Jagran Prakashan Limited · NSE:JAGRAN
Jagran Prakashan — Investor Presentation (December 2015)
32 slides from Jagran Prakashan's investor presentation, Dec 1, 2015
Slide 1: Investor & Analyst Meet
Investor & Analyst Meet 1st December 2015
Slide 2: Safe Harbor
Safe Harbor ma Jagran 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 fo
Slide 3: Jagran Today
Jagran Today From Jammu to Tamil Nadu ! @ Print @ Radio Illustrative Map- not to scale 3
Slide 4: 70+ yrs, Largest, 68 Mn+, #1
70+ yrs Largest 300 68 Mn+ 37 5 11 39 18 13 4 10 #1 #1
Slide 5: Deepening its presence in key metros
Deepening its presence in key metros ma Presence in 41 of India’s top 53 towns Jagran Mumbai Delhi Kolkata Chennai Bangalore Hyderabad Anmedabad Pune Surat Jaipur Kanpur Lucknow Nagpur Ghaziabad Indore Coimbatore Kochi Patna Kozhikode Bhopal Thrissur Vadodara Agra Vizag Malappuram Thiruvananthapuram
Slide 6: Largest Read Print Group of India
Largest Read Print Group of India ma Jagran Million readers
Slide 7: The Group's Flagship Brand
The Group's Flagship Brand am) Jagran India's largest read daily 11 states India's most awarded newspaper Superbrand Credibility: status for 4 Most credible consecutive as per BBC- years Reuters survey Source: : Internal Data, IRS 2012 Q4 7
Slide 8: With visible potential...
With visible potential... am) Hindi Print Advertising expected to be largest by 2019 Jagran 2009 } | 2014 ol oI 27% y / Hindi Print Advertising: CAGR of 10.7% Hindi Print Circulation: CAGR of 6.8% English Hindi English 45% 31% 37% 2019 I Advertising “© Circulation Hindi 28% OIL* “ yr 9, English 33%
Slide 9: Jagran's Growth today
Jagran's Growth today Above industry averages CAGR from 2009 to 2014 14% 13% 9% Advertising Circulation | Industry Mill Jagran Advertising Market Share Circulation Market Share © © > © © = Jagran m Others = Jagran m Others = Jagran m Others = Jagran mOthers 2009 2014 2009 2014 Source: FICCI-KPMG Ind
Slide 10: With Leadership & Supremacy in Markets that Matter
With Leadership & Supremacy in Markets that Matter am) Example Uttar Pradesh Jagran UP - 2nd Largest State in GDP terms 8.1 % contribution in India’s GDP #1 in circulation: Way ahead of Peers Home to 20 Cr People 16.5% of India’s Population as a Average daily circulation in lacs 11.4 Crs literate Po
Slide 11: Building similar Market dominance through acquisitions
Building similar Market dominance through acquisitions
Slide 12: Naidunia/Dainik Jagran MP-Chhattisgarh acquisition
lm aggiauar Jagran * Helped in extension of our Foot Print to Madhya Pradesh and Chhattisgarh * No.2 player in Indore and Gwalior * After the acquisition in April 2012, registered 31% growth in circulation and 55% growth in advertisement revenue * Business turned cash break even as against cash loss
Slide 13: Radio City
Jagran Radio City 7% 4 ynsRan wiTiaTIVE | FM BOLE TOH RADIO CITY 31 stations’ Amongst Top 2 FM players across network for last 14 quarters of IRS Maharashtra No. of Cities . i No. 1 footprint 1st in web 10 in Maharashtra radio 8 7 2 2 Radio City markets in Maharashtra are Mumbai, Pune, Nagpur, Kolha
Slide 14: Phase Strategy of Radio City
Phase 3 Strategy of Radio City ma Continuing market ownership in Synergistic Jagran MarketsJagran UTTAR PRADESH RAJASTHAN No. of Cities No. of Cities 9 6 7 5 5 5 6 6 5 | RADIO CITY MIRCHI BIG FEVER TADKA RADIO CITY MIRCHI BIG MY TADKA Reaching 45 mn listeners in India currently 45,437 37,191 23504 a
Slide 15: Radio Industry
Radio Industry ma Upside still to come Jagran Size of Radio Industry + Advertisers no longer see radio as an add-on Media but as an integral part of their media plan CA8%) 13 * Growth can be attributed to new upcoming sectors like e- commerce along with existing industries such as_ Real Estate, Reta
Slide 16: Radio City: A high growth and high margin business
Radio City A high growth and high margin business * Revenue growth in FY14 was lower due to ER hikes taken, which is netted off in FY15 witha revenue increase of 30% * The EBITDA / PAT margins have grown consistently with strong cost controls FY13 FY14 FY1S PAT Margin 47 FY13 FY14 FY1S FY13 FY14 FY1
Slide 17: Jagran: Our four Value Propositions
Jagran : Our four Value Propositions
Slide 18: Jagran: Our four Value Propositions
Jagran : Our four Value Proposition ma Jagran Profitable Leadership Focus on maximizing Y One of the Leader in Media value efficiencies Y Strong Financial Performance V The Radio City ‘sit e Radio City acquisition v Radio City Expansion in Phase 3 ¥ Nai Dunia Acquisition v Improved Per Copy Realizat
Slide 19: 01. Profitable Leadership
01. Profitable Leadership One of the Leaders in Media Net Profit — Top 5 Listed Media Conglomerates* | TVBroadcasters HN Print 6 Radio Peer 1 Peer 2 JPL | Peer3 Peer 4 *Q2FY2016 Results tl Listed Media Conglomerates (Print + Radio) #3 Listed Media Conglomerates 19
Slide 20: RoE, EBITDA and Net Profit Margin
EBITDA Net Profit Margin (%) Margin (%) RoE
Slide 21: 02. Aggression with focus on Revenue & Synergy
02. Aggression with focus on Revenue & Synergy ma Eg 1 Maximum acquisitions by any media group Jagran = — + Acquired in 2010 : Revenue Rs 96 crs mid-day _ . av ree il fais 5 Three well known brands — Miday, Gujarati Mid day & Inquilab _——) * Synergy : Extension of presence with Inquilab to North alo
Slide 22: 02. Dainik Jagran constantly improving yields
02. Aggression with focus on Revenue & Synergy ma Eg 2 : Dainik Jagran constantly improving yields Jagran 1007 939 ° 67% Advertising Revenue Growth 2010 to 2015 22 21 => 1 21 >_> >_>. 2015 r 2014 cos 12% Advertising Inventory lm Average No. of pages per copy Growth 2010 to 2015 ' Advertising Revenue
Slide 23: 02. One of the earliest forays in Digital
02. Aggression with focus on Revenue & Synergy Eg 3 : One of the earliest forays in Digital #2 #1 Jagran Indian Health Website Education portal onlymyhealth.com jagranjosh.com 41 Mn 380 Mn Internet Users Page Views Not incl. Mobile App Page Views *Google Analytics August 2015 ne a
Slide 24: Our Digital Media Portfolio
02. Aggression with focus on Revenue & Synergy Our Digital Media Portfolio CRIPRY JAGRAN @ajosh mid-day ine xtlive aicfaur @~junction JAGRAN @™ Post De@Hshoraaay —— DEALS TO HOME —— All the figures includes monthly average unique visitors through Web, Smartphone and Tablet, Not including Mobile App
Slide 25: Planet Radio City: 21 Web Radios
02. Aggression with focus on Revenue & Synergy ma Planet Radio City: 21 Web Radios with 75 Lac Listeners Jagran 1,427 @ PlanetRadiocity 1,181 1,111 629 477 439 403 268 227 llii a ae an 68 41 35 27 ea Tt ererere: = © oT ses fg Q o me FF Fe of RH F&F Fe §«+§ BRB HB 28 Fes § Eb fF Ee RSS 5 ERE EE FEe*t
Slide 26: 03. Radio City Acquisition
03. Focus on Maximizing Value Efficiencies ma Eg 1: Radio City Acquisition Jagran Acquisition = Acquisition cost Rs. 645 Crores | ® 17 stations Rs. 614 Crores \ for 20 Markets including = No frequencies available in Migration to Phase III - 3 stations = leading FM Radio Operator under Brand "Radio C
Slide 27: 03. Radio City Expansion in Phase III
03. Focus on Maximizing Value Efficiencies ma Eg 2: Radio City Expansion in Phase III Jagran One of the Highest Increase in Reach at Lower Cost Population Value All 12+ % Al SEC AB % SEC AB Increase New Markets (In Cr.) (In Rs.Cr.) All Urban India 28 86 Markets 14.05 100% 4.64 100% Radio City 795 57
Slide 28: 03. Nai Dunia Acquisition
03. Focus on Maximizing Value Efficiencies ma Eg 3: Nai Dunia Acquisition Jagran Net Acquisition Price — Rs 105 Crs + Acquisition Cost Rs. 225 Crs Core Assets 04 * Rs 120 Crs recovered from Tax benefits and 4 selling of immoveable properties * 6 Operational Printing Facilities, Strong Brand and Trai
Slide 29: 04. Focus on Building Sustainable Business
04. Focus on Building Sustainable Business With Robust Individual Businesses Mid Day - Operating Profits Nai Dunia — Operating Profits 12.0 it -58.0 FY12 H1iFY16 FY12 H1FY16 Rs. Crs 29
Slide 30: Welcome to Jagran 2.0
Welcome to Jagran 2.0 THE JAGRAN YOU KNOW Largest Print player Heritage Respect and credibility Ce Jagran THE JAGRAN WE HAVE BUILT Profitable Aggressive Value Maximizing Building sustainable and robust businesses in each vertical Multi media Countrywide Presence 30
Slide 31: visionary __
visionary __ ———=== a - ee vibrant multifaceted — ww dynamic unified contemporary Innovative ethical
Slide 32: For further information, please contact
For further information, please contact: Company : Investor Relations Advisors : Jagran Prakashan Ltd. Strategic Growth Advisors Pvt. Ltd. CIN: L22219UP1975PLC004147 CIN: U74140MH2010PTC204285 Mr. Amit Jaiswal Ms. Payal Dave / Ms. Ekta Bhalja amitjaiswal@jagran.com dpayal@sgapLnet / bekta@sgapLnet w
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