Db Corp. Ltd. · NSE:DBCORP
Db — Investor Presentation (November 2021)
21 slides from Db's investor presentation, November 2021
Slide 1: D B Corp Ltd. Investor Presentation November 2021
D B Corp Ltd. Investor Presentation November 2021 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, 45 Editions Gujarati Newspaper 2 States, 9 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 Dainik Bhaskar continues to focus on its strategy of building the best-in-class, ad-free user experience on its digital app while maintaining high quality, insightful and reader engaging content Added Mr. Mark Thompson, the Ex CEO of New York Times (NYT) to our world class Digital
Slide 6: Digital Business Continued
Digital Business …. Continued Building a Best-in-class Digital Platform to provide high quality news experience, paving the way for building loyal user base App MAU Jan-20 Oct-20 Jan-21 Sep-21 Dainik Bhaskar 1.60 5.62 6.18 10.85 Aaj Tak (2nd Highest) 3.82 5.54 5.11 4.02 ABP News (3rd Highest) 3.62 1
Slide 7: CSR Initiatives
CSR Initiatives The Dainik Bhaskar Group is acutely aware of its responsibilities not just to its readers, but also to the environment and society as a whole. IIM Scholarships: • Dainik Bhaskar has tied up with IIM Ahmedabad for scholarship assistance to 8 needy select students for 50% of their coll
Slide 8: CSR Initiatives Continued
CSR Initiatives ….Continued Tilak Holi: • Millions of gallons of water get wasted during the Indian Festival of Holi. Dainik Bhaskar Group took a step towards reducing this massive unconscious wastage of water and came up with ‘Tilak Holi’ Campaign. Ek Ped Ek Zindagi: • Running this campaign since l
Slide 9: Reader Centric Stories
Reader Centric Stories Editorial excellence continues to be a hallmark of Dainik Bhaskar Group that adapts the pulse of its readers. • Dainik Bhaskar published a report in human interest that was relevant to the masses and addressed an umbrella readership. The ‘report outlined the straggling income
Slide 10: Editorial Direction
Editorial Direction Dainik Bhaskar continues to re-affirm its faith in courageous journalism while making its mark at the Global landscape. • Dainik Bhaskar Group continues to set several milestones in the print industry and garner growth from Tier-II and Tier-III & beyond markets, with over 26 mega
Slide 11: Radio Business
Radio Business MY FM continues to augment Audience-Connect and listeners’ engagement activities through innovative content creation. MY FM's ad volume growth outpaced that of its operating markets; MY FM's ad volume climbed up by 68%, while the industry's ad volume increased by 57% in H1 FY2022
Slide 12: Radio Snapshot
Radio Snapshot Total Revenue (Rs. mn) 1549 1354 1391 1273 1076 960 830 801 58% 287 182 FY FY FY FY FY FY FY FY Q2 Q2 2014 2015 2016 2017 2018 2019 2020 2021 FY 2021 FY 2022 EBIDTA (Rs.mn) 525 478 431 393 400 362 318 222% 167 87 27 FY FY FY FY FY FY FY FY Q2 Q2 2014 2015 2016 2017 2018 2019 2020 2021
Slide 13: Radio Business Comparative
Radio Business Comparative FY 19 v/s FY 20 Differential Music Differential HT Media Differential DBCL FY20 ENIL FY20 Increase % / Broadcast FY20 Increase % / (Fever) FY20 Increase % / YoY Growth % / YoY Growth % / (Decline) v/s YoY Growth % (Decline) v/s YoY Growth % (Decline) v/s (De- growth) (De-
Slide 14: Robust Recovery in all the segments post COVID
Robust Recovery in all the segments post CO Laudable Print EBITDA growth Zero Debt, High Net worth & Strong Balance Shee DB bd Ltd | afte ease fecarenese th werd e es (ise 14
Slide 15: Comparison with Jan - March 20 (Pre-COVID) Numbers
Comparison with Jan - March 20 ( Pre-COVID) Numbers Print Business Recovery Q4 FY 21 Q2 FY 22 % Print Advertisement Rev 277 269 97% Circulation Rev 110 116 105% EBITDA 112 122 109% Ebitda Margin 26% 29% Radio Business Recovery Q4 FY 21 Q2 FY 22 % Radio Advertisement Rev 28 29 103% EBITDA 9 9 94% Ebi
Slide 16: Proven Track Record of Topline & Bottom Line Growth
Proven Track Record of Topline & Bottom Line Growth Total Revenue (Rs. mn) 6% 14 Yrs CAGR 24793 22363 20800 16137 15222 10741 29% 6820 3498 4513 FY FY FY FY FY FY FY 2021 Q2 Q2 2007 2010 2013 2016 2019 2020 FY 21 FY 22 Advertisement Revenue (Rs. mn) 5% 14 Yrs CAGR 17625 14812 15640 12075 10084 8085
Slide 17: Proven Track Record of Topline & Bottom Line Growth (contd.)
Proven Track Record of Topline & Bottom Line Growth… (contd.) EBIDTA (Rs. mn) 9% 14 Yrs CAGR 5627 5209 4940 3974 3541 3193 42% 1054 946 745 FY FY FY FY FY FY FY Q2 Q2 2007 2010 2013 2016 2019 2020 2021 FY 21 FY 22 PAT (Rs. mn) 2966 7% 14 Yrs CAGR 2738 2750 2181 1828 1414 89% 542 538 285 FY FY FY FY
Slide 18: Proven Track Record of Top line & Bottom Line Growth (contd.)
Proven Track Record of Top line & Bottom Line Growth… (contd.) 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% 1
Slide 19: Financial Summary
Financial Summary Quarter Ended Half year Ended Growth YTD Sep YTD Sep Growth Particulars (INR million) FY18 FY19 FY20 FY21 Q2 FY21 Q2 FY22 % 2020 2021 % Advertising Income 15973 16416 15640 10084 2263 3029 33.8% 3333 4742 42.3% Circulation Revenue 4814 4981 5122 4146 1033 1159 12.2% 1961 2265 15.5%
Slide 20: 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 21: 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