Network18 Media & Investments Limited · NSE:NETWORK18
Network18 Media & Investments — Investor Presentation (May 2019)
44 slides from Network18 Media & Investments's investor presentation, May 19, 2019
Slide 1: Media & Investments Corporate Presentation
Media & Investments Corporate Presentation FY18-19
Slide 2: Overview
OVERVIEW 2
Slide 3: Key Strengths
Key Strengths Leading Media company in India with largest bouquet of channels (55 domestic channels and 16 international beams), and a substantial digital presence Market-leader in multiple genres (Business News #1, Hindi General News & Entertainment #2 Urban, Kids #1, English #1) Key Strengths
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 Print & Ticketing
Network18 group : TV & Digital media, specialized Print & Ticketing ~75% held by Independent Media Trust, of which RIL is the sole beneficiary Network18 Strategic Investment Entertainment Ticketing Network18 has ~39% stake Print + Digital Digital News Broadcasting Magazines Business Finance News Aut
Slide 6: TV18 group – Broadcasting pure-play, across News & Entertainment
TV18 group – Broadcasting pure-play, across News & Entertainment ENTITY GENRE CHANNELS Business News (4 channels, 1 portal) Standalone entity TV18 General News TV18 Group (Hindi & English) Regional News 50% JV with Lokmat group (14 geographies) IBN Lokmat AETN18 Infotainment (Factual & Lifestyle) 51
Slide 7: Financial Summary
FINANCIAL SUMMARY 7
Slide 8: Network18 and TV18 Annual Operating Financials – A snapshot
Network18 and TV18 Annual Operating Financials – A snapshot Network18 and TV18 - restated for current structure of ownership OPERATING REVENUES (Rs Cr) FY19 FY18 Growth a1) National News (Business + General) 817 732 12% a2) Regional News (ex IBN-Lokmat) 262 214 22% A) News (TV18 Standalone) @ 1,079
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: Broadcasting
BROADCASTING All viewership information is basis FY19 BARC data averages in the respective genres before the implementation of the TRAI order in week 5 of 2019 (early Feb-19). Viewership is yet to stabilize post the same, as consumers are still making their channel/pack choices. 10
Slide 11: TV18 group: Clear leader in News, Catching-up in Entertainment
TV18 group: Clear leader in News, Catching-up in Entertainment TV18 is the third largest national broadcast group in the country after Star, Zee and Sony. The group reaches 800+ mn people, across News, Entertainment and Infotainment. Portfolio viewership continues to grow. • News (#1): Share h
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 66% viewership – Awaaz garnered 63% 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 niche through flagship CNBC TV18 Hindi channel the key driver of growth, lead by improving rank and genre-tailwinds ENGLISH HINDI BTVI, BUSINESS NEWS 9.2% Zee ET Now, Business, 24.2% 36.8% CNBC TV1
Slide 15: Regional News
Regional News 14 regional channels reach ~60 crore viewers across 26 states through 15 languages The regional cluster’s share of overall TV News viewership has risen from 2.5% (Q3FY17) to ~6% 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, 4.6% Aalami News18 Zee Raj. 1st India ABP Sahara, Lokmat, News Raj. 7% Majha, 21% 11% 13.3%, News18 24.5%, Urdu, India 26% News Raj. TV9 Marathi, 4% 18.4% Z 24 Zee Taas, Salaam, News18 Raj. Saam 19.8%, 67% 63% TV, 19.4%, Maharashtra
Slide 17: Regional News: Viewership share – Channels under ramp-up
Regional News : Viewership share – Channels under ramp-up Total Har., 1% India News Har., 4% Living B News, Dighvijay India Sadhna 4% TV 5 24x7 Zee 24 India R Plus, Zee Punjab News, 3% News, 1% KannadaNews, 6% Kalak ABP News 11% Zee 24 , 3% VTV 8% Asmita Har. Him., 20% Punjab, News Time News18 Ghant
Slide 18: Infotainment: Factual Entertainment & Lifestyle
Infotainment: Factual Entertainment & Lifestyle Key Demographics NCCS 15+ AB NCCS 15+ AB Competition HISTORY TV18 is #3 in Factual Entertainment FYI TV18 is the #1 Lifestyle channel Content Action, Adventure, Thrill with a Layer of History Food, Relationship, Home are 3 pillars And English, Hindi, T
Slide 19: Infotainment: Viewership share
Infotainment : Viewership share History TV18 was the #3 channel in its genre fyi TV18 has risen to #1 within 2 years of its launch FACTUAL ETERTAINMENT LIFESTYLE Discovery Discovery Science, 3.9% Turbo, 0.6% NDTV History Good Nat Geo TV18, Times, Wild, 14.4% FYI TV18, 12.4% 13.0% 31.5% National
Slide 20: 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 2
Slide 21: Hindi Mass Entertainment Channels: Viewership share
Hindi Mass Entertainment Channels : Viewership share Colors is amongst top primary GECs (pay GECs, targeted at urban markets), but FTA channels lead in overall viewership share led by their pricing/distribution advantage In its FTA avatar, Cineplex grabbed ~9.2% viewership share and was the #3 H
Slide 22: Regional Entertainment
Regional Entertainment Overview Language Bengali Marathi Kannada Kannada Kannada Gujarati Oriya Tamil Penetration* – Regional Market 41 43 58 51 43 19 17 52 (in millions) Overlap With Medium High Low Low Low Very High Low Low Hindi Udaya Udaya TV, Kasturi Tarang Zee Movies SUN TV, Star Jalsha, Zee T
Slide 23: Regional GECs – Viewership share
Regional GECs – Viewership share Others, Sony 2.9% DD Sahyadri, 4.2% Marathi, 2.3% Udaya DD Girnar, TV, Colors STAR Pravah +HD, 17% 16.7% Kannada +HD, 16.1% Star Suvarna, 32.1% 11.6% Zee Marathi +HD, 50.0% Colors Gujarati, Zee Kannada, Colors Colors Marathi +HD, 83.9% 27.5% Super, 19.1% 9.2% Zee Yuv
Slide 24: 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 25: Kids Genre: Viewership share
Kids Genre : Viewership share Nickelodeon a dominant leader, and enjoys the #1 rank in the Kids genre Viacom18 commands a ~27% viewership across its channels In the sub-segment targeting 10-14 boys, Sonic is the #1 channel Disney XD, 4.1% Others, 24.9% Sonic, 6.7% NICK, 17.6% Disney Nick Chann
Slide 26: 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 27: 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 India continues to have a strong 28% viewership share. MTV Beats (24x7 Hindi Music) was launched in FY17, and has quickly garnered 13.4% viewership sha
Slide 28: 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 29: 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, 3.2% Zee Café +HD, 9.9% VH1
Slide 30: Digital Ventures
Digital Ventures Viacom18 Digital Ventures • Viacom18’s video on-demand platform “VOOT” launched in May’16 Content around Network Content Content 1 2 • Premium content library of more than Large library of 60,000 hours spanning Viacom18’s network NOT Seen on TV content from channels (full episodes &
Slide 31: Motion Pictures
Motion Pictures Viacom18 Studios 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 distribute and
Slide 32: 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 65,000+ footfalls in 2019 • Pioneering experiential ent
Slide 33: 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 34: Network18 bouquet – Premium offering at class leading value
Network18 bouquet – Premium offering at class leading value 20 Channels for INR 25 pm 34
Slide 35: Digital News
DIGITAL NEWS Comscore multiplatform data - 12 months average (April 2018-March 2019) UV = Unique Visitor PV = Page View 35
Slide 36: MoneyControl (Business and Finance portal)
MoneyControl (Business and Finance portal) Positioned as India’s digital gateway to personal finance, financial investing and business news, Moneycontrol strives to stick to its credo – for the investor by the investor Currently, Moneycontrol attracts over 5 million unique visitors on desktop an
Slide 37: Firstpost
Firstpost With its comprehensive coverage on latest trends and thoughtful analysis, Firstpost has cemented its leadership position in the Opinion space (differentiated from pure News) Exploring various forms of curation, opinion writing, long form and short form offerings with insightful analysi
Slide 38: News18 English
News18 English With over 48 million monthly users, News18 English emerged as one of the fastest-growing digital platforms New18 English now has over 10 million video views on YouTube Two new award shows were launched in 2018 — the Reel Awards to recognise story- driven, low-budget cinema and r
Slide 39: News18 Languages
News18 Languages News 18 Languages has emerged as a leading player in the Vernacular News market. As of today Languages portfolio has eleven sites in Hindi, Assamese, Marathi, Bangla, Gujarati, Kannada, Tamil, Malayalam, Telugu, Punjabi and Urdu In December the Hindi site leapfrogged over establ
Slide 40: Nascent growth engines
Nascent growth engines Cricketnext CricketNext was one of the pioneers of the online coverage of the game in India Over the last year, a concerted strategy has been put in place to ensure the platform finds greater resonance among fans. The newly designed CricketNext app is a significant step in
Slide 41: 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 42: Investment: BookMyShow (Entertainment ticketing & Live events)
Investment: BookMyShow (Entertainment ticketing & Live events) India’s leading entertainment ticketing platform, with movie bookings as the prime driver MULTIPLE STRENGTHS Widely acclaimed app and website Targeted offers and marketing campaigns to reduce cash-burn, amidst stiff competition F
Slide 43: 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 44: Thank You
Thank You For Further information on business and operations please write to investors.n18@nw18.com 44
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