited Investor Presentation
Music Broadcast Limited Investor Presentation October 2021
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Music Broadcast Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secur
Slide 3: Key Highlights – Q2 FY22
Key Highlights – Q2 FY22 Radio City ▪ Maintains its leadership position at 20%* market share in Q2FY22 ▪ Company has registered a turnaround at PAT Level and reported a 22% EBIDTA Margin ▪ 43% of the total clients on the Radio platform advertised on Radio City – Highest in the Industry ▪ 35% of New
Slide 4: Strong Recovery to continue
Strong Recovery to continue Significant Revenue Recovery Reversing trends towards Profitability 9.2 9.4 42.5 42.0 5.2 40.7 30.1 30.1 -0.1 20.5 -9.3 -10.5 Q1FY21 Q2FY21 Q3FY21 Q4FY21 Q1FY22 Q2FY22 Q1FY21 Q2FY21 Q3FY21 Q4FY21 Q1FY22 Q2FY22 4
Slide 5: Maintained Leadership Market Share
Maintained Leadership Market Share Radio City Peer 1 Peer 2 21% 20% 21% 21% 20% 20% 18% 18% 18% 19% 19% 18% 18% 17% 17% Q2FY21 Q3FY21 Q4FY21 Q1FY22 Q2FY22 Q2FY21 Q3FY21 Q4FY21 Q1FY22 Q2FY22 Q2FY21 Q3FY21 Q4FY21 Q1FY21 Q2FY21 Radio City continues to be at highest Volume Market Share across all operat
Slide 6: Consistent Volume Growth Trajectory
Consistent Volume Growth Trajectory Q2 FY21 Radio Industry Q3 FY21 Radio Industry Q4 FY21 Radio Industry Q1 FY22 Radio Industry Q2 FY22 Radio Industry Performance YoY Performance YoY Performance YoY Performance YoY Performance YoY 9% 11% 67% 71% 49% 4% 42% -2% -16% -24% Industry Radio City Industry
Slide 7: Initiatives Driving Ad-Volumes
Initiatives Driving Ad-Volumes Long Term Deals IPL Festive Revenues Special Days & Schemes Initiatives Digital First Integrations Corona Campaigns Govt. Proactive pitches Big Ticket Content Integrations Corona Campaigns RC Bazaar Other Initiatives Corona Campaigns • New Revenue Opportunities contrib
Slide 8: Radio Industry – Q2FY22 Category Trend
Radio Industry – Q2FY22 Category Trend Growth Categories De-Growth Categories Real Estate Finance Food/Soft Dotcom Education Pharma Auto Drinks Contribution Volume 15% 13% 9% 8% 8% 8% Growth (YOY) De-Growth (YOY) Volume Growth 150% 59% 41% 33% 51% 19% Source: Aircheck 15 Markets 8
Slide 9: Radio City Programming & Digital Performance & Initiatives
Radio City Programming & Digital Performance & Initiatives
Slide 10: Radio City Listenership trends in Mumbai, Delhi and Bengaluru
Radio City Listenership trends in Mumbai, Delhi and Bengaluru Listenership Market Share Data Mumbai Bengaluru Delhi 20 40.0 20.0 30.0 20.0 % Share % Share % Share 10.0 0 0.0 0.0 Q1 FY19 Q2 FY19 Q3 FY19 Q4 FY19 Q1 FY20 Q2 FY20 Q3 FY20 Q4 FY20 Q2 FY21 Q3 FY21 Q4 FY21 Q1 FY22 Q2 FY22 Q1FY21 Q4 FY 21 Q1
Slide 11: High Focus on Digital Integrations
High Focus on Digital Integrations Social Media Reach • Strategic integration of RC initiatives on various Social Media platforms through well know influencers & celebrities. • All RC initiatives like Dabbewalo ka Dabba Bharo, Ghar se na Niklenge, Concert from Home, AROI Research, Badal Daal Hyderab
Slide 12: Initiatives in the Quarter
Initiatives in the Quarter Radio City Podcast Super Singer 13 Cricket Ka Blockbuster Radio City Ganpati Spike ABP NEWS Digital Integration Radio’s biggest singing talent hunt Radio City’s IPL property mixing RJ Led video campaign consisting (75M reach) entered 13th Season. cricket with Bollywood whi
Slide 13: Initiatives in the Quarter
Initiatives in the Quarter DABUR HONITUS Samsung Z Series Launch Campaign WHATSAPP #MessagePrivately AU SMALL FINANCE PR Video and RJ Video #BadlaavHumseHai Unboxing videos Ft. RJs. #MessagePrivately A celeb interview Overall Campaign of Dabur with 2 Store visit videos, Launch Event led campaign whe
Slide 14: Profit and Loss Statement
Profit and Loss Statement In Rs. Crs Q2FY22 Q2FY21 YoY Q1FY22 QoQ H1FY22 H1FY21 YoY Revenue 42.0 30.1 40% 20.5 105% 62.5 44.4 41% Other Income 4.8 2.9 3.9 8.7 7.6 Total Income 46.8 33.0 24.4 71.2 52.1 Licenses Fees 4.8 4.6 4.6 9.3 9.1 Employee Expenses 12.5 11.4 12.9 25.4 23.0 Other Expenses 20.2 17
Slide 15: Balance Sheet
Balance Sheet Assets (In Crs) Sep-21 Mar-21 Equity & Liabilities (In Crs) Sep-21 Mar-21 Total Non Current Assets 435.5 364.9 Shareholders Fund 597.0 609.7 Fixed Assets 268.1 282.9 Share Capital 69.1 69.1 Tangible Assets 65.2 67.8 Other Equity 527.9 540.6 Intangible Assets 183.0 193.3 Right of use as
Slide 16: Cash Flow Statement
Cash Flow Statement Particulars (Rs. in Crs) Half Year ended 30-Sep-21 Full Year ended 31-Mar-21 Profit before tax -17.7 -32.8 Adjustments 9.5 25.3 Operating Profit Before Working Capital Changes -8.2 -7.5 Change in operating assets and liabilities 10.6 14.9 Cash generated from operations 2.4 7.4 In
Slide 17: Contact Us
CIN: L64200MH1999PLC137729 Mr. Jimmy Oza Email: jimmyo@myradiocity.com www.radiocity.in Contact Us CIN: U74140MH2010PTC204285 Mr. Jigar Kavaiya Email : jigar.kavaiya@sgapl.net www.sgapl.net