Repro India Limited · NSE:REPRO
Repro India — Q4 FY2021-22 Earnings Presentation
15 slides from Repro India's earnings presentation, May 26, 2022
Slide 1: Errata letter to exchanges and company overview
EDUCATIONAL CONTENT MANAG EMENT TO DELIVERY SOLUTIONS May 26, 2022 To, To, BSE Limited, National Stock Exchange of Ind ia Ltd. , P. J. Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex,Bandra East, Mumbai - 400001 Mumbai - 400051 (Scrip Code: 532687) (Scrip Symbol - REPRO) Dear Sir /Madam,
Slide 2: Reaching More Books to More Readers through More Channels
REACHING MORE BOOKS Q4 FY2021-22 MORE Presentation toInvestor READERS through MORE CHANNELS! 25th May 2022
Slide 3: The Tech Platform for Book Aggregation
THE TECH PLATFORM FOR BOOK AGGREGRATION Mission: To deliver the best content in India to consumers via the widest set of channels using technology at every step
Slide 4: The Books Market - Key Drivers
The Books Market Indian books market 6th largest in the World, $6.4 Bn in FY22; p-books are dominant & online is rising Books Market Size FY22 Per Capita spend on books Channel/Format INR 9,99,000 Cr* $ 17 79% 72% ($ 132 Bn) P-Books Offline INR 47,400 Cr* $5 92% 73% ($ 6.4 Bn) P-Books Offline Compar
Slide 5: The Traditional Publishing Model
The Traditional Publishing Model Growth is stunted due to supply chain & working capital inefficiencies
Slide 6: The New Publishing Model – Repro Enabled
The New Publishing Model – Repro Enabled An efficient supply chain along with levers for market expansion NEGATIVE WORKING CAPITAL CYCLE Even the relationship between the author & publisher is blurring (self-publication)
Slide 7: Repro – A Publisher's One-Stop Shop for online sales
Repro – A Publisher’s One-Stop Shop for online sales Seamless & secure end-to-end process
Slide 8: Solving the Visibility problem for Publishers
Solving the Visibility problem for Publishers Repro manages this critical area seamlessly across channels Marketing Levers Platforms Pre Order Promotional Brand New Launch Pricing Pages Buzz Publisher’s Catalogue (volume) Front List Top Rank Titles SEO & Sponsored SEM Ads Higher Volume Mid/ Back Lis
Slide 9: Environment, Social & Governance
Environment, Environment, Social Social & Governance & Governance Repro will play a dominant role in reducing the carbon footprint of the books industry; firmly positioning itself as a beneficiary of the rising investment in this theme Environment • Reducing carbon footprint of MNC publishers via im
Slide 10: Revenue – Last Quarters – One Book Model
Revenue – Last 8 Quarters – One Book Model (Print-on-demand) QoQ growth % → 292% 82% 21% 35% 13% 13% 11% Covid ₹ 45.0 Wave 2 ₹ 40.0 ₹ 35.0 Revenue in INR Cr ₹ 30.0 ₹ 25.0 ₹ 20.0 ₹ 41.0 ₹ 37.0 ₹ 32.7 ₹ 15.0 ₹ 29.0 ₹ 10.0 ₹ 21.5 ₹ 17.8 ₹ 5.0 ₹ 9.8 ₹ 2.5 ₹ 0.0 Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2 F
Slide 11: Quantity – Last Quarters – One Book Model
Quantity – Last 8 Quarters – One Book Model Quantity – Last 8 Quarters – One Book Model Print Capacity 17% 27% 31% 42% 53% 59% 66% Utilization2 → 25,000 19,400 books/day 20,000 Average # of Books per day 17,100 books/day 14,900 books/day 15,000 12,700 books/day 10,000 7,800 books/day 9,200 books/day
Slide 12: Key Parameters – Modest Growth in Content
Key Parameters – Modest Growth in Content (Print- on-demand) 6.09 5.80 5.30 5.00 4.30 4.00 3.60 Direct Content 2.80 Covid ( # titles in Lakhs) Wave 2 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22 Q3FY22 Q4FY22 Add 110 lakh titles in addition via the partnership with Ingram Content Group Source: Repro Interna
Slide 13: Key Parameters – Robust Growth in Customer Base
Key Parameters – Robust Growth in Customer Base 383 # of 339 Customers 287 300 (Direct 247 Publishers) 223 187 147 Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22 Q3FY22 Q4FY22 Source: Repro Internal MIS
Slide 14: The Team
The Team Building a team with proven skills in building digital businesses In FY22, building the team by acquiring talent in key areas: ➢ Product Management Umang Thakore Chief Operating Officer ➢ Sales & Marketing • Corporate Strategy at Tata ➢ Technology Group – TSMG, Tata Digital ➢ Channels • Ex
Slide 15: Thank You!
Thank You!