Repro India Limited · NSE:REPRO
Repro India — Q1 FY2020-21 Earnings Presentation
20 slides from Repro India's earnings presentation, Sep 14, 2020
Slide 1: Cover letter to exchanges: Analyst Presentation
September 14, 2020 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, Sub: Analyst Presentation Pursuant to the Regula
Slide 2: Repro – Strategic Direction and Progress: 2020-21 Q1 Performance Highlights
Repro – Strategic Direction and Progress : Books on Demand. Anytime! Anywhere! 2020-21 : Q1 Performance Highlights Gearing up for the rapidly growing opportunity in the E-tail Book Industry September 14, 2020
Slide 3: Reaching more books to more readers through more channels
REACHING MORE BOOKS to MORE READERS through MORE CHANNELS!
Slide 4: The tech platform for book aggregation
Reaching more books to more readers… THE TECH PLATFORM FOR BOOK AGGREGATION
Slide 5: Repro – Strategic Direction 2020-21
Repro – Strategic Direction 2020-21
Slide 6: Key Strategies 2020-21: Mitigating the impact of COVID
FY 2020-21 Q1 Strategic Results Key Strategies : 2020-21 1. Mitigating the impact of COVID on the business Customer Retention and Acquisition People – Role Optimisation and Expansion Process Re-casting and Improving Efficiency through Technology Cost Control - Lean Manufacturing, Renegotiated Contra
Slide 7: Key Strategies 2020-21: Focus - Grow E-retail Business
FY 2020-21 Q1 Strategic Results Key Strategies : 2020-21 2. Focus - Grow E-retail Business Gearing up to capitalize on the huge E-retail Opportunity Increasing Ratio of E-retail business in overall business mix Q on Q Relevant Content Acquisition Increasing Reach through Geographical Replication, B2
Slide 8: Repro – Executive Summary of the Q1 2020-21 results
Repro – Executive Summary Of the Q1 2020-21 results
Slide 9: Executive Summary Q1 2020-21: Containing the Impact of COVID-19
FY 2020-21 : Q1 Strategic Results Executive Summary : Q1 2020-21 Containing the Impact of COVID-19 Revenues – Rs.20.27 cr achieved in spite of all-round freeze due to lock-down E-retail business negligible during the quarter Print business – 10 crores pertaining to previous quarter’s unbilled orders
Slide 10: The Repro Response: A strategy of mitigation
The Repro Response : A strategy of mitigation Quick Response helps mitigate impact Focus on Cash Flows for long, medium and short term needs Contracts & Fixed Funds inflows & Financial Expenses Collections Prudence… • Lean • Infusion of Long • Overheads Manufacturing Terms funds: Reduction in order
Slide 11: Quick Visible Actions Strengthen All-round Confidence: Long Term Funds
FY 2020-21 : Q1 Strategic Results Quick Visible Actions Strengthen All-round Confidence Infusion of Long Term Funds Overall Debt reduction in-spite of Q1 loss Debt Equity Ratio of 0.43 as on 1st July 2020 Rating by ICRA upgraded to BBB+ from BBB
Slide 12: Quick Visible Actions: Publishers
FY 2020-21 : Q1 Strategic Results Quick Visible Actions Strengthen All-round Confidence Publishers: Debtors realisation happening in spite of the industry cash flows severely impacted by the pandemic Large number of titles ingested for Digital business from Multinational and Domestic Publishers Join
Slide 13: Quick Visible Actions: Channels
FY 2020-21 : Q1 Strategic Results Quick Visible Actions Strengthen All-round Confidence Channels: Flipkart – Expeditious inbounding and listing of titles; Promotion of POD titles to customers - Joint efforts to boost sales Amazon - Recognises and rewards “Repro Books On Demand” as “Amazon FBA Super
Slide 14: Q2 – Focus: Staying Relevant in the Post-Covid world
Q2 – Focus: Staying Relevant in the Post-Covid world
Slide 15: Q2 Outlook: Industry & Business Outlook
FY 2020-21 : Q2 Outlook Industry & Business Outlook Publishers Unsold stocks, Cash Crunch Keen to embrace Repro Solution for On-Demand Print & Distribution On-line Sales The e-tail sales up – with many more shopping online! Publishers have no choice but to offer physical books for sale via e-commerc
Slide 16: Q2 Outlook: Digital Print and Print
FY 2020-21 : Q2 Outlook Industry & Business Outlook Digital Print: Haryana Plant commissioned to handle all range of products Quality of new Colour and Hard-case products greatly appreciated by clients Production gaining traction – last mile integration pending due to inability of Engineers to trave
Slide 17: Summary of the Business Scenario
Repro Recovery :Planning for Growth in a changing world Summary of the Business Scenario Innovating and transforming for a changed business scenario – with new ideas, processes to meet desired outcomes! 1. E-Retail 2. Print 3. Facilities and 4. People and 5. Financial Manufacturing Business Planning
Slide 18: REPRO: Financial Results
REPRO : Financial Results FY 2019-20 Q4 and Annual Results
Slide 19: Q1 2020-21 Financial Summary
Q1 2020-21 Financial Summary
Slide 20: Books on Demand… Anytime. Anywhere!
Books on Demand… Anytime. Anywhere! The Future of the Publishing Industry is here!