Db Corp. Ltd. · NSE:DBCORP
Db — Investor Presentation (June 2021)
27 slides from Db's investor presentation, June 2021
Slide 1: D B Corp Ltd. Investor Presentation
D B Corp Ltd. Investor Presentation June 2021 VALUES – Trendsetting | Result-oriented | Analytical | Connected 1 1
Slide 2: Disclaimer
Disclaimer Some of the statements made in this presentation are forward-looking statements and are based on the current beliefs, assumptions, expectations, estimates, objectives and projections of the directors and management of Dainik Bhaskar Group (DB Corp Ltd.) about its business and the industry
Slide 3: Indian Media & Entertainment Industry
Indian Media & Entertainment Industry Media Sector – Strong & Consistent Growth (INR bn) 1822 1674 1473 1157 1262 1026 2014 2015 2016 2017 2018 2019 • M&E industry size was Rs. 1822 bn in 2019, which grew by 9% over 2018. • Expected CAGR growth is 12% till 2021. Media Spend as % of GDP 0.88% 0.70% 0
Slide 4: Consistent Higher % Growth of Indian Language Newspapers
Consistent Higher % Growth of Indian Language Newspapers • Print is growing at an incredible 4 % CAGR over a 10 year period from 2009 to 2019. • Absolute Hindi copies per day increased by 52.6 Lakhs to 1.86 cr in 2019 from 1.33 cr copies in 2009. 3.73% Kannada 3.06% Hindi Manipuri 2.98% 2.61% Malaya
Slide 5: Dainik Bhaskar Newspaper Is World's 3rd Largest Circulated Newspaper
‘Dainik Bhaskar’ Newspaper Is World’s 3rd Largest Circulated Newspaper WAN IFRA’s World Press Trends Reports: 2019 3rd Rank (4.3 mn copies) 2016 4th Rank (3.8 mn copies) Top 3 newspapers as per 2019 Reports: Growth/ 2019 2016 2019 Title Country (De- 2013 Rank Copies Copies growth) 1 The Yomiuri Shim
Slide 6: Headroom for Print Growth
Headroom for Print Growth 83 Cr 17 Cr Can Read Population Any Publication Source: IRS 2019 Q4 | Urban + Rural 6 66
Slide 7: Dainik Bhaskar Group is Largest Newspaper Group of India
Dainik Bhaskar Group is Largest Newspaper Group of India IRS 2019 Q4 AIR – U+R | Main + Variant Dainik Bhaskar Dainik Group Jagran Group Hindustan 20.3 Mn. Times Readers 19.8 Mn. Group Readers 16.4 Mn. Readers Dainik Bhaskar Group : Dainik Bhaskar (Main + Variant) | Divya Bhaskar (Main + Variant) |
Slide 8: Dainik Bhaskar continues to be Urban India's #1 Newspaper in NCCS-A and NCCS-AB segment
Dainik Bhaskar continues to be Urban India’s #1 Newspaper in NCCS-A and NCCS-AB segment NCCS A NCCS AB 5.39 7.96 6.27 5.10 4.60 4.58 Dainik The Times Dainik Dainik Dainik The Times Bhaskar of India Jagran Bhaskar Jagran of India Source : IRS 2019 Q4 | AIR – URBAN | Main + Variant Source: IRS 2017 AI
Slide 9: Dainik Bhaskar maintains its position as #1 Newspaper of India
Dainik Bhaskar maintains its position as #1 Newspaper of India Jul- Dec’ 19 No. of copies: Main + Variant | in lakhs 50 0.2% 45.7 45.8 40 5.6% 36.1 34.2 30 9.1% 2.1% 28.8 26.4 10.8% 20 23.5 23 22.6 20.4 10 0 Dainik Bhaskar(Hindi) Dainik Jagran(Hindi) The Times of Malayala Amar Ujala(Hindi) India(Eng
Slide 10: Key Findings Readership & Circulation
Key Findings Readership & Circulation • Dainik Bhaskar featured as the only Indian newspaper in the World’s Top 3 most circulated newspapers, in 2019, as per WAN IFRA World Press Trends Report 2019. The Other 2 newspapers are Yomiuri Shimbun and The Asahi Shimbun from Japan with 8.1 and 5.6 million
Slide 11: Key Findings Readership (IRS) & Circulation (ABC)
Key Findings Readership (IRS) & Circulation (ABC) Dainik Bhaskar continues to hold an unwavering leadership position in its two key markets i.e. Madhya Pradesh & Rajasthan; (AIR – U + R | Main + Variant) In Rajasthan, Dainik Bhaskar becomes the No.1 Newspaper with greater dominance in Jaipur and
Slide 12: DB Corp Markets
DB Corp Markets Madhya Pradesh Dominant Chhattisgarh Dominant Haryana Dominant Chandigarh Dominant Rajasthan Clear Leadership as per Readership in all possible metrics Leader in Ahmedabad Gujarat Close No.2 in top 6 cities of Gujarat Now Close No.1 (with a gap of 16%) Bihar Further investing in copi
Slide 13: D B Corp Ltd - The Largest Print Media Company In India
D B Corp Ltd - The Largest Print Media Company In India Major Business Brands Hindi Newspaper 11 States, 46 Editions Gujarati Newspaper 2 States, 9 Editions Marathi Newspaper 1 State, 6 Editions FM Radio Network 7 States, 30 Stations Digital & Mobile 5 Portals & 4 Apps 13 13 13
Slide 14: Current Focus - Editorial Direction
Current Focus - Editorial Direction Dainik Bhaskar continues to re-affirm its faith in courageous journalism while making its mark at the Global landscape. • With over 20 mega-editions across major markets, Dainik Bhaskar Group continues to set several milestones in the print industry and garner gro
Slide 15: Current Focus – Few Courageous Stories
Current Focus – Few Courageous Stories Editorial excellence continues to be a hallmark of the Dainik Bhaskar group that adapts to the pulse of its readers, especially in the current challenging times. Some of the initiative include: Ground reporting on ‘Dead bodies lying near banks of Ganga River’
Slide 16: CSR Initiatives - 2020 Contd.
CSR Initiatives - 2020 • Seva Parmo Dharma: A major donation drive to help the daily wage workers combat the economic hardship arising due to the nation-wide lockdown. Dainik Bhaskar Group under the banner of Bhaskar Foundation has distributed 1,49,500 meal packets to migrant labourers without work,
Slide 17: CSR Initiatives – 2020 Contd.
CSR Initiatives – 2020….Contd. • Ek Ped Ek Zindagi: Running this campaign since last 7 years. An integrated campaign (having print, digital, social media, radio, PR) was launched on 28th July'19 on World Nature Conservation Day and culminated on 30th Sept. The major idea behind this campaign is to e
Slide 18: Digital Business
Digital Business Digital strategy:Long Term Focus on High Quality News Experience. Our Monthly Active users have increased by five times in Hindi App in the last twelve Months Dainik Bhaskar continues to focus on its strategy of building the best-in-class, ad- free user experience on its digital a
Slide 19: Radio Business
Radio Business Radio strategy: MY FM continues to focus on curating innovative content for strong Audience Connect and listeners engagement activities. Launched in 2006, 94.3 MY FM operates from 30 stations in 7 states 94.3 MY FM continues to be no.1. in markets of Madhya Pradesh, Chhattisgarh a
Slide 20: Radio Snapshot
Radio Snapshot 1549 Total Revenue (Rs. mn) 1391 1354 1273 1076 960 801 827 326 274 FY FY FY FY FY FY FY FY Q4 Q4 2014 2015 2016 2017 2018 2019 2020 2021 FY 2020 FY 2021 EBIDTA (Rs.mn) 525 478 431 393 400 362 318 160 96 85 FY FY FY FY FY FY FY FY Q4 Q4 2014 2015 2016 2017 2018 2019 2020 2021 FY 2020
Slide 21: Robust Growth in Profits
Robust Growth in Profits Strong Focus on ROCE & RONW Low Debt Exposure High Net worth & Strong Balance Sheet ¢ DB Corp Lid
Slide 22: Proven Track Record of Topline & Bottom Line Growth
Proven Track Record of Topline & Bottom Line Growth Total Revenue (Rs. mn) 6% 14 Yrs CAGR 24793 22750 20353 16137 15122 12794 9718 6830 4898 4601 2006-07 2008-09 2010-11 2012-13 2014-15 2016-17 2018-19 2020-21 Q4 20 Q4 21 Advertisement Revenue (Rs. mn) 17625 15973 5% 14 Yrs CAGR 14178 12075 10016 10
Slide 23: Proven Track Record of Topline & Bottom Line Growth (contd.)
Proven Track Record of Topline & Bottom Line Growth… (contd.) 6592 EBIDTA (Rs. mn) 5879 9% 14 Yrs CAGR 5209 4173 3974 3193 1582 946 1047 690 2006-07 2008-09 2010-11 2012-13 2014-15 2016-17 2018-19 2020-21 Q4 20 Q4 21 3748 PAT (Rs. mn) 7% 14 Yrs CAGR 3163 2738 2585 2181 1414 542 619 476 241 2006-07 2
Slide 24: Proven Track Record of Top line & Bottom Line Growth (contd.)
Proven Track Record of Top line & Bottom Line Growth… (contd.) Return on Capital Employed (%) Return on Net Worth 33% % 24% 17% 16% 24% 15% 22% 19% 8% 11% FY 17 FY18 FY 19 FY 20 FY 21 FY17 FY18 FY19 FY20 FY21 Earning Per Share (Rs.) Dividend Payout (with tax & buyback) (%) 103% 20.27 17.61 77% 77% 1
Slide 25: Financial Summary
Financial Summary Quarter Ended Particulars (INR million) FY18 FY19 FY20 FY21 Q4 FY20 Q4 FY21 Growth % Advertising Income 15973 16416 15640 10084 3303 3084 -6.6% Circulation Revenue 4814 4981 5122 4146 1200 1104 -8.0% Total Income 22750 23349 22363 15222 4898 4601 -6.0% Newsprint -6609 -7307 -7664 -
Slide 26: Board Of Directors
Board Of Directors Sudhir Agarwal 28 years of experience in the publishing and newspaper business Managing Director responsible for its long-term vision, business planning and performance monitoring Pawan Agarwal 14 years of experience in the publishing business Deputy Managing Director Head
Slide 27: For more information, please visit our website www.bhaskarnet.com
For more information, please visit our website www.bhaskarnet.com VALUES – Trendsetting | Result-oriented | Analytical | Connected 27 27