Slide 1: DB Corp Ltd Investor Presentation February 2011
DB Corp Ltd Investor Presentation February 2011
Slide 2: Dainik Bhaskar Vision
Dainik Bhaskar VISION . Ve o a Dainik Bhasker Divya Bhaskar fataamez ST @ fy Pa DB Corp Lid
Slide 3: Print media has long term growth in India
• Print media has longg term ggrowth in India. • Literacy Rate , Purchasing Power & ambitions are growing in Tier II and III cities, hence, language media is still to grow. 3
Slide 4: India — A country with diversity States, UT's & major Languages
India — A country with diversity 28 States, 7 UT's & 11 major Languages
Slide 5: State Classification Hindi State
% of State POP Literacy Urban No. India Details Classification (Mn) % % POP Hindi State 11 484 47 58 21 UP, Bihar, MP, Rajasthan, Jharkhand, Punjab, Haryana, Chhattisgarh, Uttarakhand, HP, J & K Southern 4 223 22 70 33 Tamil Nadu, Karnataka, Kerela, Andhra States Pradesh Other 5 266 26 71 33 Maharas
Slide 6: Our thought process for evaluating the Market
• Our O thought h h process for f evaluating l i the h Market M k • Parameters to look at Market • How we go about executing our thoughts 6
Slide 7: The 21st century is set to become India's urban century
• The 21st century is set to become India India’s s ‘urban urban century century’ • The growth is happening not in large cities, but in small and midsized towns. towns • In 1991, India had 23 cities with a million or more people. A decade later, later it had 35. 35 Currently estimated close to 60, t
Slide 8: Launch of Rajasthan and Gujarat markets
• The Launch of Rajasthan Market in December 1996 With our launch the Hindi Readership penetration has increased by 91% in two years time • The Launch of Gujarat Market in June 2003 The Gujarati Readership penetration has increased by 50% over three years time, after our launch • The above facts est
Slide 9: Jaipur readership before and after launch
Before After Now Jaipur IRS ’95 IRS ’99 IRS ’10 Q3 Dainik Bhaskar NA 722 969 Nearest Player 441 493 720 R d Readers in i ‘000 9
Slide 10: Chandigarh/Haryana readership
Before After Now Chandigarh /Haryana IRS ’00 IRS ’02 IRS ’10 Q3 Dainik Bhaskar NA 1909 1617 Nearest Player 1629 1283 1034 Readers in ‘000 10
Slide 11: Ahmedabad readership
Before After Now Ahmedabad IRS ’02 IRS ’03 R1 IRS ’10 Q3 Divya Bhaskar NA 984 1038 N Nearest tCCompetitor tit 1092 939 876 Readers in ‘000s 11
Slide 12: Amritsar and Jalandhar readership
Before After Now Amritsar IRS ’06 R2 IRS ’08 R2 IRS ’10 Q3 Dainik Bhaskar NA 169 171 Nearest Player 164 143 103 Before After Now Jalandhar IRS ’06 06 R2 IRS ’08 08 R2 IRS ’10 10 Q3 Dainik Bhaskar NA 132 138 Nearest Player 143 103 95 Readers in ‘000s 000s 12
Slide 13: Launch of Ranchi edition
Launch of Ranchi edition On 22nd Auaust, 2010 » Dainik Bhaskar Group entered its 12th state: Jharkhand with Ranchi ha rine the! Dhanbad edition Ranchi in Jharkhand was selected for the launch of first edition due to its economic — and market value 7 13 9 <a Siocmaae <= DNA 2 f SP DB Corp Ltd
Slide 14: Average Issue Readership Estimates
Average Issue AIR SEC SEC AB % of Readership Base Total Reader A B AB Estimates Base P bh t Khabar Prabhat Kh b 303 60 58 118 39% Dainik Bhaskar 270 66 62 128 48% Hindustan 168 45 36 81 48% Jagran 92 14 17 31 34% All Figures in ‘000s 14
Slide 15: Organization Structure
DB Corp Ltd Organization Structure
Slide 16: Organization chart
COO COO- COO COO Rajasthan & MP & CG Gujarat CPH Jharkhand MD Chief Chief Chief Marketing & VP Human CFO Technical Corp Sales Circulations Resource Officer Officer Officer Executive Group Executive Director National Editor/ Director (MD Editor National (Liaison) Secretariat) Editor 16
Slide 17: Typical structure of a state editorial unit
MD Group Editor Managing National Editor Editor State Editor MP CPH Rajasthan Gujarat National CG Jharkhand Newsroom Unit Typical structure of a state Editor Section Heads City Central City Regional Bureau DB Bhaskar Desk Reporting Desk Chief Star S a 17
Slide 18: State COO and unit heads structure
State COO State State State Finance State HR Business Head Operation Production Head Head Head Head Unit heads of their respective States Unit Ad Unit Unit Unit Unit HR Sales Finance Production Circulation Manager Manager Manager Manager Manager All Unit Manager’s administrative reporting is into Un
Slide 19: Key Financial Indicators
Key Financial Indicators 9,479 Rs MN @ Revenues & EBIDTA PAT 5239 Q3 FY10 Q3 FY11 YTD DEC FY10 YTDDEC FY11 6 19 & o o Dainik Bhaskar Divya Bhaskar fageharuraz DNA 2 5 coe DB Corp Lid
Slide 20: Financial Summary
FINANCIAL SUMMARY Particulars (INR million) March-08 Advertising Income 6,490 Circulation Revenue 1,824 Total Income 8,627 Newsprint (3,365) Other Operating Expenditure (3,433) Total Expenditure (6,798) EBITDA 1,829 EBITDA Margin 21.2% Net Profit 761 Net Worth 2,165 Secured Long Term Gross Loan Cash
Slide 21: Strategic Foot Print in India
Strategic Foot Print in India Now Adding
Slide 22: Maharashtra- Launch of Marathi language Newspaper
Maharashtra- Launch of Marathi lanquage Newspaper MADHYA PRADESH 22 & + vs ‘ Dela Shocker Divya Bhaskar fata are@e A 2 os oa DB Corp Lid
Slide 23: Maharashtra: Richest state in India
Third largest state of India in terms of area and second largest in terms of State Maharashtra population Richest state in India contributing to Area (sq.km) 3,08,000 15% of industrial output and 13.5% of GDP Population 1069 Lacs Maharashtra is India’s leading industrial state Literacy y 77%
Slide 24: Maharashtra market potential
Maharashtra Base B Population P l ti 1069 Lacs L Literacy 77% Can Read Marathi 635 Lacs Any Marathi Daily 184 Lacs Penetration Gap 71% Average g GDP Growth 14 5% 14.5% (since 03-04) Market Potential Value 13.5% (% of India) * S Source: IRS 10 Q 3 24
Slide 25: Discussions
Discussions DB Corp Lid