Repro India Limited · NSE:REPRO
Repro India — FY2022 Earnings Presentation
18 slides from Repro India's earnings presentation, May 25, 2022
Slide 1: Analyst Presentation cover letter to exchanges
EDUCATIONAL CONTE'J T MANAGEMENT TO DELIVERY SOLUTIONS May 25, 2022 To, To, BSE Limited, National Stock Exchange of India 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: Repro – Strategic Direction and Progress: Q4 and Annual Performance Highlights
Repro – Strategic Direction and Progress : 2021-22 : Q4 and Annual Performance Highlights E-Retail : On a Growth Trajectory May 25, 2022
Slide 3: Reaching More Books to More Readers through More Channels
REACHING MORE BOOKS to MORE READERS through MORE CHANNELS!
Slide 4: Contents
FY 2021-22 : Q4 and Annual Strategic Result Contents 1. Repro - Strategic Direction 2021-22 A) Focus – Growth in the E-retail Business B) Beginning of Post Pandemic Growth Phase. 2. Executive Summary : E-retail Business Review – On a Growth Trajectory A) The Year so far –Annual Review B) Highlights
Slide 5: Repro Strategic Direction 2021-22: Growth in e-Retail Business
FY 2021-22 : Q4 and Annual Strategic Results 1. Repro - Strategic Direction 2021-22 A) Focus – Growth in the e-Retail Business Capitalize on the huge e-Retail Opportunity Increasing Ratio of e-Retail business in overall business mix Q on Q Aggressive Content Acquisition Increasing Reach through New
Slide 6: Beginning of Post Pandemic Growth Phase
FY 2021-22 : Q4 and Annual Strategic Results 1. Repro - Strategic Direction 2021-22 (contd.) B) Beginning of Post Pandemic Growth Phase Schools and Colleges Physical Retail e-Retail Schools and Colleges Retail outlets are opening The significant vehicle for are opening across the and there has been
Slide 7: Executive Summary: E-retail Business Review
2. REPRO : Executive Summary E-retail Business Review : Q4 and Annual Strategic Result
Slide 8: Executive Summary: Q4 & Annual Result – e-Retail
Executive Summary : Q4 & Annual Result Executive Summary – Repro Books : Highlights of Annual Results e-Retail Business – the year so far (Annual Result and Q4) : On a growth Trajectory In keeping with our strategy of e-Retail – the focus has been to grow the business. This has resulted in : 153% Re
Slide 9: e-Retail – Focused Growth: Revenue
e-Retail – Focused Growth Revenue – E-retail business on a growth trajectory QoQ Growth % 570% 74% 18% 44% 10% 0% 24% ₹ 30.0 Covid ₹ 25.0 Wave 2 ₹ 20.0 Revenue in INR Cr1 ₹ 15.0 ₹ 27 ₹ 22 ₹ 22 ₹ 10.0 ₹ 20 ₹ 13.9 ₹ 5.0 ₹ 11.8 6.8 ₹ 1.0 ₹ 0.0 Q1FY21 Q2FY21 Q3FY21 Q4FY21 Q1FY22 Q2FY22 Q3FY22 Q4FY22 N
Slide 10: e-Retail – Growth in Number of Books Dispatched
e-Retail – Focused Growth – over 8 Qtrs Growth in no. of books produced and dispatched 10.0 9.5 9.0 7.8 8.0 Average# of Books (Lakh) 8.0 6.8 7.0 6.0 4.6 5.0 3.9 Covid 4.0 3.2 Wave 2 3.0 2.0 1.0 0.5 0.0 Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22 Q3FY22 Q4FY22 ~9.5 lakh books in Q4FY22 Notes: [1] –
Slide 11: Robust Growth in Content Acquisition
e-Retail – Continuing focus – over 8 Qtrs Robust Growth in Content Acquisition Direct content titles has increased by 10K 5.80 5.90 5.30 5.00 Direct 4.30 4.00 Content 3.60 (Content on 2.80 Covid Repro Servers) Wave 2 (Titles In Lakh) Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22 Q3FY22 Q4FY22 And 110
Slide 12: Robust Growth in Number of Customers (Publishers)
e-Retail – Focussed Growth – over 8 Qtrs Robust Growth in # of Customers (Publishers) Number of customers has increased by 13% 383 339 287 300 # of 247 223 Covid Customers 187 Wave 2 147 (Direct Publishers) Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22 Q3FY22 Q4FY22
Slide 13: Executive Summary: Consolidated Business Review
3. REPRO : Executive Summary Consolidated Business Review – Q4 and Annual Result
Slide 14: Repro Print – Business Performance and Key Initiatives
Repro Print – Business Performance Repro’s print business : crossing pre-covid levels in Q4 poised to growth • Delayed school/ college opening Industry Challenges • Increased raw material & other costs • Increased GST from 12% to 18% Key Initiatives Export driven growth Strategic focus on MNC publis
Slide 15: Executive Summary: Consolidated Annual Results
Executive Summary : Q4 and Annual Result 3. Executive Summary Highlights : Consolidated Annual Results Annual growth uptick in results Growth in the e-Retail Business, Post Pandemic revival in existing business 108% Revenue growth - Rs.287.43 Cr in F.Y. 2021-22 compared to Rs.138.04 Cr in F.Y 2020-2
Slide 16: Repro: Financial Highlights
4. REPRO : Financial Highlights FY 2021-22 Annual Result and Q4 Results
Slide 17: Q4 2021-22 Financials
Q4 2021-22 Financials Rs. In lacs
Slide 18: Books on Demand… Anytime. Anywhere!
Books on Demand… Anytime. Anywhere! The Future of the Publishing Industry is here!