Media & Investments Corporate Presentation - FY18-19 - NETWORK18
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Media & Investments
Corporate Presentation
FY18-19
OVERVIEW
2
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)
Key
Strengths “Network effect” and play on Vernacular media growth - Benefits of
Regional portfolio across News (14) and Entertainment (8) channels
Marquee Digital properties (MoneyControl, BookMyShow) & OTT video
(VOOT) provides future-proof growth and content synergy
Experienced & Professional management team, Strong promoters
3
Building India’s leading media company
2016+ • OTT video platform, revamp of portals
Filling whitespaces, umbrella branding, • Hindi Movie and Music channels
thrust on digital • News (TV+Digital) expanded and relaunched
• ETV acquisition (Regional News +Entertainment)
2012-2015 • Indiacast setup for distribution of TV bouquet
Regional entry to tap vernacular market • NW18 acquired by RIL, corporatization thrust
• JVs with Viacom & A+E networks, Forbes
2005-2011 • Invest in Home shopping, Online Ticketing
Entry into Entertainment and Digital • News, Opinions & Info portals
1999-2005 • Business News (CNBC cluster)
Built core platforms and launched • General News (IBN cluster)
flagships • Finance portal (MoneyControl)
4
Network18 group : TV & Digital media, specialized Print & Ticketing
~75% held by Independent
Media Trust, of which RIL is
the sole beneficiary
Network18 Strategic Investment
Entertainment
Ticketing
Network18 has ~39% stake
Print + Digital
Digital News Broadcasting
Magazines
Business
Finance News
Auto
Entertainment
News & Niche
Opinions
Infotainment All in standalone entity
Infotainment Network18 holds ~51% of subsidiary TV18.
TV18 in turn owns 51% in Viacom18 and
51% in AETN18 (see next page for details)
Network18 holds ~92% in Moneycontrol.
Others are in standalone entity.
TV18 group – Broadcasting pure-play, across News & Entertainment
ENTITY GENRE CHANNELS
Business News
(4 channels, 1 portal)
Standalone entity
TV18 General News
TV18
Group (Hindi & English)
Regional News
50% JV with Lokmat group
(14 geographies)
IBN Lokmat
AETN18 Infotainment
(Factual & Lifestyle)
51% subsidiary - JV
with A+E Networks
Entertainment
VIACOM18 (inc. Movie production
/ distribution & OTT)
51% subsidiary - JV with
Viacom Inc
Regional Entertain.
Distribution -
(8 channels in 6
INDIACAST
geographies)
50:50 JV of TV18 & Viacom18
Telugu Entertain. Operated by the Eenadu group, owned by
ETPL (Eenadu) (5 channels) Ramoji Rao (Hyderabad)
24.5% holding (associate)
6
FINANCIAL SUMMARY
7
Network18 and TV18 Annual Operating Financials – A snapshot
Network18 and TV18 - restated for current structure of ownership
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%
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.
Investments into new initiatives in TV18
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
New initiative losses (Rs Cr.) FY16 FY17 FY18 FY19
General entertainment - launches (inc regional &
95 266 45 114
digital)
Regional news - launches 45 73
Factual entertainment - launches 0 27
Rebranding and re-launch 20
TOTAL : New initiative losses * 160 366 45 114
* 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).
9
BROADCASTING
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.
10TV18 group: Clear leader in News, Catching-up in Entertainment
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
25.0%
14.0% NEWS ENTERTAINMENT (peer shares are ex-Sports)
12.0% 20.0%
10.0%
15.0%
8.0%
11.5%
11.5%
10.7%
6.0%
10.3%
9.7%
10.0%
9.4%
9.2%
9.2%
8.0%
4.0%
6.6%
5.6%
11.7%
5.3%
11.4%
11.3%
5.2%
11.1%
11.1%
11.0%
11.0%
10.7%
4.8%
10.7%
10.5%
10.4%
9.7%
9.6%
9.5%
2.0% 5.0%
0.0%
0.0%
TV18 News Zee Media TV Today
ABP IndiaTV Viacom18 Sony Star Zee Ent.
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.Business News
Audience : NCCS 25+ AB Male Audience : NCCS 25+ AB Male, HSM
Key Demographics Significant OOH Viewers across HIG Channel for people in Business across Hindi
Business People in Metros Speaking Markets
Competition CNBC TV18 garnered 66% viewership – Awaaz garnered 63% viewership is at No. 1.
greater than ET Now & BTVi combined. Zee Business is the other player.
We created and dominate the Business News Genre
Operating ~65% viewership share and over 75% market share in advertising****
Metrics Significant Out of Home Viewership (not captured by BARC) gives premium positioning
Positive leverage to equity markets, Events and IPs provide resilience
Launch Date Launched in 1999 Launched in 2005
CNBC - Brand Licensor CNBC - Brand Licensor
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.
***Source: Internal Company Estimates
12General News
Audience : NCCS AB Male 22+, All India Audience : NCCS All 15+, HSM
Key Demographics English Speaking, Channel for the Masses in the Hindi
HIG Heartland
Market Split among the Big 5 Highly Fragmented but substantially
Competition Republic TV & Times Now are leaders, larger market compared to English News
CNN News18, NDTV 24x7 & India Today Aaj Tak, India TV, ABP News, Zee News -
Television are the challengers Competition in Top 5
CNN-News18 was the #3 General English
Operating #8 rank in Q4FY17 (8.8% viewership
News channel with 12.3% viewership
Metrics share) has now risen to #2 (13.9%)
share.
Launched as CNN-IBN in December 2005; Acquired in 2006 from Dainik Jagran
Launch Date Re-launched as CNN-News18 in April Rebranded from Channel 7 to IBN7;
2016 Rebranded again from IBN7 to News18
CNN - Brand Licensor India in Nov’2016
13National News : Viewership share – Business and General News
Completely dominate the Business News niche through flagship CNBC TV18
Hindi channel the key driver of growth, lead by improving rank and genre-tailwinds
ENGLISH HINDI
BTVI,
BUSINESS NEWS
9.2%
Zee
ET Now,
Business,
24.2%
36.8%
CNBC
TV18, CNBC
66.6% Awaaz,
63.2%
Others, Others,
15.6%
GENERAL NEWS
12.2%
NDTV
Aaj Tak,
24x7, Republic News 17.1%
7.1% TV, 24, 6.8%
India 31.6% Zee
Today News News,
TV, Nation, 13.1%
11.0% 9.0%
Times ABP News18
Now, News, India,
CNN 26.5% 12.6% India TV, 13.0%
News18,
12.7%
11.6%
14Regional News
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
Language Marathi Urdu Hindi Hindi Hindi Hindi Hindi/Punjabi
All Urdu Punjab,
Bihar MP UP
Focus Markets Maharashtra Speaking Rajasthan Haryana &
Jharkhand Chhattisgarh Uttarakhand
Markets Himachal P.
Mar 2014
Launch date 2008 Aug 2001 Jan 2002 Jan 2002 Jan 2002 Jan 2002
(* Apr 2017)
50:50 JV with ETV branded Channels acquired from Eenadu group in January 2014. * Relaunched
Other details
Lokmat group These mature channels typically are in the top 3 in respective markets. with Himachal
Language Bangla Kannada Gujarati Oriya Malayalam Assamese Tamil
Assam
Focus Markets West Bengal Karnataka Gujarat Odisha Kerala Tamil Nadu
North-East
Launch date Mar 2014 Mar 2014 Jun 2014 May 2015 June 2016 June 2016 June 2016
Launched over FY16 – Q1FY17, initially under ETV brand. Launched in FY17 directly under News18 brand.
Other details
In various stages of ramp-up and gaining revenue traction. In early stages of establishing themselves.
15Regional News : Viewership share – Mature channels
Jai
Maharashtra,
4.6%
News18 Zee Raj. 1st India
ABP News Raj.
Lokmat,
Majha, 21% 11%
13.3%,
24.5%,
India
TV9 News Raj.
Marathi, 4%
18.4% Z 24
Taas, News18 Raj.
Saam 19.8%, 63%
TV,
19.4%,
Maharashtra Urdu Rajasthan
IND 24 News
3% State
MP/CG Bansal
7% News
8%
News18 News State UP/UK Sahara Samay UP UK,
Zee Bihar Bihar Jha. 1%
60%
Jha. 37% News18 MP CG TV 100, 1%
Zee MP
49% 25%
Chhattisgarh Zee UP UK, 5%
32%
HNN 24x7, 1%
FM News, 1%
Kashish Sahara Samay IBC 24
News MP/CG 20% India News UP/UK Buland News
2% 1% Samachar Plus
10% Swaraj News18 UP UK
23% 7%
Sahara Samay Bihar & Jha. Express
SMBC India News MP/CG
4%
1% 2%
Bihar/Jha. MP/Cha. UP/Uttara.
16Regional News : Viewership share – Channels under ramp-up
Total Har., 1% India News
Har., 4% Living B News, Dighvijay
India Sadhna 4% TV 5 24x7 Zee 24
India R Plus,
Zee Punjab News, 3% News, 1% KannadaNews, 6% Kalak ABP
News 11%
Zee 24 , 3% VTV 8% Asmita
Har. Him., 20% Punjab, News Time News18
Ghanta,
Kannada, 10% News 21%
6% Bangla, 4% 22% TV9
Total TV, MH One 16%
1%
Kolkata Kannada, Praja TV, 3%
News, TV, 11% News18
35%
21% Gujarati
News18 Public TV9 12%
PTC News, News18 Bangla, TV, 20% Gujarati GSTV
29% Punjab/H 9% ABP
22% Sandesh 5%
ar./Him., Bangla Ananda, Suvarna News
15% Time, 8% 34% Raj News News
24x7, 15%
Kannada, 2% 16%
Punj/Har/HP Bengal Karnataka Gujarat
Cauvery
Naxatra News News, 2%
1% Kalinga TV Kaumudy TV News18
News18 Media 0%
Assam
Zee 4% Protidin Talks Tamil
One TV Janam TV Thanthi
Odisha Odia Nadu, 11%
8% 6% 9% Time 4% DY 365 TV, 15%
News 7
8% Asianet 16%
People TV 18% Tamil, 10%
Kanak News 5% News Prag
11% 37% News News18
News18 Kerala Sun News,
News World
7% 12% Assam 13%
Odisha, 4%
7% Polimer
OTV Mathrub
45% humi Seithigal, News, 26%
News7 News 4%
News Puthiya
19% 16% Manora Sathiyam Thalaimurai
ma News Live TV, 4% , 14%
20% 43%
Raj News
24x7, 1%
Oriya Malayalam Assamese Tamil
17Infotainment: Factual Entertainment & Lifestyle
Key Demographics NCCS 15+ AB NCCS 15+ AB
Competition
HISTORY TV18 is #3 in Factual Entertainment FYI TV18 is the #1 Lifestyle channel
Content
Action, Adventure, Thrill with a Layer of History Food, Relationship, Home are 3 pillars
And English, Hindi, Tamil ,Telugu
English, Hindi, Tamil ,Telugu
Languages
Launch Date HISTORY TV18 launched in 2011 FYI TV18 launched on 4th July’2016
AETN18 is a 51:49 JV between A+E Networks & TV18.Infotainment : Viewership share
History TV18 was the #3 channel in its genre
fyi TV18 has risen to #1 within 2 years of its launch
FACTUAL ETERTAINMENT LIFESTYLE
Discovery Discovery
Science, 3.9% Turbo, 0.6%
NDTV
History Good
Nat Geo TV18, Times,
Wild, 14.4% FYI TV18,
12.4%
13.0% 31.5%
National
Geograph Discovery Fox Life,
ic, 12.5% Channel, 25.1%
22.9%
Sony BBC
Earth, Animal
14.2% Planet, TLC,
18.4% 30.9%
19Hindi Mass Entertainment Channels
Key Demographics
Competition
Mix of Fiction, Reality and Movies.
Free- To-Air Channel*
Flagship properties include Bigg Boss, Free- To-Air Channel* Focused
Programming repeat programming from
Khatron ke Khiladi, Shakti, & on movies
Colors
Mahakali
Launched in July 2008 – Star Plus,
Sony & Zee TV launched pre-1995.
Launch Date Became the no. 1 Hindi GEC within
Launched in 2012 Launched in 2016
few weeks of its launch
*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
20Hindi Mass Entertainment Channels : Viewership share
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 Rishtey
and Colors Cineplex respectively in new tariff regime in late-FY19.
HINDI GENERAL ENTERTAINMENT HINDI MOVIES
Others, Zee Zee
Colors STAR
1.1% Cinema Anmol
+HD, STAR Utsav, Cinema, Zee
+HD,
9.0% Colors Bharat 9.6% 8.9% 7.3% Bollywoo
Zee TV Rishtey, +HD, 10.2% Others, d, 1.8%
+HD, Other 7.6% 35.3% Sony MAX
10.2% GECs , +HD,
Sony Pal,
63.5% Big Magic, 11.3%
Sony +HD, 9.2%
4.3% Zee Sony Wah,
7.9% SONY SAB STAR
&TV + HD, Colors STAR 10.0%
STAR Pl us Anmol, Gold
2.5% + HD, Cineplex, Utsav
+HD, 12.3% Movies,
+HD,
6.5% 9.2% 8.1%
9.6% 8.0%
BREAKUP OF OTHER GECs
4 PREMIUM GECS (~36% of the genre) (~64% of the genre)
21Regional Entertainment
Overview
Language Bengali Marathi Kannada Kannada Kannada Gujarati Oriya Tamil
Penetration* –
Regional Market 41 43 58 51 43 19 17 52
(in millions)
Overlap With
Medium High Low Low Low Very High Low Low
Hindi
Udaya
Udaya TV, Kasturi Tarang
Zee Movies SUN TV,
Star Jalsha, Zee TV, TV,
Key Competitors Marathi, Star DD Girnar Star Vijay,
Zee Bangla Kannada, Suvarna Sarthak
Star Pravah Suvarna Zee Tamil
Suvarna Plus TV
Plus
Number Of Key
5 4 7 7 4 1 3 3
Players
*Source: BARC| All India| NCCS 2+| All days, 24 hours| Avg. Monthly Reach in Mn– Individuals FY19
22Regional GECs – Viewership share
Others,
Sony
2.9% DD Sahyadri, 4.2% Marathi,
2.3%
Udaya DD Girnar,
TV, Colors STAR Pravah +HD, 17%
16.7% Kannada +HD, 16.1%
Star Suvarna, 32.1%
11.6% Zee Marathi +HD,
50.0% Colors
Gujarati,
Zee Kannada, Colors Colors Marathi +HD, 83.9%
27.5% Super,
19.1%
9.2%
Zee Yuva, 7.2%
Karnataka Maharashtra Gujarat
Colors
Oriya,
Colors Others
5.9% STAR Tamil + 11%
HD
Jalsha
3% Sun TV +
+HD, HD
Zee Tamil
Sarthak TV (ZEE), Others, 36.9% + HD 40%
49.4%
Tarang TV, 8.1% 20%
44.7% Colors Zee Bangla
Bangla STAR STAR
+HD, 41.2% Vijay +
+HD, Vijay
7.8% Sony Aath, Super HD Sun Life
6.0% 2% 21% 3%
Odisha Bengal Tamil Nadu
23Kids Genre
Key Demographics
Audience : Kids Between 2-14, NCCS ABC Audience : Boys Between 10-14
And ‘Fun Unlimited’ ‘A channel for the action loving generation’
Positioning
Competition
Content
Focus on ‘Comedy and Humor’ Focus on ‘Action and Adventure’
And English, Hindi, Tamil and Telugu English, Hindi, Marathi and Bengali
Languages
Nick Launched in 1999
Launched in 2011
Launch Date One of the Oldest Kids Offerings
Akshay Kumar - Brand Ambassador
Nick Jr. launched in 2012
24Kids 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
Disney
XD, 4.1% Others,
24.9%
Sonic,
6.7%
NICK,
17.6%
Disney Nick
Channel, HD+,
14.2% 0.06%
Cartoon
Hungama, Pogo
Network,
13.8% TV,
9.2%
9.5%
25
*Source: BARC Q4 FY18Youth & Music
Key Demographics
Audience: CS 15- 21, NCCS All, HSM Audience: CS 15- 30, NCCS All, HSM
And ‘Non-stop music ka one-stop channel’
Positioning
Competition
Focus on Music and Reality Shows like the iconic MTV Roadies, Splitsvilla
Content Multi Platform Engagement with Youth – Television, Digital, Mobile, Live Events and
Merchandise
Launched in 1996
Launch Date One of India’s most enduring, loved and Launched in 2017
rewarded Youth Brands*
26
*Source: Internal Company estimate basis various consumer studiesYouth & Music : Viewership share
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
9XM,
Bindaas Zoom Others,
15.7%
(Disney), (Times), 21.5%
29.5% 25.5%
MTV Mastiii,
Beats 19.2%
Zing (ZEE), +HD,
MTV (Viacom18), 16.5% 13.4%
Sony B4U
28.4%
MIX, Music,
13.8% 16.4%
27
*Source: BARC Q4 FY18English Entertainment
Audience: CS 15-40, NCCS AB, Mega Cities
Key Demographics (6 metros: Delhi, Mumbai, Kolkata, Bangalore, Hyderabad, Chennai)
Competition
Content Internationally acclaimed
International Music and Comedy 360O lineup that is Edgy,
And Entertainment Own ‘Funny’ in India Contemporary & Gripping.
Positioning Own ‘English Music’ in India ‘Your Happy Place’ ‘New Horizon for English
Entertainment’
Launch Date Launched in 2005 Launched in 2011 Launched in 2015
28English Entertainment : Viewership share
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
Others, 3.2%
Zee Café +HD,
9.9% VH1 +HD
(Music+GEC),
9XO, 7.3%
19.4%
AXN +HD,
Comedy Central
11.4%
+HD, 22.9%
STAR World
+HD, 12.2% Colors Infinity
+HD, 13.9%
29Digital Ventures
Viacom18 Digital Ventures
• Viacom18’s video on-demand platform
“VOOT” launched in May’16
Content around
Network Content Content
1 2 • Premium content library of more than
Large library of 60,000 hours spanning Viacom18’s network
NOT Seen on TV
content from channels (full episodes & exclusive
exclusives for the
network
network show fans. content), Kids content and VOOT Originals
• Crossed 130 Mn cumulative downloads in
March 2019
VOOT Kids VOOT Originals
VOOT KIDS –the
most
4 3 Exclusive • Amongst the top Ad supported VOD apps
Differentiated stories in the country
comprehensive kids & shows for the digital
entertainment only viewers
destination
• ~50mins viewership time per day per
viewer on average
• Forayed into UK in partnership with Virgin
Media as part of international expansion
30Motion Pictures
Viacom18 Studios
Competition
• Acquisition, production, syndication, marketing and distribution of full length feature
films within India and distribution of Indian films in several international markets
Business • 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’
31Integrated Network Solutions & Consumer Products
Integrated Network Solutions
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
Consumer Products
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.
32Indiacast – Content Distribution and Syndication
Global
Domestic
Subscription Revenues
Distribution
& Reach
1
2
Device
agnostic Subscription & Advertising
International Business Revenues
3
Linear
Assets
Diverse
content 4
Sweat ipr 5 New Media Subscription Revenues
Maximize Revenue | Maximize Reach
Source :Indiacast Media Distribution Pvt Ltd 33Network18 bouquet – Premium offering at class leading value
20 Channels for INR 25 pm
34DIGITAL NEWS
Comscore multiplatform data - 12 months average (April 2018-March 2019)
UV = Unique Visitor
PV = Page View
35MoneyControl (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
Moneycontrol (in mn)
The Economic Times
Financial Express
MONEYCONTROL.COM
LiveMint
NDTV Profit
UV PV
BUSINESS-STANDARD.COM
- 50 100 150 200 250 300 350 400
36Firstpost
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
Firstpost (in mn)
THE TIMES OF INDIA
NDTV
NEWS18.COM
INDIANEXPRESS.COM
FIRSTPOST.COM
THEQUINT.COM
SCROLL.IN
THEPRINT.IN
UVs PVs
WIRED
0 500 1,000 1,500 2,000 2,500 3,000 3,500
37News18 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
News18 English (in mn)
THE TIMES OF…
NDTV
NEWS18.COM
INDIANEXPRESS.…
INDIATODAY.IN
HindustanTimes
UVs PVs
Times Now News
- 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000
38News18 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
News18 Languages (including Hindi) (in mn)
NAVBHARAT TIMES SITES
AAJ TAK
BHASKAR.COM
NEWS 18 VERNACULAR
ONEINDIA
JAGRAN.COM UVs PVs
NDTV Khabar
- 50 100 150 200 250 300 350 400 450 500
39Nascent 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
In.com
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.
40Vision and Strategy
We aim to be a channel-agnostic provider of top-drawer content. Our strategy is to be
present in all key market-segments where we believe profitable growth is possible in the
medium-term. The vision is to consolidate our position as India’s top media house with
unparalleled 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
41Investment: 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.
Disclaimer
This presentation is issued by Network 18 Media & Investments Limited (the “Company”) for
general information purposes only and does not constitute a solicitation or offer or invitation to
sell or issue any securities of the Company, nor shall it be relied on in connection with any
contract. This presentation may include statements which may constitute forward-looking
statements such as statements about the strategy for growth, business development, market
position, expenditures, and financial results. However, it should not be relied upon as a
recommendation or forecast by the Company. Please note that the past performance of the
Company should not be considered as indicative of future results. The actual results or
performance 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 statement
made by or on behalf of the Company. None of the Company, its Directors, Promoter or affiliates
or any of their respective employees, advisers or representatives accepts any responsibility or
liability whatsoever, arising in tort, contract or otherwise, for any errors, omissions or
inaccuracies in such information or for any loss or damage suffered, directly or indirectly, from
use of this document or its contents and makes no representation or warranty, express or
implied, for the contents hereof including its accuracy, fairness or completeness . Any opinions or
information expressed in this presentation are subject to change without notice.
43Thank You
For Further information on business and operations please write to
investors.n18@nw18.com
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