Db Corp. Ltd. · NSE:DBCORP
Db — Investor Presentation (January 2024)
21 slides from Db's investor presentation, January 2024
Slide 1: Investor Presentation
Investor Presentation January 2024 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: Consistent track record of growth
Consistent track record of growth
Slide 9: DB Corp Editorial Philosophy
DB Corp Editorial Philosophy
Slide 10: 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 11: 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 May-23 Dec-23 (Monthly Unique Visitors - Millions) Dainik Bhaskar (Mobile App) 1.6 6.2 10.4 10.2 Divya Bhaskar (Mobile App) 0.5 1.6 3.0 2.6 Aaj Tak (Mobile App) 3.8 5.1
Slide 12: Robust Financial Performance, Strong Balance Sheet with Zero Debt
ROBUST FINANCIAL PERFORMANCE STRONG BALANCE SHEET WITH ZERO DEBT
Slide 13: 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 14: Stellar Financial Performance
Stellar Financial Performance.. Total Revenue (Rs. mn) Advertisement Revenue (Rs. mn) 13% 3 Yrs CAGR 14% 3 Yrs CAGR 15% 21682 13% 14827 13066 17885 18403 11827 11248 16236 10084 15222 FY FY FY 9m 9m FY FY FY 9m 9m 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
Slide 15: Stellar Financial Performance
Stellar Financial Performance EBIDTA (Rs. mn) PAT (Rs. mn) 4% 3 Yrs CAGR 6% 3 Yrs CAGR 86% 137% 5066 3030 3611 3193 3228 2722 1691 1414 1426 1281 FY FY FY 9m 9m 2021 2022 2023 FY 23 FY 24 FY FY FY 9m 9m 2021 2022 2023 FY 23 FY 24
Slide 16: Strong Balance sheet
Strong Balance sheet Return on Capital Return on Net Employed (%) 24% Worth (%) 17.9% 10% 11% 7.67% 8.76% 10% 8.05% 2020-21 2021-22 2022-23 9m FY24 2020-21 2021-22 2022-23 9m FY24 Earning Per Dividend Payout Share (Rs.) 17.02 (with tax & buyback) 62.9% 9.53 61.8% 8.08 8.12 37.1% 2020-21 2021-22 2022
Slide 17: Radio Business Snapshot
Radio Business Snapshot Total Revenue (Rs. mn) 3yrs CAGR 17% EBIDTA (Rs.mn) 3yrs CAGR 34% 17% 28% 1342 402 407 1196 1122 1020 314 318 831 167 FY FY FY 9m 9m FY FY FY 9m 9m 2021 2022 2023 FY 23 FY 24 2021 2022 2023 FY 23 FY 24
Slide 18: Financial Summary
Financial Summary Year Ended Quarter Ended 9M Year Ended Particulars (INR million) FY22 FY23 Q3 FY23 Q3FY24 Growth % 9mFY23 9mFY24 Growth % Advertising Income 11827 14827 4069 4819 18.4% 11248 13066 16.2% Circulation Revenue 4558 4627 1161 1200 3.4% 3474 3604 3.8% Total Income 17885 21682 5756 6648
Slide 19: 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 20: 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 21: Thank You
THANK YOU For more information, please visit our website www.dbcorpltd.com VALUES – Ground Connect | Result-Oriented | Emotional Connect | Analytical | Trendsetter