January 24, 2018 1. National Stock Exchange of India Ltd. 2. BSE Limited Exchange Plaza, 5 th Floor Corporate Relationship Department Plot No. C/1, G Block; Bandra (East) Phiroze Jeejeebhoy Towers Mumbai 400 051 Dalal Street; Fort Mumbai 400 001 NSE Scrip Code: RADIOCITY BSE Scrip Code: 540366 ISIN: INE919I01016 ISIN: INE919I01016 Dear Sirs, Sub: Investor Presentation Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of Investor Presentation on Un-audited Financial Results of the Company for quarter ended December 31, 2017. The aforesaid Investor Presentation will also be uploaded on the website of the Company i.e. www.radiocity.in Kindly take the above on record and oblige. Yours faithfully For Music Broadcast Limited Chirag Bagadia Company Secretary and Compliance Officer Encl: a/a CIN: L64200MH1999PLC137729, Music Broadcast Limited | Register office: 5th Floor, RNA Corporate Park, Off Western Express Highway, Kalanagar, Bandra (E), Mumbai - 400051. | Tel: +91 22 66969100 | Fax: +91 22 26429113 | Website: www. radiocity.in
Music Broadcast Limited Investor Presentation January 2018
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Music Broadcast Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections 2
Q3FY18 & 9MFY18 Updates
Key Highlights Revenue PAT & Margins EBITDA & Margins In Rs. Crs In Rs. Crs In Rs. Crs +9% 36.4% 31.4% 15.7% 15.9% 222 205 75 35 70 32 9MFY17 9MFY18 9MFY17 9MFY18 9MFY17 9MFY18 ▪ Yield Increase in 12 Despite of the investments Stations Investments in the the 11 Maintained PAT Margins with ▪ Rapid Volume growth New Stations YoY growth of 10% in 11 New Stations Note: 9MFY17 and 9MFY18 are not directly comparable as all 11 new stations were operational in Q4FY17 In Q2FY17 there was an exceptional saving of Rs. 3.7 Crs because of the change in policy regarding provision towards government receivables. Accordingly, our normalised EBITDA for 9M FY17 is at 34.6% 4
Sustainable Performance over quarters Revenues PAT & Margins EBITDA & Margins In Rs. Crs In Rs. Crs In Rs. Crs 31.5% 31.9% 30.6% 15.4% 16.8% 15.6% 76 76 70 24 13 23 12 22 11 Q1FY18 Q2FY18 Q3FY18 Q1FY18 Q2FY18 Q3FY18 Q1FY18 Q2FY18 Q3FY18 Consistent Revenue Maintained EBITDA PAT Margins are increase Margins at over 30% sustainable 5
At Right Market with Strong Growth Potential Industry Data Industry vs RC Volume Growth (YTD) Q1FY18 – Volume Share 5% 5.0% 5.0% 90.0% Q2FY18 – Volume Share 2% 6.0% 5.0% Industry Radio City 89.0% Q3FY18 – Volume Share Phase 2 - Old Stations New Expansion 7.0% 5.0% Multiple Frequency Radio City maintained Market Share at 88.0% 21% for 9M FY18 Source: Aircheck 15 Markets 6
Initiatives in the Quarter On 3 rd October 2017, Radio City launched Star After the success of Radio City Cine Awards Express in Chennai, Coimbatore and Madurai Tamil and Kannada , Radio City launched Radio McDowell’s No.1 Soda and Radio City after a success story in Hyderabad and Vizag. City Cine awards Telugu to applaud Telugu film presented the No. 1 Yaari Jam concert at Gig City LIVE with the musical duo Salim Sulaiman Star Express is for 365 days with 365 Stars. It is Fraternity. It was launched by Telugu Leading an annual property where one star every day Stars of Tollywood - Ram Pothineni, Lavanya and Rajasthan’s own folk artist Mame Khan in from the Kollywood industry was featured in Tripati, Anupama Parameswaran and Kishore Delhi , Kanpur, Jaipur and Udaipur the mid-morning show Tirumala 7
Initiatives in the Quarter Radio City launched its first newsletter called TRENDING CITY. The newsletter was Radio City announced the launch of a version Radio City 91.1FM, announced Beta launch of showcased at the HUL Content Day 3.0, with 2.0 of its brand ideology of ‘Rag Rag Mein Radio City 91.1FM, this Children’s Day India’s first video FM Video City -a platform HUL MD and CEO Sanjiv Mehta along with Daude City’ . With a new brand campaign, conducted a mega talent hunt for kids – “Just that allows listeners to consume FM in a video Radio City’s popular RJs Salil and Archana. Radio City unveiled a brand film, Taxi Driver, Kidding” in all 39 markets. The kids between 6 format. The latest innovation aims to TRENDINGCITY takes us through Radio City’s which took listeners on a sensorial journey of and 14 years were given a chance to transform radio from being a listener-only trending moves with 11 station launches in the city. The campaign garnered coverage participate and become a Radio Jockey for a medium to an experiential digital multimedia Phase III, winning 44 awards nationally and across leading trade , regional and online day platform by giving a sneak peek into the fun internationally, streaming 47 web radio portals and has received an overwhelming and masti inside the radio studio stations on radiocity.in and influencing 5.25 response across social media portals crore listeners nationally 8
Leadership in Mumbai and Bengaluru Listenership Market Share Data Mumbai Bengaluru 20 30 16 25 20 12 15 % Share % Share 8 10 4 5 0 0 Year 2013 Year 2014 Year 2015 Year 2016 YTD* Year 2013 Year 2014 Year 2015 Year 2016 YTD* Mirchi One Radio City Red Big Mirchi One Radio City Big Fever Ishq Nasha Redtro Indigo Fever Mirchi 95 Amongst the highest average listenership share percentage in Mumbai and Bengaluru Listenership market share represents the percentage of the total radio listeners that are tuned to a particular station in a given time period. It depends both on the number of individuals who are exposed to the station and the average amount of time spent listening to the station over a defined time period Source: RAM Data (4 Markets) 9 *Jan – Dec 2017
New Age Digital Media 48 Radio stations in 9 languages & 900+ playlists have generated a listenership of 30 Million 3.37 Mn Likes Applications Launched: 3.10 Lac Followers 0.46 Lac Followers 34.20 Mn Views Web Presence hindi.radiocity.in 3.00 Lac Installs www.radiocity.in Source: Purple Stream Data ; Lasopi Data 10
Strategic Choices made; Delivering Results! With the Right Approach and Right Market Positioning, Leadership maintained Maintaining Focussed Efficient Reach Leadership Approach Expansion Position Right Price for ▪ ▪ More than right markets industry volume ▪ Focus on growth Listenership Geographical ▪ Expansion Consistent ▪ High quality ▪ Revenue Growth Operational Efficient network ▪ Excellence build up @ 62% of ▪ Sustainable FM reach EBITDA Margins ▪ Creating Customer Delight ▪ Avoiding Long Tail Improving PAT ▪ Markets Margins 11
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