Corporate PresentationFY17-18
Media & Investments
OVERVIEW
2
Key Strengths
Key Strengths
Leading Media company in India with largest bouquet of channels (53 domestic
channels and 16 international beams), and a substantial digital presence
Market-leader in multiple genres (Business News #1, Hindi General
Entertainment #1 Urban, Kids #1, English Entertainment #1)
Marquee Digital properties (MoneyControl, BookMyShow) & Entry into
OTT video (VOOT) provides option value and content synergy
“Network effect” and play on Vernacular media growth - Benefits of
Regional portfolio across News (14) and Entertainment (7) 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 ContentDigital Commerce
(Investments)
Network18
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)
Home shopping
EntertainmentTicketing
NW18 owns ~44% in HS18, ~39% in BookmyShow, and ~7% in Yatra
Travel
Network18 group : TV & Digital media, specialized E-commerce & Print
~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
TV18 Group
Business News (4 channels)
General News (2 channels)
Entertainment (inc. Movie production / distribution & OTT)
Infotainment (2 channels)
Regional News (14 channels)
Distribution -INDIACAST
TV18 group – Broadcasting pure-play, across News & Entertainment
Regional Entertain. (7 channels in 6
geographies)
6
TV18
Panorama
VIACOM18
AETN18
100% subsidiary
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
GENREENTITY CHANNELS
51.16% held by Network18
ETPL (Eenadu)
Telugu News & Entertainment .
(5 channels)24.5% holding (associate)
Operated by the Eenadu group, owned by Ramoji Rao (Hyderabad)
FINANCIAL SUMMARY
7
Network18 and TV18 Annual Financials – A snapshot
8
For a better understanding of group performance and comparability considering the corporate actions as below, the financials are being restated and represented by consolidating Viacom18 and Indiacast and excluding HomeShop18 throughout.• Network18 subsidiary TV18 took operational control and increased its stake to 51% in Viacom18 by acquiring 1% equity from JV partner
Viacom Inc. Viacom18 and Indiacast became subsidiaries of TV18 from 28th February 2018 and hence the reported financials of TV18/Network18 consolidate these entities now.
• HomeShop18 ceased to be a subsidiary of Network18 from 15th Feb 2018, as a result of its acquisition of ShopCJ through a share-swap.
IBN Lokmat being a 50:50 JV, it is not consolidated under Ind-AS accounting. Above financials also do not include associate companies (primarily Eenadu TV for TV18; BookMyShow and HomeShop18 for Network18) where Network18/TV18 have minority stakes.
OPERATING REVENUES (Rs Cr) FY18 FY17 Growth
A) Business + General News (TV18 standalone) 735 667 10%
B) Regional News (ex IBN-Lokmat) + Infotainment 297 316 -6%
C) Entertainment (Viacom18+Indiacast) 3,781 3,160 20%
D) TV18 Consolidated 4,813 4,142 16%
E) NW18 Digital and Print 213 191 12%
F) Network18 Consolidated 5,027 4,333 16%
OPERATING EBITDA (Rs Cr) FY18 FY17 Growth
A) Business + General News (TV18 standalone) 157 122 29%
B) Regional News (ex IBN-Lokmat) + Infotainment -115 -91 NM
C) Entertainment (Viacom18+Indiacast) 198 139 43%
D) TV18 Consolidated 240 170 41%
E) NW18 Digital and Print 31 10 193%
F) Network18 Consolidated 187 132 42%
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)
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 FY18General entertainment - launches (inc regional & digital) 95 266 45Regional news - launches 45 73Factual entertainment - launches 0 27Rebranding and re-launch 20TOTAL : New initiative losses * 160 366 45
NEWS
TV18 group is a ~Rs 5000Cr media group, with a market-cap of US$ 1.8bn
TV18 is the fourth largest broadcast group in the country after Star, Zee and Sony.
The group reaches 700+ mn people, across News, Entertainment and Infotainment.
Portfolio viewership continues to grow.• News (#2): Share has grown to 9.5%, and continues to rise further driven by regional channels.• Entertainment (#3 ex-sports) : Share has grown to 11.3%, despite not having exposure to sports• Infotainment (#2) : Niche genre within entertainment
TV18 group: Closing the gap with competition
ENTERTAINMENT (ex-Sports)
9.5% 9.7% 10.4% 9.6% 10.5% 11.0% 10.7% 10.7% 11.0% 11.3%0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
Q3
FY1
6
Q4
FY1
6
Q1
FY1
7
Q2
FY1
7
Q3
FY1
7
Q4
FY1
7
Q1
FY1
8
Q2
FY1
8
Q3
FY1
8
Q4
FY1
8
Viacom18 Sony Star Zee
6.6% 5.3% 4.8% 5.2% 5.6% 8.0% 9.1% 9.3% 9.2% 9.5%
-1.0%
1.0%
3.0%
5.0%
7.0%
9.0%
11.0%
13.0%
Q3
FY1
6*
Q4
FY1
6
Q1
FY1
7
Q2
FY1
7
Q3
FY1
7
Q4
FY1
7
Q1
FY1
8
Q2
FY1
8
Q3
FY1
8
Q4
FY1
8
TV18 News Zee ABP
TV Today TV9 IndiaTV
BROADCASTING - GENRE-WISE DETAILS
11
All viewership information is based on Q4FY18 BARC data in their respective genres
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 68% viewership –greater than ET Now & BTVi combined.
Awaaz garnered 73% viewership is at No. 1. Zee Business is the other player.
We created and dominate the Business News Genre~68% 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
*The Brand License agreement with CNBC was renewed till March 2028.
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
In Q4 FY18, CNN-News18 was the #4 General English News channel with
10.2% viewership share.
#8 rank in Q4FY17 (8.8% viewership share) has now risen to #5 (11.1%)
***The Brand License agreement with CNN was renewed in December 2015 for a period of 10 years
Aaj Tak, 15.5%
India TV, 12.5%
Zee News, 11.8%
ABP News, 11.4%
News18 India, 11.1%
News Nation,
9.6%
India News, 8.2%
Others, 19.8%
CNBC Awaaz, 72.7%
Zee Business,
27.3%
National News : Viewership share – Business and General News
14
Completely dominate the Business News genre General News seeing revival in traction, especially in Hindi
ENGLISH HINDI
BU
SIN
ESS
NEW
SG
ENER
AL
NEW
S
CNBC TV18, 68.1%
ET Now, 24.1%
BTVi, 7.8%
Republic TV, 30.6%
Times Now, 25.7%India Today Television,
14.7%
CNN News18,
10.2%
NDTV 24x7, 7.7%
Others, 11.1%
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 13 languages The regional cluster’s share of overall TV News viewership has risen from 2.5% (Q3FY17) to 4.5% All ETV/IBN branded channels were migrated to News18 umbrella during FY18
Buland News Samachar Plus, 6.0%
News18 Uttar Pradesh
Uttarakhand, 21.2%
India News UP, 0.7%
News State UP/Uttarakhand, 66.0%
Sahara Samay UP Uttarakhand, 1.5%
TV 100, 1.5%
Bansal News, 3.1%
News18 Madhya Pradesh
Chattisgarh, 17.0%
IBC 24, 35.6%
India News MP, 4.5%
Sahara Samay MP & CG, 2.6%
Swaraj Express
SMBC, 0.7%
Zee Madhya Pradesh
Chhattisgarh, 35.7%
News18 Bihar
Jharkhand, 38.2%
Kashish News, 12.1%
Sahara Samay Bihar & Jharkhand, 4.0%
Zee Bihar Jharkhand,
45.8%
News18 Rajasthan
, 82.0%
India News Rajasthan, 2.8%
Sahara Samay Rajasthan,
0.6%
Zee Rajasthan News, 14.6%
Aalami Samay, 11.6%
News18 Urdu, 26.8%Zee
Salaam, 51.2%
Munsif TV,
10.4%ABP
Majha, 29.0%
TV9 Marathi,
21.1%
Zee 24 Taas, 19.8%
News18 Lokmat, 13.6%
Saam TV, 12.7%
Jai Maharashtra,
3.5%
Maharashtra One, 0.3%
Regional News : Viewership share – Mature channels
16
Maharashtra Urdu Rajasthan
Bihar/Jha. MP/Cha. UP/Uttara.
News18 Tamil Nadu,
9.1% News 7 Tamil, 12.2%
Polimer News, 25.0%
Puthiya Thalaimurai
, 17.3%Raj News 24x7, 1.1%
Sathiyam TV, 4.7%
Seithigal, 4.5%
Sun News, 9.6%
Thanthi TV,
16.2%
Regional News : Viewership share – Channels under ramp-up
17
Punj/Har/HP Bengal Karnataka Gujarat
Oriya Malayalam Assamese Tamil
India News Haryana,
2.9%
India News
Punjabi, 11.8%
Living India News, 3.9%
MH One News, 21.3%
News18 Punjab/Haryana/Himachal, 10.6%
PTC News, 27.9%
Total TV, 0.8%
Zee Haryana Himachal,
20.1%
24 Ghanta, 22.4%
ABP Ananda, 32.6%
ANM News, 0.1%
News18 Bangla, 6.9%
Kolkata TV, 11.6%
News Time Bangla, 3.6%
R Plus, 14.5%
BTV News, 4.9%
Dighvijay 24x7 News,
5.2% News18 Kannada,
8.8%
Praja TV, 3.8%
Public TV, 23.0%
Raj News Kannada,
2.9%
Suddi TV, 3.0%
Suvarna News 24x7, 11.0%
TV9 Kannada,
33.8%
ABP Asmita, 18.4%
News18 Gujarati, 11.7%
Sandesh News, 18.0%
TV9 Gujarati,
30.2%
VTV Gujarati, 14.8%
News18 Odia, 6.9% Kalinga TV,
5.5%
Kanak News, …
News World Odisha, 4.0%
News7, 23.2%
Odisha TV, 41.3%
Zee Kalinga News, 7.6%
Asianet News, 46.2%
Manorama News, 24.7%
Mathrubhumi News, 16.5%
News18 Kerala, 6.3%
People TV, 6.2%
Assam Talks, 3.2%
DY 365, 10.7%
News18 Assam,
5.3%
News Live
24x7, 47.1%
Prag News, 12.7%
Pratidin Time, 21.1%
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 Factual Entertainment FYI TV18 is #3 Lifestyle
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 is the #3 channel in its genre
Fyi TV18 has risen to #3 within a year of its launch
FACTUAL ETERTAINMENT LIFESTYLE
FYI TV18, 26.6%
Fox Life, 26.8%
TLC, 34.2%
NDTV Good Times, 12.4%History TV
18 +HD16.9%
Discovery +HD
World23.7%
Animal Planet +HD
World20.7%
National Geographi
c India +HD
15.9%
Nat Geo Wild +HD
13.5%
Sony BBC Earth +HD
9.3%
Indiacast – Content Distribution and Syndication
20Source :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
Hindi Mass Entertainment Channels
21
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
STAR Plus +HD, 7.9%
Sony +HD, 7.4%
Zee TV +HD, 9.5%
Colors +HD, 9.5%
Other GECs, 65.7%
STAR Utsav, 9.2%
Sony Pal, 10.6%
SONY SAB + HD, 6.5%
Zee Anmol, 11.9%
&TV + HD, 2.8%
Big Magic, 3.9%
Rishtey, 7.3%
STAR Bharat
+HD, 12.0%
Others, 1.4%
Hindi Mass Entertainment Channels : Viewership share
22
Colors is now the #1 GEC amongst primary GECs (pay GECs, targeted at urban markets), but FTA channels lead in overall viewership share led by their pricing/distribution advantage
FTA offering Rishtey now has 7.3% share
Rishtey Cineplex grabbed ~9.5% viewership share and is the #3 Hindi movie channel within 2 years of launch (leader has ~11%), despite a smaller movie library
HINDI GENERAL ENTERTAINMENT HINDI MOVIES
4 PREMIUM GECS (~34% of the genre)
BREAKUP OF OTHER GECs (~66% of the genre)
Zee Cinema
+HD, 8.4%
Zee Anmol
Cinema, 7.5%
Sony MAX +HD,
11.6%
Sony Wah, 9.9%
STAR Gold +HD, 8.3%
STAR Utsav
Movies, 7.4%
Rishtey Cineplex,
9.5%
Others, 37.4%
Regional Entertainment
23
*Source: BARC| All India| NCCS 2+| All days, 24 hours| Avg. Monthly Reach - Individuals
Overview
Language Bengali Marathi Kannada Kannada Gujarati Oriya Tamil
Penetration* –Regional Market (in millions)
39 43 58 49 19 16 46
Overlap With Hindi Medium High Low Low Very High Low Low
Key Competitors Star Jalsha, Zee Bangla
Zee Marathi, Star Pravah
Udaya TV, Zee
Kannada, Suvarna
UdayaComedy,
Kasturi TV, Suvarna
Plus
DD GirnarTarang TV,Sarthak TV
SUN TV, Star Vijay, Zee Tamil
Number Of Key Players
5 4 7 7 1 3 3
24
Regional Entertainment – Viewership share
24
Karnataka GujaratMaharashtra
BengalOdisha Tamil Nadu
Colors Kannada +HD, 33.9%
Colors Super, 9.9%
Zee Kannada, 23.8%
Star Suvarna, 11.6%
Udaya TV, 17.3%
Others, 3.5%
Zee Marathi
+HD, 47.6%
Zee Yuva, 8.6%
Colors Marathi
+HD, 19.8%
STAR Pravah +HD, 19%
DD Sahyadri, 5.1%
Colors Gujarati,
81.5%
DD Girnar, 18.5%
Sarthak TV (ZEE),
48.6%Tarang TV,
44.4%
Colors Oriya, 7.0%
STAR Jalsha +HD,
44.1%
Zee Bangla +HD, 36.5%
Sony Aath, 3.9%
Colors Bangla +HD, 8.0%
Others, 7.4%
*Source: BARC Q4 FY18| Tamil Nadu Share for Wk’13 Q4 FY18
Sun TV44%
Sun Life3%
STAR Vijay19%
STAR Vijay Super
1%
Zee Tamil16%
Colors Tamil
5%
Others12%
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
25
26
Kids Genre : Viewership share
Viacom18 stable enjoys the #1 rank in the Kids genre with ~31% viewership across its channels
Nickelodeon is the #1 kids channel overall by a substantial margin * In the sub-segment targeting 10-14 boys, Sonic is the #1 channel
Nick, 19.7%
Nick Jr, 1.9%
Sonic, 9.0%
Pogo TV, 10.2%
Cartoon Network,
9.5%
Hungama, 12.7%
Disney Channel, 14.3%
Disney XD,
6.1%Others, 16.5%
*Source: BARC Q4 FY18
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
27
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
28
MTV is an iconic youth brand, which also enables merchandising and other non-display revenue opportunities. MTV cafes have been setup in 3 cites (Mumbai, Delhi, Chandigarh) too
MTV Beats (24x7 Hindi Music) was launched last year, replacing MTV Indies (Independent artists’ music) on TV. MTV Indies is now a digital exclusive.
YOUTH MUSIC
Zoom (Times), 25.9%
Zing (ZEE), 18.8%MTV India,
27.4%
Bindaas (Disney),
27.9%
9XM, 17.5%
Mastiii, 19.5%
B4U Music, 16.0%
Sony MIX,
14.8%
MTV Beats +HD, 12.9%
Others, 19.3%
*Source: BARC Q4 FY18
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
29
English Entertainment : Viewership share
30
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),
18.6%
Comedy Central +HD,
24.9%
Colors Infinity +HD, 16.1%
STAR World +HD, 9.3%
AXN +HD, 11.4%
9XO, 10.3%
Zee Café +HD, 9.2%
Others, 0.3%
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
Motion Pictures
31
Viacom18 Motion Pictures
Digital Ventures
32
• Viacom18’s video on-demand platform “VOOT” launched in May’16
• Over 50,000 hours of content for audiences with varying choices and
preferences, covering all Viacom18 Network content, Originals and some
selective kids content from other networks too
• Amongst the top Ad supported VOD apps in the country
• >40mins viewership time per day per viewer on average
Viacom18 Digital Ventures
Gripping, unique and binge worthy content, exclusively on Voot. Engaging dramas, comedies, spoofs and everything in between.
Voot boasts of the biggest bouquet of Kids content - The most popular series and the most popular characters of the likes of Motu Patlu, Chhota Bheem, Pokemon, Kung Fu Panda, Dora, and SpongeBob – all at one convenient location.
Integrated Network Solutions & Consumer Products
33
LIVE provides creative ways of bringing together brands and
modern consumers through unforgettable live experiences
and original branded content.
• VH1 Supersonic saw 60,000+ footfalls in 2018
• 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
HomeShop18 (TV and digital shopping)
One of the largest home-shopping platforms in India Losses have been slashed through restructuring and cost optimizations, even as the
business remains under pressure.
LEGACY OF EXCELLENCE Pioneered TV Home Shopping in India in 2008 through a 24 hour TV channel Omni-channel sales through not just TV but also Internet and Mobile Impressive portfolio of over 14 million SKUs Logistical reach of over 3000 pin-codes
CHANGE IN STRATEGY Macro/Regulatory issues, Competition from e-commerce had hurt TV-shopping sector Demonetization hurt primary mode of payment for TV shopping, i.e. cash-on-delivery.
Impact is now abating. Issues of entry tax in certain states now ironed out due to GST implementation Focus on only value-accretive categories to push towards break-even
The board of directors had approved a combination of HomeShop18 with another leading TV shopping platform ShopCJ toimprove their standing in the competitive digital commerce space; which has been completed. Multiple synergies(sourcing, marketing, distribution) can be exploited as a result of this combination, which has created the de facto largestTV shopping platform in India. While HomeShop18 has ceased to be a subsidiary of Network18 from 15th February 2018as a result, Network18 continues as the largest shareholder in the combined entity (Link to press release)
BookMyShow (Online ticketing for movies and events)
India’s leading entertainment ticketing platform, with movie bookings as the prime driver
MULTIPLE STRENGTHS An average of over 103 million visits per month by end-FY18 Strong 18% growth in bookings in FY18 despite stiff competition which has dragged
profitability Widely acclaimed app and website, won the award for ‘Best Omni-channel Customer
Experience Brand’ at the One Direct Quest Customer Experience (QuestCX) Awards
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)
DIGITAL – KEY PROPERTIES
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All Digital properties except VOOT are part of Network18 group, and do not fall under TV18 group.
Data as of Feb 2018
MoneyControl (Business and Finance portal)
India’s leading, genre-defining finance portal with a record of excellence for over 16 years On mobile, Users consume ~1.7x more pages and spend ~3x more time on Moneycontrol,
compared to the competition Budget day saw a historical high with a peak concurrency of 1.3 million users
FOCUSSING ON INNOVATION: A lot of focus has been given on beefing the news offering of Moneycontrol, courtesy
which we now generate 2x the articles as compared to PY Mobile app won “best app for business” award at Mobile World Congress Shanghai 2017
3.7
9.1
0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0
Moneycontrol
Economic Times
Business-Standard
Livemint
Financial Express
NDTV Profit
Yahoo India Finance
UVs (mn)
M-Site Desktop
Source: Comscore data for Indian Audience - Feb 2018
News18.com (Digital News destination) – erstwhile IBNLive.com
Primary digital destination of the group for all news Continued editorial focus augmented by improvements in product and technology has
propelled the brand to the top 3 spot, within just 2 years of its launch Budget day saw News18 garner a total of 5.2 million users on a single day
IMPETUS ON VERNACULAR AND HIGH-IMPACT CATEGORIES Relaunched under umbrella brand News18 in FY17, and merged all languages under it. News in 8 other languages apart from Hindi and English already available. Plans for more. Sub-brand CricketNext is one of the top 3 Cricket properties Sub-brand CompareIndia provides Tech product information, comparisons and reviews
5.939.9
0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0
The Times of…
NDTV
News18
Indian Express
Hindustan…
Firstpost
Hindu
Huffington PostUVs (mn)
M-site Desktop
Source: Comscore data for Indian Audience - Feb 2018
Firstpost (Opinions portal)
Provides diverse opinions on varied topics including politics, economy, sports and movies Widely acknowledged, usually appears within top-3 searches on any contemporary topic
BROADENING ITS PORTFOLIO Firstpost Hindi was launched to address the Hindi-speaking markets and expand reach F. Studio – creates videos and content to cater to the millennials Already includes sub-brand “fakingnews.com” Launched entertainment portal- Showsha.com
4.1
16.6
0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0
The Times ofIndia Sites
NDTV
News18
Indian Express
HindustanTimes
Firstpost
Hindu
Huffington PostUVs (mn)
M-site Desktop
Source: Comscore data for Indian Audience - Feb 2018
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
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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.