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 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 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
• Hindi Print has been growing at 8.76% CAGR over last 10 years • Overall Print has been growing at 4.87% CAGR over 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 8 th May 2017 3 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
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 Source: Audit Bureau of Circulation Press Release dated 8 th May 2017 4 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
Read in Last 1 RURAL ALL INDIA URBAN Month 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 @ = includes readers for which mastheads were not fielded (smaller titles) Source: MRUC Website - http://mruc.net/uploads/posts/a27e6e912eedeab9ef944cc3315fba15.pdf 5 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
IRS 2017 - AIR – URBAN | Excluding Financial Dailies Dainik The Bhaskar Dainik Times Group Jagran of India Group Group 12.6 Mn. Readers 11.2 Mn. 11.9 Mn. Readers Readers 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 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
Madhya Pradesh Dominant Chhattisgarh Dominant Haryana Dominant Chandigarh Dominant Dominant in Jaipur Rajasthan At par in overall Rajasthan now Investing to attain overall leadership Leader in Ahmedabad Gujarat Close No.2 overall Started investing last year Bihar Now Close No.2 Further investing in copies for overall leadership No.2 Punjab Currently, now routine growth Limited to Central Maharashtra Maharashtra Currently not expanding No.2 Jharkhand Currently not expanding 7 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 of 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 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 Targeted to be Dominant - Madhya Pradesh in more 3 Markets - Chhattisgarh - Gujarat - Haryana - Rajasthan - Chandigarh - Bihar • Adding 3 more new dominant markets, will result in improvement in market share in volume and rate. 9 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 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 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 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 o Biggest player in Chandigarh / Haryana/ Punjab with 4 frequencies o Biggest Player in Rajasthan with 6 frequencies o Strengthened Gujarat with presence in Rajkot o Phase 3 stations turn profitable on the back of growing popularity and • prudent cost controlling initiatives. 13 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
EBIDTA (Rs. In mn) Revenue (Rs. In mn) 1358 1076 400 362 318 801 555 124 37% 27% 40% 22% FY 2012 FY 2014 FY 2016 FY 2018 FY 2012 FY 2014 FY 2016 FY 2018 14 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 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
Over the last 3 years 16 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
(Rs. million) YoY YoY FY 16 FY 17 FY 18 Particulars Growth Growth (Rs.) (Rs.) (Rs.) (%) (%) 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 3.65 3.96 8.7% 4.08 3.0% (Rs. per copy) Total Income 20735 22750 9.7% 23522 3.4% 17 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
(Rs. million) YoY YoY FY 16 FY 17 FY 18 Particulars Growth Growth (Rs.) (Rs.) (Rs.) (%) (%) 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% 18 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
(Rs. million) YoY YoY FY 16 FY 17 FY 18 Particulars Growth Growth (Rs.) (Rs.) (Rs.) (%) (%) Personnel Cost 3909 4258 8.9% 4364 2.5% Admin, Selling & Other Exp 2680 2851 6.4% 3357* 17.7% Other Operating 2369 2440 3.0% 2619* 7.3% Expenditure 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 TO BE THE LARGEST AND MOST ADMIRED LANGUAGE MEDIA BRAND ENABLING SOCIO-ECONOMIC CHANGE
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