Media & Investments Corporate Presentation Results/2016-17/NW18 + T… · Kashish News, 12.1%...

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Corporate Presentation FY17-18 Media & Investments

Transcript of Media & Investments Corporate Presentation Results/2016-17/NW18 + T… · Kashish News, 12.1%...

Page 1: Media & Investments Corporate Presentation Results/2016-17/NW18 + T… · Kashish News, 12.1% Sahara Samay Bihar & Jharkhand, 4.0% Zee Bihar Jharkhand, 45.8% ws18 an, 82.0% an, 2.8%

Corporate PresentationFY17-18

Media & Investments

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OVERVIEW

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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

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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

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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

Print

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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)

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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)

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FINANCIAL SUMMARY

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Network18 and TV18 Annual Financials – A snapshot

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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%

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Investments into new initiatives in TV18

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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

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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

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BROADCASTING - GENRE-WISE DETAILS

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All viewership information is based on Q4FY18 BARC data in their respective genres

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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.

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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

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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

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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%

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Regional News

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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

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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.

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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%

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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

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Infotainment : Viewership share

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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%

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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

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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

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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%

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Regional Entertainment

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*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

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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%

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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

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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

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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

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Youth & Music : Viewership share

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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

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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

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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%

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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

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Viacom18 Motion Pictures

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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.

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Integrated Network Solutions & Consumer Products

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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

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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)

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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)

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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

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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

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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

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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

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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.

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Thank You

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For Further information on business and operations please write [email protected]