INVESTOR PRESENTATION as on 15 th May, 2019 A PREMIUM EDUCATION HOUSE
03 Company Overview 1 08 Navneet Group Business Insights 2 13 E-Learning Business Overview 3 Table Of 15 4 Indiannica Learning Contents K12 – School Management Company 16 5 18 Industry Insights 6 Financial Performance 24 7 33 Shareholders Information 8
COMPANY OVERVIEW
ABOUT NAVNEET Navneet Education Limited, founded by the Gala Family, is an educational syllabus-based supplementary content provider in Print & Digital medium and a manufacturer of Scholastic Paper stationery for domestic and international markets. New range of text books for students of CBSE and ICSE Boards are sold across India. Over the years, the company has built a strong brand in the Educational Content & Scholastic Stationery gaining a leadership position. The company has a dominant market share of about 65% in western India. INVESTOR PRESENTATION 4
VISION, MISSION & CORE VALUES Mission Vision Core Values To provide the highest quality of Excellence To provide students with best quality educational products and supplementary study material and services to customers in the Proactive curriculum text books at affordable language / medium of their price. choice. Student Centric To harness the power of Information Transparency Technology and bring home its wonder to children through e-learning. To provide students with scholastic stationery products. INVESTOR PRESENTATION 5
6 DECADES OF NAVNEET – A SNAPSHOT Acquired Indian Curriculum text book Scholastic Stationery business from Encyclopedia Britannica & New range of stationery India launched under brand 1993 YOUVA First Educational Publisher to be listed on BSE and NSE 2017 Children Books Introduced First Digest / Guide Published for Std. X Branded Stationery in 1994 UAE 2016 1990 1959 1970 2018 2019 2014 2008 1975 Workbook Concept Digital Assessment Introduced Entered B2C Digital Platform for schools / Learning Space Entered B2B Digital children Learning Space 2011 Published 21 Most Likely Question Sets Ventured into School Management INVESTOR PRESENTATION 6
KEY FACTS 25,000+ 2 No. of State Board Presence in States 35 Mn+ Schools visited for Supplementary annually Books Students using Navneet products 8,500+ CBSE / ICSE 600+ Schools visited 5,500+ SKU’s in annually 300+ No. of Titles Stationery No. of Authors 48,000+ 25+ 3,000+ Presence in Retail 350+ Presence in No. of Employees Outlets for Hours of Digital Countries for Stationery in India Library Paper Stationery 5 3 Mediums / Printing / Languages for Manufacturing State Board 4,000+ 1 Lakh+ Tons Locations Publications Digital Paper Classrooms consumed INVESTOR PRESENTATION 7
NAVNEET GROUP BUSINESS
NAVNEET GROUP BUSINESS PORTFOLIO Curriculum (Maharashtra & Gujarat) Supplementary Books Non Curriculum (Pan-India & PRINT Exports) Text – Books (ICSE / CBSE) CONTENT E-LEARNING SSC (Adaptive (Maharashtra Learning) & Gujarat) B2B & B2C Domestic (Pan - India) PAPER STATIONERY School Management Exports (USA, Europe, STATIONERY Africa) INVESTOR PRESENTATION 9
NAVNEET’S PRESENCE Supplementary Books Maharashtra & Gujarat Digital Presence Maharashtra & Gujarat Orchid International Mumbai, Pune, Bengaluru, Hyderabad and Kolkata Text Books Andaman & Nicobar, Andhra Pradesh, Arunachal Pradesh, Assam, Bihar, Chhattisgarh, Delhi, Gujarat, Haryana, Himachal Pradesh, Jammu & Kashmir, Jharkhand, Karnataka, Kerala, Madhya Pradesh, Maharashtra, Manipur, Meghalaya, Nagaland, Odisha, Punjab, Rajasthan, Tamil Nadu, Telangana, Tripura, Uttar Pradesh, Uttarakhand, West Bengal and Sri Lanka Stationery Maharashtra, Dadra & Nagar Haveli, Bihar, Jharkhand, Odisha, West Bengal, Karnataka, Kerala, Tamil Nadu, Telangana, Gujarat, Chhattisgarh, Delhi, Haryana, Madhya Pradesh, Punjab, Rajasthan, Uttar Pradesh, Uttarakhand INVESTOR PRESENTATION 10
GLOBAL PRESENCE INTERNATIONAL CUSTOMER PROFILE 10 11 9 12 13 1 14 15 16 2 3 5 25 6 7 8 4 17 18 19 20 21 22 23 24 1. Canada 5. Jamaica 9. Ireland 13. Germany 17. Ethiopia 21. Zambia 25. UAE 2. U.S. 6. Puerto Rico 10. Norway 14. U.K. 18. Kenya 22. Madagascar 3. Mexico 7. Costa Rica 11. Sweden 15. Spain 19. Rwanda 23. South Africa 4. Honduras 8. Panama 12. Denmark 16. Turkey 20. Tanzania 24. New Zealand INVESTOR PRESENTATION 11
GROWTH DRIVERS FOR NAVNEET Content Stationery Syllabus change CBSE Affiliated CBSE Pattern Domestic Exports Schools Schools Stationery Stationery Syllabus Change in With the rapid growth Many English Medium Increasing number of On account of Quality, State Board (SSC) of CBSE schools in the Private SSC Schools schools, improved timely delivery, Schools is a major country the market for (Around 94,000 in the standard of living as competitive preference growth driver as it does these products will Country) have started well as shift in focus over other exporting away with the old and grow rapidly. positioning themselves from inexpensive to countries and also second hand books from as CBSE Pattern premium quality being one of the trade and students buy Schools where they products are some of leading organized use private publishers’ new supplementary the crucial factors player in the Segment, books as per the new text books up to Grade which would drive the Exports is poised for revised syllabus. VIII. demand rapid growth INVESTOR PRESENTATION 12
eSENSE LEARNING 4,000+ 1,20,000+ 150+ 20,000+ Digital Classrooms using Students learning Team of authors, Teachers trained Top Class through Top Class Illustrators and animators 15,000+ 2,00,000+ 350+ Hours of digital content Videos MCQs INVESTOR PRESENTATION 13
GROWTH DRIVERS - E-LEARNING EDUCATION EVOLVING BUSINESS MODEL : RISING DISPOSABLE INCOME : Peer to peer learning among students to gain pace Disposable income of the country also value added services such as internships and live projects along with regular courses to provide hands on expected to grow 55% by 2020 experience to students GAMIFICATION : RISING JOB SEEKING POPULATION : Will gain application in the form of simulation of 280 million people to enter job market by 2050. Growth concepts, Incentive based learning, level advancement rate of jobs:2%, Unemployment rate (2016):5% badges and the likes CSR INITIATIVES : SMARTPHONE PENETRATION : With law of CSR spending of 2% from profit, the More than 290 million smartphone users currently, max spends towards education, will enable User base to add 180 million users by 2021 infrastructure needed for online education LACK OF QUALITY EDUCATION : INTERNET PENETRATION : Online channel provides quality education to potential 51% Penetration , 409 million users students currently, there is lack of quality education in 2021(P)- Projected 735 million Users many parts of India GROWING YOUNG POPULATION : LOW COST ALTERNATIVE : Large fraction of Indian population is young thus Online Education – enlarging the target population for online education. Acceptability for online education is higher in the 53% Cheaper younger demographic Source: KPMG INVESTOR PRESENTATION 14
INDIANNICA LEARNING (Formerly ENCYCLOPAEDIA BRITANNICA INDIA) 1 3 CBSE, ICSE, 220+ SSB 8,500+ Schools Pan-India School Presence 2 4 SCHOOLS VISITED CURRICULUM LOCATIONS EMPLOYEES ANNUALLY 25,000+ CBSE / ICSE & 20,000+ SSC Schools TARGET REACH o Encyclopedia Britannica India (“EB India”) is one of India’s leading K -12 curricular educational publisher; started publishing operations in India in 2009. o Extensive product catalogue comprising educational, instructional and information products & technology solution. o Offers specialized curricular learning solutions consisting of textbooks, interactive student, teacher resources and training materials. o Key export markets include Sri-Lanka, Nepal and GCC. INVESTOR PRESENTATION 15
K12 TECHNO SERVICES Over the last few years, quality Direct Education is in great demand in the Country and hence seen a sudden growth. ORCHIDS – THE INTERNATIONAL SCHOOL 25 24,000+ 5 34,000+ No. of Schools No. of Locations Capacity (CBSE/ICSE) Students Locations No. of Schools SHAREHOLDING Bangalore 11 Mumbai 9 Sequoia Capital 35% Hyderabad 1 Pune 3 65% Navneet Learning LLP Kolkata 1 TOTAL 25 INVESTOR PRESENTATION 16
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