Slide 1: Investor Presentation
Investor Presentation September 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 indust
Slide 3: 11 States, 43 Editions; 4 Portals & 3 Apps
11 States, 43 Editions 2 States, 8 Editions 1 State, 6 Editions 4 Portals & 3 Apps 7 States, 30 Stations
Slide 4: DB Corps Footprint
DB Corps Footprint Madhya Pradesh Dominant Chhattisgarh Dominant Haryana Dominant Chandigarh Dominant Rajasthan Dominant Leader in Ahmedabad Gujarat Close No.1 in top 6 cities of Gujarat Close No.1 (with a gap of 16%) within a Bihar very short span of time Punjab No.1 in Top 4 cities Maharashtra Lim
Slide 5: Our Markets & Coverage
Our Markets & Coverage States MP Punjab Chattisgarh Haryana Dainik Bhaskar (Hindi) Rajasthan Delhi Chandigarh Jharkhand Himachal Pradesh Bihar Divya Bhaskar (Gujarati) Gujarat Mumbai Divya Marathi (Marathi) Maharashtra 48% 47% 51.6% COVERAGE OF INDIA'S URBAN OF CONSUMER INDIAN LANDSCAPE POPULATION A
Slide 6: DB Corp Editorial Philosophy
DB Corp Editorial Philosophy
Slide 7: Print Segment Opportunity
Print Segment Opportunity Print Segment Revenue 279 263 251 227 2021 2022 2023(E) 2025(E)
Slide 8: Print Segment Opportunity
Print Segment Opportunity Hindi publications contributing the highest in Ad volumes Source: FICCI Report 2023
Slide 9: Digital Prospects
Digital Prospects Comscore -Total Unique Visitors (Mn) Total Industry MAU (Mobile Dainik Bhaskar Divya Bhaskar Web & APP) (Mobile App) (Mobile App) 3 433 12 134% 13% 141% 383 1 5 Jul-2020 Jul-2023 Jul-2020 Jul-2023 Jul-2020 Jul-2023
Slide 10: Robust Financial Performance, Strong Balance Sheet with Zero Debt
ROBUST FINANCIAL PERFORMANCE STRONG BALANCE SHEET WITH ZERO DEBT
Slide 11: Outperforming Industry
Outperforming Industry Print Industry v/s DB Corp 13.33% 23% 17000 15000 1483 1208 Print Ad 2012 2022 FY 2013 FY 2023 INR Cr 6.66% 8000 7500 64% 463 282 Circulation 2012 2022 FY 2013 FY 2023 Source: FICCI Reports Source: DB Corp Audited Statements
Slide 12: Stellar Financial Performance..
Stellar Financial Performance.. Total Revenue (Rs. mn) Advertisement Revenue (Rs. mn) 13% 3 Yrs CAGR 14% 3 Yrs CAGR 14827 11827 21682 10084 17885 15% 17% 15222 5736 3946 4994 3368 FY FY FY Q1 Q1 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
Slide 13: Stellar Financial Performance
Stellar Financial Performance EBIDTA (Rs. mn) PAT (Rs. mn) 4% 3 Yrs CAGR 6% 3 Yrs CAGR 3611 3193 3228 1691 84% 1414 1426 154% 788 1359 738 310 FY FY FY Q1 Q1 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
Slide 14: Strong Balance sheet
Strong Balance sheet Return on Net Return on Capital Worth (%) Employed (%) 22% 17% 10% 11% 8.76% 10% 8.05% 7.67% 2020-21 2021-22 2022-23 Q1 FY 24 2020-21 2021-22 2022-23 Q1 FY 24 Earning Per Dividend Payout Share (Rs.) 9.53 (with tax & buyback) 62.9% 61.8% 37.1% 8.08 8.12 2020-21 2021-22 2022-23 20
Slide 15: Radio Business Snapshot
Radio Business Snapshot Total Revenue (Rs. mn) 3yrs CAGR 17% EBIDTA (Rs.mn) 3yrs CAGR 34% 1342 402 1122 831 16% 314 23% 167 320 372 115 94 FY FY FY Q1 Q1 FY FY FY Q1 Q1 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
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 1. Ideasfest 2023 – WCRCINT India's Transformational Leader 2023 – 2. Ideasfest 2023 - WCRCINT India's Transformational Brand 2023 – Dainik Bhaskar 3. Honourable Mention, Dainik Bhaskar, India, “Newspaper on Gajji Silk Fabric” 4. Third Place, Dainik Bhaskar Group, India, “MICA New
Slide 18: Board of Directors
Board of Directors Sudhir Agarwal 32 years of experience in the publishing and newspaper business responsible for its long-term vision, Managing Director business planning and performance monitoring Pawan Agarwal 14 years of experience in the publishing business Heads entire Production, IT and Strat
Slide 19: Thank You
THANK YOU For more information, please visit our website www.dbcorpltd.com VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter