July 2018 VALUES Trendsetting | Result-oriented | Analytical | - - PowerPoint PPT Presentation

▶
july 2018
SMART_READER_LITE
LIVE PREVIEW

July 2018 VALUES Trendsetting | Result-oriented | Analytical | - - PowerPoint PPT Presentation

Sep 21, 2022 248 likes •494 views

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO- ECONOMIC CHANGE July 2018 VALUES Trendsetting | Result-oriented | Analytical | Connected TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC

slide-1
SLIDE 1

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

VALUES – Trendsetting | Result-oriented | Analytical | Connected

July 2018

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO- ECONOMIC CHANGE

slide-2
SLIDE 2

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

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 and markets in which it operates. These forward-looking statements include, without limitation, statements relating to revenues and earnings. These statements are not guarantees of future performance and are subject to risks, uncertainties and other factors, some of which are beyond the control of the Company and are difficult to predict. Consequently, actual results could differ materially from those expressed or forecast in the forward-looking statements as a result of, among other factors, changes in economic and market conditions, changes in the regulatory environment and other business and operational risks. DB Corp Ltd. does not undertake to update these forward-looking statements to reflect events or circumstances that may arise after publication.

2

slide-3
SLIDE 3

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

  • Hindi Print has been growing at 8.76% CAGR
  • ver last 10 years
  • Overall Print has been growing at 4.87% CAGR
  • ver last 10 years

2006 2016 Increase CAGR% Overall Print Circulation 3.91 Cr. 6.28 Cr. 2.37 Cr. 4.87 Hindi Print Circulation 1.06 Cr. 2.45 Cr. 1.39 Cr. 8.76

  • No. of publishing Centre's

659 910 251 3.28

Source: Audit Bureau of Circulation Press Release dated 8th May 2017

3

slide-4
SLIDE 4

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE Source: Audit Bureau of Circulation Press Release dated 8th May 2017

Language CAGR % Hindi 8.76 Telugu 8.28 Kannada 6.40 Tamil 5.51 Malayalam 4.11 English 2.87 Punjabi 1.53 Marathi 1.50 Bengali 1.49

4

slide-5
SLIDE 5

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Read in Last 1 Month ALL INDIA URBAN RURAL 2014 2017 2014 2017 2014 2017 Dailies 31% 39% 47% 53% 22% 31% Readers in Crore 29.5 40.7@ 15.2 19.3 14.3 21.4 +11 Cr +4 Cr +7 Cr

Source: MRUC Website - http://mruc.net/uploads/posts/a27e6e912eedeab9ef944cc3315fba15.pdf

@ = includes readers for which mastheads were not fielded (smaller titles)

5

slide-6
SLIDE 6

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Dainik Bhaskar Group

12.6 Mn. Readers

The Times

  • f India

Group

11.9 Mn. Readers

Dainik Jagran Group

11.2 Mn. Readers

IRS 2017 - AIR – URBAN | Excluding Financial Dailies

Dainik Bhaskar Group : Dainik Bhaskar | Divya Bhaskar | Divya Marathi | Saurashtra Samachar The Times of India Group: The Times of India | Vijaya Karnataka | Navbharat Times | Maharashtra Times | Ei Samay | Mumbai Mirror | Bangalore Mirror Dainik Jagran Group : Dainik Jagran | Nai Dunia | Nav Dunia | Mid-day Gujarati | Mid-day English | Inquilab | Punjabi Jagran

6

slide-7
SLIDE 7

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Madhya Pradesh Dominant Chhattisgarh Dominant Haryana Dominant Chandigarh Dominant Rajasthan Dominant in Jaipur At par in overall Rajasthan now Investing to attain overall leadership Gujarat Leader in Ahmedabad Close No.2 overall Bihar Started investing last year Now Close No.2 Further investing in copies for overall leadership Punjab No.2 Currently, now routine growth Maharashtra Limited to Central Maharashtra Currently not expanding Jharkhand No.2 Currently not expanding

7

slide-8
SLIDE 8

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Looking at future opportunities, DB Corp has been investing in markets

  • f

Rajasthan, Gujarat and Bihar, to attain clear leadership. Also investing in Other markets to further strengthen dominance with high quality product and stronger readership.

8

slide-9
SLIDE 9

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Striving Dominance in 7 markets of DB Corp

Current Dominant Markets

  • Madhya Pradesh
  • Chhattisgarh
  • Haryana
  • Chandigarh

Targeted to be Dominant in more 3 Markets

  • Gujarat
  • Rajasthan
  • Bihar
  • Adding 3 more new dominant markets, will result in improvement in

market share in volume and rate. 9

slide-10
SLIDE 10

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

  • 1. Kendra Mein Pathak
  • 2. Knowledge Content to enrich the reader
  • 3. Idea based Journalism
  • 4. Differentiator
  • 5. Content strategy + innovative reader

engagement initiatives

10

slide-11
SLIDE 11

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

  • 1. NNR : National News Room –
  • We have a dedicated robust structure which churns out

national-international News of the Day after thoroughly passing through Knowledge sieve.

  • So that our Readers get most important items in Easy to

read, Easy to understand format. With relevant knowledge.

  • Clear and a new angle providing Headlines are

discussed and delivered by NNR - they give Talking Points in the big news.

  • NNR produces valued-packed Business, Sports, Desh-

Videsh and the back page of the paper.

11

slide-12
SLIDE 12

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

  • 2. NINR : National Ideation News Room –
  • Works centrally for Ideas. It brings out all Special and Different pages

and sections of Dainik Bhaskar.

  • Main focus is to provide Knowledge content most relevant to the

Reader.

  • Like the Sunday Jacket - now in it's 7th year. Yet so refreshing. Consists

Special reports. Investigation. Research-based stories. Interesting content making rich Sunday reading.

  • Also works on our goal of making Bhaskar reader a Global Citizen.
  • Through exclusive tie-ups with world’s greatest titles like: Time

magazine, The New York Times, The Economist, Harvard Business Review (HBR) 12

slide-13
SLIDE 13

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

  • Launched in 2006, 94.3 MY FM operates from 30 stations in 7 states
  • 94.3 MY FM continues to be no.1. in markets of Madhya Pradesh, Chhattisgarh

and Rajasthan and largest network in Chandigarh, Punjab and Haryana.

  • Consolidating presence in line with strategy to be market leader in

“Unmetro” geographies with strong DBCL presence.

  • With the 13 New frequencies acquired, during the Phase III Radio auctions,

94.3 MY FM to be:

  • Biggest player in Rest of Maharashtra with 10 frequencies including Nagpur
  • Biggest player in Chandigarh / Haryana/ Punjab with 4 frequencies
  • Biggest Player in Rajasthan with 6 frequencies
  • Strengthened Gujarat with presence in Rajkot
  • Phase 3 stations turn profitable on the back of growing popularity and

prudent cost controlling initiatives.

13

slide-14
SLIDE 14

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

FY 2012 FY 2014 FY 2016 FY 2018 555 801 1076 1358

Revenue (Rs. In mn)

FY 2012 FY 2014 FY 2016 FY 2018 124 318 400 362

EBIDTA (Rs. In mn)

22% 40% 37% 27%

14

slide-15
SLIDE 15

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Presently digital market has two types of traffic:

  • Social
  • Brand / Search

Company focus:

  • 1. How to drive Social traffic?
  • 2. How to drive Brand / Search traffic?

as needs for both are different Accordingly we are focusing on Dainik Bhaskar & Divya Bhaskar - content team being build up separately to drive traffic – as we continue to be number 1 in Hindi and Gujarati segment

Brand / Search

  • traffic comes from App and Web
  • Build up a separate team on the lines of DB Corp brand experience
  • In future, also focusing on major app downloads

15

slide-16
SLIDE 16

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Over the last 3 years

16

slide-17
SLIDE 17

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Particulars FY 16 (Rs.) FY 17 (Rs.) YoY Growth (%) FY 18 (Rs.) YoY Growth (%) Advertising Income 14812 15973 7.8% 16425 2.8% Circulation Revenue 4356 4814 10.5% 5145 6.9% ==> PO Copies (in lacs) 52.15 52.28 0.2% 55.20 5.6% ==> Avg Cover Price (Rs. per copy) 3.65 3.96 8.7% 4.08 3.0% Total Income 20735 22750 9.7% 23522 3.4% (Rs. million) 17

slide-18
SLIDE 18

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

Particulars FY 16 (Rs.) FY 17 (Rs.) YoY Growth (%) FY 18 (Rs.) YoY Growth (%) Newsprint Cost 6186 6609 6.8% 7307 10.6% ==> Newsprint Rate per MT 33470 34989 4.5% 36159 3.3% ==> Newsprint Qty (in MT) 184833 188880 2.2% 202091 7.0%

(Rs. million) 18

slide-19
SLIDE 19

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

(Rs. million) Particulars FY 16 (Rs.) FY 17 (Rs.) YoY Growth (%) FY 18 (Rs.) YoY Growth (%) Personnel Cost 3909 4258 8.9% 4364 2.5% Admin, Selling & Other Exp 2680 2851 6.4% 3357* 17.7% Other Operating Expenditure 2369 2440 3.0% 2619* 7.3% Total 8958 9549 6.6% 10340 8.3%

* Increase on account of circulation expansion drive in legacy markets of Rajasthan, Gujarat and Madhya Pradesh and new market of Bihar.

19

slide-20
SLIDE 20

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

(Rs. million)

Particulars FY 16 (Rs.) FY 17 (Rs.) FY 18 (Rs.) EBIDTA 5590 6592 5875 EBIDTA Margin 27% 29% 25% Net Profit 2921 3748 3240 Net Profit Margin 14.1% 16.5% 13.8%

20

slide-21
SLIDE 21

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

(Rs. million) Particulars FY 16 (Rs.) FY 17 (Rs.) FY 18 (Rs.) Net Worth 13945 15930 19291 Secured Long Term Gross Loan 536 262

  • Cash & Bank Balance

926 1754 3223 Working Capital Loan 631 288 301 Net Block (Fixed) 9128 8833 9634 ROCE 29.9% 33.1% 24.3% 21

slide-22
SLIDE 22

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

  • The Board of Directors at its meeting held on May 26, 2018 approved the

proposal of buyback of 92,00,000 equity shares of Rs. 10/- each (representing approximately 5% of total equity share capital) from the shareholders of the company through the “Tender offer” route as prescribed under the Securities and Exchange Board of India (Buyback of Securities) Regulations at a price of Rs. 340/- per equity share, aggregating to approximately Rs 312.80 Crores.

  • The buyback has been approved by the shareholders on July 6, 2018. The

public announcement was published on July 10, 2018. The draft letter of

  • ffer was filed with SEBI on July 17, 2018.

22

slide-23
SLIDE 23

TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE

VALUES – Trendsetting | Result-oriented | Analytical | Connected