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GROW WITH USWE ARE
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THE PORTFOLIO We cover 70% of India’s population
4 NATIONAL CHANNELS
8 REGIONAL CHANNELS
45 RADIO CHANNELS + 14 LICENSES
Web Portals
www.zeenews.comwww.zeebiz.com
www.wionews.comwww.24taas.com
www.24ghanta.com www.zeenews.com/malayalam
1 GLOBAL ENGLISH CHANNEL
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Nation’s Most Watched TV News Network
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Digital Strength
Source: Google, Facebook, Youtube, and Twitter Analytics, August 2017
39 Million Unique Visitors214 Million Page Views
25 Million+
Page Likes
79 Million+ VViews
5.2 Million+
Followers
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The Assets Pan India
70,000+ Hours
of Video Content22 High-End Studios
750 Correspondents
& Stringers
50 News Bureaus
across the world
26 DSNG Vans
& 56 Backpack Units
80+ High-End Cameras & 300 ENG Cams
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AWARDS & APPRECIATION
Ramnath GoenkaExcellence in Journalism Awards 2013
HINDI – BROADCAST(Sudhir Chaudhary, Zee News)
ENBA Awards 2015BARC India Business NewsChannel of the Year - Hindi (Zee Business)
8th BCS Ratna Awards 2017BEST PRIMETIME NEWS SHOW (DNA, Zee News)BEST POSITIVE NEWS SHOW (Aapki News, Zee News)BEST STORY COVERAGE (Cancer Yatra, Zee News)JURY AWARD (Dr Subhash Chandra Show)BEST DEBUT CHANNEL - NEWS (WION)
BRAND TRUST REPORT – India Study 2016Most Trusted Hindi News Channel (Zee News)
Ramnath GoenkaExcellence in Journalism Awards 2014INVESTIGATIVE REPORTING –BROADCAST (Sharad Vyas, Zee MPCG)
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KEY PEOPLE
……
……
Sumit KapoorChief Financial Officer
……
…
……
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Rajiv SinghExecutive Director & COO –
National & Digital……
…
……
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Jagdish ChandraCEO – Regional
……
…
Harvard Business School Alumni with 14 years’ experience in corporate finance and consulting across South-South East Asia, Africa and the US.
Expert in Business Strategy and Planning, Investment Proposals (National / International) and Investor Relations.
Held leadership positions in Monnet Ispat, E&Y, CB Richard Ellis and Deloitte.
Industry veteran with 35+ years of experience spanning both offline / digital media in India as well as Middle-East.
Helped build up US$ 5 million business in middle-east for Exponential Interactive as Managing Director, MENA
Held leadership positions in Reliance Jio, News18, and several print publications
Ex-IAS responsible for driving regional news channels of ETV and establishing them as regional powerhouse.
Also known for his successful tenures as Chairman of Rajasthan Cooperative Dairy Federation, Commissioner of Jaipur Development Authority and as Transport Commissioner.
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KEY PEOPLE
……
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Amit BansalCEO – Zee Shopping
……
…
Veteran of E-Commerce and Retail Businesses with 16 years’ experience.
Best known in industry for expertise in digital strategy, scale up, category design and management and supply chain.
Held leadership positions in Flipkart, Reliance Retail and Sears
……
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Tarun KatialCEO – 92.7 Big FM
Responsible for launch of 92.7 BIG FM and for turning it into India’s largest private FM network
Led RBNL’s foray into television broadcast with Hindi channels BIG MAGIC and BIG MAGIC
Held leadership positions in Star Network and Sony Entertainment Television after spending three years in advertising in Saatchi & Saatchi, Enterprise Nexus and Ogilvy & Mather
……
…
……
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Sudhir ChaudharyEditor-in-Chief - Zee News, Zee
Business, WION
A journalist, who is a thinker, well versed and widely read with the intention of analysing and showing his viewers news and facts with deep research and clarity
Belongs to the First generation of television journalists in India
Has been in TV news industry for more than 19 years
……
…
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The Essel Group
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Group Strength – 90 Years of Excellence
Media & EntertainmentMedia & Entertainment Infrastructure & EnergyInfrastructure & Energy
EducationEducation PackagingPackaging Precious MetalsPrecious Metals Financial ServicesFinancial Services RevenueRevenue
EmployeesEmployees
US$ 4 Billion
40,000+
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Group Synergies
ZEEAdvantage
Access toAdvertisers
Distribution/Other Advantage
•ZMCL channels are offered as a part of the Zee distribution bouquet of channels by Zee Entertainment Enterprises Limited to MSOs & DTH Operators
•Engaged in ad sales across TV, Print, DTH, Cable, and Digital platforms.
•Benefits ZMCL with increased advertisement sales clientele due to cross / combined selling across media
•1,000+ Advertisers
•40 Million Households
•Joint curation of events and programmes
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Industry Potential
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India - Destination to Invest
Source: IMF Forecast
Top FDI destination in the world
Source: DIPP
6.8
7.2
7.7 7.8 7.98.1
6.0
6.5
7.0
7.5
8.0
8.5
2016 2017 2018 2019 2020 2021
India
40 43
0
20
40
60
2015-16 2016-17
FDI Inflow (USD billion)
Fastest growing major economy in the world for the next 5 years
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India - Destination to Invest
Industry is expected to grow at aCAGR of 14.7% during the 5years period till 2021; likely todouble itself.
Source: Office of Economic Advisory, FICCI – KPMG Media & Entertainment Report – 2016; Worldwide media and marketing forecasts, Group M – Summer 2011
5.5
7.36.2 6.1
8.7
0
2
4
6
8
10
2012-13 2013-14 2014-15 2015-16 2016-17
Private Consumption Growth%
728 1,262
2,419
-
1,000
2,000
3,000
2011 2016 2021P
Industry Size (USD billion)
Private Consumption is growingat a rapid pace and is fuellingthe economic growth
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0
50
100
150
200
250
300
350
400
2016 2017P 2018P 2019P 2020P 2021P
201225
257
298
343
394
TV Advertizing Revenue
Television Industry
Source: FICCI – KPMG Media & Entertainment Report – 2016
Television Advertising, the company’s primary revenue stream, is expected to continue to grow at a healthy CAGR of 14.4%
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Power Ratio - News Genre
19.0 %
31.2 %
27.5 %
6.5 %
Power Ratio - 0.9 Power Ratio - 2.9
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Financial Performance
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FY 2016-17: An Eventful Year
Key Events Impact
Conversion of Zee News from paid channel to FTA
• Viewership increased from 55 mn in Jul’16 to 100 mn in Nov’16• Downward movement in Subsrev due to FTA offset by Adrev
Demonetization • Impact on advertising spends in Q3
DNA (print) • Been demerged into a independent entity w.e.f. 1st April 2017
2014 2015 2016 2017
Operating Income 3,352 5,443 5,429 5,503
Operating Expenditure 3,097 5,062 4,651 4,819
Operating Profit 255 382 778 684
-
1,000
2,000
3,000
4,000
5,000
6,000
Consolidated (Rs mn)
Operating Income Operating Expenditure Operating Profit
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Improved Profitability in TV Segment
Operating Margin for Television segment consistently improving at a CAGR of over 20% over last 3 to 4 years
2014 2015 2016 2017
Operating Income 3,352 4,221 4,346 4,498
Operating Expenditure 3,097 3,626 3,566 3,543
Operating Profit 255 596 780 955
3,352
4,221 4,346 4,498
3,097 3,626 3,566 3,543
255 596 780 955
- 500
1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000
TV Segment (Rs mn)
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FUTURE PLANTELEVISION
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New Launches for deeper penetration inlanguage markets
Zee SalaamUrdu News Channel
Zee KalakGujarati News Channel
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FUTURE PLANDIGITAL
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How Internet Will Look in India in 2020?
Source: Cisco Visual Networking Index 2015-2020
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Digital Advertising to grow Four Folds
60.181.1
113.6
153.3
199.3
255.2
0
50
100
150
200
250
300
2015 2016 2017 2018 2019 2020
Digital Advertising Spend (Rs billion)
Source: KPMG-FICCI Media & Entertainment Outlook 2016
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74
4036
31
9
78
64
41 38
20
0
10
20
30
40
50
60
70
80
90
The Times of India Indian Express Bhaskar Jagran Zeenews.com
Jan-17 Jul-17
Where Does ZMCL Stand – Digital Traffic
Unique Users (millions)
Fastest Growth among major competitors.Further Scope for tremendous growth.
136%Growth
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Where Does ZMCL Stand – Revenues
Digital Revenue (Rs crs)
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Focus Areas on Digital
• Separate language verticals for Digital properties
• Building infrastructure & manpower capabilities (without adding much to headcount) to challenge the dominant players
Building a Digital Ready Organisation
• Removing overlaps and clear-cut positioning of each of the digital properties
• Building innovative features & USPs for each product
Individual Positioning of all properties
• Utilize synergies with television broadcast to build relevant video propositions
• Building properties with a mobile-first perspective
Drive Growth through Videos & Mobiles focused Strategies
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FUTURE PLANSHOPPING
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Retail in India: A glance
Retail is Shifting towards Online ~ from $5b in 2015 to $130b by 2025
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Retail in India: A glance
TV Shopping ~A Suitable profile to operate in
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Proposed structure to operate
Sales Platform Order FulfilmentMerchandise
• e-commerce
•TV Slots on Zee & other networks
(In house content production)
• Own Web/mWeb
Stage 1•Zee inspired collections
•Designing merchandise for Zee Shows
Stage 2Home Shopping Slots
buying
•Multiple Marketplaces
• Zee Inspired [Women ethnic, western]
• By Market place Partner
•Private label• Exclusive Brands
• Kitchen•Bed & Bath
•Small appliances
• Own Brand - Women Ethnic
• Own logistics Delivery platform
Own Call Centre
• 3PL Warehouse
Stage 324/7 Channel
• 24*7 Channel•Android App
•Large Appliances•Never seen in India
•Hard-lines•Scale & Optimize
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Thanks for your time…!