Repro India Limited · NSE:REPRO

Repro India — Q1 FY2018 Earnings Presentation

26 slides from Repro India's earnings presentation, Aug 31, 2017

  1. Slide 1: Analyst Presentation cover letter

    K EPRO EDUCATIONAL CONTENT MANAGEMENT TO DELIVERY SOLUTIONS August 31, 2017 To, To, BSE Ltd., National Stock Exchange of India Ltd., P. J. Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai — 400001 Bandra East, Mumbai — 400051 (Scrip Code : 532687) (Scrip Symbol — REPRO) Dear Sir /

  2. Slide 2: Repro India: Restructuring and Strategic Progress

    wo d"pyelpulosday MMM Lt0z ‘TE 6ny TO: 8T-ZT0Z AJ UOIJEUIWASSIG 9AIIIIJJQZ O} UO!JESaIS3y JUa}U07) ssoiboig pue U0l}D9e1I1Gg 9169}e1)S - eIpul] Oday

  3. Slide 3: Executive Summary agenda

    sjeinueul4 *¢ SIOUX *B DIJS9WOG : SSauIsng JUlid BUIISIXF *Z sajddey pue puewaq-ugQ-syoog Oday :saAijzel}yUl MAN 'T AJEWUINS 9AIZNIOXA sncademtaaeati a SNOWLMOS ANIATIEG O1 ii LNIVGOWNYW LNZLNOD Lv Oud s}[Nsay 91993e13S TO — 8T-ZT0Z AS

  4. Slide 4: Strategic Results Q1 FY 2017-18 highlights

    sasuadxa Jo UO!}OINpPes UO SNI04 =e SUO!}99]]OD pue SMO] YSeED UO SNI0O4 oe SUIBILELW YWLGIG9 AAOIdw! 0} JeuNS Je UONINPOId ajepljosuoD se jaysew Yodxy woud} Ajaaiaajas syefosd ulsuew Yysiy pue a4nd—as YOUI|D se SJQWO SND 9189}e4}S UO SNIOY sassauisng Sul}SIxXy jayJewW Ul SuleS UO!}IeJ] UBYM MOIS OJ

  5. Slide 5: Repro Growth and On-Demand Books

    wod'pyeipuloidas MMM YIMOID BAISSodSBY puewiog-uQ-s00g Oday SNOLVIOS AMIAITIO OF ANIWIOWNYW LNJLNOD IVNOLVING ONdT ~

  6. Slide 6: Where Repro comes in

    "Ul SQWOD Oday B1BYM S| YOIYM UsJayjed Zulseydind ul aduey) e O} paj osje sey UdIUM Sziqey Sulpeas pue SulAng ul adueyd eas e 1Yysnog sey uoljesaisse adeds JUa}UOD AY} U] saoinos ajdijjnwi asmouq 0} Spaau JaBU0] OU OYM Jasn ay} SI Aselnlyauaq 3y} pue aoejd ajsuls e je ajqeyiene Ss! SuryiAana UDIUM Y

  7. Slide 7: Opportunity in online books market in India

    jaye Sajes yoo aulj-uo Suimoss ay} yo aseys adie] e a4njded 0} GO Ouday JO} Ayiunjsoddg sled G O} € ]XOU U! $9J019 QOOOT-0008 0} MOIS 0} paydadxe elpu| U! Jax SYOOg OUl|-UD + IPU] Ul Bd49WIWOI-a U! YIMOIZ %Ov J2A0 YIM Ajpides SuUIMOIH Aep sad syoog 000‘00‘T punouy - (Jay40W 5y00q [D103 ay} fO %Z’E)

  8. Slide 8: Traditional publishing cost and returns problem

    ajeos pue Ajsuaaip Jua}UOD Sulsed-moys pue suljayxsew ‘BuljowOod JO} ssaysijqnd 0} ajqeyieAe Sonuane anijeusayje ON syjnejap / sjuawAed padejag - pue SJOINII}SIP WOJ} SUIN}JAI 490}S S9OJUDAU! Ul PayYdO]q jeWded SUMJOM, « ym pappes suaysijqnd « SUIN}aY synejaq -« SUWJ9} JIPodd SuO] - SJO|IEJos 9/qelj

  9. Slide 9: Zero losses in sales

    Sajes Ul SSO] O48Z $}SOD JYSI91J OBZ A $}SO9 BSuIsnOYyaseM O19Z BIUBISBJOSQO O1BZ , Pe = (St oS SUIN}a4 O19Z , fo OO a fio by AsoqUaAU! 0197 , fee -apnjoul | © / soysygng phpul ; ] ay} 104 Je} SIlauag JO Majs e O} spea] si, “JYSNOG | 4 afoA9 13-9 mrs uaaq aAey Aay} Jaye padnposd MOU aJe SxOOg ac x s

  10. Slide 10: Inventory and publishing model

    wawysaauy [) Jo4ju0D Asoyuanuy (5) quawsaauy Buisnoyaem (9) JOuyuoy Asoquaayy (7) 272359 [2ayY [e>1SAYd [9 Buisnoyasem ya0VaYy YaTIVLaY quausaauy [) quawabeuey suinyay (7) JoUO> a2Ua2s2}05q0 [5 "jou uo> Aioquanul [9 ~ Buisnoysuem (2) Bunuug | uonesauay puewag [ Bunserai04 puewag [9 4aHSITENd LNIWLS3

  11. Slide 11: Print and sell model

    suINyay YOog o1aZ JO1}U0> AsojuaAuy 0187 Bunuug yuoydy o18Z JO4jU0D aduarsajOSqO O18Z sjUaWSaAU] O18Z Buisnoyasepy 0187 Bunserai04 puewiag 0197 uaavau poviig uaHsi1gnd yOHLAY EN , fe) A LNIWLSIANI O83Z MO14 HSV JDNVAGYV dINGOUd N3HL @ T1AS LSuls SLdNUSIG LVHL WHOALW 1d ‘Ouday pjos ase Aayy Jaye paon

  12. Slide 12: The Book Replication Platform

    WJOj}e}q UOI}eESaIZ3y YOOg BYL ojday BUIy490}s ]NOYWM pueWaP |Ij|NJ pue anZojejed | /Ny 1194} [Jas 0} ssaysijqnd 0} anuane ue s4ajjo japolw GO O1daY + SNOUMOS ANIANHO OF LNAWIOYNYW INJLNOD TYNOUYINGS Oust x syjnsay 91893e11S TO — 8T-LTOZ AA

  13. Slide 13: Publishers and distribution partners

    saaysijqnd ueIpu| 0} JaxJeW Jeqo]s e sapiAosd osye Og Osday ‘siajjas 000‘6E 48A0 JO }AOMJoU UOINIsIP jeqo}s s,wessu) YSNosYy] elpuy ul Suljjas pue Sulquid 410} suaysijqnd yeuolyeusajzu| WO} Sa}q} 0} ssaaze } BUIAIS ‘suaysijqnd 000‘SP WO} S3]}} UONP!W pT YIM 403NGIASIG yoog |jeqo]y ysesse] ‘dnoiy yua

  14. Slide 14: Books on demand titles listed

    aseys Jaysew Jagse] 9in}ded 0} Sajj!} JUOI} Busy9O}s pue Buljuld-alg + "yaam Jad sy ye] GZ BulyIno} ae SaNuaAas PUL Pays] $9]}!} UOH|ILU BT — AeAA JUIN JO JayeNb Jsulj UI SaNuUIJUOD Pudi, 4yyMous YJUOW-UO-Y}UOW YIM ‘Syye] OS JO sajes Apjaam YIM SyOOG UOI||ILW ZT 4AAO pays] ‘(ZT-9T) 422A Jo puzZ + yo

  15. Slide 15: New Initiatives: Sustaining the Existing Business

    wod'pyeipuioidas MMM ssouisng SUl}SIXJ dy} Sululeysns sajddey : sanijeiiu] MON O1doy

  16. Slide 16: Potential of books on e-retail platforms

    Sw40}}e|d |!e}aJ-9 UO SYOOQ jo je!1}Ua}0d pojdxa 0} saysiiqnd ZT-y YUM diysuonejas Su/sesag] JO saiz|iqissod Suojdxj a2UalJadx—a |J}EJBAO JY} UO SJUapPN}s pue sjooyrs WO} JOEQNaa} POO YIM sjOOYds ajqeyjOsd YIM BUINUIJUOD :sjOOYIS BUIISIXZ — punoi3 ay} UO UO!}IeJ} BOS paulesd pue Ose sieavA €E payouN

  17. Slide 17: Domestic Business Results

    wo" peipulioidas MMM syjnsei ssulq siayenb g jse| JO SNIO} 9139}e13S SWIOAX] 99 IIJS9WIOG — WUlid Oday

  18. Slide 18: Existing business: India focus

    L10Z'Z0°L0 uo se sAep OST 0} Suojqap gonpai padjay ydeoisdde uol}9a]}09 passnd04 = sio}qap Sulmnpas uo snd04 S81019 GZ JO SJBPJO MAU YUM Ie} UO SI ZH JO} AyjIIsiA sseulsng = Jayienb uo Jayenb 3uimois uaaq sey ssaulsng I1)s9wo0g = s}ual|9 SulySIX9 YUM SadIAas JO JaySeq BY} Sulseasdu] $}Ua]|9 919a}e43

  19. Slide 19: Renewed focus on business

    "ED pue ZO U! paiiiq 383 JIM {ssauisng paundas Ajjnj — ed14jy WO4J S94049 QT YOM Siapso payoog :400q Japso SuluedQ~« ssauisng uo snd04 pamauay "SB1OJO GY “SY 0} S91OJD OZT SY jo yead e WOsJ UMOP aWOD aAeY SJOJGap WOdxz SUOI}a]JOD UO SaNu!}UOD SNd04 sofew BY} - SANUIJUOD Eds U! ABUa|JEYD S14} SIUM —

  20. Slide 20: Financials: Consolidated Results Q1 FY18

    wos’ pyeipuioidas MMM 8T-ZT0Z TO SsiNsey psayepljosuod elpu| Oday - sjeinueul4 SNOLLMIOS ANNO OL INSWEOVNYW LNDLNOD TWNOLLVING ONdST ss

  21. Slide 21: Profit and loss commentary

    axmysvo0g-a sage papeor-eig ESSE CARE A PS _————— i 2 . seonns oe Sanay Suny vlog Buveoulur-oy sos saanng yan Pe dee GaN uny Buoy uy yous PURa)- UO Wut npOy Mnus0da}{ LUO) yous) 190.) a “/ ¢ ; 3 (Sv GNI OU! Jseoa4 0} 014d) Jed Jse] ZT-9T TO ul paysod ssoj $as049 ¢ a4} 0} UOSIJEdWOD UISISIy] = ey =)

  22. Slide 22: Consolidated results table

    1009-8 }- ee worry © seonieg Bay Baautnag Cumaay ig Suumouibue-o $n08 saones a aM une Buy ny wos UEC) UD WA TAP luaxsoday 10109 vogear) aK) é 83° TEL C8°E0? Tv Tez SECEC T3°Z6L WLOL 60°VET SO'TIT L8°SET LE QSL 89°67T Wa] YWOYs 6L°LS LT C6 S'S6 68°SZ €T'89 wa} 3uo7 9TOZED'TE | 9TOZ'EO'OE | gtoz‘90'0¢

  23. Slide 23: Revenue commentary

    Susigey papeoraty Qe benno O&O senna fay funety funy vb Suveoutive-oy $108 s02009§ wwauneyins am uny Cu0} wy voMs PUELAK-UD Fld npn Asayeods suauey woxsear) 180) \ vr ST tessa ° "sly} 0} anp pawodas sanuadad jen}Ie ay} U! BdUaJaYIP JULDIJIUBIS OU SI BBY ‘LO ul paonpoud jng ZH Ul paJaAljap a4aM spoos

  24. Slide 24: Key impact areas and tax notes

    ‘Senge] papeoreiy j fwopms ¢ I pen f C7 samas anu Sunny Chaat #H60Q, Suxaoudbur ry snos SONS, Sao FM ny Sus} my bos (Pee) UD Bet PAPO NOUSOdoY LuBLUOD woqeer) W8H0) v CJ e- E ad — JO} paplAoud Jaljsea sam YdIUM SJO}gap JO AJBAOIAI 0} ANP YDEQ-9}4M E S} $9409 9/°G JO BWODU! J9Y}IO BY, =e sJ0}gap |NjJ

  25. Slide 25: Comprehensive income details

    es Suaissy Brand HO) tha srocabua oy} S703. SOmAaS ey my yous URUK UD Bld WONDOa4 Ao sOdY Luar) uagesr) 3u8R20) . €0°L6€'T- PpOliad 34} 40) awWO IU! aAISUaYyasdWOD je}0) 8zs (xe} yo aU) BWOsU! aAIsUaYyasdwiO? 4240 SSO] JO W1JO4d 0} palyissej2a4 aq 0} SWa}| SSO] JO JOA O} Payissejra4 aq JOU |]IM Jey}

  26. Slide 26: Thank You

    NOA INVWHL

Repro India — Q1 FY2018 Earnings Presentation on 6ix