Slide 1: Investor Presentation
Investor Presentation November 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: States, Editions, Portals and Apps
11 States, 43 Editions 2 States, 8 Editions 1 State, 6 Editions 4 Portals & 3 Apps 7 States, 30 Stations
Slide 4: Print Segment Opportunity
Print Segment Opportunity Print Segment Revenue 279 263 251 227 2021 2022 2023(E) 2025(E) Source: FICCI Report 2023
Slide 5: Print Segment Opportunity
Print Segment Opportunity Hindi publications contributing the highest in Ad volumes Source: FICCI Report 2023
Slide 6: DB Corp Footprint
DB Corp 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 Limi
Slide 7: 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 8: DB Corp Editorial Philosophy
DB Corp Editorial Philosophy
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: Dainik Bhaskar - #1 News Publisher App in India with a wide gap
Dainik Bhaskar -# 1 News Publisher App in India with a wide gap Comparative Trend Wise MAU nos (in million) News Apps Jan-20 Jan-21 Jul-21 Aug-23 (Monthly Unique Visitors - Millions) Dainik Bhaskar (Mobile App) 2.08 6.2 10.2 10.6 Divya Bhaskar (Mobile App) 1.60 1.6 2.7 3.0 Aaj Tak (Mobile App) 3.82
Slide 11: Robust Financial Performance, Strong Balance Sheet with Zero Debt
ROBUST FINANCIAL PERFORMANCE STRONG BALANCE SHEET WITH ZERO DEBT
Slide 12: Outperforming Print Media Industry
Outperforming Print Media 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 13: Stellar Financial Performance
Stellar Financial Performance.. Total Revenue (Rs. mn) Advertisement Revenue (Rs. mn) 13% 3 Yrs CAGR 14% 3 Yrs CAGR 14827 21682 17885 12% 11827 15% 15222 10084 11755 8247 10480 7179 FY FY FY H1 H1 FY FY FY H1 H1 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
Slide 14: Stellar Financial Performance
Stellar Financial Performance EBIDTA (Rs. mn) PAT (Rs. mn) 4% 3 Yrs CAGR 6% 3 Yrs CAGR 77% 124% 3611 3228 1790 3193 3035 1691 1414 1426 1715 798 FY FY FY H1 H1 FY FY FY H1 H1 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
Slide 15: Strong Balance sheet
Strong Balance sheet Return on Net Return on Capital Worth (%) Employed (%) 23% 17.80% 10% 10% 11% 7.67% 8.76% 8.05% 2020-21 2021-22 2022-23 H1 FY24 2020-21 2021-22 2022-23 H1 FY24 Earning Per Dividend Payout Share (Rs.) (with tax & buyback) 10.06 62.9% 9.53 61.8% 8.08 8.12 37.1% 2020-21 2021-22 202
Slide 16: Radio Business Snapshot
Radio Business Snapshot Total Revenue (Rs. mn) 3yrs CAGR 17% EBIDTA (Rs.mn) 3yrs CAGR 34% 1342 11% 402 11% 1122 314 831 658 732 223 201 167 FY FY FY H1 H1 FY FY FY H1 H1 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
Slide 17: Financial Summary
Financial Summary Year Ended Half Year Ended Particulars (INR million) FY21 FY22 FY23 H1 FY23 H1 FY24 Growth % Advertising Income 10084 11827 14827 7179 8247 14.9% Circulation Revenue 4146 4558 4627 2313 2404 3.9% Total Income 15222 17885 21682 10480 11755 12.2% Newsprint -4217 -5533 -8511 -4197 -38
Slide 18: Awards & Accolades
Awards & Accolades 1. WAN IFRA Print Innovation Awards 2023: In Category 'Special Edition' – Jaipur’s 25th Anniversary Special 2. Ideasfest 2023 – WCRCINT India's Transformational Leader 2023 – 3. Ideasfest 2023 - WCRCINT India's Transformational Brand 2023 – Dainik Bhaskar 4. Honourable Mention, Da
Slide 19: 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 20: Thank You
THANK YOU For more information, please visit our website www.dbcorpltd.com VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter