Balaji Telefilms Limited · NSE:BALAJITELE
Balaji Telefilms — Investor Presentation (September 2019)
14 slides from Balaji Telefilms's investor presentation, September 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: 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 4: 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 and a proven ability in gauging the pulse of masses for over 25 years ❑ BTL has 4 out of Top 5 shows and 18%1 of viewership share in Prime Time – puts it at # 1 Content Producer ❑ Only production h
Slide 5: Content creation across genres and target groups
Content creation across genres and target groups Daily Soaps Finite Drama Comedy Naagin 1 , 2, 3 Kavach Mazak Mazak Hum Paanch Kyunki Saas Bhi Kabhi Bahu Thi SUPERNATURAL SUPERNATURAL Mein FAMILY COMEDY OVER 1800+ EPISODES FANTASY SERIES HORROR SERIES Kahaani Ghar Ghar Ki 8 Years With 1500+ Episodes
Slide 6: We Remain Selective and Profitable in Our Movies
We Remain Selective and Profitable in Our Movies ❑ Slate for FY20 currently include 4 movies ❑ All cost for these movies have already been recovered via pre-sales ❑ Focus is on clutter breaking cinematic content 6 Balaji Telefilms Limited
Slide 7: 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 8: Exponential Growth In Subscriptions – Strong base of customers
Exponential Growth In Subscriptions – Strong base of customers 30.0 Cumulative Subscriptions Sold 27.3 (Direct + Partners) 25.3 25.0 23.5 21.3 Subcribtions sold (In Mn) 20.0 15.0 13.1 10.5 10.0 8.9 5.3 5.0 3.4 0.5 1.2 0.2 0.3 - Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Q1 FY19 Q2 FY19 Nov-18 Q3 FY19 Feb-19 Q4
Slide 9: ALTBalaji + Zee5 Content Alliance – Faster scale up and profitability
ALTBalaji + Zee 5 Content Alliance – Faster scale up and profitability Grow the subscription video on demand business A first of its kind OTT collaboration to co-produce 60+ Originals and share consumer insights Co-created original content which will only be available on both platforms and not free
Slide 10: ALTBalaji Consumer Profile
ALTBalaji Consumer Profile 75:25 Split ratio between Male : Female subscribers 78% are aged between 18-35 covers 36% Of subscribers come from Outside of the Top 50 cities in India 9 pm – 11 am is the Prime time watching for ALTBalaji Balaji Telefilms Limited 10
Slide 11: 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 11
Slide 12: Summary Financials
Summary Financials 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 4 2 2 Financials
Slide 13: 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 14: 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
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