Jagran Prakashan Limited · NSE:JAGRAN

Jagran Prakashan — Q1 FY25 Earnings Presentation

26 slides from Jagran Prakashan's earnings presentation, Aug 10, 2024

  1. Slide 1: Intimation to Stock Exchange cover letter

    August 10, 2024 To, Manager–CRD, BSE Ltd., Scrip Code: 532705 Phiroze Jeejeebhoy Towers, ISIN No.: INE199G01027 Dalal Street, Mumbai-400001 Listing Manager, National Stock Exchange of India Ltd., Symbol: JAGRAN ‘Exchange Plaza’, Bandra Kurla Complex, ISIN No.: INE199G01027 Dalal Street, Bandra (E),

  2. Slide 2: Q1FY25 Result Presentation

    Jagran Prakashan Limited Q1FY25 Result Q1FY17Presentation Result Presentation 1

  3. Slide 3: Safe Harbor

    Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Jagran Prakashan 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 secu

  4. Slide 4: Group Key Highlights

    Group Key Highlights Operating Profit Strategic Integration of Further Strengthening our Strategy Realignment benefited from lower Radio, Digital & Non- Position Yielding Results newsprint price FCT to drive growth • Radio City continues to • JNM is amongst the top • Outdoor and Event • Flagship bra

  5. Slide 5: Business Performance

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  6. Slide 6: Resilient Performance

    Resilient Performance OPERATING REVENUE OPERATING EXPENSES OPERATING PROFIT PROFIT BEFORE TAX -2% -2% +1% -6% CONSOLIDATED 455 444 385 379 69 57 57 66 Q1FY24 Q1FY25 Q1FY24 Q1FY25 Q1FY24 Q1FY25 Q1FY24 Q1FY25 OPERATING REVENUE OPERATING EXPENSES OPERATING PROFIT PROFIT BEFORE TAX -4% -3% -6% -2% 386 3

  7. Slide 7: Dainik Jagran – Operating Highlights

    Dainik Jagran – Operating Highlights OPERATING REVENUE OPERATING PROFIT 20.3% 22.8% +5% -6% 285 58 61 268 Leadership position remains intact Q1FY24 Q1FY25 Q1FY24 Q1FY25 Registered growth in operating profit of PROFIT BEFORE TAX ~5% and witnessed a margin expansion 20.0% 23.5% of ~250 Bps. This growt

  8. Slide 8: Print Business Performance

    Print Business Performance ADVERTISMENT REVENUE CIRCULATION REVENUE -8% -10% 243 95 Advertisement Revenue was 223 86 impacted by fall in government advertisement Q1FY24 Q1FY25 Q1FY24 Q1FY25 Growth in Operating Profit OPERATING PROFIT PROFIT BEFORE TAX Margin on the back of lower 17.3% 17.7% 16.6% 18

  9. Slide 9: MBL: Operating Performance

    MBL: Operating Performance OPERATING REVENUE OPERATING EXPENSES +12% +10% Radio City’s Market 60 50 share* is 19% in Q1 FY25 53 46 Registered an impressive growth of 45% in Digital Business 2nd Highest client count Q1FY24 Q1FY25 Q1FY24 Q1FY25 share in the Industry with 40% in Q1FY25 OPERATING PROFIT

  10. Slide 10: Group Digital Business Performance

    Group Digital Business Performance Company’s Collaboration with OPERATING REVENUE OPERATING PROFIT Google, Meta, JIO & Amazon has JNM* in the News/Information +9% enhanced our content discovery, category reached out to ~93 22 distribution, and syndication Mn Unique Users 20 capabilities 0 JNM is amo

  11. Slide 11: Outdoor and Events Business Performance

    Outdoor and Events Business Performance OPERATING REVENUE OPERATING PROFIT Recorded strong growth on Revenues and Operating Profit on the back of +26% +13% increase in share of contribution from 55 5 asset based businesses 5 43 Company will continue to focus on pure activation revenue while reducing

  12. Slide 12: Mid-Day Operating Performance

    Mid-Day Operating Performance ADVERTISMENT REVENUE CIRCULATION REVENUE -14% -4% 13 3 3 11 Digital business strived to nurture loyal Q1FY24 Q1FY25 Q1FY24 Q1FY25 community of online readers by providing exclusive premium credible OPERATING PROFIT PROFIT BEFORE TAX 0 -1 -3 -2 Q1FY24 Q1FY25 Q1FY24 Q1FY2

  13. Slide 13: Other Publications Operating Performance

    Other Publications^ Operating Performance ADVERTISMENT REVENUE CIRCULATION REVENUE -30% -11% 29 14 12 20 Q1FY24 Q1FY25 Q1FY24 Q1FY25 OPERATING PROFIT PROFIT BEFORE TAX 2 1 -3 -4 Q1FY24 Q1FY25 Q1FY24 Q1FY25 12 In Rs. Crs ^ Includes Naidunia, I-next, Punjabi Jagran, Inquilab and Magaznie

  14. Slide 14: Financial Performance

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  15. Slide 15: Distribution to Shareholders

    Distribution to Shareholders Dividend Buyback Total Distribution to Shareholders 125 351 345 458 450 112 109 415 107 105^ 302 226 101 102 102 109 FY18 FY19 FY20 FY23 FY24** FY18 FY19 FY20 FY21* FY23 FY18 FY19 FY20 FY21* FY23 FY24** Distribution of ~ Rs. 450 crores as Distribution of ~ Rs. 1,200 cror

  16. Slide 16: Mid-day Financial Performance

    Mid-day Financial Performance Particulars (Rs. in Crs) Q1FY25 Q4FY24 Q1FY24 Operating Revenue 14.43 17.31 16.56 Advertisement 11.16 13.86 13.05 Circulation 2.79 2.89 2.92 Other Operating Income 0.47 0.56 0.59 Expenses 16.56 15.89 16.65 Operating Profit -2.13 1.42 -0.09 Operating Profit Margin -14.77

  17. Slide 17: MBL Financial Performance

    MBL Financial Performance Particulars (Rs. in Cr) Q1FY25 Q4FY24 Q1FY24 Operating Revenue 59.60 62.63 53.03 Expenses 50.36 52.42 45.96 Operating Profit 9.24 10.21 7.07 Operating Profit Margin 15.50% 16.30% 13.34% Other Income 6.62 5.91 5.65 Depreciation and Amortisation 8.53 8.50 8.23 Interest 2.83 2

  18. Slide 18: Operating Margin Break-up

    Operating Margin Break-up Particulars (Rs. in Crs) Q1FY25 Q4FY24 Q1FY24 Dainik Jagran* Operating Revenue 267.52 312.97 284.54 Operating Profit 61.04 102.53 57.88 Operating Margin 22.82% 32.76% 20.34% Other Publications* Operating Revenue 47.09 62.58 59.05 Operating Profit -5.22 10.50 1.17 Operating

  19. Slide 19: Consolidated Profitability Statement

    Consolidated Profitability Statement Particulars (Rs. in Cr) Q1FY25 Q1FY24 YoY Q4FY24 QoQ FY24 Operating Revenues 444.12 454.58 -2% 509.64 -13% 1,933.91 Advertisement Revenue * 296.66 309.37 373.19 1,367.94 Circulation Revenue 85.52 95.13 85.85 359.01 Other Operating Income 61.94 50.08 50.60 206.96

  20. Slide 20: Group Introduction

    Group Introduction Group Introduction

  21. Slide 21: Value Proposition

    Value Proposition PRINT RADIO DIGITAL Print Non Print Undisputed LEADER: Strong GROWTH FASTEST growing media: RIGHT mix of stability Potential: ✓ Dainik Jagran leads the IRS 2019 and scalability: Q4 rankings with a total readership of 6.9 Crs.* ✓ Radio business has retained its ✓ Registered a reach

  22. Slide 22: Jagran Today

    Jagran Today Print Digital Radio Jagran Prakashan Limited holds 74.05% of Music Broadcast Limited Activation OOH (RadioCity) 21

  23. Slide 23: Multi Media Conglomerate – Width, Depth and Heritage

    Multi Media Conglomerate – Width, Depth and Heritage Two #1* Print India’s Largest* 83+ mn* Dailies, Dainik Jagran Readers (Hindi) and Inquilab read daily- Dainik (Urdu) Amongst Top 10 for Jagran News / Information Category in Digital 8 Media Publications 19 Digital Media Portals 5 Business Vertical

  24. Slide 24: Brand Strength – Stability, Consistency and Trust

    Brand Strength – Stability, Consistency and Trust PRINT BUSINESS DIGITAL BUSINESS RADIO BUSINESS jagran.com 23

  25. Slide 25: Awards & Certifications

    Awards & Certifications Brand Award No. of Awards Global Media Awards, INMA 5 Dainik Jagran Abby One Show Awards 4 Dainik Jagran Total 9 ACEF Global Customer Engagement Awards 2023 20 E4M Golden Mikes - Radio & Audio Awards 2023 16 India Audio Summit 12 Radio City Streaming Awards 4 New York Awards

  26. Slide 26: Contact Us

    Contact Us Jagran Prakashan Ltd. Strategic Growth Advisors Pvt. Ltd. CIN: L22219UP1975PLC004147 CIN: U74140MH2010PTC204285 Mr. Amit Jaiswal Mr. Jigar Kavaiya / Ms. Ami Parekh amitjaiswal@jagran.com Email: jigar.kavaiya@sgapl.net / ami.parekh@sgapl.net Contact: +91 9920602034 / +91 8082466052 www.jpl

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