Balaji Telefilms Limited · NSE:BALAJITELE
Balaji Telefilms — Investor Presentation (February 2019)
26 slides from Balaji Telefilms's investor presentation, February 2019
Slide 1: Balaji Telefilms Limited Investor Presentation
Balaji Telefilms Limited Investor Presentation 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: Balaji Telefilms Ltd Overview
Balaji Telefilms Ltd Overview Balaji Telefilms Limited 3
Slide 4: Balaji Telefilms: Delightful and Innovative Entertainment
Balaji Telefilms: Delightful and Innovative Entertainment Balaji Telefilms was founded by Ekta Kapoor in 1994, who has triggered and influenced social change via her cult-like style of redefining contemporary relationships and dramatic story telling. A winner of many accolades, Ekta Kapoor is the Co
Slide 5: Creating Memorable Television Content For Decades
Creating Memorable Television Content For Decades Balaji Telefilms produced content has created a daily television watching habit 20,000+ Hours of among millions of viewers Television content Balaji Telefilms shows drive channel ratings creating a major impact on Long – term channel rankings Rel
Slide 6: The Media and Entertainment Marketplace In India
The Media and Entertainment Marketplace In India Balaji Telefilms Limited 6
Slide 7: Indian M&E Sector On An Exponential Growth Trajectory
Indian M&E Sector On An Exponential Growth Trajectory The M&E market in India For Many Years Indians have been is growing towards $30bn entertained and enthralled by in 2020, from $10.5bn in Movies, Sports & Soaps. 2011. Indian audiences prefer indigenous content – Hindi (GEC + Movies) India is
Slide 8: The Digital Entertainment Opportunity Is Real & Here
The Digital Entertainment Opportunity Is Real & Here Data usage per Mobile is the go-to screen. India will user has gone up soon have 800 mn new screens from by 8 times within under 400m the past year Individualization, Personalization and Polarization of content, is creating the Video streaming
Slide 9: Rapidly Growing Indian OTT Market led by changing consumer habits
Rapidly Growing Indian OTT Market led by changing consumer habits Business Model SVOD AVOD TVOD Content Approach Original Exclusive Library / Reruns OTT Ownership Independent Telco Broadcasters Commerce Content Creators ALTBalaji is driving India’s SVOD habit - focused on original exclusive content
Slide 10: Fast Growing ALTBalaji
Fast Growing ALTBalaji Loved By Indian Consumers Balaji Telefilms Limited 10
Slide 11: ALTBalaji Developing And Driving The SVOD Proposition
ALTBalaji Developing And Driving The SVOD Proposition OUR VISION IS TO CREATE A BINGE VIEWING HABIT ACROSS INDIA & EMERGE AS A DOMINANT PLAYER IN THE INDIAN OTT MARKET Simple penetrative pricing & multiple access to develop and drive mass adoption ALTBalaji is available as a direct B2C app and a
Slide 12: ALTBalaji Content Caters To Wide Range Of Audiences
ALTBalaji Content Caters To Wide Range Of Audiences OTT Skews Male Unique experience of creating wide Women audience repertoire of content for over two decades spent twice the time on female centric shows Uniquely positioned to scale the craft and produce large volume, relevant, market Content l
Slide 13: ALTBalaji Driving Audience Engagement Via Content Segmentation
ALTBalaji Driving Audience Engagement Via Content Segmentation Audience Male Female Premium customers who appreciate “High quality Cinematic content”. Urban Premium : Limited in number but high value premium consumers Desire for Stories not seen on other Desire for Romance & Drama mediums not seen o
Slide 14: ALTBalaji Receiving Awards & Accolades
ALTBalaji Receiving Awards & Accolades Balaji Telefilms Limited 14
Slide 15: ALTBalaji - #3 in Subscription OTT
ALTBalaji - #3 in Subscription OTT 2018 - Top Video Streaming Apps by Consumer Spend Rank India US China UK 1 Netflix Netflix Tencent video Netflix 2 Hotstar Youtube iQIYI Youtube 3 BIGO LIVE HBO NOW Youku ITV Player 4 Live.me Hulu Momo DisneyLife 5 ALTBalaji Youtube TV ImgoTV BIGO LIVE Non OTT Base
Slide 16: ALTBalaji will continue to create value
ALTBalaji will continue to create value 1 Dominate the Hindi Originals 2 Direct Subscription Growth marketplace Direct Subscription Growth 3.0 2.5 2.0 1.5 1.0 0.5 0.0 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 3 Grow content offering 4 International Expansion Balaji Telefilms Limited 16
Slide 17: Television From Strength To Strength
Television From Strength To Strength Balaji Telefilms Limited 17
Slide 18: Our Television business accounts for nearly 16% of prime time ratings
Our Television business accounts for nearly 16% of prime time ratings – industry leader by far Built on producing commissioned programming for broadcasters over 25 years Unmatched experience in entertainment and a proven ability in gauging the pulse of masses Exemplary track record with a stri
Slide 19: Strong Financial Performance in the TV Business
Strong Financial Performance in the TV Business QoQ YoY Full Year Particulars Dec-18 Sep-18 Jun-18 Mar-18 Dec-17 change change FY18 Programming Hours 3% 11% 199 193 170.5 160 179 819 Revenue (Rs Cr) 3% 30% 79.3 77.1 57.34 53.2 59.4 270.6 Realisation / Hour (Rs Cr) 0% 21% 0.40 0.40 0.34 0.33 0.33 0.3
Slide 20: Movie Business Has Turned Around
Movie Business Has Turned Around Balaji Telefilms Limited 20
Slide 21: Movie business - Producers of differentiated cinematic content
Movie business - Producers of differentiated cinematic content Bollywood movies continue to be a prime source of entertainment for the masses – India as well as global Indians Creating high quality, high concept cinema that is supported by intensive and innovative marketing Audiences receptive
Slide 22: Exciting movie line up
Exciting movie line up Upcoming slate includes 5 movies and the production cost for these movies have already been recovered via pre-sales Dolly Kitty Aur woh Chamakte Sitare DreamGirl Jabariya Jodi Kaju Mental Hai Kya Working Titles Balaji Telefilms Limited 22
Slide 23: BTL Standalone (TV Business + Movies) – Summary financials
BTL Standalone (TV Business + Movies ) – Summary financials In (Rs Cr) FY14 FY15 FY16 FY17 FY18 9M FY19 Accounting Standard IGAAP IGAAP Ind-AS Ind-AS Ind-AS Ind-AS Business included TV TV TV TV +Movie TV+Movie TV+Movie Operating Metric Hours of Programming 590 962 1002 960 819 562.5 Revenue / hour (
Slide 24: Capital Allocation And Value Creation
Capital Allocation And Value Creation 3 businesses with a clear capital allocation strategy Cash generative Craft & reputation Value creation Stable business – Run as a portfolio over 18 Investment phase – create predictable with growing to 24 months substantial value in long cash flows run Exploit
Slide 25: 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 26: 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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