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TRANSCRIPT
Corporate PresentationFY18-19
Media & Investments
OVERVIEW
2
Key Strengths
Key Strengths
Leading Media company in India with largest bouquet of channels (55 domestic
channels and 16 international beams), and a substantial digital presence
Market-leader in multiple genres (Business News #1, Hindi General
News & Entertainment #2 Urban, Kids #1, English #1)
Marquee Digital properties (MoneyControl, BookMyShow) & OTT video
(VOOT) provides future-proof growth and content synergy
“Network effect” and play on Vernacular media growth - Benefits of
Regional portfolio across News (14) and Entertainment (8) channels
Experienced & Professional management team, Strong promoters
3
4
2016+Filling whitespaces, umbrella branding,
thrust on digital
2012-2015Regional entry to tap vernacular market
2005-2011Entry into Entertainment and Digital
1999-2005Built core platforms and launched
flagships
• OTT video platform, revamp of portals
• Hindi Movie and Music channels
• News (TV+Digital) expanded and relaunched
• ETV acquisition (Regional News +Entertainment)
• Indiacast setup for distribution of TV bouquet
• NW18 acquired by RIL, corporatization thrust
• JVs with Viacom & A+E networks, Forbes
• Invest in Home shopping, Online Ticketing
• News, Opinions & Info portals
• Business News (CNBC cluster)
• General News (IBN cluster)
• Finance portal (MoneyControl)
Building India’s leading media company
Digital News
Strategic InvestmentNetwork18
Broadcasting
Entertainment
News
Infotainment
Network18 holds ~51% of subsidiary TV18. TV18 in turn owns 51% in Viacom18 and 51% in AETN18 (see next page for details)
EntertainmentTicketing
Network18 group : TV & Digital media, specialized Print & Ticketing
~75% held by Independent Media Trust, of which RIL is
the sole beneficiary
Network18 holds ~92% in Moneycontrol. Others are in standalone entity.
Finance
News & Opinions
Infotainment
Print + Digital Magazines
Auto
Business
Niche
All in standalone entity
Network18 has ~39% stake
TV18 group – Broadcasting pure-play, across News & Entertainment
6
GENREENTITY CHANNELS
TV18 Group
Business News (4 channels, 1 portal)
General News (Hindi & English)
Entertainment (inc. Movie production / distribution & OTT)
Infotainment(Factual & Lifestyle)
Regional News (14 geographies)
Distribution -INDIACAST
Regional Entertain. (8 channels in 6
geographies)
TV18
VIACOM18
AETN18
Standalone entity
51% subsidiary - JV with Viacom Inc
50% JV with Lokmat group
IBN Lokmat
51% subsidiary - JV with A+E Networks
50:50 JV of TV18 & Viacom18
ETPL (Eenadu)Telugu Entertain.
(5 channels)24.5% holding (associate)
Operated by the Eenadu group, owned by Ramoji Rao (Hyderabad)
FINANCIAL SUMMARY
7
Network18 and TV18 Annual Operating Financials – A snapshot
There have been realignments in corporate structure for group simplification, as outlined below. The above representation assumes the current status of ownership throughout, for comparability purposes; and hence will not match reported financials.@ TV18's 100% subsidiary Panorama housed 13 regional news channels, which has now been merged into parent.# Viacom18 and Indiacast became subsidiaries of TV18 from 1st March 2018. Further, HomeShop18 ceased to be a subsidiary of Network18 from 1st Feb 2018. • Viacom18 and AETN18 are 51% entertainment subsidiaries of TV18, while distribution-arm Indiacast is a 50:50 JV of TV18 and Viacom18. TV18's 24.5%
minority stake in Telugu entertainment associate Eenadu TV is not included here.
OPERATING REVENUES (Rs Cr) FY19 FY18 Growth
a1) National News (Business + General) 817 732 12%
a2) Regional News (ex IBN-Lokmat) 262 214 22%
A) News (TV18 Standalone) @ 1,079 946 14%
B) Entertainment (Viacom18+AETN18+Indiacast) * 3,863 3,868 0%
C) TV18 Consolidated # 4,943 4,813 3%
includes: Subscription 1,268 1,146 11%
includes: Film production/distribution 216 450 -52%
D) Digital, Print, Others & Intercompany elim. 173 214 -19%
E) Network18 Consolidated # 5,116 5,027 2%
OPERATING EBITDA (Rs Cr) FY19 FY18 Growth
a1) National News (Business + General) 166 158 5%
a2) Regional News (ex IBN-Lokmat) -74 -125 NM
A) News (TV18 Standalone) @ 92 33 179%
B) Entertainment (Viacom18+AETN18+Indiacast) * 221 208 6%
C) TV18 Consolidated # 314 241 30%
D) Digital, Print, Others & Intercompany elim. -102 -53 NM
E) Network18 Consolidated # 212 188 13%
Network18 and TV18 - restated for current structure of ownership
Investments into new initiatives in TV18
9
Focusing on filling whitespaces scaling up in areas of leadership over last 3 years National News – No new channels. CNBCTV18.com launched in April 2018 (not included below) Regional News – 8 new channels over past FY16-FY17 Infotainment – Lifestyle channel ‘FYI’ in early-FY17 Entertainment – OTT platform VOOT, Second Kannada GEC Color Super, Music channel MTV
Beats, HD feeds for 3 regional channels (all early FY17), Tamil GEC Colors Tamil (late FY18), Kannada Movies, VOOT kids Beta (late FY19)
Regional and Digital the 2 key axes for growth via new launches
* We define new initiative losses as the operating losses of any major new launch or project, which we declare for a period of 4 quarters from launch at an aggregate entity level. The purpose is to allow an understanding of Business-as-usual profitability for the entity vs the prior period, as well as the trajectory of losses for the new initiative over the first year of its operations. A new initiative gets subsumed into Business-as-usual post this period, though the actual gestation period may be longer (and hence losses may continue beyond these 4 quarters).
New initiative losses (Rs Cr.) FY16 FY17 FY18 FY19General entertainment - launches (inc regional & digital)
95 266 45 114
Regional news - launches 45 73Factual entertainment - launches 0 27Rebranding and re-launch 20
TOTAL : New initiative losses * 160 366 45 114
BROADCASTING
10
All viewership information is basis FY19 BARC data averages in the respective genres before the implementation of the TRAI order in week 5 of 2019 (early Feb-19). Viewership is yet to stabilize post the same, as consumers are still making their channel/pack choices.
NEWS
TV18 is the third largest national broadcast group in the country after Star, Zee and Sony.
The group reaches 800+ mn people, across News, Entertainment and Infotainment.
Portfolio viewership continues to grow.• News (#1): Share has grown to 11.5%, led by strong performance of Hindi and regional channels.• Entertainment (#3 ex-sports) : Share has grown to 11.7%, despite not having exposure to sports.• Infotainment (#2) : Niche genre within entertainment, which adds another ~0.1% share to TV18
TV18 group: Clear leader in News, Catching-up in Entertainment
ENTERTAINMENT (peer shares are ex-Sports)
9.5
%
9.7
%
10
.4%
9.6
%
10
.5%
11
.0%
10
.7%
10
.7%
11
.0%
11
.3%
11
.4%
11
.1%
11
.1%
11
.7%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
Viacom18 Sony Star Zee Ent.
6.6
%
5.3
%
4.8
%
5.2
%
5.6
% 8.0
%
9.2
%
9.4
%
9.2
%
9.7
%
10
.3%
10
.7%
11
.5%
11
.5%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
TV18 News Zee Media TV TodayABP IndiaTV
Post implementation of New Tariff Order and shifting of entertainment channels out from DD Freedish, entertainment broadcasters lost 2-4% viewership share each in late Q4FY19.
Key Demographics
Competition
OperatingMetrics
Launch Date
Audience : NCCS 25+ AB MaleSignificant OOH Viewers across HIG
Business People in Metros
Audience : NCCS 25+ AB Male, HSMChannel for people in Business across Hindi
Speaking Markets
CNBC TV18 garnered 66% viewership –greater than ET Now & BTVi combined.
Awaaz garnered 63% viewership is at No. 1. Zee Business is the other player.
We created and dominate the Business News Genre~65% viewership share and over 75% market share in advertising****
Significant Out of Home Viewership (not captured by BARC) gives premium positioningPositive leverage to equity markets, Events and IPs provide resilience
Launched in 1999CNBC - Brand Licensor
Launched in 2005CNBC - Brand Licensor
Business News
12***Source: Internal Company Estimates
CNBCTV18.com, a digital extension of the channel, was launched in late FY18 as the companion website with the live video feed. CNBC Prime HD offers some additional international content.
Key Demographics
Competition
OperatingMetrics
Launch Date
Audience : NCCS AB Male 22+, All IndiaEnglish Speaking,
HIG
Audience : NCCS All 15+, HSMChannel for the Masses in the Hindi
Heartland
Market Split among the Big 5Republic TV & Times Now are leaders,
CNN News18, NDTV 24x7 & India Today Television are the challengers
Highly Fragmented but substantially larger market compared to English NewsAaj Tak, India TV, ABP News, Zee News -
Competition in Top 5
Launched as CNN-IBN in December 2005; Re-launched as CNN-News18 in April
2016 CNN - Brand Licensor
Acquired in 2006 from Dainik JagranRebranded from Channel 7 to IBN7;
Rebranded again from IBN7 to News18 India in Nov’2016
General News
13
CNN-News18 was the #3 General English News channel with 12.3% viewership
share.
#8 rank in Q4FY17 (8.8% viewership share) has now risen to #2 (13.9%)
ENGLISH HINDI
BU
SIN
ESS
NEW
SG
ENER
AL
NEW
S
National News : Viewership share – Business and General News
14
Completely dominate the Business News niche through flagship CNBC TV18 Hindi channel the key driver of growth, lead by improving rank and genre-tailwinds
CNBC TV18, 66.6%
ET Now, 24.2%
BTVI, 9.2%
CNBC Awaaz, 63.2%
Zee Business,
36.8%
Republic TV,
31.6%
Times Now, 26.5%
CNN News18,
11.6%
India Today
TV, 11.0%
NDTV 24x7, 7.1%
Others, 12.2%
Aaj Tak, 17.1%
Zee News, 13.1%
News18 India, 13.0%
India TV, 12.7%
ABP News, 12.6%
News Nation,
9.0%
News 24, 6.8%
Others, 15.6%
Regional News
15
Language Marathi Urdu Hindi Hindi Hindi Hindi Hindi/Punjabi
Focus Markets MaharashtraAll Urdu Speaking Markets
RajasthanBihar
JharkhandMP
ChhattisgarhUP
Uttarakhand
Punjab,Haryana & Himachal P.
Launch date 2008 Aug 2001 Jan 2002 Jan 2002 Jan 2002 Jan 2002Mar 2014
(* Apr 2017)
Other details50:50 JV with Lokmat group
ETV branded Channels acquired from Eenadu group in January 2014.These mature channels typically are in the top 3 in respective markets.
* Relaunchedwith Himachal
Language Bangla Kannada Gujarati Oriya Malayalam Assamese Tamil
Focus Markets West Bengal Karnataka Gujarat Odisha KeralaAssam
North-EastTamil Nadu
Launch date Mar 2014 Mar 2014 Jun 2014 May 2015 June 2016 June 2016 June 2016
Other detailsLaunched over FY16 – Q1FY17, initially under ETV brand.
In various stages of ramp-up and gaining revenue traction.Launched in FY17 directly under News18 brand.
In early stages of establishing themselves.
14 regional channels reach ~60 crore viewers across 26 states through 15 languages The regional cluster’s share of overall TV News viewership has risen from 2.5% (Q3FY17) to ~6% All ETV/IBN branded channels were migrated to News18 umbrella during FY18
Aalami Sahara,
7%News18
Urdu, 26%
Zee Salaam,
67%
1st India Raj.11%
News18 Raj.63%
India News Raj.
4%
Zee Raj. News21%
Bansal News
8%
News18 MP CG25%
IBC 2420%
India News MP/CG2%
Sahara Samay MP/CG
2%Swaraj Express SMBC
1%
Zee MP Chhattisgarh
32%
IND 243%
News State
MP/CG7%
Regional News : Viewership share – Mature channels
16
Maharashtra Urdu Rajasthan
Bihar/Jha. MP/Cha. UP/Uttara.
ABP Majha, 24.5%,
Z 24 Taas,
19.8%,Saam TV,
19.4%,
TV9 Marathi,
18.4%
News18 Lokmat, 13.3%,
Jai Maharashtra,
4.6%
News18 Bihar Jha.
37%
Kashish News10%
Sahara Samay Bihar & Jha.4%
Zee Bihar Jha.49%
Buland News Samachar Plus
7%News18 UP UK
23%
India News UP/UK1%
News State UP/UK60%
Sahara Samay UP UK, 1%
TV 100, 1%
Zee UP UK, 5%
HNN 24x7, 1%FM News, 1%
News18 Tamil
Nadu, 11%News 7
Tamil, 10%
Polimer News, 26%
Puthiya Thalaimurai
, 14%
Raj News 24x7, 1%
Sathiyam TV, 4%
Seithigal, 4%
Sun News, 13%
Thanthi TV, 15%
Cauvery News, 2%
Asianet News37%
Manorama News
20%
Mathrubhumi News16%
News18 Kerala7%
People TV5%
Media One TV
6%Janam TV
9%
Kaumudy TV0%
B News, 4%
Dighvijay 24x7
News, 6%
News18 Kannada, 10%
Praja TV, 3%
Public TV, 20%
Raj News Kannada, 2%
Suvarna News 24x7, 15%
TV9 Kannada,
35%
TV 5 Kannada
, 3%
Regional News : Viewership share – Channels under ramp-up
17
Punj/Har/HP Bengal Karnataka Gujarat
Oriya Malayalam Assamese Tamil
Assam Talks4% DY 365
18%
News18 Assam
7%
News Live43%
Prag News12%
Protidin Time16%
ABP Asmita
21%
News18 Gujarati
12%
GSTV5%Sandesh
News16%
TV9 Gujarati
22%
VTV News16%
Zee 24 Kalak
8%
News18 Odia8%
Kalinga TV4%
Kanak News11%
News World Odisha, 4%
News719%
OTV45%
Zee Odisha
8%
Naxatra News1%
India News Har., 4%
India News
Punjab, 6%
Living India
News, 3%
MH One News, 21%
News18 Punjab/Har./Him.,
15%
PTC News, 29%
Total TV, 1%
Zee Punjab Har. Him., 20%
Total Har., 1%
Zee 24 Ghanta,
22%
ABP Ananda,
34%Bangla
Time, 8%
News18 Bangla,
9%
Kolkata TV, 11%
News Time Bangla, 4%
R Plus, 11%
Sadhna News, 1%
Key Demographics
Competition
Content
And
Languages
Launch Date
Infotainment: Factual Entertainment & Lifestyle
Food, Relationship, Home are 3 pillarsEnglish, Hindi, Tamil ,Telugu
HISTORY TV18 is #3 in Factual Entertainment FYI TV18 is the #1 Lifestyle channel
HISTORY TV18 launched in 2011 FYI TV18 launched on 4th July’2016
Action, Adventure, Thrill with a Layer of HistoryEnglish, Hindi, Tamil ,Telugu
AETN18 is a 51:49 JV between A+E Networks & TV18.
NCCS 15+ AB NCCS 15+ AB
Infotainment : Viewership share
19
History TV18 was the #3 channel in its genre
fyi TV18 has risen to #1 within 2 years of its launch
FACTUAL ETERTAINMENT LIFESTYLE
History TV18, 14.4%
Discovery Channel,
22.9%
Animal Planet, 18.4%
Sony BBC Earth, 14.2%
National Geographic, 12.5%
Nat Geo Wild, 13.0%
Discovery Science, 3.9%
Discovery Turbo, 0.6%
FYI TV18, 31.5%
TLC, 30.9%
Fox Life, 25.1%
NDTV Good
Times, 12.4%
Hindi Mass Entertainment Channels
20
Key Demographics
Competition
Programming
Launch Date
Free- To-Air Channel* repeat programming from
Colors
Free- To-Air Channel* Focused on movies
Mix of Fiction, Reality and Movies. Flagship properties include Bigg Boss,
Khatron ke Khiladi, Shakti, & Mahakali
Launched in July 2008 – Star Plus, Sony & Zee TV launched pre-1995. Became the no. 1 Hindi GEC within
few weeks of its launch
Launched in 2012 Launched in 2016
*Till Feb 2019. Pay post that date.Please note with effect from 1 March 2019, Colors Rishtey, Colors Cineplex, Star Utsav, STAR Utsav Movies, Sony Pal, Sony Wah, Zee Anmol, Zee Anmol Cinema have been pulled out of free dish and have been converted to pay channels
STAR Plus +HD,
9.6%
Sony +HD, 7.9%
Zee TV +HD,
10.2%
Colors +HD, 9.0%
Other GECs ,
63.5%
HINDI GENERAL ENTERTAINMENT HINDI MOVIES
Hindi Mass Entertainment Channels : Viewership share
21
Colors is amongst top primary GECs (pay GECs, targeted at urban markets), but FTA channels lead in overall viewership share led by their pricing/distribution advantage
In its FTA avatar, Cineplex grabbed ~9.2% viewership share and was the #3 Hindi movie channel within 2 years of launch (leader has ~11%), despite a smaller movie library
FTA channels Rishtey and Cineplex have been re-launched as pay channels Colors Rishteyand Colors Cineplex respectively in new tariff regime in late-FY19.
STAR Utsav, 9.6%
Sony Pal, 9.2%
SONY SAB + HD, 6.5%
Zee Anmol, 12.3%
&TV + HD, 2.5%
Big Magic, 4.3%
Colors Rishtey,
7.6%
STAR Bharat
+HD, 10.2%
Others, 1.1%
4 PREMIUM GECS (~36% of the genre)BREAKUP OF OTHER GECs
(~64% of the genre)
Zee Cinema
+HD, 8.9%
Zee Anmol
Cinema, 7.3%
Zee Bollywood, 1.8%
Sony MAX +HD,
11.3%
Sony Wah, 10.0%
STAR Gold +HD, 8.1%
STAR Utsav
Movies, 8.0%
Colors Cineplex,
9.2%
Others, 35.3%
22
*Source: BARC| All India| NCCS 2+| All days, 24 hours| Avg. Monthly Reach in Mn– Individuals FY19
Overview
Language Bengali Marathi Kannada Kannada Kannada Gujarati Oriya Tamil
Penetration* –Regional Market (in millions)
41 43 58 51 43 19 17 52
Overlap With Hindi
Medium High Low Low Low Very High Low Low
Key Competitors Star Jalsha, Zee Bangla
Zee Marathi,
Star Pravah
Udaya TV, Zee
Kannada, Suvarna
Kasturi TV,
Suvarna Plus
Udaya Movies
Star Suvarna
Plus
DD Girnar
TarangTV,
SarthakTV
SUN TV, Star Vijay, Zee Tamil
Number Of Key Players
5 4 7 7 4 1 3 3
Regional Entertainment
Sarthak TV (ZEE), 49.4%
Tarang TV, 44.7%
Colors Oriya, 5.9%
Colors Gujarati,
83.9%
DD Girnar, 16.1%
23
Regional GECs – Viewership share
23
Karnataka GujaratMaharashtra
BengalOdisha Tamil Nadu
Colors Kannada +HD,
32.1%
Colors Super, 9.2%
Zee Kannada, 27.5%
Star Suvarna, 11.6%
Udaya TV,
16.7%
Others, 2.9%
Zee Marathi +HD, 50.0%
Zee Yuva, 7.2%
Colors Marathi +HD, 19.1%
STAR Pravah +HD, 17%
DD Sahyadri, 4.2%
Sony Marathi,
2.3%
STAR Jalsha +HD,
36.9%
Zee Bangla +HD, 41.2%
Sony Aath, 6.0%
Colors Bangla +HD, 7.8%
Others, 8.1%
Sun TV + HD
40%
Sun Life3%
STAR Vijay +
HD21%
STAR Vijay Super
2%
Zee Tamil + HD20%
Colors Tamil +
HD3%
Others11%
Key Demographics
And
Positioning
Competition
Content
And
Languages
Launch Date
Audience : Kids Between 2-14, NCCS ABC‘Fun Unlimited’
Audience : Boys Between 10-14‘A channel for the action loving generation’
Focus on ‘Comedy and Humor’English, Hindi, Tamil and Telugu
Focus on ‘Action and Adventure’English, Hindi, Marathi and Bengali
Nick Launched in 1999One of the Oldest Kids Offerings
Nick Jr. launched in 2012
Launched in 2011Akshay Kumar - Brand Ambassador
Kids Genre
24
25
Kids Genre : Viewership share
Nickelodeon a dominant leader, and enjoys the #1 rank in the Kids genre
Viacom18 commands a ~27% viewership across its channels
In the sub-segment targeting 10-14 boys, Sonic is the #1 channel
*Source: BARC Q4 FY18
NICK, 17.6%
Nick HD+,
0.06%
Pogo TV,
9.5%
Cartoon Network,
9.2%
Hungama, 13.8%
Disney Channel,
14.2%
Sonic, 6.7%
Disney XD, 4.1% Others,
24.9%
Key Demographics
And
Positioning
Competition
Content
Launch Date
Audience: CS 15- 21, NCCS All, HSM
Focus on Music and Reality Shows like the iconic MTV Roadies, SplitsvillaMulti Platform Engagement with Youth – Television, Digital, Mobile, Live Events and
Merchandise
Launched in 1996One of India’s most enduring, loved and
rewarded Youth Brands*
Youth & Music
26
Audience: CS 15- 30, NCCS All, HSM ‘Non-stop music ka one-stop channel’
Launched in 2017
*Source: Internal Company estimate basis various consumer studies
Youth & Music : Viewership share
27
MTV is an iconic youth brand, which also enables merchandising and other non-display revenue opportunities. MTV India continues to have a strong 28% viewership share.
MTV Beats (24x7 Hindi Music) was launched in FY17, and has quickly garnered 13.4% viewership share, carving a niche in the cluttered space.
YOUTH MUSIC
*Source: BARC Q4 FY18
Zoom (Times), 25.5%
Zing (ZEE), 16.5%MTV (Viacom18),
28.4%
Bindaas (Disney),
29.5%
9XM, 15.7%
Mastiii, 19.2%
B4U Music, 16.4%
Sony MIX,
13.8%
MTV Beats +HD,
13.4%
Others, 21.5%
Key Demographics
Competition
Content
And
Positioning
Launch Date
Audience: CS 15-40, NCCS AB, Mega Cities (6 metros: Delhi, Mumbai, Kolkata, Bangalore, Hyderabad, Chennai)
International Music and Entertainment
Own ‘English Music’ in India
Comedy 360O
Own ‘Funny’ in India‘Your Happy Place’
Internationally acclaimed lineup that is Edgy,
Contemporary & Gripping.‘New Horizon for English
Entertainment’
Launched in 2005 Launched in 2011 Launched in 2015
English Entertainment
28
English Entertainment : Viewership share
29
Viacom18’s channels dominate the genre with ~60% combined market-share VH1 is a genre leader, led by its mix of Music and Entertainment content The genre is a niche, and is currently challenged by digital consumption
VH1 +HD (Music+GEC),
19.4%
Comedy Central +HD, 22.9%
Colors Infinity +HD, 13.9%
STAR World +HD, 12.2%
AXN +HD, 11.4%
9XO, 7.3%
Zee Café +HD, 9.9%
Others, 3.2%
Digital Ventures
30
34
Network ContentContent around
Content
VOOT OriginalsVOOT Kids
Large library of content from
network
NOT Seen on TVexclusives for the
network show fans.
Exclusive Differentiated stories
& shows for the digital only viewers
VOOT KIDS –the most
comprehensive kids entertainment
destination
1 2
• Viacom18’s video on-demand platform
“VOOT” launched in May’16
• Premium content library of more than
60,000 hours spanning Viacom18’s network
channels (full episodes & exclusive
content), Kids content and VOOT Originals
• Crossed 130 Mn cumulative downloads in
March 2019
• Amongst the top Ad supported VOD apps
in the country
• ~50mins viewership time per day per
viewer on average
• Forayed into UK in partnership with Virgin
Media as part of international expansion
Viacom18 Digital Ventures
Competition
Business
• Acquisition, production, syndication, marketing and distribution of full length feature films within India and distribution of Indian films in several international markets
• It has a strategic alliance with Paramount Pictures to distribute and market its films in the Indian subcontinent
• Viacom18 Studios also forayed into digital content production through the digital brand ‘Tipping Point’
Motion Pictures
31
Viacom18 Studios
Integrated Network Solutions & Consumer Products
32
LIVE provides creative ways of bringing together brands and
modern consumers through unforgettable live experiences
and original branded content.
• VH1 Supersonic saw 65,000+ footfalls in 2019
• Pioneering experiential entertainment and building a Music
& Entertainment ecosystem
Integrated Network Solutions
Viacom18 Consumer Products is a significant player in the ever
growing consumer products space with its diverse portfolio.
Through various associations, Viacom18 has cut beyond the
conventional categories giving the consumers a slice of its brands
such as MTV, Vh1, Nickelodeon, Comedy Central along with a
growing portfolio of acquired third party brands.
Consumer Products
Indiacast – Content Distribution and Syndication
33Source :Indiacast Media Distribution Pvt Ltd
2
3
4
5
Domestic
International Business
New Media
Global
Distribution
& Reach
Device
agnostic
1
Linear
Assets
Sweat ipr
Diverse
content
Subscription Revenues
Subscription & Advertising Revenues
Maximize Revenue | Maximize Reach
Subscription Revenues
Network18 bouquet – Premium offering at class leading value
34
20 Channels for INR 25 pm
DIGITAL NEWS
35
Comscore multiplatform data - 12 months average (April 2018-March 2019)UV = Unique Visitor
PV = Page View
Moneycontrol (in mn)
36
MoneyControl (Business and Finance portal)
Positioned as India’s digital gateway to personal finance, financial investing and business news, Moneycontrol strives to stick to its credo – for the investor by the investor
Currently, Moneycontrol attracts over 5 million unique visitors on desktop and over 16 million unique visitors on mobile (GA). Above and beyond this, the Moneycontrol mobile app occupies pride of place as the number one application amongst its finance/investing peers with approximately 4 million unique visitors
In April 2018 we launched MC Pro – Paid app with Premium content and Ads free. It has seen tremendous response with over thousands of subscribed users
Besides the above highlights, several initiatives have been undertaken and are being planned across Product, Technology and Editorial capabilities
- 50 100 150 200 250 300 350 400
The Economic Times
Financial Express
MONEYCONTROL.COM
LiveMint
NDTV Profit
BUSINESS-STANDARD.COMUV PV
Firstpost (in mn)
37
Firstpost
With its comprehensive coverage on latest trends and thoughtful analysis, Firstpost has cemented its leadership position in the Opinion space (differentiated from pure News)
Exploring various forms of curation, opinion writing, long form and short form offerings with insightful analysis and strong commentary, Firstpost is now the one-stop destination for content consumption
Firstpost’s association with leading brands HDFC Bank, Tata Capital, Flipkart, SBI Bank, ICICI Bank, Volvo CSR, Maruti, AO Smith, Reliance General Insurance spoke volumes of its commitment to deliver novel experiences in content consumption
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THE TIMES OF INDIA
NDTV
NEWS18.COM
INDIANEXPRESS.COM
FIRSTPOST.COM
THEQUINT.COM
SCROLL.IN
THEPRINT.IN
WIRED
UVs PVs
News18 English (in mn)
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News18 English
With over 48 million monthly users, News18 English emerged as one of the fastest-growing digital platforms
New18 English now has over 10 million video views on YouTube Two new award shows were launched in 2018 — the Reel Awards to recognise story-
driven, low-budget cinema and rising talents that are mostly ignored by the popular award shows
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THE TIMES OF…
NDTV
NEWS18.COM
INDIANEXPRESS.…
INDIATODAY.IN
HindustanTimes
Times Now NewsUVs PVs
News18 Languages (including Hindi) (in mn)
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News18 Languages
News 18 Languages has emerged as a leading player in the Vernacular News market. As of today Languages portfolio has eleven sites in Hindi, Assamese, Marathi, Bangla, Gujarati, Kannada, Tamil, Malayalam, Telugu, Punjabi and Urdu
In December the Hindi site leapfrogged over established legacy players like NDTV Khabar, Zee News, ABP News and HT group-run Live Hindustan
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NAVBHARAT TIMES SITES
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NDTV Khabar
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In.com
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In.com is the latest offering from Network18 and aspires to be a one stop destination for celebrity content from all walks of life
Launched in August 2018 the site is already attracting over 4 Million Unique Visitors and 9 Million Page Views.
In addition to its high celebrity-driven content, one of the website’s out-of-the-box strategies involves the implementation of a monthly digital cover
Additionally, in.com has collaborated with major players in the Indian film industry and partnered with over 50 movies for the upcoming year.
Nascent growth engines
Cricketnext
CricketNext was one of the pioneers of the online coverage of the game in India Over the last year, a concerted strategy has been put in place to ensure the platform finds
greater resonance among fans. The newly designed CricketNext app is a significant step in that direction. With several features such as enhanced editorial coverage, an interactive stats search engine, eye-catching visual representation of content, photo galleries, player & team rankings, videos and podcasts
CricketNext intends to build on this momentum with its coverage of the IPL and World Cup with product enhancements in the pipeline
Vision and Strategy
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We aim to be a channel-agnostic provider of top-drawer content. Our strategy is to bepresent in all key market-segments where we believe profitable growth is possible in themedium-term. The vision is to consolidate our position as India’s top media house withunparalleled reach, and touch the lives of Indians across geographies and genres.
NEWS
National : Grow flagships ahead of market and maintain leadership positions Regional : Drive bouquet (6 old + 8 new channels) profitability through viewership Create non-display properties (events, awards, etc) which can drive outperformance
ENTERTAINMENT
Monetize premium positioning and viewership traction of flagship channels Enter into more regional markets and incubate segmented offerings Create alternate revenue streams (OTT, Experiential, Gaming, Merchandise)
DIGITAL CONTENT Emerge as the top digital cluster in the country, and leverage network synergies Extend brands into segments which have a coherence with existing content Drive engagement through marrying vernacular content with digital delivery
Investment: BookMyShow (Entertainment ticketing & Live events)
India’s leading entertainment ticketing platform, with movie bookings as the prime driver
MULTIPLE STRENGTHS Widely acclaimed app and website Targeted offers and marketing campaigns to reduce cash-burn, amidst stiff competition FY19 saw a 28% growth in transactions on the platform
DIVERSIFIYING BUSINESS Impetus into events(sports, live events, stand-up comedy, experiential tours, etc) Forayed into content (movie database and ratings, video and radio-style audio content) Entered management of cinema F&B through integrations with cinemas Launched platform in Indonesia (full-fledged), UAE and Sri Lanka (cricket)
HIGHLIGHTS Forayed into Theatrical Events & has successfully managed 3 Seasons of Disney Aladdin Managed ticketing for prestigious IPL tournament Season 12 with 4 IPL Teams Managed ticketing & operations for Pro Kabaddi League. It was also a ticketing partner for
4 teams Entered into production with world’s largest live entertainment company Cirque Du Soleil &
brought their show “Bazzar” to premiere in India.
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Disclaimer
This presentation is issued by Network 18 Media & Investments Limited (the “Company”) forgeneral information purposes only and does not constitute a solicitation or offer or invitation tosell or issue any securities of the Company, nor shall it be relied on in connection with anycontract. This presentation may include statements which may constitute forward-lookingstatements such as statements about the strategy for growth, business development, marketposition, expenditures, and financial results. However, it should not be relied upon as arecommendation or forecast by the Company. Please note that the past performance of theCompany should not be considered as indicative of future results. The actual results orperformance of the Company could differ materially from those projected in any such forward-looking statements. The Company does not undertake to revise any forward-looking statementmade by or on behalf of the Company. None of the Company, its Directors, Promoter or affiliatesor any of their respective employees, advisers or representatives accepts any responsibility orliability whatsoever, arising in tort, contract or otherwise, for any errors, omissions orinaccuracies in such information or for any loss or damage suffered, directly or indirectly, fromuse of this document or its contents and makes no representation or warranty, express orimplied, for the contents hereof including its accuracy, fairness or completeness . Any opinions orinformation expressed in this presentation are subject to change without notice.
