Jagran Prakashan Limited · NSE:JAGRAN
Jagran Prakashan — Q3 FY22 Earnings Presentation
27 slides from Jagran Prakashan's earnings presentation, Feb 8, 2022
Slide 1: Intimation to Stock Exchange cover letter
THE WORLD'S LARGEST READ DAILY February 08, 2022 To, Manager-CRD, BSE Ltd. , Scrip Code: 532705 Phiroze Jeejeebhoy Towers, ISfN No.: fNE199G01027 Dalal Street, Mumbai-40000 1 Listing Manager, Nationa l Stock Exc han ge of India Ltd. , Symbol: JAGRAN ' Exchange Plaza' , Bandra Kurla Comp lex, fSfN No
Slide 2: Jagran Prakashan Limited Q3FY22 Result Presentation
Jagran Prakashan Limited Q3FY22 Result Q1FY17Presentation Result Presentation 1
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
Slide 4: Comment from Chairman and Managing Director
Comment from Chairman and Managing Director “It gives me immense pleasure to report that moving further up on the accelerated growth path of the previous quarter, overall business performance of the Company during this quarter was outstanding and it recorded highest ever profit. This was possible du
Slide 5: Group Key Highlights
Group Key Highlights Maintains market Reports Strong Profit Strengthens Revenue and Strong Bounce Back to Leadership; Historic high Growth Profit Growth Profitability Profitability • Print continues to enjoy • Maintained Leadership • Continued to be • Outdoor business reports higher news credibility
Slide 6: Business Performance
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Slide 7: Profits cross pre-COVID levels
Profits cross pre-COVID levels OPERATING REVENUE OPERATING EXPENSES OPERATING PROFIT PROFIT BEFORE TAX -6% +14% +32% -14% CONSOLIDATED 553 519 406 168 148 351 147 112 Q3FY20* Q3FY22 Q3FY20* Q3FY22 Q3FY20* Q3FY22 Q3FY20* Q3FY22 OPERATING REVENUE OPERATING EXPENSES OPERATING PROFIT PROFIT BEFORE TAX -
Slide 8: Dainik Jagran – Operating Highlights
Dainik Jagran – Operating Highlights OPERATING REVENUE OPERATING PROFIT 31.2% 41.0% 12.9% 32.9% 37.4% 362 127 Ad volumes in Q3 reached at pre-COVID levels 341 113 113 274 271 89 187 Ad revenue growth driven by Government, Pharma, Household Appliances, Education, 24 Personal Care Products, Real Estat
Slide 9: Print Business Performance
Print Business Performance ADVERTISMENT REVENUE CIRCULATION REVENUE Contribution from Brands other than Dainik 324 107 Jagran doubled as compared to the 307 84 84 88 90 previous year 238 230 134 Q3FY20* Q3FY21 Q1FY22 Q2FY22 Q3FY22 Q3FY20* Q3FY21 Q1FY22 Q2FY22 Q3FY22 Circulation for all brands remain
Slide 10: MBL: Operating Performance
MBL: Operating Performance OPERATING REVENUE OPERATING PROFIT^ Registered a strong growth in EBITDA and PAT 70 26 44% of the total clients and 60 22 36% of New clients on the 42 9 9 Radio platform advertised on EBIDTA margin at 36.1% 41 Radio City and PAT margin at 15% 20 -9 Q3FY20* Q3FY21 Q1FY22 Q2
Slide 11: Digital Business Performance
Digital Business Performance Flagship brand, Jagran.com Continues to hold more than OPERATING REVENUE OPERATING PROFIT clocked a reach of 68 Million 100 Million Users and unique visitors, representing an registered an annual growth of 21 6 annual growth of 27% in 31% in Unique Users* Unique Users fr
Slide 12: Outdoor and Events Business Performance
Outdoor and Events Business Performance Outdoor business reported operating OPERATING REVENUE OPERATING PROFIT revenue growth of 71% on YoY and 72% on QoQ and reported operating profit for the second consecutive quarter in 33 34 4 a row 2 20 20 0 15 -2 Event business witnessed a growth of -4 Q3FY20*
Slide 13: Mid-Day Operating Performance
Mid-Day Operating Performance ADVERTISMENT REVENUE CIRCULATION REVENUE 17 4 Witnessed good increase in circulation along with an increase in 10 10 3 3 3 3 per copy realization 8 4 Q3FY20* Q3FY21 Q1FY22 Q2FY22 Q3FY22 Q3FY20* Q3FY21 Q1FY22 Q2FY22 Q3FY22 Circulation Revenue almost recovers the full cos
Slide 14: Other Publications Operating Performance
Other Publications^ Operating Performance ADVERTISMENT REVENUE CIRCULATION REVENUE 44 15 38 12 11 12 32 29 10 18 Per copy realization increased across all brands Q3FY20* Q3FY21 Q1FY22 Q2FY22 Q3FY22 Q3FY20* Q3FY21 Q1FY22 Q2FY22 Q3FY22 Operating Profit of Naidunia grew by OPERATING PROFIT PROFIT BEFOR
Slide 15: Financial Performance
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Slide 16: Distribution to Shareholders
Distribution to Shareholders Dividend Paid Buyback Total Distribution to Shareholders 125 351 458 112 107 302 415 226 101 102 102 FY18 FY19 FY20 FY18 FY19 FY20 FY21* FY18 FY19 FY20 FY21* Distributed ~ Rs. 856 crores through Distributed ~ Rs. 1,201 crores in form of Distributed ~ Rs. 345 crores as di
Slide 17: Mid-day Financial Performance
Mid-day Financial Performance Particulars (Rs. in Crs) Q3FY22 Q2FY22 Q3FY21 Operating Revenue* 14.29 14.21 10.94 Advertisement 10.30 10.11 7.89 Circulation 2.88 2.79 2.53 Other Operating Income 1.11 1.31 0.52 Expenses 14.87 15.97 11.70 Operating Profit -0.58 -1.76 -0.76 Operating Profit Margin -4.07
Slide 18: MBL Financial Performance
MBL Financial Performance Particulars (Rs. in Crs) Q3FY22 Q2FY22 Q3FY21 Operating Revenue 59.89 42.04 40.67 Expenses 42.11 37.47 36.51 Operating Profit 17.78 4.57 4.16 Operating Profit Margin 29.69% 10.86% 10.22% Other Income 3.88 4.79 5.02 Depreciation and Amortisation 8.20 8.20 8.24 Interest 0.66
Slide 19: Operating Margin Break-up
Operating Margin Break-up Particulars (Rs. in Crs) Q3FY22 Q2FY22 Q3FY21 Dainik Jagran* Operating Revenue 340.34 270.67 274.26 Operating Profit 127.44 89.22 112.51 Operating Margin 37.44% 32.96% 41.02% Other Publications* Operating Revenue 64.78 55.21 54.03 Operating Profit 12.39 5.20 12.33 Operating
Slide 20: Consolidated Profitability Statement
Consolidated Profitability Statement Particulars (Rs. in Crs) Q3FY22 Q3FY21 YoY Q2FY22 QoQ 9MFY22 9MFY21 YoY Operating Revenues 518.51 402.61 29% 402.53 29% 1,191.36 882.80 35% Advertisement Revenue * 387.08 292.67 32% 287.73 35% 840.45 596.50 41% Circulation Revenue 89.68 84.27 6% 87.83 2% 261.88 2
Slide 21: Group Introduction
Group Introduction Group Introduction
Slide 22: Value Proposition
Value Proposition PRINT RADIO DIGITAL Print Non Print FASTEST growing media: RIGHT mix of stability Undisputed LEADER: Strong GROWTH and scalability: ✓ Dainik Jagran leads the IRS 2019 Potential: ✓ Registered a rapid growth in the News/Information category and ✓ Increase in cover prices for all Q4 r
Slide 23: Jagran Today
Jagran Today Print Digital Radio Jagran Prakashan Limited holds 73.21% of Music Broadcast Limited Activation OOH (RadioCity) 22
Slide 24: Multi Media Conglomerate – Width, Depth and Heritage
Multi Media Conglomerate – Width, Depth and Heritage Two #1* Print India’s Largest* 86+ mn* Dailies, Dainik Jagran Readers (Hindi) and Inquilab read daily- Dainik (Urdu) Jagran Amongst Top 10 News / Information 10 Category Publications 15 Digital Media Portals 5 Business Verticals Leading website Tr
Slide 25: Brand Strength – Stability, Consistency and Trust
Brand Strength – Stability, Consistency and Trust PRINT BUSINESS DIGITAL BUSINESS RADIO BUSINESS jagran.com 24
Slide 26: Awards & Certifications
Awards & Certifications Recognizing Group’s leadership position in different fields of operations, various distinguished bodies have bestowed 6 Awards upon the Group during the Quarter Jagran New Media won • Mobexx Awards 2 awards • South Asia Digital Media Awards by WAN • Trendsetter CIO 2021 Award
Slide 27: Contact Us
Contact Us Jagran Prakashan Ltd. Strategic Growth Advisors Pvt. Ltd. CIN: L22219UP1975PLC004147 CIN: U74140MH2010PTC204285 Mr. Amit Jaiswal Mr. Jigar Kavaiya amitjaiswal@jagran.com Contact: +91 9920602034, Email: jigar.kavaiya@sgapl.net www.jplcorp.in www.sgapl.net