Network18 Media & Investments Limited · NSE:NETWORK18
Network18 Media & Investments — Investor Presentation (April 2018)
42 slides from Network18 Media & Investments's investor presentation, April 2018
Slide 1: Media & Investments Corporate Presentation FY17-18
Media & Investments Corporate Presentation FY17-18
Slide 2: Overview
OVERVIEW 2
Slide 3: Key Strengths
Key Strengths Leading Media company in India with largest bouquet of channels (53 domestic channels and 16 international beams), and a substantial digital presence Market-leader in multiple genres (Business News #1, Hindi General Entertainment #1 Urban, Kids #1, English Entertainment #1) Key Str
Slide 4: Building India's leading media company
Building India’s leading media company 2016+ • OTT video platform, revamp of portals Filling whitespaces, umbrella branding, • Hindi Movie and Music channels thrust on digital • News (TV+Digital) expanded and relaunched • ETV acquisition (Regional News +Entertainment) 2012-2015 • Indiacast setup for
Slide 5: Network18 group: TV & Digital media, specialized E-commerce & Print
Network18 group : TV & Digital media, specialized E-commerce & Print ~75% held by Independent Media Trust, of which RIL is Network18 Print the sole beneficiary Digital Commerce Digital Content Broadcasting (Investments) Finance News Home shopping Entertainment Entertainment News & Ticketing Opinions
Slide 6: TV18 group – Broadcasting pure-play, across News & Entertainment
TV18 group – Broadcasting pure-play, across News & Entertainment ENTITY GENRE CHANNELS Standalone entity Business News (4 channels) TV18 TV18 General News Group (2 channels) 100% subsidiary 51.16% held by Panorama Network18 Regional News 50% JV with Lokmat group (14 channels) IBN Lokmat AETN18 Infot
Slide 7: Financial Summary
FINANCIAL SUMMARY 7
Slide 8: Network18 and TV18 Annual Financials – A snapshot
Network18 and TV18 Annual Financials – A snapshot OPERATING REVENUES (Rs Cr) FY18 FY17 Growth A) Business + General News (TV18 standalone) 735 667 10% B) Regional News (ex IBN-Lokmat) + Infotainment 297 316 -6% C) Entertainment (Viacom18+Indiacast) 3,781 3,160 20% D) TV18 Consolidated 4,813 4,142 16
Slide 9: Investments into new initiatives in TV18
Investments into new initiatives in TV18 Focusing on filling whitespaces scaling up in areas of leadership over last 3 years National News – No new channels. CNBCTV18.com launched in April 2018 (not included below) Regional News – 8 new channels over past FY16-FY17 Infotainment – Lifestyle c
Slide 10: TV18 group: Closing the gap with competition
TV18 group: Closing the gap with competition TV18 group is a ~Rs 5000Cr media group, with a market-cap of US$ 1.8bn TV18 is the fourth largest broadcast group in the country after Star, Zee and Sony. The group reaches 700+ mn people, across News, Entertainment and Infotainment. Portfolio viewe
Slide 11: Broadcasting - Genre-wise Details
BROADCASTING - GENRE-WISE DETAILS All viewership information is based on Q4FY18 BARC data in their respective genres 11
Slide 12: Business News
Business News Audience : NCCS 25+ AB Male Audience : NCCS 25+ AB Male, HSM Key Demographics Significant OOH Viewers across HIG Channel for people in Business across Hindi Business People in Metros Speaking Markets Competition CNBC TV18 garnered 68% viewership – Awaaz garnered 73% viewership is at No
Slide 13: General News
General News Audience : NCCS AB Male 22+, All India Audience : NCCS All 15+, HSM Key Demographics English Speaking, Channel for the Masses in the Hindi HIG Heartland Market Split among the Big 5 Highly Fragmented but substantially Competition Republic TV & Times Now are leaders, larger market compar
Slide 14: National News: Viewership share – Business and General News
National News : Viewership share – Business and General News Completely dominate the Business News genre General News seeing revival in traction, especially in Hindi ENGLISH HINDI BTVi, 7.8% BUSINESS NEWS Zee ET Now, Business, 24.1% 27.3% CNBC TV18, CNBC 68.1% Awaaz, 72.7% Others, 11.1% Others,
Slide 15: Regional News
Regional News 14 regional channels reach ~60 crore viewers across 26 states through 13 languages The regional cluster’s share of overall TV News viewership has risen from 2.5% (Q3FY17) to 4.5% All ETV/IBN branded channels were migrated to News18 umbrella during FY18 Language Marathi Urdu Hindi
Slide 16: Regional News: Viewership share – Mature channels
Regional News : Viewership share – Mature channels Jai Maharashtra Zee Rajasthan Maharashtra, One, 0.3% Sahara Samay News, 14.6% 3.5% Rajasthan, Munsif Aalami 0.6% Saam TV, ABP TV, Samay, 12.7% Majha, 10.4% 11.6% 29.0% India News News18 News18 Rajasthan, 2.8% Lokmat, Urdu, 13.6% 26.8% Zee Salaam, Ne
Slide 17: Regional News: Viewership share – Channels under ramp-up
Regional News : Viewership share – Channels under ramp-up BTV Dighvijay India News India News, R Plus, 24x7 News, Haryana, News 4.9% Punjabi, 14.5% 5.2% News18 Zee Haryana 2.9% 11.8% Kannada, VTV Gujarati, Himachal, 24 ABP News Time 8.8% 14.8% 20.1% Living India Ghanta, TV9 Asmita, Bangla, 3.6% 22.4
Slide 18: Infotainment: Factual Entertainment & Lifestyle
Infotainment: Factual Entertainment & Lifestyle Key Demographics NCCS 15+ AB NCCS 15+ AB Competition HISTORY TV18 is #3 Factual Entertainment FYI TV18 is #3 Lifestyle Content Action, Adventure, Thrill with a Layer of History Food, Relationship, Home are 3 pillars And English, Hindi, Tamil ,Telugu En
Slide 19: Infotainment: Viewership share
Infotainment : Viewership share History TV18 is the #3 channel in its genre Fyi TV18 has risen to #3 within a year of its launch FACTUAL ETERTAINMENT LIFESTYLE NDTV Good Sony BBC Times, Earth +HD History TV 12.4% 9.3% 18 +HD Nat Geo FYI Wild +HD 16.9% TV18, 13.5% 26.6% National Discovery Geograp
Slide 20: Indiacast – Content Distribution and Syndication
Indiacast – Content Distribution and Syndication Global Domestic Subscription Revenues Distribution & Reach 1 2 Device agnostic Subscription & Advertising International Business Revenues 3 Linear Assets Diverse content 4 Sweat ipr 5 New Media Subscription Revenues Maximize Revenue | Maximize Reach S
Slide 21: Hindi Mass Entertainment Channels
Hindi Mass Entertainment Channels Key Demographics Competition Mix of Fiction, Reality and Movies. Free- To-Air Channel Flagship properties include Bigg Boss, Free- To-Air Channel Focused Programming repeat programming from Khatron ke Khiladi, Shakti, & on movies Colors Mahakali Launched in July 200
Slide 22: Hindi Mass Entertainment Channels: Viewership share
Hindi Mass Entertainment Channels : Viewership share Colors is now the #1 GEC amongst primary GECs (pay GECs, targeted at urban markets), but FTA channels lead in overall viewership share led by their pricing/distribution advantage FTA offering Rishtey now has 7.3% share Rishtey Cineplex grabb
Slide 23: Regional Entertainment
Regional Entertainment Overview Language Bengali Marathi Kannada Kannada Gujarati Oriya Tamil Penetration* – Regional Market 39 43 58 49 19 16 46 (in millions) Overlap With Hindi Medium High Low Low Very High Low Low Udaya Udaya TV, Comedy, SUN TV, Star Jalsha, Zee Marathi, Zee Tarang TV, Key Compet
Slide 24: Regional Entertainment – Viewership share
Regional Entertainment – Viewership share Others, DD Sahyadri, 3.5% 5.1% STAR Pravah Zee DD Udaya TV, 17.3% +HD, 19% Marathi Girnar, Colors Kannada +HD, 33.9% +HD, 18.5% Star Suvarna, 47.6% 11.6% Colors Gujarati, Colors 81.5% Zee Kannada, 23.8% Colors Marathi Super, 9.9% Zee Yuva, +HD, 19.8% 8.6% Ka
Slide 25: Kids Genre
Kids Genre Key Demographics Audience : Kids Between 2-14, NCCS ABC Audience : Boys Between 10-14 And ‘Fun Unlimited’ ‘A channel for the action loving generation’ Positioning Competition Content Focus on ‘Comedy and Humor’ Focus on ‘Action and Adventure’ And English, Hindi, Tamil and Telugu English,
Slide 26: Kids Genre: Viewership share
Kids Genre : Viewership share Viacom18 stable enjoys the #1 rank in the Kids genre with ~31% viewership across its channels Nickelodeon is the #1 kids channel overall by a substantial margin * In the sub-segment targeting 10-14 boys, Sonic is the #1 channel Disney XD, Others, 6.1% 16.5% Disney
Slide 27: Youth & Music
Youth & Music Key Demographics Audience: CS 15- 21, NCCS All, HSM Audience: CS 15- 30, NCCS All, HSM And ‘Non-stop music ka one-stop channel’ Positioning Competition Focus on Music and Reality Shows like the iconic MTV Roadies, Splitsvilla Content Multi Platform Engagement with Youth – Television, D
Slide 28: Youth & Music: Viewership share
Youth & Music : Viewership share MTV is an iconic youth brand, which also enables merchandising and other non-display revenue opportunities. MTV cafes have been setup in 3 cites (Mumbai, Delhi, Chandigarh) too MTV Beats (24x7 Hindi Music) was launched last year, replacing MTV Indies (Independent
Slide 29: English Entertainment
English Entertainment Audience: CS 15-40, NCCS AB, Mega Cities Key Demographics (6 metros: Delhi, Mumbai, Kolkata, Bangalore, Hyderabad, Chennai) Competition Content Internationally acclaimed International Music and Comedy 360O lineup that is Edgy, And Entertainment Own ‘Funny’ in India Contemporary
Slide 30: English Entertainment: Viewership share
English Entertainment : Viewership share Viacom18’s channels dominate the genre with ~60% combined market-share VH1 is a genre leader, led by its mix of Music and Entertainment content The genre is a niche, and is currently challenged by digital consumption Others, 0.3% Zee Café +HD, VH1 +HD 9
Slide 31: Motion Pictures
Motion Pictures Viacom18 Motion Pictures Competition • Acquisition, production, syndication, marketing and distribution of full length feature films within India and distribution of Indian films in several international markets Business • It has a strategic alliance with Paramount Pictures to distri
Slide 32: Digital Ventures
Digital Ventures Viacom18 Digital Ventures • Viacom18’s video on-demand platform “VOOT” launched in May’16 • Over 50,000 hours of content for audiences with varying choices and preferences, covering all Viacom18 Network content, Originals and some selective kids content from other networks too • Amo
Slide 33: Integrated Network Solutions & Consumer Products
Integrated Network Solutions & Consumer Products Integrated Network Solutions LIVE provides creative ways of bringing together brands and modern consumers through unforgettable live experiences and original branded content. • VH1 Supersonic saw 60,000+ footfalls in 2018 • Pioneering experiential ent
Slide 34: HomeShop18 (TV and digital shopping)
HomeShop18 (TV and digital shopping) One of the largest home-shopping platforms in India Losses have been slashed through restructuring and cost optimizations, even as the business remains under pressure. LEGACY OF EXCELLENCE Pioneered TV Home Shopping in India in 2008 through a 24 hour TV cha
Slide 35: BookMyShow (Online ticketing for movies and events)
BookMyShow (Online ticketing for movies and events) India’s leading entertainment ticketing platform, with movie bookings as the prime driver MULTIPLE STRENGTHS An average of over 103 million visits per month by end-FY18 Strong 18% growth in bookings in FY18 despite stiff competition which has
Slide 36: Digital – Key Properties
DIGITAL – KEY PROPERTIES All Digital properties except VOOT are part of Network18 group, and do not fall under TV18 group. Data as of Feb 2018 36
Slide 37: MoneyControl (Business and Finance portal)
MoneyControl (Business and Finance portal) India’s leading, genre-defining finance portal with a record of excellence for over 16 years On mobile, Users consume ~1.7x more pages and spend ~3x more time on Moneycontrol, compared to the competition Budget day saw a historical high with a peak co
Slide 38: News18.com (Digital News destination)
News18.com (Digital News destination) – erstwhile IBNLive.com Primary digital destination of the group for all news Continued editorial focus augmented by improvements in product and technology has propelled the brand to the top 3 spot, within just 2 years of its launch Budget day saw News18 g
Slide 39: Firstpost (Opinions portal)
Firstpost (Opinions portal) Provides diverse opinions on varied topics including politics, economy, sports and movies Widely acknowledged, usually appears within top-3 searches on any contemporary topic BROADENING ITS PORTFOLIO Firstpost Hindi was launched to address the Hindi-speaking markets
Slide 40: Vision and Strategy
Vision and Strategy We aim to be a channel-agnostic provider of top-drawer content. Our strategy is to be present in all key market-segments where we believe profitable growth is possible in the medium-term. The vision is to consolidate our position as India’s top media house with unparalleled reach
Slide 41: Disclaimer
Disclaimer This presentation is issued by Network 18 Media & Investments Limited (the “Company”) for general information purposes only and does not constitute a solicitation or offer or invitation to sell or issue any securities of the Company, nor shall it be relied on in connection with any contra
Slide 42: Thank You
Thank You For Further information on business and operations please write to investors.n18@nw18.com 42
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