Db Corp. Ltd. · NSE:DBCORP
Db — Investor Presentation (February 2022)
22 slides from Db's investor presentation, February 2022
Slide 1: D B Corp Ltd. Investor Presentation
D B Corp Ltd. Investor Presentation February 2022 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 5 Portals & 4 Apps 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: Digital Business....
Digital Business…. Our initiatives are yielding robust results with rapid growth in highly engaged, loyal users We are building a Best-in-class Digital Platform to provide high quality news experience, paving the way for building a loyal user base. The Company continues to invest in Digital busi
Slide 6: Digital Business
Digital Business Dainik Bhaskar Group : The Fastest Growing News App of India ComScore – Comparative Trend Wise MAU no's (in million): From Jan Last 12 App MAU Jan-20 Dec-20 Jan-21 Apr-21 Jul-21 Oct-21 Nov-21 Dec-21 2020 Months TOI (All News Apps) 29.01 24.31 22.36 23.54 20.61 21.05 19.01 17.83 -39%
Slide 7: Print Business....
Print Business…. Editorial excellence continues to be a hallmark of Dainik Bhaskar Group that adapts the pulse of its readers. In the festive season, our editorial teams expressed their festive spirit in multiple ways. We offered special content for nine days during Navratri and in Gujarat and cre
Slide 8: Print Business
Print Business Enhancing our Circulation leadership position in our operating markets Our well calibrated circulation strategy has helped us improve our circulation along with cover price increase in select markets. Circulation in majority of main cities and towns for the Group has recovered to
Slide 9: Radio Business
Radio Business MY FM continues to augment Audience-Connect and listeners’ engagement activities through innovative content creation. The seconds in Market grew by 39%, whereas MY FM seconds grew by 43%. Major categories contributing to the substantial growth in revenue includes, Real Estate, Gov
Slide 10: Business Recovery
Business Recovery All Revenue Heads, recovering to around 95% of immediate Pre COVID levels Comparison with Q3 FY20 ( Pre-COVID) Numbers Qtr 3 Qtr 3 Heads FY21 Recovery % FY22 Recovery % Print & Other Business Advertisement 87.1% 92.3% Radio Advertisement 78.0% 100.9% Print Circulation Rev 81.9% 86.
Slide 11: Robust Financial Performance
Robust Financial Performance Strong Balance Sheet with Zero Debt DB bd Ltd | afte ease Ria Mese th werd e es & 1
Slide 12: Pledge of Shares
Pledge of Shares Details of DB Corp Share Pledge Pledge % No of Share Pledge As On Total Capital as on (In lakhs) 31-03-2019 28.56% 499.54 31-03-2020 28.95% 506.52 31-03-2021 17.43% 305.00 31-12-2021 5.20% 92.00 28-01-2022 4.64% 82.00 11-02-2022 4.02% 71.00 Loan Outstanding against share pledge as o
Slide 13: Print Snapshot
Print Snapshot Print EBIDTA 30% 3190 3500 3000 2460 2500 2000 1500 1000 500 0 9m FY 21 9m FY 22 Print PBT 2394 2500 54% 2000 1553 1500 1000 500 0 9m FY 21 9m FY 22 13
Slide 14: Radio Snapshot
Radio Snapshot Total Revenue (Rs. mn) 1549 1354 1391 1273 1076 960 48% 801 830 819 553 FY FY FY FY FY FY FY FY 9M 9M 2014 2015 2016 2017 2018 2019 2020 2021 FY 2021 FY 2022 EBIDTA (Rs.mn) 525 478 431 393 400 362 318 212% 232 167 74 FY FY FY FY FY FY FY FY 9M 9M 2014 2015 2016 2017 2018 2019 2020 202
Slide 15: Consolidated Snapshot
Consolidated Snapshot Total Revenue (Rs. mn) 6% 14 Yrs CAGR 24793 22363 20800 23% 16137 15222 13087 10741 10621 6820 FY FY FY FY FY FY FY 9M 9M 2007 2010 2013 2016 2019 2020 2021 FY 21 FY 22 Advertisement Revenue (Rs. mn) 17625 5% 14 Yrs CAGR 15640 14812 12075 10084 24% 8085 8693 7001 4882 FY FY FY
Slide 16: Consolidated Snapshot
Consolidated Snapshot EBIDTA (Rs. mn) 9% 14 Yrs CAGR 5627 5209 4940 3974 20% 3541 3193 2565 2146 946 FY FY FY FY FY FY FY 9M 9M 2007 2010 2013 2016 2019 2020 2021 FY 21 FY 22 PAT (Rs. mn) 7% 14 Yrs CAGR 2966 2738 2750 2181 1828 1414 49% 1180 795 542 FY FY FY FY FY FY FY 9M 9M 2007 2010 2013 2016 201
Slide 17: Proven Track Record of Strong Balance Sheet
Proven Track Record of Strong Balance Sheet Return on Capital Employed (%) Return on Net Worth 33% % 24% 17% 16% 24% 15% 22% 19% 11% 8% 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% 15.32 15.72 45% 8.08
Slide 18: Financial Summary
Financial Summary Quarter Ended 9 M Ended Growth YTD Dec YTD Dec Growth Particulars (INR million) FY18 FY19 FY20 FY21 Q3 FY21 Q3 FY22 % 2020 2021 % Advertising Income 15973 16416 15640 10084 3667 3951 7.7% 7001 8693 24.2% Circulation Revenue 4814 4981 5122 4146 1082 1141 5.5% 3043 3406 11.9% Total I
Slide 19: CSR Initiatives
CSR Initiatives The Dainik Bhaskar Group is always keen to recognise and reward talent in keeping with its ethos of being a responsible corporate citizen IIM Scholarships: • Dainik Bhaskar has tied up with IIM Ahmedabad for scholarship assistance to selected students for 50% of their college fees. •
Slide 20: Awards & Accolades
Awards & Accolades • WAN IFRA Asian Media Awards 2021 - Silver - 'Sewa Parmo Dharma' in Best Community Service category • WAN IFRA Print Innovation Awards 2021 - Winner - Bhilwara Cloth newspaper in Product Innovation Category 20
Slide 21: 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 22: For more information, please visit our website
For more information, please visit our website www.bhaskarnet.com VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter