These materials may not be used or relied upon for any...

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These materials may not be used or relied upon for any purpose other than as specifically contemplated by a written agreement with Credit Suisse AG or its Affiliates (hereafter “Credit Suisse”).

Transcript of These materials may not be used or relied upon for any...

These materials may not be used or relied upon for any purpose other than as specifically contemplated by a written agreement with Credit Suisse AG or its Affiliates (hereafter “Credit Suisse”).

Nazara Time Line 2004 - 2016

2004 – launched java games pay per download with BPL / Hutch

2005 – signed exclusive deal with Sachin Tendulkar for 3 years

Oct 2005 – raised first round of funding from WB $1.5 mn

2006 – Signed other cricket IP such as Sehwag, Dhoni started working with all Indian operators

2007 – Raised additional $1.5 mn from WB,

2008 – Innovated with Games Club model, signed exclusive deal with EA for distribution in India, achieved profitability

2009 – Launched games club on all Indian operators

2010 – Started business in Middle East opened office in Dubai

2013 – Started business in Africa

2014 – Started Business in South East Asia

2015 – Freemium Business in India; Signed exclusive deals - Virat Kohli, Hrtihik Roshan, Chota Bheem

2016 – Largest Publisher by downloads in Google Play with over 22 mil downloads of games

2017: Launch of India Pro Gaming – Nazara’s e Sports Venture

Nazara Business Models

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Google Play/ iTunes

Published on Google Play & iTunes

Monetization via ads and IAPs

Business started in FY16, significant growth driver in the future

Game embedded in the local OEM’s device

2-3 games per device; no IAP, Ads

One time payment via carrier billing for usage Try & Buy

Subscription

• Catalogue of 4000 aggregated (non-exclusive) games, videos, wallpapers

• Periodic (daily, weekly and monthly) subscription starting from Rs. 5 to Rs. 99

• 90% of current revenues

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2

3

Geo Expansion for Subscription

3

2015 2016 2017

# of countries 45 53 64

# of Telcos 84 91 125

Massively popular local Indian IP exclusivity for multiple years and games

• Virat Kohli is regarded as one of the world’s top sports person

• Hrithik Roshan has more than 20M+ social followers

• 40 Million kids watch Chhota Bheem

everyday • Tinkle and Motu Patlu are powerful local

IP’s that resonate across digital mediums as well as physical

• And much more

Massively popular local Indian IP exclusivity for multiple years and multiple games

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22M+ Installs in 2016 (India only)

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2016

Freemium Growth in Nazara user network

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Nazara fastest growing

publisher in 2016 by downloads

among all global & local

developers/ publishers in India

on Google Play: Source

AppAnnie

Power of IP – consistent validation

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# 2 in on Play store

# 1 on Play store

& iOS

“Best Games 2015”

on Play store

Oct 2015

Chhota Bheem Race

# 1 on Play store

Virat Cricket

Chhota Bheem Jungle Run

Chhota Bheem Jungle Run & Chhota Bheem Throne of Bali

# 1 on Play store

Chhota Bheem THE HERO

# 2 on Play store

Chhota Bheem TOY

Nov 2015

Dec 2015

Dec 2015

Apr 2016

July 2016

# 2 on Play store & Games Starter Kit on

Play Store

Motu Patlu Game

Nov 2016

“Best Games 2016” on Play

store

Chhota Bheem TOY

Dec 2016

And many more!

# 1 on Play Store

Chhota Bheem Speed Racing

Feb 2017

Mar 2017

# 1 on Play Store

Chhota Bheem Rush

# 1 on Play Store

RCB Star Cricket

Apr 2017

Upcoming Cricket Games

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2017

2017

Upcoming Casual Games

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And many more

2017