Jagran Prakashan Limited · NSE:JAGRAN
Jagran Prakashan — Q3 FY25 Earnings Presentation
26 slides from Jagran Prakashan's earnings presentation, Feb 5, 2025
Slide 1: Stock exchange intimation letter
February 5, 2025 To, Manager–CRD, Scrip Code: 532705 BSE Ltd., Equity Phiroze Jeejeebhoy Towers, ISIN No.: INE199G01027 Dalal Street, Mumbai-400001 Listing Manager, Symbol: JAGRAN National Stock Exchange of India Ltd., Equity ‘Exchange Plaza’, Bandra Kurla Complex, ISIN No.: INE199G01027 Dalal Stree
Slide 2: Jagran Prakashan Limited Q3FY25 Result Presentation
Jagran Prakashan Limited Q3FY25 Result Q1FY17Presentation Result Presentation 1
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Jagran Prakashan Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secu
Slide 4: Group Key Highlights
Group Key Highlights • The circulation has experienced sequential growth PRINT • We have also seen an increase in avg no. of pages per copy • The company has taken multiple initiatives to drive circulation growth, the results are anticipated to be visible going forward • Radio City continues to main
Slide 5: Business Performance
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Slide 6: Resilient Performance
Resilient Performance OPERATING REVENUE OPERATING EXPENSES OPERATING PROFIT PROFIT BEFORE TAX +1% +4% -11% -15% CONSOLIDATED 511 517 406 423 105 97 93 82 Q3FY24 Q3FY25 Q3FY24 Q3FY25 Q3FY24 Q3FY25 Q3FY24 Q3FY25 OPERATING REVENUE OPERATING EXPENSES OPERATING PROFIT PROFIT BEFORE TAX 0% +4% -15% -20% 4
Slide 7: Dainik Jagran – Operating Highlights
Dainik Jagran – Operating Highlights OPERATING REVENUE OPERATING PROFIT 25.1% 23.2% -1% -8% 314 312 79 72 Leadership position remains intact Q3FY24 Q3FY25 Q3FY24 Q3FY25 PROFIT BEFORE TAX 25.8% 23.0% Operating Profit were mainly impacted on -13% the account of increase in operating 86 expenses and so
Slide 8: Print Business Performance
Print Business Performance ADVERTISMENT REVENUE CIRCULATION REVENUE -1% -4% 286 282 88 84 Increase in avg no. of pages per copy to enhance the product Q3FY24 Q3FY25 Q3FY24 Q3FY25 OPERATING PROFIT PROFIT BEFORE TAX 23.4% 21.3% 23.6% 20.8% The company has taken multiple -11% -15% initiatives to drive
Slide 9: MBL: Operating Performance
MBL: Operating Performance OPERATING REVENUE OPERATING EXPENSES 33% of Revenue generated +8% +7% Radio City’s Market share* from a variety of offerings: 60 65 51 55 Proactive proposals, Digital was 19% in Q3 FY25 initiatives, Sponsorships, and Special events Q3FY24 Q3FY25 Q3FY24 Q3FY25 2nd Highest R
Slide 10: Group Digital Business Performance
Group Digital Business Performance JNM in the News/Information Company’s Collaboration category reached out to ~64 OPERATING REVENUE OPERATING PROFIT with Google, Meta, JIO & Mn Unique Users* Amazon has enhanced our +8% -87% content discovery, JNM was at 13th position in 30 4 distribution, and India
Slide 11: Outdoor and Events Business Performance
Outdoor and Events Business Performance Strong growth in Revenues and OPERATING REVENUE OPERATING PROFIT Operating Profit, on the back of increase in share of contribution from +17% +20% asset-based businesses in outdoor 57 5 48 4 Company also won a tender for Mathura Nagar Nigam during the quarter
Slide 12: Mid-Day Operating Performance
Mid-Day Operating Performance ADVERTISMENT REVENUE CIRCULATION REVENUE +12% -7% 15 3 14 3 Advertisement revenue has witnessed a consistent performance over the past few quarters Q3FY24 Q3FY25 Q3FY24 Q3FY25 OPERATING PROFIT PROFIT BEFORE TAX +204% +107% 3 3 Strong growth in Operating Profit & PBT 2 1
Slide 13: Other Publications Operating Performance
Other Publications^ Operating Performance ADVERTISMENT REVENUE CIRCULATION REVENUE -16% -8% 38 12 11 32 Q3FY24 Q3FY25 Q3FY24 Q3FY25 OPERATING PROFIT PROFIT BEFORE TAX -55% -58% 9 8 4 4 Q3FY24 Q3FY25 Q3FY24 Q3FY25 12 In Rs. Crs ^ Includes Naidunia, I-next, Punjabi Jagran, Inquilab and Magaznie
Slide 14: Financial Performance
Jagran Financial ® oO q w & rs & a ® Oy ” a
Slide 15: Distribution to Shareholders
Distribution to Shareholders Dividend Buyback Total Distribution to Shareholders 125 351 345 458 450 112 109 415 107 105^ 302 226 101 102 102 109 FY18 FY19 FY20 FY23 FY24 FY18 FY19 FY20 FY21* FY23 FY18 FY19 FY20 FY21* FY23 FY24 Distribution of ~ Rs. 560 crores as Distribution of ~ Rs. 1,200 crores D
Slide 16: Mid-day Financial Performance
Mid-day Financial Performance Particulars (Rs. in Crs) Q3FY25 Q2FY25 Q3FY24 Operating Revenue 18.58 16.18 17.17 Advertisement 15.30 13.00 13.60 Circulation 2.78 2.79 2.99 Other Operating Income 0.50 0.39 0.58 Expenses 15.36 16.25 15.62 Operating Profit 3.22 -0.07 1.56 Operating Profit Margin 17.34%
Slide 17: MBL Financial Performance
MBL Financial Performance Particulars (Rs. in Cr) Q3FY25 Q2FY25 Q3FY24 Operating Revenue 65.38 54.83 60.44 Expenses 54.55 51.80 50.95 Operating Profit 10.83 3.03 9.49 Operating Profit Margin 16.57% 5.52% 15.70% Other Income 6.74 6.49 5.81 Depreciation and Amortisation 8.77 8.63 8.42 Interest 2.86 2.
Slide 18: Operating Margin Break-up
Operating Margin Break-up Particulars (Rs. in Crs) Q3FY25 Q2FY25 Q3FY24 Dainik Jagran* Operating Revenue 311.62 266.44 314.05 Operating Profit 72.26 59.64 78.70 Operating Margin 23.19% 22.38% 25.06% Other Publications* Operating Revenue 61.99 59.87 67.16 Operating Profit 7.30 4.03 10.19 Operating Ma
Slide 19: Consolidated Profitability Statement
Consolidated Profitability Statement Particulars (Rs. in Cr) Q3FY25 Q3FY24 YoY Q2FY25 QoQ 9MFY25 9MFY24 YoY Operating Revenues 516.50 510.96 1% 446.51 16% 1,407.13 1,424.27 -1% Advertisement Revenue * 368.07 366.77 312.14 976.86 994.75 Circulation Revenue 84.39 88.32 82.66 252.57 273.17 Other Operat
Slide 20: Group Introduction
Group Introduction Group Introduction
Slide 21: Value Proposition
Value Proposition PRINT RADIO DIGITAL Print Non Print Undisputed LEADER: Strong GROWTH FASTEST growing media: RIGHT mix of stability Potential: ✓ Dainik Jagran leads the IRS 2019 and scalability: Q4 rankings with a total readership of 6.9 Crs.* ✓ Radio business has retained its ✓ Registered a reach
Slide 22: Jagran Today
Jagran Today Print Digital Radio Jagran Prakashan Limited holds 74.05% of Music Broadcast Limited Activation OOH (RadioCity) 21
Slide 23: Multi Media Conglomerate – Width, Depth and Heritage
Multi Media Conglomerate – Width, Depth and Heritage Two #1* Print India’s Largest* 83+ mn* Dailies, Dainik Jagran Readers (Hindi) and Inquilab read daily- Dainik (Urdu) Amongst Top 15 for Jagran News / Information Category in Digital 8 Media Publications 19 Digital Media Portals 5 Business Vertical
Slide 24: Brand Strength – Stability, Consistency and Trust
Brand Strength – Stability, Consistency and Trust PRINT BUSINESS DIGITAL BUSINESS RADIO BUSINESS jagran.com 23
Slide 25: Awards & Certifications
Awards & Certifications Brand Award No. of Awards Asian Media Awards, WAN-IFRA 1 Dainik Jagran Dainik Jagran Total 1 BW Applause Awards 3 Jagran Solutions Recognising Group’s leadership Jagran Solutions Total 3 position in different businesses, e4m ICMA Awards 2024 2 various distinguished bodies hav
Slide 26: Contact Us
Contact Us Jagran Prakashan Ltd. Strategic Growth Advisors Pvt. Ltd. CIN: L22219UP1975PLC004147 CIN: U74140MH2010PTC204285 Mr. Amit Jaiswal Mr. Jigar Kavaiya / Ms. Ami Parekh amitjaiswal@jagran.com Email: jigar.kavaiya@sgapl.net / ami.parekh@sgapl.net Contact: +91 9920602034 / +91 8082466052 www.jpl