Slide 1: Investor Presentation Q3-FY22
Tips Industries Limited Investor Presentation Q3-FY22
Slide 2: Safe Harbor
Safe Harbor This presentation has been prepared by and is the sole responsibility of Tips Industries Limited (the “Company”). By accessing this presentation, you are agreeing to be bound by the trailing restrictions. This presentation does not constitute or form part of any offer or invitation or in
Slide 3: Financial Highlights
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Slide 4: Quarterly Highlights
Quarterly Highlights ❖ Released 86 new songs during the quarter Total 86 new Songs Released ❖ Released all songs of 2 big Punjabi films • Yes I am Student – starring Ammy Virk & Sargun Mehta • Honsla Rakh - starring Diljit Dosanjh & All songs of2 big Shehnaaz Gill (released only 1 song in Sep-21, re
Slide 5: Segmental Performance – Music (Quarterly)
Segmental Performance – Music (Quarterly) Revenue (Rs. in Crs) EBIT (Rs. in Crs) EBIT Margins (%) +43% +23% 44.9 28.3 73.0% Y-o-Y 23.1 63.0% 31.4 Q3 FY21 Q3 FY22 Q3 FY21 Q3 FY22 Q3 FY21 Q3 FY22 Revenue (Rs. in Crs) EBIT (Rs. in Crs) EBIT Margins (%) +54% +44% 44.9 28.3 68.0% 63.0% 29.1 Q-o-Q 19.7 Q2
Slide 6: Segmental Performance – Music (9 Months)
Segmental Performance – Music (9 Months) Revenue (Rs. in Crs) EBIT (Rs. in Crs) EBIT Margins (%) +64% +41% 103.4 67.7 76.0% 66.0% 48.0 62.9 9M FY21 9M FY22 9M FY21 9M FY22 9M FY21 9M FY22 6
Slide 7: Q3 FY22 Profit & Loss Statement
Q3 FY22 Profit & Loss Statement Particulars (Rs. in Crs) Q3 FY22 Q3 FY21 Y-o-Y Q2 FY22 Q-o-Q 9M FY22 9M FY21 Y-o-Y Revenue From Operations 44.2 31.4 41% 95.9 -54% 168.1 62.9 167% Other Income 1.2 1.0 1.0 3.1 2.1 Total Income 45.4 32.4 96.9 171.2 65.0 Employee Benefits Expenses 2.3 2.1 2.5 7.0 5.9 Am
Slide 8: Company Overview
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Slide 9: Company Overview
Company Overview Established in 1988, Tips Industries is one of the large corporate houses in the field of music and films Catalogue is licensed to Collection of Consistent success in creating and acquiring • OTT platforms high quality music I.P.R. over 29,000 songs • Content Aggregators • TV Channe
Slide 10: Corporate Philosophy
Corporate Philosophy Our Vision To maintain and grow a MUST HAVE HITS catalogue Our Mission To create, acquire and deliver quality music to a wide range of audiences Our Purpose Deliver Entertainment Our Core Values •Honesty •Commitment •Teamwork •Passion •Positive attitude 10
Slide 11: Generating multiple revenue streams
Generating multiple revenue streams Large and diversified music library Rich content can be leveraged to generate Our catalogue comprises film, non-film, pop, multiple revenue streams via following remixes devotional songs and bhajans, created by some of the leading artistes and musicians of this co
Slide 12: Two Pronged Content Acquisition Strategy
Two Pronged Content Acquisition Strategy Our endeavour to add right content for larger target audience Content Cost Produce Strategy 100% of Content cost is charged off to profit & loss account in the year of release, thus no • To introduce promising singers (TIPS) is Capitalization & no write-offs
Slide 13: Growing listenership & Increasing Content Addition
Growing listenership & Increasing Content Addition New Songs Added Evergreen & Rich content of 86 over 29,000 songs New releases in Q3FY22 across genres, languages & 215 203 different vintages giving us high visibility of music 100 revenue FY20 FY21 9M FY22 Existing Content + Continuous Additions +
Slide 14: Annexure
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Slide 15: Music is the most valuable content
Music is the most valuable content Ranking on repeated monetization Music is now an internet business *20% Content that can be 2% Music monetized multiple times naturally commands 11% 2020 greater economic value Films 68% Web Series Internet Sync Performance *Physical Rights Music ranks at the top o
Slide 16: Digital Advertising – Key Driver of Indian Music Industry
Digital Advertising – Key Driver of Indian Music Industry Indian Digital Ad Industry AD spends on Digital Media by formats & verticals INR Crs Social Media Paid Search Display Banners Other incl. Classified Online Video 23,673 +22% 23% 26% 24% 27% 18,938 32% 34% 31% 34% 45% 0% 1% 15,782 9% 0% 1% 0%
Slide 17: Global Music Subscription Update
Global Music Subscription Update On Demand Audio streaming in the US was up ~17% y-o-y. Proportion of Streaming doubled in last 8 years & ~60% 76 Mn Music services subscribers v/s have premium subscriptions USA 74 Mn subscribers of Netflix Netherlands Music revenue grew by ~50% in 2019 and streaming
Slide 18: Few Industry Reports
Few Industry Reports dentsu – Digital Advertising in India IFPI – Global Music Report Click Here Click Here FICCI – EY Media & Entertainment Report 2021 Ericsson Mobility Report Click Here Click Here 18
Slide 19: Thank You
Company Details: Tips Industries Limited Thank CIN: L92120MH1996PLC099359 Email id: investorrelations@tips.in You Investor Relations Orientcapital Advisors: (a division of Link Intime India Pvt Ltd) Mr. Rajesh Agrawal : +91 9967491495 rajesh.agrawal@linkintime.co.in Mr. Faraz Ahmed : +91 9619705150