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September 2011

September 2011. Network18 : Overview. 2. Network18 – India’s Fastest Growing Media Company. A US$ 600MM Media Company - 73 % Revenue CAGR Over The Last 6 Years. Leadership In The Broadcasting Business Riding The Digital Wave… 2011+. Building The Entertainment & Digital Businesses

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September 2011

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  1. September 2011

  2. Network18 : Overview 2

  3. Network18 – India’s Fastest Growing Media Company A US$ 600MM Media Company - 73% Revenue CAGR Over The Last 6 Years Leadership In The Broadcasting Business Riding The Digital Wave… 2011+ Building The Entertainment & Digital Businesses Entry Into New Spaces – Films, Home Shopping 2005-2010 Launched Our News Business 1999-2005

  4. Network18 – Market Leading Businesses News Entertainment • 42% Of Group Revenue, USD 256MM Business Built In Three years • #1 Across Genres : General Entertainment, Youth Entertainment, Kids And International Music • Firmly Entrenched In The Film Production And Distribution Business • At USD 127MM is 21% Of Group Revenues, Our Oldest Business • Undisputed Market Leader In Both English And Hindi Business News – Credited With Creating The Business News Category In India • #1 In English News • Formidable Presence In Hindi News Digital Content and eCommerce Allied Businesses • Contributes 15% Of Our Revenues Currently – USD 91MM • B2B Local Search Business • Premier Special Interest Publications • Network Services • Contributes 22% Of Our Revenues Currently – USD 133MM • India’s Oldest And No. 1 Financial Portal • No. 1 Indian Portal • India’s First 24 Hour Home Shopping Network And Undisputed Market Leader In Multi –Channel eCommerce • India’s Largest Transaction Engine For Booking Tickets Online – Movies, Plays. Sporting Events * Revenues above reflect Managed Revenues: Total revenues managed by the group without adjustment for ownership

  5. Network18 – Leadership Across Traditional And New Media TV Broadcasting Indian Digital Media Monthly Unique Visitors in MM Network 18 Star Network18 Sony Zee Times Group Rediff NDTV Times UTV Others Zee ,HT, NDTV, Others Source: Nielsen TAM Data –2011 Market Share in HSM - Genres Where We Operate Source: Comscore World Report –2011

  6. Network 18: Rapid Growth In Managed Revenues USD Million CAGR – 73% * Managed Revenues: Total revenues managed by the group without adjustment for ownership

  7. Network 18: Successful Partnerships With Global Giants Recognized World Leader In Business News Leading Global Entertainment Content Company 50:50 JV - Entertainment Business News World’s Leading Business Magazine World's Leaders In News And Information Delivery Magazine Publication English News World’s Leading Home Shopping Network Leaders In Factual Entertainment Home Shopping Factual Entertainment

  8. Network18 : Optimized Structure Promoters 58.01% Network18 (Listed) 59.07% Digital Content TV18 (Listed) Web18 70% Newswire18 eCommerce Viacom18 50% 51% Homeshop18 AETN18 51% 60% BookmyShow Allied Businesses 48% Infomedia18 IBN Lokmat 50% Sun18 Media Services North 100% E18, Sport18, Capital18, Setpro18 8

  9. TV18: Leader In News And Entertainment Business News General News TV18 Entertainment Factual Entertainment

  10. TV18 – India’s Largest News Network… Our Revenues Are The Largest… …And So Are Our Operating Profits All figures in INR Crores – FY11 Dominant Market Share in Business News CNN IBN is a Market Leader in General English News Source: TAM, Market Share, TG: CS AB Male 25+, Market: All IndiaTime Period: 1st Apr’10– 31st Mar’11, All Days 0600-2400 hrs • Source: TAM, Market Share, Market: All India – CS AB 15+

  11. TV18: News Financial Summary Note: Segmental Nos. are on a pro forma basis.

  12. TV18 – Profitable And Market Leading Entertainment Franchise… Viacom18 Has A Strong Portfolio Across Genres… …And is on a Profitable Growth Trajectory Hindi General Entertainment Youth Entertainment International Musicand Lifestyle KidsEntertainment All Values in INR Crores Colors leads in Prime Time Market Share… …And Attracts the Largest Numbers of Eyeballs Source: TAM; Hindi Speaking Markets; TG: CS 4+; FY2011: Prime Time Share 2000-2359 hrs, All Days

  13. TV18 – Colors : India’s General Entertainment Channel of Choice Holistic Programming Strategy Across Reality, Movies and Fiction Successful Reality Shows… World Premiere on Colors was the most successful ever Fiction Shows Continue to be Prime Time Slot Leaders

  14. TV18: Financial Summary * Q1 Nos. are Reviewed – Segmental Nos. are on a proforma basis

  15. TV18: Growth So Far Driven By Advertising Revenues … Our Advertising Revenues Reflect Market Share… …But, Subscription Revenues Lag Peers US$ MM Zee (29 channels) Network 18 (9 channels) Advertising Revenues as % of Total Revenues

  16. New TV18: Now Structurally Aligned To Drive Subscription Revenues Earlier Current News Channels part of this bouquet Entertainment Channels part of this bouquet • India’s Highest GRP Delivering Bouquet With 33 Channels : Network 18, Sun TV And Disney • Vertical Integration Into Distribution Will Translate To Transparent Pricing And Higher Realization • Channel Split Across Two Bouquets : Colors Free To Air At Launch • Lack Of Control Led To Opaque Pricing And Low Realization

  17. TV18 : Will Benefit From The Substantial Growth In Subscription Market Ahead Pay TV (DTH/Digital Cable) Is Growing Rapidly In India… …And Will Double Over The Next Five Years To $8B Share Of Broadcasters And Pay TV Will Grow Faster 67 DTH Subs in Millions 6 players with deep pockets 64 45 Projected Subs 5 times Actual Subs Our estimates Digitization Will Be A Key Driver Of TV18 Profitability In The Near To Medium Term

  18. Network18: An Integrated Media Company Digital ContentandeCommerce Network18 Allied Businesses 59% News TV18 Entertainment 18

  19. Digital Media: The Next Growth Driver In India India Is A Significant Digital Market Already… …And Will Be Reminiscent Of The Telecom S-Curve Affordable handsets and lifetime free prepaid 3G Services launched on large scale National Telecom Policy – 99 announced Policy for additional licenses and TDSAT Source :Morgan Stanley Presentation Source :Industry Estimates

  20. Network18 :Building Strong Digital Assets For The Future Network18 Integrated Digital Proposition Local* Content Commerce • Largest Indian Content Portals • Largest Indian Professional Financial Information Solution • Largest Indian Home Shopping Business • Largest Indian Ticketing Portal • Largest Print Directory Search Business being synergised with an online proposition * Reported as part of our Allied Businesses Segment

  21. Network18 : Financial Summary Note: Segmental numbers are on a proforma basis.

  22. Network18 : Key Financials At A Glance

  23. Network18 Group: Net Debt Position Table

  24. Network18 and TV18 – Summarizing Value Note: *As on 5th September, 2011 ** FY11 for TV18 is on a pro forma basis

  25. Summary – The Network 18 Opportunity India’s Fastest Growing Media Company With Leadership In Television And Digital Optimized Structure And Focused Business Model Focused On Value Creation For All Stake Holders After A Strong Investment Phase

  26. Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Network18 Media & Investments 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 of or be relied upon in connection with any contract or binding commitment whatsoever. This presentation is confidential and may not be copied or disseminated, in whole or in part, and in any manner. The information contained in this presentation is subject to change without notice and past performance is not indicative of future results. 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 or undertaking, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness, correctness and reasonableness of the contents of this Presentation. This presentation has not been approved and will not be reviewed or approved by any statutory or regulatory authority in India or by any Stock Exchange in India and may not comply with all the disclosure requirements prescribed thereof. 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 media industry in India, competition, the company’s ability to successfully implement its strategy, risks associated with acquisitions of, and investments in, other entities, the Company’s future levels of growth and expansion, 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, projections and industry data 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. This presentation does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction, including the United States. No part of this Presentation should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. None of our securities may be offered or sold in the United States, without registration under the U.S. Securities Act of 1933, as amended, or pursuant to an exemption from registration therefrom. The distribution of this Presentation in certain jurisdictions may be restricted by law and persons into whose possession this Presentation comes should inform themselves about and observe any such restrictions.

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