Ufo Moviez India Ltd. · NSE:UFO
Ufo Moviez India — Merger or Acquisition (November 2017)
16 slides from Ufo Moviez India's merger presentation, November 2017
Slide 1: UFO – Qube Composite Scheme of Arrangement and Amalgamation
UFO – Qube Composite Scheme of Arrangement and Amalgamation Investor Presentation November 2017 * in terms of number of screens.
Slide 2: Safe Harbour
Safe Harbour Certain statements in this update concerning our future growth prospects are forward looking statements, which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The achievement of such results
Slide 3: Building India's Premier In-Cinema Media Company: Our Journey
Building India’s Premier In-Cinema Media Company Our Journey 2012-17 • Created digital cinema • Established in-cinema • Consolidate and establish technology backbone advertising platform and a PAN-Indian in-cinema rapidly grew advertising advertising network • Built a robust and scaled-up revenue di
Slide 4: Advertising / Sponsorship Revenue (2016-17)
Building India’s Premier In-Cinema Media Company Advertising / Sponsorship Revenue (2016-17) Rs. Mn 2,870 1,080 2,450 1,790 1,790 1,080 962 UFO Qube UFO + PVR INOX Qube Source: Company disclosures 3
Slide 5: FY17 Financial Snapshot
Building India’s Premier In-Cinema Media Company FY17 Financial Snapshot Rs. Mn UFO Qube Revenue* 5,989 3,627 EBITDA** 1,845 808 PAT*** 632 321 FY17 Revenue Mix Rs. Mn UFO Qube Advertisement Revenue 1,790 1,080 Virtual Print Fees 2,514 1,306 Lease Rental 590 138 Sale of Products 821 747 Others* 274
Slide 6: Advertisement Screen Mix
Building India’s Premier In-Cinema Media Company Advertisement Screen Mix UFO Qube Multiplex Screens 1,068 1,197 Single Screens 2,964 2,151 Total 4,032 3,348 Region wise Distribution of Advertisement Screens UFO Qube South 1,571 2,210 West 1,019 346 North 774 499 East 668 293 Note: Screen data for U
Slide 7: Significant Runway to Grow
Building India’s Premier In-Cinema Media Company Significant Runway to Grow CAGR 3Yr FY14 FY15 FY16 FY17 FY14-FY17 UFO Total Ad Revenue Rs. Bn 1.00 1.17 1.58 1.79 21% In Cinema Ad Revenue Rs. Bn 1.00 1.17 1.54 1.77 21% Avg Ad Screens # 3,332 3,688 3,749 3,729 4% Ad Rev/Screen Rs. k 300 316 410 475 1
Slide 8: Merger Synergies
Merger Synergies Serving the Cinema ecosystem better Utilizing the full Media Potential of the Combined Ad screen Network Scale Of Operations & Operating Synergies New Opportunities: Tech IP Businesses 7
Slide 9: Serving the Cinema Ecosystem Better
Serving the Cinema Ecosystem Better Advantages for the cinema industry Merged entity will address Industry’s demand for standard technology for secure and reliable delivery of content Producers and Distributors will be dealing with lesser touchpoints leading to faster distribution and smoother turn
Slide 10: Utilizing Full Media Potential of the Combined Advertisement Screen Network
Utilizing Full Media Potential of the Combined Advertisement Screen Network Combined entity will have a robust in-cinema advertisement network Network effect: Combined Advertisement Network of ~7,300 Screens makes available a PAN India In-Cinema Network, providing a one stop solution for all Adverti
Slide 11: Scale of Operations & Operating Synergies
Scale of Operations & Operating Synergies Ability to generate better returns Both Companies are essentially engaged in the same business with similar revenue streams, expenses and processes Duplicate processes will become redundant allowing scope for cost optimization opportunities The larger scale
Slide 12: New Opportunities: Tech IP Business
New Opportunities: Tech IP Business Leveraging on each others strengths to grow faster Qube has developed a suite of new audio and video software and technology IP solutions Qube has developed a self-service single-window content and digital rights management platform for movies called Qube Wire, cu
Slide 13: Merger Rationale Built upon the Same Principles
Merger Rationale Built upon the Same Principles “UFO Moviez India Ltd. and Qube Cinema Technologies Pvt. Ltd. are engaged in similar businesses. The combination of both Companies will unlock their latent potential considering the existing and future entertainment and advertising market dynamics in I
Slide 14: UFO and Qube – Robust In-Cinema Advertising Network
UFO and Qube – Robust In-Cinema Advertising Network Combined Entity Positions the combined entity to deliver strong advertisement performance Coverage - 7,380 Advertisement Screens Reach - ~95.5 Mn Weekly Seating Capacity Volume Utilization and Pricing Lever Technology will enable seamless execution
Slide 15: Transaction Structure
Transaction Structure UFO, along with ICICI Venture (through private equity funds managed or advised by them) will purchase a stake in Qube Digital from certain private equity investors who have been shareholders of Qube for several years Subsequent merger with UFO pursuant to certain intermediate s
Slide 16: About Us
About Us UFO Moviez India Ltd. UFO, founded in 2004, is a digital cinema distribution network and an in-cinema advertising platform. It operates India’s largest satellite based, digital cinema distribution network using its UFO-M4 platform, as well as India’s largest D-Cinema network. As on June 30,
UFO Moviez India — Merger or Acquisition (November 2017) on 6ix