Tips Music Limited · NSE:TIPSMUSIC
Tips Music — Tips Industries — Q1 FY23 Earnings Presentation
20 slides from Tips Music's earnings presentation, Jul 30, 2022
Slide 1: Exchange submission cover letter
July 30, 2022 To, To, Listing Department Listing Department BSE Limited National Stock Exchange of India Limited P.J Towers, Dalal Street, Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Fort, Mumbai – 400 001 Bandra Kurla Complex, Bandra (E), Mumbai – 400 050 Scrip Code: 532375 Symbol: TIPSINDLTD
Slide 2: Investor Presentation Q1FY23
Tips Industries Limited Investor Presentation Q1FY23
Slide 3: 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 4: New Release Highlights
New Release Highlights Total185 new Songs Released in Q1FY23 142 Non-Film songs released in Q1FY23 21 mn views 120 mn views 38 mn views 43 Film songs released under Tips Originals 1.5 mn views 4.6 mn views 10.1 mn views 9 mn views 3
Slide 5: Financial Overview
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Slide 6: Quarterly Business Performance
Quarterly Business Performance Revenue (Rs. in Crs) Op. EBITDA (Rs. in Crs) Op. EBITDA Margins (%) +22% +10% -600 bps Y-o-Y 34.2 22.4 72% 66% 20.3 28.1 Q1FY22 Q1FY23 Q1FY22 Q1FY23 Q1FY22 Q1FY23 Revenue (Rs. in Crs) Op. EBITDA (Rs. in Crs) Op. EBITDA Margins (%) +600 bps 0% +10% Q-o-Q 34.1 34.2 22.4
Slide 7: Q1 FY23 Profit & Loss Statement
Q1 FY23 Profit & Loss Statement Particulars (Rs. in Crs) Q1FY23 Q1FY22 Y-o-Y Q4FY22 Q-o-Q FY22 Revenue From Operations 34.2 28.1 22% 34.1 0% 135.6 Other Income 1.0 0.6 1.4 3.2 Total Income 35.3 28.7 35.5 138.8 Employee Benefits Expenses 1.6 1.5 1.6 6.3 Other Expenses 10.2 6.3 12.2 43.1 Op. EBITDA 22
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 9
Slide 11: Generating multiple revenue streams
Generating multiple revenue streams Large and diversified music library Rich content can be leveraged to generate multiple Our catalogue comprises film, non-film, pop, 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 is to cater to a wide range of audiences 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 in the
Slide 13: Growing listenership & Increasing Content Addition
Growing listenership & Increasing Content Addition New Songs Added Evergreen & Rich content of 185 New releases over 29,000 songs in Q1FY23 across genres, languages & 276 215 decades giving us high 185 visibility of music revenue 100 FY20 FY21 FY22 Q1FY23 Existing Content + Continuous Additions : In
Slide 14: Annexures
Annexures
Slide 15: Music is the most valuable content
Music is the most valuable content Ranking on repeated monetization Yearly performance Music is now an internet business Streaming 4.3% Streaming continued to grow strongly in 19.2% Music 2021, up by 24.3% to US$16.9 billion. Paid streaming revenues rose by 21.9% and Films accounted for 47.3% of the
Slide 16: Digital Advertising – Key Driver of Indian Music Industry
Digital Advertising – Key Driver of Indian Music Industry Indian Digital Ad Industry • The Indian digital advertising industry stood at Rs 21,353 crore by the end of 2021, up from Rs 15,782 crore in the previous year. It has INR Crs grown at a rate of 35.3% 35,809 • This sustained growth can be attr
Slide 17: Growing Digital Ad spend
Growing Digital Ad spend Advertising spends across various media (%) - Advertising spends on different media (Rs. Crore) Forecast The current pie of digital ad spends constitutes 30% of the advertising spends in 2021, and moving forward in 2022 and 2023, the percentage is expected to increase to 34%
Slide 18: 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 19: Few Industry Reports
Few Industry Reports dentsu – Digital Advertising in India IFPI – Global Music Report Click Here Click Here FICCI – EY Media & Entertainment Report 2022 Ericsson Mobility Report Click Here Click Here 18
Slide 20: Thank You
Company Details: Tips Industries Limited Thank CIN: L92120MH1996PLC099359 You Email id: investorrelations@tips.in Investor Relations Orientcapital Advisors: (a division of Link Intime India Pvt Ltd) Mr. Faraz Ahmed : +91 9619705150 faraz.ahmed@linkintime.co.in Mr. Rajesh Agrawal : +91 9967491495 raj