Balaji Telefilms Limited · NSE:BALAJITELE
Balaji Telefilms — IIFL's Enterprising India VIII Global Investors' Conference (February 2017)
44 slides from Balaji Telefilms's conference presentation, Feb 23, 2017
Slide 1: Great stories happen to those who can tell them
Great stories happen to those who can tell them. MEDIUM TERM TRENDS IN THE MEDIA SECTOR IIFL’S ENTERPRISING INDIA by Sameer Nair VIII GLOBAL INVESTORS’ CONFERENCE 23/02/2017
Slide 2: 1.27 Billion Total Population of India
1.27 Billion Total Population of India
Slide 3: 800 Million TV Viewers
800 Million TV Viewers
Slide 4: Print Readers
280 Million Print Readers
Slide 5: Mobile Users
910 Million Mobile Users
Slide 6: Internet Users
450 Million Internet Users
Slide 7: Smart Device Internet Users
350 Million Smart Device Internet Users
Slide 8: Facebook Users
150 Million Facebook Users
Slide 9: Online Video Viewers
150 Million Online Video Viewers
Slide 10: Overlapping universes
overlapping universes
Slide 11: The universe is made of stories, not atoms
THE UNIVERSE IS MADE OF STORIES, NOT ATOMS.
Slide 12: Macro behavioural trends
macro, beliamigtiral trends ian | g
Slide 13: #1 900mn screens
#1 900mn screens with 300mn internet connected smartphones 2000 2017
Slide 14: #2 200mn social users
#2 900mn screens 200mn social users 2000 2017
Slide 15: #3 100mn online buyers
#3 900mn screens 200mn social users 100mn online buyers 2000 2017
Slide 16: #4 Govt high on digital
#4 900mn screens 200mn social users 100mn online buyers Govt high on digital 2000 2017
Slide 17: #5 Content evolution
#5 900mn screens 200mn social users 100mn online buyers Govt high on digital Content evolution 2000 2017
Slide 18: #6 80mn movie goers
#6 900mn screens 200mn social users 100mn online buyers Govt high on digital Content evolution 80mn movie goers 2000 2017
Slide 19: #7 Video drives data
#7 900mn screens 200mn social users 100mn online buyers Govt high on digital Content evolution 80mn movie goers @ Video drives data 2000 2017
Slide 20: #8 Huge market gap
#8 900mn screens 200mn social users 100mn online buyers Govt high on digital Content evolution 80mn movie goers Video drives data Huge market gap
Slide 21: SVoD
900mn screens 200mn social users 100mn online buyers Govt SVoD high on digital 80mn movie goers Video drives data Content evolution Huge market gap
Slide 22: BUT
BUT
Slide 23: Will Indians pay?
Will Indians pay?
Slide 24: What are you selling?
What are you selling?
Slide 25: What are you selling?
crap consume for free What are you selling? good consume at a price
Slide 26: Indians will pay...
Indians will pay... 1. If it’s good 2. If it’s not available elsewhere 3. If they see value
Slide 27: Who will buy?
Who will buy?
Slide 28: Slide 28
Slide 29: Slide 29
Slide 30: Entertainment, Telecom, & Internet spending
25 million households already spending 1000-2000 per month on Entertainment, Telecom, & Internet
Slide 31: Entertainment, Telecom, & Internet spending
25 million households already spending 1000-2000 per month 600 or $10 per month on Entertainment, Telecom, & Internet
Slide 32: Entertainment, Telecom, & Internet spending
25 million households already spending 1000-2000 per month $10 or 600 25 million $250 million per month households per month on Entertainment, Telecom, & Internet
Slide 33: $3 billion per year
25 million households already $3 spending 1000-2000 per month $10 or 600 25 million per month households billion on per year Entertainment, Telecom, & Internet
Slide 34: Netflix billion per year
NETFLIX billion per year
Slide 35: Slide 35
Slide 36: a
a
Slide 37: teens Sir orin ama
teens Sir orin ama
Slide 38: Slide 38
Slide 39: 32 new shows in the first year
32 NEW SHOWS IN THE FIRST YEAR WITH A NEW SHOW RELEASING EVERY FORTNIGHT OVER 300 HOURS FOR JUST 90 OF ORIGINAL CONTENT FEATURING INDIA’S FAVOURITE ACTORS & DIRECTORS MORE THAN 100 HOURS PER MONTH OF KIDS CONTENT STARTING WITH AN AMAZING URBAN REGIONAL SHOWS INTRODUCTORY IN TAMIL, PUNJABI, BENGALI,
Slide 40: Available on all devices
AVAILABLE ON ALL DEVICES App available across Web, Android, iOS, Roku, FireTV, Apple TV and many more DOWNLOAD YOUR FAVOURITE SHOWS FOR OFFLINE VIEWING FOR JUST 90 Watch & enjoy ALT Balaji shows even on the go (especially in flights, trains & traffic jams) ADAPTIVE BITRATE PER MONTH PLUS OTHER FANTA
Slide 41: User Acquisition Strategy
User Acquisition Strategy Unregistered/ Registered Subscribed Anonymous User User User In-app Pricing 2 Episodes free on 2+3 Episodes Communication Unlimited access to social media & apps free on ALTBalaji apps all content User is prompted to pay & subscribe after watching 5 episodes
Slide 42: Targeting 25mn homes
We’re targeting these 25mn $3 homes (to begin with) billion per year The Indian Subcontinent Diaspora
Slide 43: $3 billion per year
$3 BILLION per year
Slide 44: Rule those who tell the stories, rule the world
THOSE WHO TELL THE STORIES RULETHE WORLD