Jagran Prakashan Limited · NSE:JAGRAN
Jagran Prakashan — Q1 FY2015 Earnings Presentation
19 slides from Jagran Prakashan's earnings presentation, August 2014
Slide 1: Jagran Prakashan Limited (JPL) Result Update Presentation Q1 FY2015
Jagran Prakashan Limited (JPL) Result Update Presentation Q1 FY2015
Slide 2: 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 3: Consolidated Financials Highlights
Consolidated Financials Highlights Digital Business Overview 3
Slide 4: Key Highlights
Key Highlights Revenue for the Quarter Rs. 440 Crs., 7% Growth EBITDA for the Quarter Rs. 107 Crs., 5% Growth Operating Margin of “Dainik Jagran” at 34% Dainik Jagran – Most Circulated Newspaper of Patna Digital Advertising Revenue Growth of 57% Jagran sites ranked at # 19* amongst all I
Slide 5: Consolidated Quarterly Profitability Statement
Consolidated Quarterly Profitability Statement Rs. in Crs Q1 FY15 Q1 FY14 YoY Q4 FY14 QoQ Advertisement Growth of 7% despite subdued activity Revenues 440.3 412.2 7% 420.7 5% in Advertising during Advertisement Revenue 308.9 289.8 7% 291.7 6% election period Circulation Revenue 95.7 85.5 12% 88.7
Slide 6: Operating Margin break-up
Operating Margin break-up Publications (Rs. Crs) Q1 FY15 Q1 FY14 Q4 FY14 FY14 FY13 Continued Operating Dainik Jagran Losses in Other Publications : Operating Revenue 335.9 310.3 312.7 1,258.0 1,127.6 – Mainly due to Operating Profit 114.2 114.1 91.1 413.4 345.6 Continued Investments in Operating m
Slide 7: Reduction in Net Debt Position
Reduction in Net Debt Position Rs. Crs. Mar ’14 Jun’14 Net Debt - Equity Cash & Bank Balance 32.5 35.3 Rs. Crs. 775 Investments * 325.1 298.8 681 0.35 0.08 Gross Cash Balance 357.6 334.1 Borrowings 489.7 395.5 Net Debt 132.0 61.4 * Investments includes Investment in Mutual Fund and ICDs - Net Debt i
Slide 8: Digital Business Overview
Consolidated Financials Highlights Digital Business Overview 8
Slide 9: Why we are bullish for Digital Business
Why we are bullish for Digital Business FY 13 - 18 India Internet Connection CAGR: 21.6 % India is 3rd largest Internet Wireline connection: 14.4 % 463 Market with 137 mn Urban Wireless connection: 22.6 % 47 and 68 mn Rural Users 392 Growth in Internet 41 331 connections mainly due to 36 higher
Slide 10: Translating in Advertising Revenue Growth
Translating in Advertising Revenue Growth FY 13 - 18 Advertising Revenue CAGR: 27.7 % Top Digital spenders sectors Desktop Internet Advertising : 25.5 % during FY 2013 – Auto (13%), Mobile Advertising : 41.2 % 102.3 BFSI (12%), Travel (12%) and 88.1 Telecom (14%) 19.1 69.7 15.1 Share of Digital
Slide 11: Jagran – Well prepared to capitalize opportunity
Jagran – Well prepared to capitalize opportunity JAGRAN NEW MEDIA 11
Slide 12: 62 mn Unique Visitors
62 mn Unique Visitors Source: Google Analytics May 2014 data Google Analytics includes Traffic coming from India, International - Web and Mobile Users 12
Slide 13: Sites with Maximum Unique Visitors
Sites with Maximum Unique Visitors 11 10 10 8 8 8 7 6 5 4 3 Unique Visitors (in million) Source: ComScore Data - Average of 3 months - April 2014 to June 2014 ComScore covers India only web traffic (Doesn’t include Mobile & International Traffic) 13
Slide 14: Jagran.com - No. 1 Hindi News Portal
Jagran.com - No. 1 Hindi News Portal Maximum Number of Unique Visitors 4,639 on Hindi News Portal 3,105 2,563 55 Jagran.com Bhaskar.com Navbharat Times Aajtak.in Unique Visitors (‘000) Source: ComScore Data - Average of 3 months - April 2014 to June 2014 ComScore covers India only web traffic (Doesn
Slide 15: Higher Unique Visitors across category
Higher Unique Visitors across category Education Portal Health Portal 5,419 2,264 1,938 2,021 682 1,288 855 104 Unique Visitors (‘000) Source: ComScore Data - Average of 3 months - April 2014 to June 2014 ComScore covers India only web traffic (Doesn’t include Mobile & International Traffic) 15
Slide 16: Initiatives to further Strengthen Mobile Platform
Initiatives to further Strengthen Mobile Platform CROSS PLATFORM JAGRAN POST JAGRAN HINDI NEWS LAUNCHED FIRST NEWS MOBILE AND WEB LAUNCHED ON THE APP AND BBM CHANNEL ON THE PUBLISHING PLATFORM AWARD WINNING CHANNEL POPULAR MESSAGING FOR E-PAPERS PULSE NEWS APP INTEGRATION APP 16
Slide 17: The Strategy…
The Strategy… Leverage Credible News Content of JAGRAN to strengthen DIGITAL presence Capitalizing on Growing Mobile Traffic Building Video Content Focus on User Generated Content Increase Foot hold in Non JAGRAN Markets Covering all major events Focus on Content Acquisition, Distribut
Slide 18: JAGRAN NEW MEDIA … READY FOR FUTURE OPPORTUNITIES
JAGRAN NEW MEDIA … … READY FOR FUTURE OPPORTUNITIES Source: ComScore - June 14 ComScore covers India only web traffic (Doesn’t include Mobile & International Traffic) 18
Slide 19: For further information, please contact:
For further information, please contact: Company : Investor Relations Advisors : Jagran Prakashan Ltd. Strategic Growth Advisors Pvt. Ltd. CIN: L22219UP1975PLC004147 CIN: U74140MH2010PTC204285 Mr. Amit Jaiswal Mr. Gaurang Vasani / Mr. Jigar Kavaiya amitjaiswal@jagran.com vgaurang@sgapl.net / kjigar@