Indian Media Industry Overview

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Cleopatra Richard
5 years ago
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1 HT Media Ltd

2 Indian Media Industry Overview

3 Sector dynamics High growth potential India China Singapore US UK Global Advertising spend as % of GDP in India still very low attractive growth potential Indian media at inflexion point, with ad spend set to rise with economic growth, rising consumerism and higher media penetration Source PWC report/zenith Publication

4 Growth Rates- Ad revenues CAGR CAGR India 2005 India Global Over TV 14% 6% 11% Print 15% 5% 16% Radio 32% 5% 37% Out of Home 14% 5% 17% Internet 50% 14% 50% Total 15% 6% 16% Indian media on growth tracks fueled by robust economic fundamentals Print clocks high growth. grows faster than TV for second consecutive year Source: FICCI and PWC Report

5 Advertisement Industry - Overview Rs. Crs Ad Industry Amount TV 5,450 Dailies 5,300 Magazines 970 Out of Home 900 Radio 300 Internet 100 Total 13,020

6 Media Industry 2005 Ad industry Dailies Out of Home 7% Radio 2% Internet 1% Others 23% Magazines 7% TV 42% Biz dailies 8% English 48% Dailies 41% Hindi 21% Industry estimate for 2006 continues to be optimistic Expected to grow faster than 2005; ~ 20% Higher literacy to further boost print penetration Industry estimates compiled from Adex India

7 HT Media Overview Business paper

8 Corporate Journey Multiple editions launched Media business demerged; HT Media Ltd incorporated HT Media goes public 2nd largest print media company in India; Reader base of over 13 million HT inaugurated by Mahatma Gandhi Hindustan Times Ltd formed Sales offices Editions cover 65% of population Pan-India sales presence

9 Corporate Culture RESPONSIBILITY PEOPLE-CENTRIC COURAGE EMPOWERMENT SELF-RENEWAL

FY 07 Rs Crs %G Rs Crs %G Financial Revenue 839

10 Corporate Snapshot Institutional Investor Henderson Asia Pacific Citicorp Finance FY 06 H1 FY 07 Rs Crs %G Rs Crs %G Financial Revenue % % EBITDA % % PAT % %

11 Presence & Position Hindustan Times Punjab 1. Hindustan Times 2. Tribune UP 1. Times of India 2. Hindustan Times Bihar/Jhknd 1. Hindustan Times 2. Times Of India Delhi 1. Hindustan Times 2. Times Of India Mumbai 1. Times Of India 2. DNA 3. Hindustan Times West Bengal 1. Telegraph 2. Times Of India 3. Hindustan Times Along with a national footprint HT also has a dominant position in key markets

12 Presence & Position Hindustan Delhi 1. Navbharat Times 2. Hindustan UP 1. Jagran 2. Amar Ujala 3. Hindustan Covers Delhi/UP Bihar & Jharkhand Expanding footprint Leveraging existing Infrastructure Bihar/Jhknd 1. Hindustan 2. Jagran 2. Prabhat Khabar Printing hubs Agra/Meerut- Delhi Kanpur - Lucknow

com Youth Bangalore Hindustan Times Hindustan Business (WSJ) Magazines Nexus Kolkata Delhi Mumbai

13 Multimedia Presence HT Media Print Internet Events Radio (Virgin) HindustanTimes.com Leadership Delhi Hindustan.com Luxury Mumbai HTCricket.com Youth Bangalore Hindustan Times Hindustan Business (WSJ) Magazines Nexus Kolkata Delhi Mumbai Chandigarh North & East India (UP, Bihar, Delhi Mumbai Nandan Kadambini Others Tabloid JV with BCCL Bhopal Jharkhand, Jaipur Delhi) Lucknow Patna Ranchi Kolkata

14 Business Strategy - Internet Internet users Q3 06 (Million) Penetration % CAGR % (00-06) USA 201 USA 69 India 51 China 123 Japan 67 China 33 Japan 86 UK 63 Japan 10 India 60 China 9 UK 6 UK 38 India 5 USA 3 India has small internet user base but is the fastest growing market amongst all the leading markets Indian internet users expected to reach 122 Million by 2009 (source : Kaufman Bros) Leverage content to build verticals VAS Alerts/Gaming/Contests/Short code (4242) Source Internetworldstats.com

15 Business Strategy Business paper Long term segment growth potential is high Indian economy showing robust growths Booming stock market Opportunity exists for a high quality daily Build a comprehensive finance portal Gap exists for a high quality business paper

16 Business Strategy - Radio Enter Delhi & Mumbai followed by Bangalore & Kolkata Delhi & Mumbai. accounts for + 50% of the radio industry Globally radio revenue accrues from one or two main cities South Africa Jo burg & Capetown +80 % Thailand - Bangkok +80% Australia Melbourne, Sydney & Brisbane + 75%

17 Radio industry set to grow multifold CAGR of 34% for 5 years ( )

18 Financial Performance

19 FY 06 performance Revenue EBIDTA + 32% % * PAT + 55% * * for 9 months + All figures before extra-ordinary items

20 Quarterly performance Total Revenue 300 FY 05 FY 06 FY07 Rs Crs % % % % % % Q1 Q2 Q3 Q4

21 Quarterly performance EBITDA % 61 FY 05 FY 06 FY % 55 Rs Crs % % % +66% Q1 Q2 Q3 Q4

22 Quarterly performance PAT % 31 FY 05 FY 06 FY % 27 Rs Crs % % % % Q1 Q2 Q3 Q4 + All figures before extra-ordinary items

23 Thank You

Sub. Rev Eng. Ad. Rev Hin. Ad. Rev Ver. Ad. Rev.

Sub. Rev Eng. Ad. Rev Hin. Ad. Rev Ver. Ad. Rev. June 2015 1 2 Print Industry Revenues (Rs bn) Media Spend as % of GDP 243 224 209 193 51 46 42 36 50 45 37 41 53 57 59 62 263 57 54 65 67 69 75 81 87 2010 2011 2012 2013 2014 Sub. Rev Eng. Ad. Rev Hin.