Slide 1: D B Corp Ltd. Investor Presentation August 2023
D B Corp Ltd. Investor Presentation August 2023 VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter
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: 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, 43 Editions Gujarati Newspaper 2 States, 8 Editions Marathi Newspaper 1 State, 6 Editions FM Radio Network 7 States, 30 Stations Digital & Mobile 4 Portals & 3 Apps 33
Slide 4: DB Corp Markets
DB Corp Markets Madhya Pradesh Dominant Chhattisgarh Dominant Haryana Dominant Chandigarh Dominant Rajasthan Dominant Leader in Ahmedabad Gujarat Close No.2 in top 6 cities of Gujarat Close No.1 (with a gap of 16%) within a very short span of Bihar time Further investing in copies for overall leader
Slide 5: Indian Media Industry- Macro view
Indian Media Industry- Macro view • Indian economy is performing better than most of the giant economies in the world, leading to good growth in most of the sectors. • Indian M&E sector grew 20% in 2022 to reach INR2.1 trillion • The print segment grew 10% in 2022 to reach 85% of the prepandemic lev
Slide 6: Print Business
Print Business Print sector uptrend is likely to continue with various reputed agencies pegging this growth at about 15-17%. The resurgence in Print media continues to dominate all forms of media as the most trusted source of news In 2022 advertising in Hindi and regional language publications
Slide 7: Print Revenue & Profitability to improve sharply- CRISIL
Print Revenue & Profitability to improve sharply- CRISIL 7
Slide 8: Robust Financial Performance
Robust Financial Performance Strong Balance Sheet with Zero Debt DB bd Ltd | afte ease Ria Mese th werd e es &
Slide 9: Consolidated Snapshot
Consolidated Snapshot Total Revenue (Rs. mn) 13% 3 Yrs CAGR 21% 21682 17885 15222 15% 5736 4994 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 Advertisement Revenue (Rs. mn) 14% 3 Yrs CAGR 25% 14827 11827 10084 17% 3946 3368 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 99
Slide 10: Consolidated Snapshot
Consolidated Snapshot EBIDTA (Rs. mn) 4% 3 Yrs CAGR 12% 3611 3193 3228 84% 1359 738 FY FY FY Q Q1 2021 2022 2023 FY 23 FY 24 PAT (Rs. mn) 6% 3 Yrs CAGR 19% 1691 1426 1414 154% 788 310 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 10 10
Slide 11: Proven Track Record of Strong Balance Sheet
Proven Track Record of Strong Balance Sheet Return on Capital Employed (%) Return on Net Worth (%) 11% 8.76% 8.05% 10% 10% 7.67% 2020-21 2021-22 2022-23 2020-21 2021-22 2022-23 Earning Per Share (Rs.) Dividend Payout (with tax & buyback) (%) 9.53 61.8% 62.9% 8.08 8.12 37.1% 2020-21 2021-22 2022-23 2
Slide 12: Digital Business….
Digital Business…. Digital Business – Maintaining a Dominant Position in News Apps Our ability to innovate clearly puts us ahead of the competition and with a highly personalized product experience – which includes text, graphics and videos. Our App has registered a tremendous growth from 2 mill
Slide 13: Digital Business
Digital Business Dainik Bhaskar - # 1 News Publisher App in India ComScore – Comparative Trend Wise MAU no's (in million): Dainik Bhaskar - No 1 News Publisher App in India News Apps Jul-20 Jan-21 Jul-21 Jan-22 Jan-23 May-23 (Monthly Unique Visitors - Millions) Dainik Bhaskar (Mobile App) 4.8 6.2 10
Slide 14: Radio Business
Radio Business Radio strategy: MY FM has been relentless in its efforts to connect with the audience and enhance listener engagement through groundbreaking content creation MY FM has achieved significant recognition by winning four prestigious awards at the 2023 Gold Mikes Awards: - Influencer of
Slide 15: Radio Snapshot
Radio Snapshot Total Revenue (Rs. mn) 1342 20% 1122 831 16% 372 320 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 EBIDTA (Rs.mn) 28% 402 314 167 23% 94 115 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 15 15
Slide 16: Financial Summary
Financial Summary Year Ended Quarter Ended Particulars (INR million) FY21 FY22 FY23 Q1 FY23 Q1 FY24 Growth % Advertising Income 10084 11827 14827 3368 3946 17.2% Circulation Revenue 4146 4558 4627 1156 1199 3.7% Total Income 15222 17885 21682 4994 5736 14.9% Newsprint -4217 -5533 -8511 -2019 -1984 -
Slide 17: Awards & Accolades….
Awards & Accolades…. In April 2023, the prestigious IAA Olive Crown Awards recognized the exceptional efforts of Dainik Bhaskar Group by awarding them the silver accolade for their impactful 'Save Birds' campaign. In May 2023, Dainik Bhaskar one of India’s leading media groups, was honored at Id
Slide 18: Awards & Accolades
Awards & Accolades • At the prestigious AFAQs Marketers' Excellence Awards, Dainik Bhaskar Group achieved remarkable success by winning multiple accolades for their impactful campaigns. • The awards were given in recognition of outstanding work in different categories: – 'Save Birds' campaign - Silv
Slide 19: Board Of Directors
Board Of Directors Sudhir Agarwal 30 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 20: For more information, please visit our website
For more information, please visit our website https://www.dbcorpltd.com/ VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter