Pt Visi Media Asia Tbk Class A · IDX:VIVA
Pt Visi Media Asia Tbk Class A — Investor Presentation (June 2016)
38 slides from Pt Visi Media Asia Tbk Class A's investor presentation, Jun 1, 2016
Slide 1: VIVA Group Presentation
VIVA GROUP PRESENTATION June 1st, 2016 1
Slide 2: Disclaimer
re] Disclaimer viva This presentation has been prepared by PT Visi Media Asia Tbk [the “Company”) and is only for the information of its investors. None of the information appearing in this presentation may be distributed to the press or other media or reproduced or redistributed in whole or in part
Slide 3: Our Group, Our Industry, Our Entertainment, Our News
Our Group Our Industry Our Entertainment Our News
Slide 4: Our Company
viva Our Company
Slide 5: VIVA is the fastest growing media company
gd VIVA is the fastest growing media company viva Operating in a young and growing Indonesian population that will be empowered by a growing domestic economy VIVA’s key management team has extensive experience in the media industry, with deep understanding of local habits and strong belief in New Me
Slide 6: VIVA's Corporate Structure and Business Segment
gd VIVA’s Corporate Structure and Business Segment viva w viva Vivagroup (PT Visi Media Asia Tbk.) Free-To-Air TV 89,9% | 99% 99,9% VIVA coid MDIA ; VIVA.co.id (PT Intermedia Capital Tbk.) (PT Viva Media Baru) | ANTV tvOne (PT Cakrawala Andalas Televisi) (PT Lativi Mediakarya) A Group member of viva
Slide 7: Key Management Profiles
viva >] around the company Key Management Profiles AnindyaN. Bakrie Gained his MBA degree from Stanford Graduate School of Business in 2001. Elected as CEO of VIVA in 2014. Erick Thohir Gained his MBA degree from National University, California in 1993. Elected as CEO of MDIA and ANTV in 2014, previ
Slide 8: 9M15 1,543.8 9M15 521.5 2014A 2,252.7 2014A 708.8 2013A 1,674.4 2013A 390.8 2012A 1,241.4
9M15 1,543.8 9M15 521.5 2014A 2,252.7 2014A 708.8 2013A 1,674.4 2013A 390.8 2012A 1,241.4 2012A 428.8 9M15 454.6 -528.4 9M15 2014A 865.7 2014A 143.9 2013A 654.5 2013A 107.4 2012A 325.8 2012A 72.9
Slide 9: 2015A 1,386.0 2015A 476.0 2014A 1,345.8 2014A 432.6 2013A 5.5 2013A 275.6 2012A 610.8
2015A 1,386.0 2015A 476.0 2014A 1,345.8 2014A 432.6 2013A 835.5 2013A 275.6 2012A 610.8 2012A 223.8 2015A 453.2 2015A 258.0 2014A 540.3 2014A 353.2 2013A 280.7 2013A 119.0 2012A 170.7 2012A 43.5
Slide 10: Our Industry
viva 10 Our Industry
Slide 11: Indonesia Summary
re] Indonesia Summary viva | Increasing / | Intense Attractiveness Increasing, Data & of the Sector Advertising / Media —_— Spend 7 Usage y f 9 Favorable y ale yoy 6th highest number of NN Demograpic < cto Net Twitter users globally y, AdSpend (Jakarta is ranked the a 13th tweet-city] reper Large Po
Slide 12: Indonesia's demographic is characterized by a young population and growing middle class
Indonesia’s demographic is characterized by a young population vw and growing middle class Social Economic Classification (SEC) 2015 2016 2015 20.4198 ge m™ 2016 s 18.7 18.8 17.517.5 13.0 13.4 10.8 10.6 10.9 ] 92 9.0 10.4 fi | i i! i! Upper 1 Upper 2 Middle 1 Middle 2 Lower 5-9 10-14 15-24 25-34 35-
Slide 13: Media penetration 2015
© Media penetration 2015 viva g5%, 24% 88% 96% 1V+ intesnt 20% internet + Radio 9% 37% TV + Radio 13% ™% i% 3% W Internet Radio Newspaper Tabloid Magazine Source: AGB Nielsen Media Research 2008 m 2012 m 7014 BE 2019 4 srour member of viva i. 13 ay Oo BH we &)
Slide 14: FTA TV is the preferred advertising platform
FTA TV is the preferred advertising platform, capturing 66.2% of advertising market. Online is the fastest growing platform taking vv “adshare from print and radio media. Indonesia’s Net Advertising Online/Mobile Segment’s Revenues Net Adex (USD mn) 2,000 4 1,800 4 1,600 4 1,400 4 1,200 4 1,000 } 80
Slide 15: Audience Profile by Index
Audience Profile by Index VIVA MNC EMTEK TRANS CORP MEDIA Target Audience ANTV TVONE RCTI GTV MNCTV SCTV IVM TRANS TRANS7 METRO Male 76 107 93 105 91 88 85 89 96 102 Gender Female 124 93 107 95 110 112 115 111 104 98 5-9 109 42 81 114 170 73 67 57 71 45 10-14 93 65 107 123 125 113 93 93 101 66 15-24
Slide 16: World Cup Effect
3.5% 2.6% 2.0% World Cup Effect 11.0% 2.0% 15.6% 29.3% 34.6% 22.9% 18.2% 27.5% 24.1% 5.0% 2.3% 5.2% 2.1% 14.9% 16.8% 31.8% 33.4% 14.6% 13.8% 23.2% 26.7% 16
Slide 17: Number of brands advertising through VIVA reach 53% of total brand in industry
Number of brands advertising through VIVA reach 53% of total brand in Industry. F&B products are the biggest contributor. viva % of number of brand advertising in VIVA, ANTV, tvOne vs industri (2011-2015) 54% 53% h 49% 50% pat 39% 37% a0 34934% 359%35% 35% | | | | | | | | | 2011 2012 2013 2014 2015
Slide 18: Our Entertainment
viva 18 Our Entertainment
Slide 19: ANTV Share Performance
ANTV Share Performance All Daypart Source: AGB Nielsen Media Research 11 cities, 1 Jan 2013 – 31 May 2016, TA : ALL PEOPLE SCTV 1.9 15.8 RCTI 1.8 15.2 RCTI 2.1 18.0 +19.3% RCTI 1.7 14.4 SCTV 1.7 14.4 ANTV 1.6 13.6 IVM 1.4 11.3 +2.0% IVM 1.4 12.3 IVM 1.5 12.5 +67% ANTV 1.3 11.2 ANTV 1.3 11.4 SCTV 1.3
Slide 20: All Daypart
All Daypart ANTV RCTI SCTV TRANS IVM MNCTV TRANS7 TVONE GTV METRO NET KOMPASTV RTV INEWSTV 21.0 18.0 14.8 15.0 14.0 13.6 13.4 13.5 13.6 12.9 13.2 12.6 12.6 12.6 12.9 12.1 11.7 11.7 12.1 11.6 11.7 11.5 12.0 10.8 10.8 10.8 10.3 10.4 9.6 8.7 8.9 8.9 9.0 7.7 6.0 3.0 0.0 Sep Sep Jul Jul Feb Jun Nov Feb J
Slide 21: Year Index Wanita
Index Year Wanita Laki-Laki 2010 95 105 2011 96 104 2012 99 101 2013 102 98 2014 104 96 2015 111 89 2016* 119 82
Slide 22: ANTV audience share and repositioning
(TV Share) Audience Share ANTV 14.8 ANTV latest TVS position in 2016 15.0 14.0 (Jan 01 – May 31, 2016) 14.0 Reposition 13.3 13.4 13.3 13.4 13.6 12.9 12.9 13.0 12.5 12.5 12.5 12.6 All Daypart YTD 2014: 11.2 +1.8% 12.0 12.0 11.6 11.7 12.0 YTD 2015: 11.4 +19.3% 11.4 11.6 10.8 10.8 RCTI 18.0 11.0 YTD 20
Slide 23: Top Program Industry (All People)
Top Program Industry (All People) Top Program Industry (All People) No Program Channel Level 2\Variable TVR Share No Program Channel Level 2\Variable TVR Share 1 D ACADEMY 2 IVM Entertainment:Talent Search 4.3 21.5 1 ANAK JALANAN RCTI Series:Drama 8.0 34.5 2 JODHA AKBAR ANTV Series:Drama 4.3 18.1 2
Slide 24: ANTV's foreign programs are well received
ANTV’s foreign programs are well received Top Program Foreign – All Genre No Program Channel Type (r) TVR Share 1 UTTARAN ANTV Series:Drama 4.2 26.5 2 ANANDHI ANTV Series:Drama 2.4 19.4 3 DORAEMON RCTI Children:Series Anim/Puppe 2.3 20.1 4 UPIN & IPIN MNCTV Children:Series Anim/Puppe 2.3 16.1 5 VEER
Slide 25: ANTV's Top Program series #1 in Slot time
ANTV’s Top Program series #1 in Slot time Series Performance: VEERA 2.2 1.9 1.6 1.5 TVR (%) 1.3 1.2 0.7 0.4 0.3 0.2 ANTV MNCTV SCTV IVM RCTI TRANS7 TRANS GTV TVONE METRO Source: AGB Nielsen Media Research, 11 Cities, 18 Jan – 31 May 2016, All People 2.4 ANANDHI TVR (%) 1.5 1.5 1.4 1.4 1.2 1.0 0.5 0.
Slide 26: TVS % by program
TA : MF 30-44 MIDDLE 11.5 11.1 10.7 8.4 TVS % 3.8 2.5 THE NEW EAT CCTV DAHSYAT(C06) INBOX(C06) RANKING 1 SUPER PAPA BULAGA! INDONESIA
Slide 27: TVR % by program
2.2 1.7 TVR % 1.3 1.1 0.7 0.7 0.4 0.4 SUPER FAMILY BAPER THE BIGGEST LAKI LAKI JUARA KSATRIA STRONGMAN RANKING 1 1000 TANYA 100 GAME SHOW TANGGUH CHAMPIONS LEAGUE
Slide 28: TVR % by program
2.1 1.4 TVR % 1.3 1 1 0.7 0.3 0.2 PESBUKERS(C10) OPERA VAN LOL BRO & BRAY ILK INDONESIA IMPROVISASI STAND UP ISENG BANGET JAVA LAWAK KLUB SELEBRITI COMEDY SHOW
Slide 29: TA: Kids 05-14 TVS %
TA : KIDS 05-14 27.1 14.6 TVS % 12.3 10.0 8.9 6.5 6.3 4.6 1.9 1.2 MNCTV ANTV GTV RCTI SCTV TRANS7 IVM TRANS TVONE METRO Source: Nielsen Media ; 11 Cities; 01 Apr – 31 May 2016 (Weekdays), Slot Time 05.30-08.00
Slide 30: #1 drama series on its slot with TA Kids 5-14
TA: KIDS 5-14 BAALVEER 2.3 #1 drama series on its slot with TA KIDS 5-14 1.9 1.6 1.4 TVR % 1.2 0.8 0.6 0.6 0.2 0.1 ANTV MNCTV SCTV RCTI IVM TRANS7 GTV TRANS TVONE METRO
Slide 31: Next ANTV Program on 2016
Gg NEXT ANTV PROGRAM ON 2016 viva a1 Unparalleled know-how in discovering global content, . a.
Slide 32: Our News
viva 32 Our News
Slide 33: TV Share (%)
TV Share (%) Week 10 12 0 2 4 6 8 w-1401 w-1403 w-1405 w-1407 w-1409 w-1411 w-1413 w-1415 w-1417 w-1419 w-1421 w-1423 w-1425 w-1427 w-1429 2014 w-1431 w-1433 w-1435 w-1437 w-1439 w-1441 w-1443 w-1445 w-1447 w-1449 w-1451 w-1453 w-1502 w-1504 w-1506 w-1508 w-1510 w-1512 w-1514 w-1516 w-1518 w-1520 w-
Slide 34: tvOne audience profile
Age TVONE Socio Economic Classification (SEC) 9% 0.2 METRO TVONE 5-9 0.1 10% 10-14 0.2 0.2 12% Upper1 0.4 0.5 METRO 22% 15-24 0.3 0.2 20% Upper2 0.3 0.4 19% 25-34 0.3 17% 35-44 0.2 0.5 37% Middle1 0.2 0.4 0.3 12% 45-54 0.4 0.6 21% Middle2 0.2 0.4 11% 55+ 0.4 0.7 10% Lower 0.1 0.3 Gender Education Oc
Slide 35: Top news programs
KABAR PETANG 1,956 LIPUTAN 6 PETANG - SCTV 1,535 KABAR MALAM 1,439 FOKUS SORE - IVM 1,281 CNN INDONESIA PRIME - TRANS METRO HARI INI - METRO 1,121 1,074 KOMPAS PETANG - KOMPASTV 854 TOP NEWS - METRO 846 METRO THIS WEEK - METRO 816 INEWS MALAM - INEWSTV 808 INEWS PETANG - INEWSTV 770 KOMPAS MALAM - K
Slide 36: tvOne dominates TOP Talkshow Program
re] tvOne dominates TOP 10 Talkshow Program viva 13 1 7 1 x 0.8 tv?ne | tv?ne | - 0.7 0.7 0.7 tv?ne | 0.6 0.6 LAWYERS CLUB JOKOWI MENJAWAB JOKOWI MENJAWAB MATA NAJWAIFO5) - WAWANCARA APA KABAR NSI NEWS STORY DEBAT CALON MENCARI MEJA BUNDAR - SCTV -1VM METRO EKSLUSIF INDONESIA MALAM _ INSIGHT - METRO
Slide 37: Top programs by genre
No Program Genre TVR Share 1 APA KABAR INDONESIA PAGI(F03) Special News 2.5 12.8 2 LAWYERS CLUB News TalkShow 1.3 6.2 3 7TAHUN MILAD DAMAI INDONESIAKU Religious Preach/Dialog 1.3 9.3 4 BREAKING NEWS(F03) News Special News 1.2 8.1 5 WORLD BOXING(L) Sport Match 1.1 9.0 6 MENYINGKAP TABIR News Feature
Slide 38: Thank You
viva 38 Thank You For More Information, Visit www.vivagroup.co.id A Group member of viva. x ma we-- Ss)
PT Visi Media Asia — Investor Presentation (June 2016) on 6ix