Balaji Telefilms Limited · NSE:BALAJITELE
Balaji Telefilms — Investor Presentation (May 2019)
16 slides from Balaji Telefilms's investor presentation, May 2019
Slide 1: Balaji Telefilms Limited Investor Presentation
Balaji Telefilms Limited Investor Presentation Balaji Telefilms Limited 1
Slide 2: Disclaimer
Disclaimer Certain words and statements in this communication concerning Balaji Telefilms Limited (“the Company”) and its prospects, and other statements relating to the Company‟s expected financial position, business strategy, the future development of the Company‟s operations and the general econo
Slide 3: Indian M&E Sector On An Exponential Growth Trajectory
Indian M&E Sector On An Exponential Growth Trajectory Number of Indian Households earning more than Rs 5,00,000 per annum The M &E Sector grew faster than the GDP of India 200 (13.4% Vs 10.2%) and currently is a $24 billion 166 industry Households (million) 150 108 100 70 50 Entertainment sector
Slide 4: Why Invest In Balaji Telefilms
Why Invest In Balaji Telefilms Balaji Telefilms offers an unique opportunity to invest in a proven content business that is screen agnostic and future ready. Our TV shows have been an integral part of India’s socio-cultural fabric for over 25 years and even today and we have the most dominant mark
Slide 5: We Have The Best In Class TV Content, Ranking #1 In Prime Time
We Have The Best In Class TV Content, Ranking #1 In Prime Time Unmatched experience in entertainment Revenue Realisation per hour for TV and a proven ability in gauging the pulse of 0.4 Production masses for over 25 years 0.38 0.35 0.33 No of Hours BTL has 4 out of Top 5 shows and 14% of 1 0.3 0
Slide 6: We Remain Selective and Profitable in Our Movies
We Remain Selective and Profitable in Our Movies Slate for FY20 currently include 5 movies Production cost for these movies have already been recovered via pre- sales Balaji Telefilms Limited 6
Slide 7: Fast Growing ALTBalaji
Fast Growing ALTBalaji Loved By Indian Consumers Balaji Telefilms Limited 7
Slide 8: The Digital Entertainment Opportunity Is Real & Here
The Digital Entertainment Opportunity Is Real & Here Mobile is the go-to screen. India will soon have 800 mn new screens from under 500m BCG estimates Indian video streaming market The next wave of growth in India’s to be a $4.5bn to internet population is expected from $5bn by 2023 tier II and
Slide 9: In Less Than 2 Years, ALTBalaji Is The Frontrunner In The Domain
In Less Than 2 Years, ALTBalaji Is The Frontrunner In The Domain OTT video streaming as a category continues to grow exponentially. ALTBalaji is already one of the frontrunners #3 grossing video on demand service in India - based on App Annie data for Grossing within the Entertainment category1
Slide 10: Exponential Growth In Subscriptions
Exponential Growth In Subscriptions 25.00 Cumulative Subscriptions Sold 23.50 21.30 Subscriptions sold 20.00 Year Count Subcribtions sold (In Mn) FY 2018 1.2 mn 15.00 FY 2019 20.1 mn 13.10 10.50 10.00 8.90 5.33 5.00 3.40 1.20 0.15 0.31 0.52 - Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Q1 FY19 Q2 FY19 Nov-18 Q3
Slide 11: ALTBalaji Content At The Center Of The Consumer Internet Ecosystem
ALTBalaji Content At The Center Of The Consumer Internet Ecosystem Others Telecom Service Payment Partners Providers Devices and OEM Streaming Partners ALTBalaji’s Unique position as a Content First Company allows for integration with several internet technology consumer partners, creating access ac
Slide 12: ALTBalaji Consumer Profile
ALTBalaji Consumer Profile 70:30 Split ratio between Male : Female 85% are aged between 18-35 covers 56% Come from Outside of Top 50 cities in India 8 pm – 12 pm is the Prime time watching for ALTBalaji 67% Consumers finish watching a series within 7 days of starting it Balaji Telefilms Limited 12
Slide 13: Loved by India And Winning Awards Regularly
Loved by India And Winnings Awards Regularly Won the DIGIXX Awards for the BEST OTT PLATFORM consecutively for the 2nd time in a row Balaji Telefilms Limited 13
Slide 14: Summary Financials - BTL Standalone
Summary Financials - BTL Standalone In (Rs Cr) FY15 FY16 FY17 FY18 FY19 Accounting Standard IGAAP Ind-AS Ind-AS Ind-AS Ind-AS Business included TV TV TV +Movie TV+Movie TV+Movie Operating Metric Hours of Programming 962 1002 960 819 763 Revenue / hour (TV) 0.22 0.26 0.30 0.33 0.38 Movie releases 3 1
Slide 15: Summing Up: Balaji Telefilms Is A Significant Value Creating Business
Summing Up : Balaji Telefilms Is A Significant Value Creating Business In the media sector, Balaji Telefilms offers a unique opportunity across TV, Movies and Digital Entertainment. We understand India - deep and unique understanding of viewing habits of Indian audience built over 25 years. TV
Slide 16: Thank you
Thank you Balaji Telefilms Limited CIN : L99999MH1994PLC082802 http://www.balajitelefilms.com Kartik Sankaran – Sr. Vice President - Investor Relations Simmi Singh Bisht - Group Head – Secretarial Tel: +91 22 4069 8000 E-mail: kartik.sankaran@balajitelefilms.com simmi.bisht@balajitelefilms.com Balaj