Modern Times Group Mtg Ab Class A · OMXSTO:MTG_A
Modern Times Group Mtg Ab Class A — Merger or Acquisition (2018)
17 slides from Modern Times Group Mtg Ab Class A's merger presentation, Sep 27, 2018
Slide 1: Plan to split MTG into two listed companies
Plan to split MTG into two listed companies
Slide 2: Today's presenters
Today’s presenters Jørgen Madsen Lindemann Anders Jensen MTG President & MTG Executive Vice President; Chief Executive Officer CEO of Nordic Entertainment Our Content 2
Slide 3: Why we are here?
Why we are here? MTG – the starting point Proposal to split MTG into two separate listed companies Nordic Entertainment Group New MTG 3
Slide 4: 2017 was MTG's best year yet
2017 was MTG’s best year yet 8% organic sales 7% Nordic Ent. 37% MTGx organic 33% total growth & 19% profit organic sales growth sales growth & shareholder return growth & 15% profit growth EBITDA profitable MTG – the starting point Proposal to split the Group Our Content Nordic Entertainment Group
Slide 5: We never stand still – transformation is in our DNA
We never stand still – transformation is in our DNA 1987 2018 MTG – the starting point Proposal to split the Group Our Content Nordic Entertainment Group New MTG 5
Slide 6: Digital transformation & portfolio management
Digital transformation & portfolio management Kongregate Baltics Engage Digital InnoGames Hungary Czech Rep. Partners Acquisitions Disposals ESL ESEA Russia Africa EV = 5.9 bn EV = 8.6 bn Trace & Splay DreamHack Ukraine Bulgaria * Zoomin.TV Sappa Refers to acquisitions and divestments from 2015 onwa
Slide 7: Plan to split MTG into two listed companies
Plan to split MTG into two listed companies New MTG Nordic Entertainment Group A pure play in digital entertainment Nordics leading entertainment provider Comprising esports (ESL & DreamHack), online Comprising Nordic Entertainment, MTG Studios and gaming (InnoGames & Kongregate), Zoomin.TV,
Slide 8: Compelling rationale – the natural next step
Compelling rationale – the natural next step • Greater focus & clarity 1 Strategic • • Serving different target markets Adapting faster to market dynamics • Aligned accountability & incentivisation 2 Operational • • Simpler decision making Attracting highly skilled talent • Distinct investment cases
Slide 9: Nordic Entertainment Group operations
Nordic Entertainment Group operations Norway Sweden Pay TV SVOD streaming Pay TV SVOD streaming Free TV AVOD streaming Free TV AVOD streaming Radio Radio Triple Play Denmark Pay TV SVOD streaming Finland Pay TV SVOD streaming Free TV AVOD streaming AVOD streaming MTG Studios (17 countries) Splay Net
Slide 10: Nordic Entertainment Group – a powerhouse
Nordic Entertainment Group – a powerhouse Net Sales EBITDA before (SEKm) Group central costs (SEKm) Leading entertainment provider with a uniquely integrated structure CAGR CAGR Nordic Entertainment: Pay- & Free-TV + +6% +8% 13,684 1,771 leading pay and free streaming services 12,876 12,219 1,55
Slide 11: Nordic Entertainment Group digital growth drivers
Nordic Entertainment Group digital growth drivers Started streams Started streams BTV subs CAGR CAGR CAGR +18% +49% +43% 2015 2016 2017 2015 2016 2017 2015 2016 2017 MTG – the starting point Proposal to split the Group Our Content Nordic Entertainment Group New MTG 11
Slide 12: Nordic Entertainment Group – key priorities
Nordic Entertainment Group – key priorities Capitalise on content and digital leadership positions Cost control & continue to shift investments to content & online Build a strong international IP, production and distribution house Expand product offering in each market Look for structural opportunit
Slide 13: New MTG – digital experiences with a global appeal
New MTG – digital experiences with a global appeal Esports Gaming Digital Video Content Other holdings MTG – the starting point Proposal to split the Group Our Content Nordic Entertainment Group New MTG 18 13
Slide 14: New MTG – a digital hyper-growth story
New MTG – a digital hyper-growth story A pure-play global digital entertainment Net Sales EBITDA before company (SEKm) Group central costs (SEKm) Esports: The world’s leading esports company with category brand leaders that 2,810 are shaping the future of the industry 36 Online gaming: 2 prove
Slide 15: New MTG - key priorities
New MTG - key priorities Become Europe’s preferred partner for digital entertainment companies around the world Maintain position as the world’s #1 esports company Further develop our positions in online gaming Selective M&A to expand position in existing verticals and exploit opportunities in new v
Slide 16: Summary
Summary Creates two publicly listed companies that are shaping the future of their respective industries with leading brands Provides both businesses with improved focus and agility to capitalise on growth opportunities and drive shareholder value Provides two distinct investment cases with clear fi
Slide 17: Find out more @MTG.COM and follow us!
FIND OUT MORE @MTG.COM AND FOLLOW US! Modern Time Group MTG AB facebook.com/mtgab @mtgab www.youtube.com/ www.instagram.com/ MTGModernTimesGroup moderntimesgroup
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