Tips Music Limited · NSE:TIPSMUSIC
Tips Music — Tips Industries — Q2 FY22 Earnings Presentation
21 slides from Tips Music's earnings presentation, October 2021
Slide 1: Investor Presentation
Tips Industries Limited Investor Presentation October 2021
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
@ug Financial Highlights
Slide 4: Quarterly Highlights
Quarterly Highlights ✔Released 56 new songs during the quarter ✔Released Hindi film music of Bhoot Police (Home Production) ✔Released music of 2 big Punjabi films • Qismat 2 - starring Ammy Virk & Sargun Mehta • Honsla Rakh - starring Diljit Dosanjh & Shehnaaz Gill (released only 1 song in Sep-21, r
Slide 5: Segmental Performance – Music (Quarterly)
Segmental Performance – Music (Quarterly) Revenue (Rs. in Crs) EBIT (Rs. in Crs) EBIT Margins (%) +77% +52% 29.1 19.7 78.8% Y-o-Y 67.6% 13.0 16.5 Q2FY21 Q2FY22 Q2FY21 Q2FY22 Q2FY21 Q2FY22 Revenue (Rs. in Crs) EBIT (Rs. in Crs) EBIT Margins (%) +4% -14% 28.1 29.1 22.8 80.9% 19.7 67.6% Q-o-Q Q1FY22 Q2
Slide 6: Segmental Performance – Music (Half-yearly)
Segmental Performance – Music (Half-yearly) Revenue (Rs. in Crs) EBIT (Rs. in Crs) EBIT Margins (%) +82% +71% 57.2 42.4 79.1% 74.1% 24.9 31.4 H1FY21 H1FY22 H1FY21 H1FY22 H1FY21 H1FY22 6
Slide 7: Q2 FY22 Profit & Loss Statement
Q2 FY22 Profit & Loss Statement Particulars (Rs. in Crs) Q2 FY22 Q2 FY21 Y-o-Y Q1 FY22 Q-o-Q H1 FY22 H1 FY21 Y-o-Y Revenue From Operations 95.9 16.5 483% 28.1 241% 124.1 31.4 295% Other Income 1.0 0.4 1..0 1.9 1.1 Total Income 96.9 16.9 29.1 126.0 32.5 Employee Benefits Expenses 2.5 1.9 2.2 4.7 3.8
Slide 8: Balance Sheet
Balance Sheet Particulars (Rs. in Crs) Sep-21 Mar-21 Particulars (Rs. in Crs) Sep-21 Mar-21 ASSETS Equity Non-Current Assets Equity Share Capital 13.0 13.0 Property, plant and equipment 1.9 2.0 Other Equity 121.1 88.3 Investment Property 12.4 12.5 Total Equity 134.1 101.3 Financial Assets Liabilitie
Slide 9: Cash Flow Statement
Cash Flow Statement Particulars(Rs. in Crs) Sep-21 Sep-20 Net Profit Before Tax 47.5 59.2 Adjustment for Non-Operating Items -1.0 -0.5 Operating Profit/(Loss) Before Working Capital Changes 46.5 58.7 Adjustment for WC -35.3 -4.6 Cash Generated From Operations 11.2 54.1 Direct Taxes Paid 14.0 12.9 Ne
Slide 10: Company Overview
@ug Company Overview
Slide 11: 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 12: 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 12
Slide 13: 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 14: 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 15: Growing listenership & Increasing Content Addition
Growing listenership & Increasing Content Addition New Songs Added Evergreen & Rich content of 56 over 29,000 songs 215 New releases in Q2FY22 across genres, languages & decades giving us high 100 117 visibility of music revenue FY20 FY21 H1FY22 Existing Content + Continuous Additions : Increasing M
Slide 16: Annexure
Annexure
Slide 17: 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 18: 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 +22% 23,673 23% 26% 24% 27% 18,938 32% 34% 31% 34% 45% 0% 1% 15,782 9% 0% 3% 1%
Slide 19: 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 20: 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 20
Slide 21: 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) Ms. Payal Dave: +91 9819916314 payal.dave@linkintime.co.in Ms. Neha Shroff: +91 7738073466 neha.shrof