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Earnings Call

DB Corp Earnings Call: Key Takeaways

DB Corp reported strong Q1 FY27 results with consolidated revenue growing 8% YoY to INR 6,220M and PAT rising 25% to INR 1,007M. Strategy focuses on cost optimization and market share gains.

Highlights
Revenue growth8% consolidated YoY
MarginsEBITDA margin expanded to 26.1% due to cost control.
Demand visibilityStrong print ad demand across most sectors.
Management confidenceHigh; citing market leadership and disciplined execution.

Growth

Ad revenue up 10% YoY to INR 4,320M; EBITDA grew 19% to INR 1,647M with 250bps margin expansion.

Outlook

Capex guidance of INR 150-160 Cr for property acquisition; newsprint prices expected to peak in Q2.

Risks

Newsprint price inflation (up 13% YoY, 8% QoQ); cyclical decline in circulation copies to 38 lakh.

Last quarter's promises, checked

Delivered

  • Guided maintaining 24-26% EBITDA margin → delivered 26.1% (= BEAT)
  • Guided 6-8% newsprint price uptick in Q1 → delivered 8% QoQ (= BEAT)
  • Guided 20M Digital MAUs → delivered 20M (= BEAT)

Partly delivered

  • Guided INR 120-140 Cr capex → delivered INR 150-160 Cr guidance (= PARTIAL)

Missed

  • Guided stable circulation at 39L copies → delivered 38L (= MISS)
Source

Earnings Call filed with BSE, NSE: DBCORP. Summary written with AI assistance from the document.

Read the document ↗

DB Corp Ltd: key numbers

Share price
₹181.71
Market cap
₹3,239 Cr
Revenue (annual)
₹2,356 Cr
Net profit (annual)
₹332.0 Cr
P/E (TTM)
9.2×Sector 41.4×
Promoter holding
74.50%+0.00% QoQ
FII holding
11.85%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Promoter stake change
+0.02%