Jagran Prakashan Limited

rs,

THE WORLD'S LARGEST READ DAILY July 31, 2019 1) Manager-CRD, BSE Ltd., Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400001 2) Listing Manager, National Stock Exchange of India Ltd., 'Exchange P

2%

sector and government. However, we could contain the degrowth in advertisement revenue to less than 2% at the back of growth in certain categories such as education as well as near 14% growth in digital

14%

venue to less than 2% at the back of growth in certain categories such as education as well as near 14% growth in digital revenue. The industry was feeling some respite from moderation in newsprint pric

10%

quarter as both reported profit and are proceeding in the direction of achieving targeted EBIDTA of 10% by the close of the year. Radio business for the first time reported fall in revenues and profits

3%

cquisition. In terms of cost, we have continued to be prudent. As a result, there was reduction of 3% on QoQ basis and no increase on YoY basis in the total expenses (excluding finance cost and depreci

32%

lights 4 Group Key Highlights Print: Growth continues into Q1 Radio: Maintains EBITDA Margin at 32% • Local Ads segment continues growth momentum into Q1 • Continues with yield improvement of 4% t

4%

32% • Local Ads segment continues growth momentum into Q1 • Continues with yield improvement of 4% this quarter • Auto category witnessed Steepest de-growth since 1995 • Political category contri

9%

of revenue from Govt. category Outdoor & Event: Strategic Focus on Profitability playing out • 9% Revenue Growth for Event business with EBITDA margin of 12% • Loss of Revenue for Outdoor busin

12%

Focus on Profitability playing out • 9% Revenue Growth for Event business with EBITDA margin of 12% • Loss of Revenue for Outdoor business mainly due to hoardings ban in Bangalore and surrender of

30%

s in Operating Performance and market position • Revenue growth of 14% as compared to Q1 FY19 and 30% as compared to Q4 FY19 • 35% growth YoY in Unique User base with 56.0 mn* 5 * Source: Comscore

35%

market position • Revenue growth of 14% as compared to Q1 FY19 and 30% as compared to Q4 FY19 • 35% growth YoY in Unique User base with 56.0 mn* 5 * Source: Comscore Multi June 2019 Business Perf

6%

ore Multi June 2019 Business Performance 6 De-Risked Business Model Revenue Breakup – Q1 FY20 6% 2% 12% 80% Print Radio Digital Events & Outdoor Operating Revenue Operating Profit Profit

“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”

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Strategy

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Undisputed LEADER

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Potential

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E-mail

jpl@jagran.com Registered Office www.jagran.com www.jplcorp.in 2. Sarvodaya Nagar. Kanpur 208 005, Uttar Pradesh, India PRINT OUT OF HOME ACTIVATION MOBILE ONLINE Jagran Prakashan Limited Jagran Prakashan Limited Q1FY20 Result Presentation Q1FY17 Result Presentation 1 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 securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representati

Strategy

• Events: Continue to focus on improving the bottom line • Outdoor: Improving the operating margins Digital Business Performance +30% 11 10 8 +20% 40 33 OPERATING REVENUE Q1FY19 Q4 FY19 Q1 FY20 FY18 FY19 -1 -1 OPERATING PROFIT Q1FY19 -6 Q4 FY19 Q1 FY20 13 -12 FY19 -20 FY18 Rapid growth in News/Information category with 56 Million Users, 513 Million Page Views and 506 Million Minutes spent Launched English language portal – english.jagran.com Vishvas.News, India's first dedicated Hindi news verification portal, launched similar fact-checking initiatives in Urdu and Punjabi as well Print Digital Numbers Softening of Newsprint Prices to Improve Profitability Raw Material to Sales Other Expense to Sales 41% 39% 38% 37% 35% 35% 35% 36% 36% 20% 21% 21% 22% 21% 21% 20% 20% 19% Q1FY18 Q2FY18 Q3FY18 Q4FY18 Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q1FY18 Q2FY18 Q3FY18 Q4FY18 Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 Full impact of softening of Newsprint prices will be seen in H2 FY20 Levy of custom duty will

Undisputed LEADER

✓ Dainik Jagran leads the IRS 2019 Q1 rankings with a total readership of 7.37 Cr ✓ Dainik Jagran–I-Next, Midday (English), Inquilab and Naidunia registered remarkable growth in readership Strong GROWTH

Potential

FASTEST growing media: RIGHT mix of stability and scalability: ✓ Reaping benefits of geographical expansion and diversified market penetration ✓ Yield & inventory improvement with fixed cost model translating into operating leverage ✓ Print Business continues to generate cash ✓ Print Digital grew by 20% in FY19 ✓ On path to achieve Break-even at Operating level ✓ Radio & Digital are high growth under penetrated businesses ✓ Long term Value Drivers 23 Jagran Today Print Digital Radio Activation OOH 24 Jagran Prakashan Limited holds 72.81% of Music Broadcast Limited (RadioCity) What IRS 2019 Q1 says… • Addition of 1.8 crore new readers since IRS 2017 • Hindi dailies have added 1 crore new readers over IRS 2017 taking total reader base to 18.6 crores Print Media going strong Dainik Jagran is the Most Read Daily in India across languages • Group: Total Readership of 9.19 Crores, growth of 6% over IRS 2017 • Dainik Jagran: Total Readership of 7.37 Crores, growth of 5% over IRS 2017 o Differ