Eros International Plc.

Jyoti Deshpande
February 2016 – Jefferies Media and
Communications Conference
Content is King
New film mix
65-70 films
each year
Co-production
Acquisition
Trinity
Pictures
•Hindi
•Regional
language
•International
agreements
Digital premiere window
3,000+ film library
(1 year after Theatrical Release)
PAGE 1
Leading Box Office Market Share
Blockbuster film slate – Eros films account for 7 out of top 15 films in 2015
No.1
No.3
No.4
No.9
No.11
No.12
No.15
Market Share CY 2011-2015
2%
1%
4%
Eros International/Ayngaran
6%
• 3 or 4 out of Top 10 Indian Box office
films are Eros films every year
UTV Motion Pictures
Yash Raj Films
10%
40%
14%
Reliance Big Entertainment PVT.
Ltd.
Fox International
Viva Ent
B4U Network
23%
• Last 5 years aggregate market share of
40%
• Note Eros’ leading position but also
fragmentation of rest of the market
Tip Top Entertainment
(1) Represents market share of all theatrically released Indian language films.
PAGE 2
FY ‘16 and FY ‘17 Release Profile
Film Name
Language
Star Cast/(Director/Producer)
Tentative Release
Dictator
Telugu
Balakrishna (Srivaas)
Released in Q4 FY16
Rajini Murugan
Tamil
Sivakarthikeyan (Ponram)
Released in Q4 FY16
Sardaar Gabbar Singh
Telugu
Pawan Kalyan (K.S. Ravindra)
Q1 FY 17
24
Tamil
Suriya, Samantha (Vikram Kumar)
Q1 FY 17
Ki &Ka
Hindi
Arjun Kapoor, Kareena Kapoor (R. Balki)
Q1 FY 17
Housefull 3
Hindi
Akshay Kumar, Abhishek Bachchan (Sajid Farhad / Sajid Nadiadwala)
Q1 FY 17
Dhishoom
Hindi
Varun Dhawan, John Abraham (Rohit Dhawan)
Q2 FY 17
Baar Baar Dekho
Hindi
Siddharth Malhotra & Katrina Kaif / (Excel / Dharma)
Q2 FY17
Chaar Sahibzaade 2
Punjabi
3D Animation (Harry Baweja)
Q2 FY17
Manmarziyan
Hindi
Ayushmann Khuranna & Bhumi Pednekar / (Colour Yellow)
Q3 FY17
Shivaay
Hindi
Ajay Devgn / (Ajay Devgn)
Q3 FY17
Rock On 2
Hindi
Farhan Akhtar, Arjun Rampal / (Excel)
Q3 FY17
Guru Tegh Bahadur
Punjabi
3D Animation / (Harry Baweja)
Q3 FY17
Singam 3
Tamil
Suriya, Anushka Shetty and Shruti Haasan / (Studio Green)
Q4 FY17
Chef
Hindi
Saif Ali Khan / (Alumbra Entertainment)
Q4 FY17
Phir Hera Pheri 3
Hindi
John Abraham, Abhishek Bachchan, / (Firoz Nadiadwallah / Neeraj Vora)
Q4 FY17
(1) “High budget” films refer to Hindi films with direct production costs in excess of $8.5 million and Tamil as well as Telugu films with direct production costs in excess of $7.0 million; “Low budget” films refer to both Hindi, Tamil, and Telugu films
with less than $1.0 million in direct production costs; “Medium budget” films refer to Hindi, Tamil, and Telugu films within the remaining range of direct production costs
(2) Total films includes regional films and films with overseas rights
PAGE 3
International markets
Rest of the world
China
$6.8 Billion
42%
Chinese Movie Market
2014-2015 growth



31,627
8,027
Total Screens in 2014
Screens added in 2015

Global demand for Bollywood content , especially in
Europe and Southeast Asia
Large South Asian Diaspora
Arrangement with local distributors across the global to
target theatrical, TV and DVD releases
Already well established in Germany, Russia, China,
Japan, Korea, Taiwan, Indonesia
Influential partnerships secured in China
Trinity Pictures and China
studios collaboration
In a first for an Indian studio, 2 films
being created and produced by our inhouse studio, Trinity Pictures, are set
in India and China, will be co-produced
along with a Chinese studio and will be
shot in both languages.
Partnerships with three major Chinese state-owned film and
entertainment companies to promote, co-produce and
distribute Sino-Indian films across all platforms in India &
China
The first will be directed by Kabir Khan
with an Indian male lead and Chinese
female lead cast.
Bajirao Mastani to release in
cinemas across China in April
2016.
China Film Group
Corporation
Shanghai Film
Group
Corporation
Fudan University
Source: Eros International Press Release
PAGE 4
The Big Regional Opportunity
Language No. of films
released in
2014
Top Grossing
Film
Worldwide
Box Office
INR & USD
Typical
Typical
Production
Print &
Budgets
Advertising
Hindi
141
PK
735 cr ($115m)
$ 12 -15m
$3.0m
Tamil
203
Enthiran
283 cr ($44.2m)
$ 10 -12m
$0.7m
Telugu
113
Bahubali
600 cr ($94m)
$ 8 – 10m
$0.5m
Kannada
118
Aptharakshasa
55 cr ($8.6m)
$ 4 – 5m
$0.2m
Malayalam
151
Drishyam
75 cr ($11.7m)
$ 1.5 – 2.5m
$0.2m
Marathi
56
Lai Bhari
40 cr ($6.2m)
$ 1 – 2m
$0.2m
Bengali
68
Chander Pahar
15 cr ($2.3m)
$ 0.5 – 1m
$0.1m
Punjabi
41
Chaar Sahebzaade
70 cr ($11m)
$ 1.5 – 2.5m
$0.2m
Others
101
Over 1,000 films are released in
The box office numbers suggest these are
India each year across languages not niche films. Contributions are significant
Varying Budgets. Low P&A.
High Margins and Presales
In the context of shortage of theatres, the Regional strategy adds scale, market share and margins
without cannibalization
PAGE 5
ErosNow: over 37m Registered
Users
4,750
200,000
films rights
Audio tracks
13
Indian music labels
providing music content
 Exclusive digital premieres available to all users, including recent super-hits
Bajrangi Bhaijaan, Tanu Weds Manu Returns, Prem Ratan Dhan Payo and
soon Bajirao Mastani
 Cool, contemporary and edgy ‘Originals’ exclusively available on ErosNow to
release in FY ‘17
 Unlike other OTT (“over-the-top content”) players, Eros owns much of the
content on ErosNow
 Available on all internet-enabled devices and fully integrated with the top social
media outlets globally
Expect to reach over 1 MILLION paying subscribers by end of FY 2017
(1) Through integration with TechZone, an Eros International company
PAGE 6
Great Content with Compelling
Product and Pricing
INDIA PRICING – MULTI-TIER
ErosNow Plus
Rs.49 ($0.71)
ErosNow Premium
Rs.99 ($1.44)
Ad-free
Subtitles
Access all areas
Ad-free
Subtitles
Access all areas
Video Progression
Multi-screen
HD
Offline viewing
INTERNATIONAL PRICING - SINGLE TIER
Monthly Subscription
Annual Subscription
$7.99
$79.99
PAGE 7
Boosting platform distribution with
Telcos
LeEco
Bharti Airtel
ErosNow strategic
partner to LeEco Smart
phone launch in India
 Exclusive provider of video-on-demand
content at launch
 ErosNow content fully integrated into LeEco
handsets
 Pre-bundled ErosNow subscription for every
handset purchased (ErosNow Plus or
Premium)
 LeEco smart phones received over 800,000
pre-registrations in the first 30 days of
launch, through Flipkart (exclusive ecommerce seller)
 Deal to include ErosNow partnership at Le
Eco’s SmartTV launch (FY ‘17)
Largest market share of internet
subscribers in India
Idea Cellular
Third largest market share of internet
subscribers in India
PAGE 8
Important notice and
disclaimer
These materials contain statements that reflect Eros International PLC’s (the “Company”) beliefs and expectations about the future that constitute
“forward – looking statements” as defined under U.S. federal securities laws. In some cases, these forward-looking statements can be identified by
the use of forward-looking terminology, including the terms “believes”, “estimates”, “forecasts”, “plans”, “prepares”, “projects” “anticipates”,
“expects”, “intends”, “may”, “will” or “should” or, in each case, their negative or other variations or comparable terminology, or by discussions of
strategy, plans, objectives, goals, future events or intentions. These forward-looking statements include all matters that are not historical facts. They
appear in a number of places throughout this presentation and include, but are not limited to, statements regarding the Company’s intentions,
beliefs or current expectations concerning, among other things, the Company’s results of operations, financial condition, liquidity, prospects, growth,
strategies, business development, the markets in which the Company operates, expected changes in the Company’s margins, certain cost or
expense items as a percentage of the Company’s revenues, the Company’s relationships with theater operators and industry participants, the
Company’s ability to source film content, the completion or release of the Company’s films and the popularity thereof, the Company’s ability to
maintain and acquire rights to film content, the Company’s dependence on the Indian box office success of its films, the Company’s ability to recoup
box office revenues, the Company’s ability to compete in the Indian film industry, the Company’s ability to protect its intellectual property rights and
its ability to respond to technological changes, the Company’s ability to complete the acquisition of Techzone, the Company’s contingent liabilities,
general economic and political conditions in India and globally, including fiscal policy and regulatory changes in the Indian film industry and other
factors discussed in the Company’s public filings. By their nature, forward-looking statements involve known and unknown risk and uncertainty
because they relate to future events and circumstances. Forward-looking statements speak only as of the date they are made and are not
guarantees of future performance and the actual results of the Company’s operations, financial condition and liquidity, and the development of the
markets and the industry in which the Company operates may differ materially from those described in, or suggested by, the forward-looking
statements contained in these materials. The forward-looking statements in this presentation are made only as of the date hereof and the Company
undertakes no obligation to update or revise any forward-looking statement, whether as a result of current or future events or otherwise, except as
required by law or applicable rules. In addition, even if the results of operations, financial condition and liquidity, and the development of the
markets and the industry in which the Company operates are consistent with the forward-looking statements contained in these materials, those
results or developments may not be indicative of results or developments in subsequent periods. A number of factors, many of which are beyond
the Company's control, could cause results and developments to differ materially from those expressed or implied by the forward-looking
statements.
The Company has filed a Registration Statement on Form F-1 with the U.S. Securities and Exchange Commission, which includes (under the
caption “Risk Factors”) information concerning the factors that could cause the Company’s results to differ materially from those contained in the
forward-looking statements. You may obtain a copy of this document by visiting EDGAR on the SEC website at www.sec.gov.
PAGE 9