Db Corp. Ltd. · NSE:DBCORP
Db — Investor Presentation (August 2021)
18 slides from Db's investor presentation, August 2021
Slide 1: D B Corp Ltd. Investor Presentation
D B Corp Ltd. Investor Presentation August 2021 VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter 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: 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, 45 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 3 33
Slide 4: 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 5: Current Focus - Editorial Direction
Current Focus - Editorial Direction Dainik Bhaskar Group continues to follow a strong journalistic approach by keeping the readers at the centre of all its efforts. • As the Covid-19 catastrophe unfolded, the Dainik Bhaskar group raised its voice against the incumbent dispensation in the respective
Slide 6: 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 7: CSR Initiatives
CSR Initiatives The Dainik Bhaskar Group is keenly aware of its duty not just to its readers, but also to the environment and society. • Save The Birds: An initiative undertaken by Dainik Bhaskar Group, aims at appealing to society to help and save birds during the summer season by keeping aside foo
Slide 8: Digital Business
Digital Business Digital strategy:Long Term Focus on High Quality News Experience. Our Monthly Active users have increased by 7.5x in Hindi App in the last 18 Months We at DB have remained focused on our strategy of delivering the best journalism packaged in a world class reader experience on our
Slide 9: Radio Business
Radio Business Radio strategy: MY FM continues to focus on spreading positivity amongst its listeners through innovative content creation, leading to strong Audience- Connect and listeners’ engagement activities. MY FM always follows the research based approach where we evaluate what age bracket o
Slide 10: Radio Snapshot
Radio Snapshot Total Revenue (Rs. mn) 1549 1354 1391 1273 1076 960 801 830 80 156 FY FY FY FY FY FY FY FY Q1 Q1 2014 2015 2016 2017 2018 2019 2020 2021 FY 2021 FY 2022 EBIDTA (Rs.mn) 525 478 431 393 400 362 318 167 -3 -61 FY FY FY FY FY FY FY FY Q1 Q1 2014 2015 2016 2017 2018 2019 2020 2021 FY 2021
Slide 11: Radio Business Comparative
Radio Business Comparative FY 19 v/s FY 20 Differential Music Differential HT Media Differential DBCL FY20 ENIL FY20 Increase % / Broadcast FY20 Increase % / FY20 YoY Increase % / YoY Growth % / YoY Growth % / (Decline) v/s YoY Growth % (Decline) v/s Growth % / (Decline) v/s (De- growth) (De- growth
Slide 12: Robust Growth in Advertisement Revenue
Robust Growth in Advertisement Revenue Laudable Print EBITDA growth Zero Debt, High Net worth & Strong Balance Sheet bed & 2 6 — DB Corp Lid @Momez Raonse Ram EY chow &) Hy
Slide 13: Proven Track Record of Topline & Bottom Line Growth
Proven Track Record of Topline & Bottom Line Growth Total Revenue (Rs. mn) 24793 6% 14 Yrs CAGR 22363 20800 16137 15222 10741 6820 2157 3080 FY FY FY FY FY FY FY Q1 Q1 2007 2010 2013 2016 2019 2020 2021 FY 21 FY 22 Advertisement Revenue (Rs. mn) 17625 15640 5% 14 Yrs CAGR 14812 12075 10084 8085 4882
Slide 14: Proven Track Record of Topline & Bottom Line Growth… (contd.)
Proven Track Record of Topline & Bottom Line Growth… (contd.) 5627 5209 EBIDTA (Rs. mn) 4940 9% 14 Yrs CAGR 3974 3541 3193 946 51 -278 FY FY FY FY FY FY FY 2021 Q1 Q1 2007 2010 2013 2016 2019 2020 FY 21 FY 22 PAT (Rs. mn) 2966 2738 2750 7% 14 Yrs CAGR 2181 1828 1414 542 -223 -481 FY FY FY FY FY FY F
Slide 15: 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 16: Financial Summary
Financial Summary Quarter Ended Particulars (INR million) FY18 FY19 FY20 FY21 Q1 FY21 Q1 FY22 Growth % Advertising Income 15973 16416 15640 10084 1070 1713 60.1% Circulation Revenue 4814 4981 5122 4146 928 1106 19.2% Total Income 22750 23349 22363 15222 2157 3080 42.8% Newsprint -6609 -7307 -7664 -4
Slide 17: 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 18: For more information, please visit our website www.bhaskarnet.com
For more information, please visit our website www.bhaskarnet.com VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter 18 18