Saregama India Limited · NSE:SAREGAMA
Saregama India — Q1 FY2017-18 Earnings Presentation
16 slides from Saregama India's earnings presentation, 2017
Slide 1: Investors Update Q1 FY'17-18
Investors Update Q1 FY`17-18 1
Slide 2: Cautionary Statement
Cautionary Statement Statement in this “Management Discussion and Analysis” describing the company’s objectives, projections, estimates, expectations or predictions may be “ forward looking statements” within the meaning of applicable securities law and regulations. Actual results could differ mater
Slide 3: Q1 17-18 Financial Performance
Q1 17-18 Financial Performance * Higher PBT in last quarter on account of revenue phasing from select partners Standalone basis Key Highlights • Growth in Music Business primarily on account of B2B business. B2C story thru Carvaan just started • TV Software business revenue sustained through presenc
Slide 4: Strategic Direction
Strategic Direction Remain a pure play content company capitalising on the data boom globally, with focus on: • Higher monetisation of existing IP ( 1.2L owned songs & 3000 hours of Tamil serials) • through greater presence on all 3rd party digital and TV platforms • launch of Saregama branded physi
Slide 5: Better Monetisation thru 3rd party digital / TV platforms
Better Monetisation thru 3rd party digital / TV platforms • Better valuation for existing major OTT deals. • With settlement of ongoing issues with the authors Signed up with Apple Music community, income from society is returning to normal • Replaced international partner to bring in better • Indus
Slide 6: Saregama Retail Products
Saregama Retail Products CARVAAN • Carvaan : Portable digital audio player with in-built stereo speakers comes with 5000 greatest Hindi songs inside. Also supports Bluetooth / USB connectivity and FM radio. Price 5990 / 6490 • Retailed thru e-commerce and electronic stores. Presence in ~250 towns th
Slide 7: Carvaan in Shops
Carvaan in Shops 7
Slide 8: Building IP: New Music
Building IP New MUSIC • Started acquiring new Hindi and Tamil film music last year • The strategy is to start slow, vet assumptions and start building up the slate over time • Number of new non film albums were recorded adding to IP assets of the company 8
Slide 9: Building IP: Tamil TV Serials
Building IP Tamil TV Serials • Q1 sees continuation of existing 3 successful programmes with Sun TV – having run of 700 to 1300 episodes • A new Kannada programme “JO JO Lalli” launched with Udaya TV Chandralekha Valli Bhairavi Jo Jo Laali Daily Soap Daily Soap Weekly Episode Till 30th June Till 30t
Slide 10: Building IP: Films
Building IP Films • Data explosion resulting in growing demand for ‘exclusive’ content from all OTT players and TV • Use of Saregama’s music for marketing the film channels • Limited theatre release in top 8 cities. Tie-up with PVR • Thematic films with tightly controlled budgets; Pictures targeted
Slide 11: Yoodlee Films 1st Slate
Yoodlee Films 1st Slate Hindi Tamil / Malayalam Hindi 11 Release : 1st Sept 2017 Release : 22nd Sept 2017 Release: Oct 2017
Slide 12: Yoodlee Films 1st Slate
Yoodlee Films 1st Slate English Hindi Hindi 12
Slide 13: Publication Biz
Publication Biz Open Magazine • Publication Biz in 100% subsidiary • Sustained Circulation and Ad Revenues • Association of premium brands • No unprovided drag on financial results of parent - Saregama 13
Slide 14: Outlook - Music Business
Outlook - Music Business Digital Business • OTT & YouTube will show growth albeit marginal and Telecom would remain steady • Idea, Google Play, Apple and Jio – would contribute to growth of OTT sector consequentially providing line of sight for overflow Publishing • Besides serving the major Broadca
Slide 15: Outlook - TV, Films & Publication Businesses
Outlook - TV , Films & Publication Businesses Television Business • South TV – Leadership thru own & marketing programmes • The National TV GEC – Pitches to various networks for new programmes Films (Yoodlee) • Release of 12 films in a year starting from Sept 2017 • All round monetization - Domestic
Slide 16: Thank You
Thank You