Hindustan Media Ventures Limited · NSE:HMVL

Hindustan Media Ventures — Investor Presentation (June 2013)

23 slides from Hindustan Media Ventures's investor presentation, June 2013

  1. Slide 1: Investor Presentation

    Hindustan Media Ventures Ltd. Investor Presentation June 2013

  2. Slide 2: HMVL – A Strong Presence in the Hindi Speaking Markets

    HMVL – A Strong Presence in the Hindi Speaking Markets „ Hindustan – the second largest daily * newspaper in India #1 Player in Bihar & Jharkhand, #2 Player in – Average daily readership of 12.25 million readers Delhi and #3 Player in UP – Overtaken DB to become second largest newspaper in India in

  3. Slide 3: Total Readership

    Total Readership Gained No. 2 Position Only brand on continuous growth path R2 R2 Q4 Q4 Q4 Readership Ranking 2008 2009 2010 2011 2012 AHD 1,300 1,332 1,361 1,402 1,424 2007 2011 Dainik Jagran 557 548 545 559 565 1 1 Hindustan 266 279 351 382 391 Dainik Bhaskar 338 330 339 353 350 2 2 Amar Ujala 294

  4. Slide 4: Average Issue Readership

    Average Issue Readership Hindustan continues to grow in AIR even as 3 out of the top 4 declined. AIR Growth Publication 11 Q3 11 Q4 12 Q1 12 Q2 12 Q3 12Q4 vs 11 Q4 AHD 634.6 63 6 635.3 635 3 637.1 63 636.8 636 8 644.1 6 645.0 6 50 1.5% 5% Dainik Jagran 164.6 164.1 164.1 164.3 164.8 163.7 ‐0.3% Daini

  5. Slide 5: A track record of strong financial performance

    A track record of strong financial performance Advertising Revenue Growth CAGR: 24% „ Strong revenue growth: „ Ad revenue CAGR – 24% IINR Mn. 4,601 „ Total revenue CAGR – 20% 3 741 3,741 4,392 2,965 2,440 1,652 1,274 2007 2008 2009 2010 2011 2012 2013 EBITDA* Total Revenue Growth CAGR 20% CAGR: INR

  6. Slide 6: Hindustan has delivered highest Advertising Revenue Growth amongst its Peers

    Hindustan has delivered highest Advertising Revenue Growth amongst its Peers Advertising Revenue CAGR % (FY ‘11 to FY ‘13) Hindustan 11% Dainik Bhaskar 9% Dainik Jagran 7% Jagran Revenues for FY ‘13 exclude Nai Duniya 6

  7. Slide 7: The Operating Leverage will now come through as investment in copies stabilizes

    The Operating Leverage will now come through as investment in copies stabilizes Operating EBITDA Margin 18% 17% 16% 40% 40% Newsprint Cost as % of 38% Revenue FY '11 FY '12 FY '13 Daily Circulation 2.02 2.20 2.35 (Mn) Realization Per Copy 1.70 1.71 1.84 (Rs.) 7

  8. Slide 8: A Well Balanced Revenue Mix

    A Well Balanced Revenue Mix Balanced Revenue Pie, a result of the explosive growth in UP/UT Ad revenue mix by Markets for FY ‘07 07 Ad revenue mix by Markets for FY ‘13 13 UP/ UT 15% Bihar UP/ UT 33% 34% Bihar 48% 41% Ad Revenue CAGR Delhi/ Chd 29% in UP/UT 20% 12% 8% Delhi/ Chd Jharkhand Jharkhand

  9. Slide 9: Uttar Pradesh (UP) and Uttarakhand (UT) – The Largest Language Print Market

    Uttar Pradesh (UP) and Uttarakhand (UT) – The Largest Language Print Market UP / UT - largest print readership UP/UT - high purchasing power 375 315 312 Power (Rs. bn) 301 19.6 300 236 225 143 150 3 113 Purchasing P 71 7.1 3.9 3.7 3.4 75 0 hand UT (reporrted) yana Rajastthan garh UP / UK Punjjab / U

  10. Slide 10: Hindustan is the Fastest Growing Daily in UP and Uttarakhand

    Hindustan is the Fastest Growing Daily in UP and Uttarakhand 97 95 96 95 96 D i ik Jagran Dainik J 79 Amar Ujala 76 78 75 72 46 Hindustan 41 44 34 25 09 R2 10 Q2 10 Q4 11 Q2 11 Q4 12 Q2 12 Q4 Source: IRS Figures in ‘Lakhs „ Aligarh & Moradabad yet to be reflected in current readership „ Readership e

  11. Slide 11: Hindustan now at 90% of AU readership for Top 10 towns of UP and Uttarakhand

    Hindustan now at 90% of AU readership for Top 10 towns of UP and Uttarakhand 21.5 21.1 21.5 21.1 21.1 21.7 21.8 21.6 21.6 21.3 21.5 20.9 20.9 Dainik Jagran 15.5 14.9 14.3 14 0 14.0 14.5 14.6 14 0 14.0 13 6 13.6 13 4 13.4 13 8 13.8 13 9 13.9 13 5 13.5 13.1 Amar Ujala 11.2 11.6 Hindustan 10 5 10.5 10.

  12. Slide 12: Hindustan – An Emerging Leader in UP / UK

    Hindustan – An Emerging Leader in UP / UK 2007 2013 Progress made by Hindustan % of Leader 12 15% 100% 35% # of 2 Editions 26% 1,095 22% 75% 100% Circulation 280 ((‘000) 000) 15% 4,620* 22% 48% 100% Readership 2,037 (‘000) 8% 29% 100% 41% CAGR Ad Revenues ( FY ‘07 to FY ’13) 12 * IRS Q4 2012

  13. Slide 13: Bihar & Jharkhand – Poised for Accelerated Growth

    Bihar & Jharkhand – Poised for Accelerated Growth High economic growth in Bihar/Jharkhand 2011-12 GSDP Growth% at 2004-05 Prices: Top 7 states Bihar on the growth path of development: Nitish The Hindu: Patna, November 24, 2012 Patna: With setting up of 35 km of roads Bihar 13.1% daily, “better than

  14. Slide 14: Dominant Presence in Bihar & Jharkhand

    Dominant Presence in Bihar & Jharkhand #1 Player in Bihar #1 Player in Jharkhand HH DJ HH PK DJ DB 60 20 18 18 18 17 17 18 17 17 17 47 48 49 48 48 48 48 48 18 16 50 46 45 45 46 15 43 43 16 14 14 14 13 13 13 13 13 14 13 14 12 12 13 12 40 11 11 29 29 30 29 30 29 12 10 10 9 10 10 10 10 25 25 25 25 26 2

  15. Slide 15: Number 2 position of Hindustan in Delhi NCR

    Number 2 position of Hindustan in Delhi NCR Delhi NCR Readership Trends 25 20 20 20 20 20 20 19 20 18 18 17 16 15 13 13 13 13 13 12 12 12 12 12 10 11 11 10 10 10 10 10 10 10 10 9 9 5 8 8 8 8 8 7 7 7 7 7 0 2007 R2 2008 R2 2009 R2 2010Q2 2010Q4 2011Q2 2011Q4 2012Q1 2012Q2 2012Q3 2012Q4 Navbharat Times

  16. Slide 16: Key Pillars of Growth of Hindustan

    Key Pillars of Growth of Hindustan ‰ Consumer Insights driving Product construct and News Mix Content ‰ Quality of news gathering at hyperlocal level ‰ Focus on innovations in areas of Innovation product, news gathering and content dispersion ‰ High quality talent, talent on business Talent and edit

  17. Slide 17: Contemporary and Informative Design

    Contemporary and Informative Design Earlier Now Fixed Do Took Differentiator: Regular caricature Bolder Left alignd Tarakki Mast Story S/c Ad S t Saturates t 1st column New Nazaria stand Anchor alone Without News story Branding You Can Use N New Id Identity tit to t anchor h 17

  18. Slide 18: A First – A Youth Paper, Yuva – At 30000 copies

    A First – A Youth Paper, Yuva „ Copy Investment in Patna th through h low l costt Yuva, Y priced i d @ Rs 2 ( initially Rs 1) „ Improved readership among Youth & expand the market „ Helped flank competition „ PO growth – At 30000 copies 18

  19. Slide 19: Strong Supplements building Readership

    Strong Supplements building Readership Education supplement Woman supplement Entertainment supplement Distributed on Wednesday Distributed on Saturday Distributed on Sunday TG – XI to UG TG – Female, 16 to 39 yrs 19

  20. Slide 20: Distinctive Marketing Initiatives strengthening brand in UP

    Distinctive Marketing Initiatives strengthening brand in UP Our 6-month five phase campaign urging people to actively participate in every aspect of the electoral p process 300+ on-ground events ~60,000 Facebook Fans ACHIEVEMENTS: 1 Cr+ fresh voter registrations: Acknowledged by Election Commission

  21. Slide 21: Successfully Implemented Various Public Issue Campaigns

    Successfully Implemented Various Public Issue Campaigns Agra - “Kyo Batti Gul ?” • Power cuts a major concern throughout the year • 3 weeks campaign organized to raise awareness using all communication channels: synthesized 26,000 26 000 consumer complaints • Impact: 5 key promises made by the power

  22. Slide 22: To sum... Hindustan poised for continued aggressive growth

    To sum... Hindustan poised for continued aggressive growth Market Opportunity Hindustan’s Strengths Impact on Business harkhand Î Rapidly transforming state Î Hindustan, a Cult brand Î Accelerated Ad revenue growth Biihar & Î High GDP growth Î Dominant readership share Î Boost in profitability Î Und

  23. Slide 23: Thank You

    Thank You 23

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