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FY15 Financial Briefing 11 March 2016 Forward-Looking Statements

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FY15 Financial Briefing 11 March 2016 Forward-Looking Statements FY15 Financial Briefing 11 March 2016 Forward-Looking Statements This presentation was made from the analysis of reliable information in order to assist investment community to better understand the company's financial status and operation. The presentation may contain forward-looking statements and comments on future events, including our expectation about GMM Grammy’s business. However, the information within this presentation has been derived from the existing factors in the present time. Therefore, the forward-looking information on this presentation may not occur in the future if the aforementioned factors or situations are changed. Investors are, however, required to use their own discretion regarding the use of information contained in this presentation for any purpose. For further information, please contact Investor Relations of GMM Grammy Public Company Limited at Tel: (662) 669-9936, (662) 669- 9952, (662) 669 8071 or Email : [email protected] GMM GRAMMY PUBLIC COMPANY LIMITED 2 . 2015 Key Achievements . Financial Performance . Digital TV Update GMM GRAMMY PUBLIC COMPANY LIMITED 3 . 2015 Key Achievements . Financial Performance . Digital TV Update GMM GRAMMY PUBLIC COMPANY LIMITED 4 Business Overview GMM Grammy is a leading content provider in fully integrated media and entertainment platforms who can produce and deliver high quality contents with the broadest reach GMM Grammy’s Business comprises of: Core Business Music GMM Channel ONE Channel Movie & Others Music & Distribution TV Production & Copyrights TV Production & Copyrights GDH 559 Digital Business (GMM TV – Dee Talk) (Exact – Scenario (Formerly GTH) - Meemiti - Teentalk) Concerts & Showbiz Digital Terrestrial TV Home Shopping Digital Terrestrial TV (Standard Definition) Satellite Broadcasting Music Publishing (High Definition) Artist Management Radio & Showbiz Call Center Service (Atime Media) Acts Studio GMM GRAMMY PUBLIC COMPANY LIMITED 5 Key Highlights & Achievements The Leader in Thai Music Industry - 299 singles - more than 370 albums - 22 concerts Outstanding Improvement in Digital TV channels Rating growth*: 170% (from Beginning of 2015) Revenue growth: 1,341% Rating growth*: 228% (from Beginning of 2015) Revenue growth: 760% GMM GRAMMY PUBLIC COMPANY LIMITED 6 * Source : AC Nielsen, 2015 Channel Rating for Total Individuals 4+ All time 06:00 - 23:59 Key Highlights & Achievements Honored ‘Nataraj Award’ for Superb Quality program and production Best Entertainment Radio Station Best DJ Best Series ‘Green Wave 106.5 FM’ ‘Chill FM 89’ ‘Club Friday the Series 5’ Thailand Box Office Movies ‘Freelance’ ‘May, Who?’ THB 88 million THB 75 million GMM GRAMMY PUBLIC COMPANY LIMITED 7 Key Highlights & Achievements Top YouTube Channels in Thailand (by most viewed) Top 2 GMM Channel in YouTube Global Top 100 GMM Grammy Official Channel Rank #16 Genie Rock Channel Rank #77 Source: socialblade.com as at 3 Mar 16 GMM GRAMMY PUBLIC COMPANY LIMITED 8 Key Highlights & Achievements • เชอื กวเิ ศษ • ร ักนะเป็ดโง่ • เชอื กวเิ ศษ • ร ักนะเป็ดโง่ • เพอื่ นเฮยี้ นโรงเรยี น • ทิ้งไว้กลางทาง 2015 • เพอื่ นเฮยี้ นโรงเรยี น หลอน • เพลงขัดใจ Searches หลอน TV Shows • สุดแค ้นแสนรัก • ตัดพ ้อ • ทิ้งไว้กลางทาง • สงครามนางงาม Songs of Songs • กาโว • สุดแค ้นแสนรัก • ข ้าบดินทร์ • ไสวา่ สบิ ถ่ มิ่ กนั • สงครามนางงาม • แอบรักออนไลน์ • See You Again • เพลงขัดใจ • ลมซอ่ นรัก • ไม่เคย • ข ้าบดินทร์ • นา้ํ ตากามเทพ • ใจหมา • แอบรักออนไลน์ • นางชฎา • คชู่ วี ติ • ตัดพ ้อ • บ ัลลังก์เมฆ Source: www.google.com GMM GRAMMY PUBLIC COMPANY LIMITED 9 Key Highlights & Achievements Fast growing Home Shopping ‘O Shopping’ Business - Revenue growth of 53% YoY - No. 2 Home Shopping in Thailand Good Corporate Governance Rewarded ‘Excellent or Five 5-Stars’ from the Thai Institute of Directors (IOD) for a fifth consecutive year GMM GRAMMY PUBLIC COMPANY LIMITED 10 . 2015 Key Achievements . Financial Performance . Digital TV Update GMM GRAMMY PUBLIC COMPANY LIMITED 11 Revenue Structure by Type of Business Digital TV, 1% Digital TV, 11% Digital TV, 18% Others, 26% Strategic Highlights Others, 29% Satellite, 16% Others, 28% Satellite, 6% Satellite, 5% Media, 25% Media, 17% Media, 11% Music, 32% Music, 37% Music, 38% Growing Digital TV Footprint 2014 2015 2016 (Projected) Remark: *Others consist of Movie, Home Shopping and Miscellaneous Strengthening Music Leadership Y-o-Y % Growth 7,911 5.8% Game-changing the Industry with Total Media Solutions from Group Synergy 7,480 2014 2015 Operating Revenues excl. ONE GMM GRAMMY PUBLIC COMPANY LIMITED 12 Financial Performance Music & Digital 2015 Turnaround Revenue Growth FY15 Revenue Y-o-Y % Growth THB 3,252 Million 14.4% 14.4% 3,252 Others - Underlying the growth of music group in 2015 2,843 160 Physical 375 741 was fuelled by digital music marketing with higher Digital contribution from SMS service Song2U, while 803 707 127 YouTube YouTube viewers and revenue sharing for music & 456 220 91 non-music contents kept rising with a total of THB 194 Copyright 1,244 886 195 million for 2015 Showbiz - Showbiz performed extra well with high activities FY14 FY15 all year round totaling 22 concerts including major events i.e. Jim Lai Music Festival 2, Big Mountain 40 14 Music Festival 7, and Gannes Film & Music 7 238 210 20 169 Festival 6. Artist management revenue also grew 16 28 108 171 208 164 from more events organized this year 80 155 117 199 37 21 42 181 55 55 175 55 - Physical sales dropped with a total number of 185 196 115 27 114 119 56 299 singles and 370 albums released this year 18 31 430 434 37 411 46 45 48 54 234 138 153 166 164 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15 4Q15 GMM GRAMMY PUBLIC COMPANY LIMITED 13 Financial Performance Digital TV – GMM ONE 2015 Gearing towards Top-notch DTT Channels FY15 Revenue Y-o-Y % Growth 0.3% THB 687 Million 50.1% 1,378 1,381 73 50.1% - Revenue for ONE digital TV - Revenue stream from analog 171 ONE DTV continue to grow with top-rated free TV platform decreased in 1,052 Others series of Prime time drama on accordance with the transition 687 air i.e. “Hormone3 – The Final” towards digital free TV platform. 125 1,134 75 with line-ups of exclusive In segmental reporting remained Free TV 486 75 contents for early primetime only financial figures of EXACT 253 and mid-day primetime to business unit holding the library expand the “modern mass” and copyrights of TV contents FY14 FY15 FY15 Normalized target audience in urban and prior to the shareholder 47 49 regional area together with restructuring, which was 30 44 seasonal programs and live impacted from migrating most 245 42 18 322 360 sport events coming up TV contents to digital platform 27 354 351 125 20 - Normalized FY15 revenue incl. 248 218 18 the deconsolidated One 181 21 153 98 20 7 7 Enterprise resulted in 0.3% 73 41 42 42 revenue improvement 1Q142Q143Q144Q141Q15 2Q15 2Q15 3Q15 3Q15 4Q15 4Q15 Normalized Normalized Normalized Consol ONE Consol ONE Consol ONE GMM GRAMMY PUBLIC COMPANY LIMITED 14 Financial Performance Digital TV – GMM 25 2015 Gearing towards Top-notch DTT Channels FY15 Revenue Y-o-Y % Growth 6.4% THB 1,680 Million 6.4% 1,680 1,578 103 Others - Ramp-up revenue for Digital TV 223 138 - Revenue from radio media Showbiz GMM25, with rising trend after the 112 dropped 7.2% Y-o-Y in line 600 Radio launch of new programs in prime-time with declining media industry 647 Free TV slots. By seamlessly exposing contents spending GMM 25 DTV to reach out the targets through an 425 integrated approach, the channel brand - Satellite-FreeTV revenue 549 declined from previous year, 413 was strengthened with a sharp increase 48 in audience base and ratings following the industry transition FY14 FY15 - GMM25 got a highly positive response towards digital TV from media agency and customers as 17 1710 39 13 13 the most preferred channel to engage 35 40 17 29 153 5 19 new generations effectively and 15 64 203 153 166 efficiently 53 143 188 28 128 122 - Atime showbiz continued to grow 112 100 103 151 strong from distinctive formats and 159 149 100 159 90 104 106 44 44 concepts underlying each concert theme 0 1 4 with unique selling points 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15 4Q15 GMM GRAMMY PUBLIC COMPANY LIMITED 15 Financial Performance Home Shopping FY15 Revenue 2015 High Double Digit THB 1,738 Million 53.1% Revenue Growth - Strong growth driven by increased lines of products and series of promotion and value-for-money campaigns throughout the year especially during the last quarter festive season targeting virtually all - Differentiate with variety of prospects via TV O-shopping, online shoppers, and products mobile applications, all of which positively accepted - Expand through internet by the market channel - In 2016 O-shopping planned to emphasize on - Daily sales average at 5.3 MB product TV showcase with frequent and hot promotions, in parallel with expanding the broadcast in 2015 over multi-platforms to reach out consumers at the - Regulatory spotlight and right time and place, as well as partnering with supporting policy digital TV to promote home shopping GMM GRAMMY PUBLIC COMPANY LIMITED 16 Financial Performance Satellite TV Platform Movies & Others FY15 Revenue FY15 Revenue THB 391 Million 63.3% THB 850 Million 5.4% - Approximately 0.65 million units were sold in - Two movies released in 2015. “Freelance” generated 2015, dropped by half from last year mainly due to box office revenue by THB 88 million together with the economic slowdown with suspended consumer substantial copyrights revenue in ASEAN market. purchase decision following confusion on digital During the last quarter, “May Who?” generated box office revenue by THB75 million. 2015 revenue TV subsidy vouchers, altogether caused the dropped 5.3% in line with overall local film industry got entrepreneurs to miss sales target despite impacted from political unrest, economic recession and aggressive promotions to clear aging stocks and strong competition from Hollywood blockbusters.
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