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Unique, Distinctive, Disruptive Private and Confidential Investor Presentation Unique, Distinctive, Disruptive Disclaimer Certain words and statements in this communication concerning Balaji Telefilms Limited (the Company) and its


  1. Unique, Distinctive, Disruptive Private and Confidential Investor Presentation Unique, Distinctive, Disruptive

  2. Disclaimer Certain words and statements in this communication concerning Balaji Telefilms Limited (“the Company”) and its prospects, and other statements relating to the Company‟s expected financial position, business strategy, the future development of the Company‟s operations and the general economy in India & global markets, are forward looking statements. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements of the Company, or industry results, to differ materially from those expressed or implied by such forward-looking statements. Such forward-looking statements are based on numerous assumptions regarding the Company‟s present and future business strategies and the environment in which the Company will operate in the future. The important factors that could cause actual results, performance or achievements to differ materially from such forward-looking statements include, among others, changes in government policies or regulations of India and, in particular, changes relating to the administration of the Company‟s industry, and changes in general economic, business and credit conditions in India. The information contained in this presentation is only current as of its date and has not been independently verified. No express or implied representation or warranty is made as to, and no reliance should be placed on, the accuracy, fairness or completeness of the information presented or contained in this presentation. None of the Company or any of its affiliates, advisers or representatives accepts any liability whatsoever for any loss howsoever arising from any information presented or contained in this presentation. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. Furthermore, no person is authorized to give any information or make any representation which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorized by or on behalf of the Company. The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. Persons should consult their own financial or tax adviser if in doubt about the treatment of the transaction for themselves These materials are confidential, are being given solely for your information and for your use, and may not be copied, reproduced or redistributed to any other person in any manner. The distribution of this presentation in certain jurisdictions may be restricted by law. Accordingly, any persons in possession of this presentation should inform themselves about and observe any such restrictions. This presentation was last updated in August 2017 2

  3. Balaji Telefilm’s entertaining journey for over 2 decades  Incorporation of  Started with 1st Balaji Motion  Launch of ALT fiction thriller on Pictures Limited Entertainment Zee TV - Mano (BMPL) (Movie sub  Acquired a controlling Ya Na Mano, brand) stake in Marinating  Co-produced  Produced 1st  Exit of Star followed by Films Private Limited Shootout at film - KyoKii... Group  Release of 'Once successful (MFPL) to showcase Lokhandwala with Main Jhuth  Launch of Upon a Time in comedy show - Box Cricket League Sanjay Gupta - Nahin Bolta Naagin Series 1 Mumbaai' year 'Hum Paanch' first film under BMPL banner 1994 2001 2007 2010 2014 2016 2000 2004 2008 2012 2015 2017  Produced most  Star Group  Entered movie  Year of hit  Release of Main  AltBalaji popular shows acquired distribution by films – Tera Hero , Ek launched which dominated 21% stake in acquiring the Shor in the Villain commercially Star Plus – Kyunki Balaji domestic City,  Incorporated ALT  Preferential Saas Bhi Kabhi Telefilms distribution rights Ragini MMS, Balaji Digital allotment of Bahu Thi, Kahaani Taryanche Bait Media shares to Ghar Ghar Ki and and The Dirty Entertainment Reliance Kasautii Zindagii Picture Ltd - an over-the- Industries Kay  Launch of Bade top (OTT) Achhe Lagte platform offering Hain SVOD services 3

  4. Exemplary track record for over two decades in TV content creation across genres and target groups… Daily Soaps Finite Drama Comedy Kyunki Saas Bhi Kabhi Bahu Thi Naagin 1 and 2 Hum Paanch O VER 1800+ EPISODE S UPERNATURAL FANTASY SERIES F AMILY C OMEDY SERIES Kahaani Ghar Ghar Ki Kavach 8 YEARS WITH 1500+ EPISODE Mazak Mazak Mein S UPERNATURAL HORROR C OMEDY SERIES Historical fiction Non fiction Bade Acche Lagte Hai M ATURE LOVE STORY Ye Hai Mohabbatein O VER 1000 EPISODE Chandra Nandni Nach Baliye 7 R OMANCE DRAMA D ANCE BASED REALITY SHOW Jodha Akbar Gumrah EPIC – PERIOD DRAMA Y OUTH / CRIME SHOW Kasthuree R EGIONAL (T AMIL ) DAILY DRAMA … Now ready for digital audiences 4

  5. Group Structure Market Capitalisation : $201mn (Rs 1307cr) * Balaji Telefilms Promoter holding : 42.2% ** Public holding : 57.8% ALTBalaji Balaji Motion Pictures Other subsidiaries 100% subsidiary 100% subsidiary   Marinating Films Pvt Ltd (51%) Over-the-top subscription Marquee productions across   video-on-demand platform genres Chhayabani Balaji Ent. Pvt. Ltd (50%) Focused on original and Production*** and   never-seen-before Indian distribution capabilities content Event Media LLP (51%) Emphasis on film content  Premium Original and rather than star cast  Exclusive content Bolt Media Ltd. (100%)*** * as on 31 st Jul 2017 ** Promoter holding will reduce to 32.51% post preferential allotment of shares to Reliance Industries *** Being merged into Balaji Telefilms Ltd 5

  6. Led by content maestro E KTA K APOOR J OINT M ANAGING D IRECTOR A content maestro- the creative brain behind Balaji  Leading Indian TV and film producer.  Under her creative guidance, Balaji has won almost every major TV award  Stellar work in creating a large content conglomerate at a young age garnered her several distinguished awards” The Economic Times (Businesswoman of the Year 2002), E&Y (Entrepreneur of the Year 2001) and the American Biographical Institute (Woman of the Year 2001)  IMPACT placed her at the No. 1 position among „ 50 Most Influential Women‟ (2016) in the Indian marketing, advertising and media ecosystems  Handles day to day creative direction across TV, AltBalaji and Movies 6

  7. Supported by a talented team of professionals Sanjay Dwivedi – Group CFO Nachiket Pantvaidya – CEO AltBalaji Ketan Gupta – COO Balaji Telefilms • Over 20 years of experience • IIM-Ahmedabad alumnus • Over 15 years of experience in the field of Finance & in the field of Television • Was Business Head of Sony Accounts. Production Entertainment Television • A CA from the ICAI, Sanjay and also the Business Head • Integral part of Balaji and has vast experience in of Star Plus and held his strengths include cost diverse finance operations several roles in the Star TV management, extracting across Industries like network, including Head of production efficiencies and Steels, Pharmaceuticals and Star Pravah and MD of Fox handling multiple ongoing Media & Entertainment. Television Studios TV productions across numerous locations • Also held management roles in BBC and Disney Sunil Nair – COO AltBalaji Manav Sethi – CMO AltBalaji Nimisha Pandey- Head Fiction Content • 11+ years of experience in • 15+ years of experience in • 12+ years of experience in the digital video space creating & managing high fiction content impact teams in new • Founder CEO of nautanki.tv • Worked as creative director economy multinationals and - India's first distributed across media companies start-ups video platform acquired by including Balaji Telefilms, 4 hungama in 2009 • Founded and scaled online Lions Films, Fireworks businesses that achieved Production, Director‟s Kut • Senior management roles peak value of $3B Productions, Sphere Origins across companies like One Limited and Shreya Channel (CEO), Reliance Jio • Before ALTBalaji, was Entertainment (Vice President) and Star working as Group CMO at India (as Head of Askme.com where he led Indya/MyStar) among teams across product others strategy, marketing & communications

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