Repro India Limited · NSE:REPRO
Repro India — Q4 FY2025 Earnings Presentation
29 slides from Repro India's earnings presentation, May 19, 2025
Slide 1: Investor Presentation cover letter to exchanges
May 19, 2025 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 Symbol: REPRO Dear Sir/Madam, Sub: Investor Presentation Pursuant to Regulation 30 of the SEBI (Li
Slide 2: FY2025 – Q4: Performance Highlights
FY2025 – Q4 : Performance Highlights
Slide 3: Our Partners
OUR PARTNERS 717 + 1Million + 8 Mil Titles Approx. Orders fulfilled in our 10 Million +Digital business in last FY and many more..
Slide 4: Key Insights: ₹70,000 crore TAM
KEY INSIGHTS These 717 publishers contribute to 55% of the Total Addressable Market (TAM) of the Indian books market of ₹70,000 crore In the past 3-4 years we have successfully transformed the mindset of traditional publishing to a much more efficient and transformative on demand model. Now, how do
Slide 5: Two Growth Levers
TWO GROWTH LEVERS INCREASING THE NUMBER OF CHANNELS TRANSFORMING THE SUPPLY CHAIN USING TECHNOLOGY
Slide 6: Channels
CHANNELS • Repro, with over four decades of rich industry • Strategic International Partnerships: We • Leveraging RBL’s Unique Offerings: We experience, created Bookscape to address have successfully onboarded two major have devised strategic partnerships with the major challenges faced by publisher
Slide 7: Supply Chain Efficiency Through Tech
SUPPLYCHAIN EFFICIENCY THROUGH TECH POINT OF CONSUMPTION WAREHOUSE INTEGRATION • A new project focused on optimizing supply chain operations through advanced technology. Staying close to the point of consumption enables • Utilizing technology to seamlessly connect to publisher warehouses, transformi
Slide 8: Technology Implementation - Vision
Technology Implementation - Vision Disorganized to Organized Sector Use Technology to convert a disorganized print & distribution ecosystem to organized Connected Digital Platform Connect an extended ecosystem of authors, publishers, printers, distributors and Consumers Digital Distribution Eliminat
Slide 9: Highlights: Q4 FY25
Highlights: Q4 FY25… Digital biz vertical Q4 FY25 revenue @ ~ Rs 91 cr, YoY growth @ 21%... In last 3 years the revenue from digital biz has grown 2.5x and revenue share has increased to 70% + , hence reducing the impact of cyclicality in revenues seen historically in the Long-run print vertical… Di
Slide 10: Key Developments in Digital biz
Key Developments in Digital biz • Deep integration with Key channels continues: During the year Repro has continued to expand the market share on Amazon & Flipkart channels and is top 3 sellers in book category on both channels. We have grown more than 2x vs channels’ growth rate in the books catego
Slide 11: The Repro Solution
The Repro Solution Repro Business Vertical Overview Repro has structured the business into separate verticals with clear strategies of their own Repro India Ltd (RIL) Repro Books Ltd (RBL) Long Run Print Services Digital Print Services • High volume printing for top publishers in the K-12 segment •
Slide 12: Long run print services – Revenue – Last 9 quarters
Long run print services -- Revenue – Last 9 quarters
Slide 13: Digital Business – Revenue Last 9 quarters
Digital Business (Digital Print Services+ RBL) - Revenue Last 9 quarters QoQ growth % 17% 10% 7% 0% 9% 4% 8% 2.9% 4.6%
Slide 14: Number of books/day – Last 9 Quarters – Digital Business
Number of books/day – Last 9 Quarters – Digital Business YoY growth @ 15%
Slide 15: Digital Business – Number of Direct Publishers
Digital Business -- Number of Direct Publishers Focus on acquiring relevant publishers and monetizing the existing catalogue. Key segments to focus on Academic, MNC Publishers, Domestic Trade & Journals, Import Substitution from International Publishers.. # of Direct Publishers Potential market of ~
Slide 16: Digital Business – Direct content in our repository
Digital Business – Direct content in our repository Focus would continue on monetization of existing catalogue vs catalogue additions from existing publishers Direct Content ( # titles in Lakhs) Additional 8 mn titles via the exclusive partnership with Ingram Content Group
Slide 17: Snapshot of Q4 FY25
Snapshot of – Q4 FY25 Gross profit margins in stable range due to diversified Revenue for the year flat as Long run print vertical has seen product offerings across different geographies degrowth of 32% YoY. Digital biz has grown 21% YoY
Slide 18: Snapshot of Q4 FY25
Snapshot of Q4 FY25 EBITDA Margin Trends: Impacted due to de-growth in Operating Expenses as % of sales in control… long run biz..
Slide 19: Q4 FY25 – Financials Consolidated
Q4 FY25- Financials Consolidated Rs. In lacs
Slide 20: The Indian Book Market & Repro Opportunity
The Indian Book Market & Repro Opportunity
Slide 21: Repro's Impact on ~USD 9 bn Publishing Industry in India
Repro’s Impact on ~ USD 9 bn Publishing Industry in India.. Dimension Impact • Largest POD (Print-on-demand) player in India with capacity of 50,000 books/day. • Only end-to-end value chain service provider in the books industry, from long-run, short-run & POD printing, distribution, warehousing & f
Slide 22: The Indian Book Market – Key Drivers
The Indian Book Market Indian book market - 3rd largest in the World $8.3 Bn in FY22; growing at a CAGR of 8.6% : Physical books are dominant and sales on e-commerce platform rising Books Market Size FY22 Per Capita spend on books Format 79% INR 10,56,000 Cr* $ 17 Is the share of Physical books. Rem
Slide 23: Amazon Dominates Book Sales Almost Everywhere
Amazon Dominates Book Sales Almost Everywhere Share of respondents in selected countries who bought printed books from Amazon in the last 12 months (in %) United States 4 71 United Kingdom s£ France @ 54 Switzerland & 34 Source -- Statista
Slide 24: The Traditional Publishing Model
The Traditional Publishing Model Growth is stunted due to supply chain & working capital inefficiencies Unsold Sold Books Unsold books books Unpaid 180 Days of Credit Unsold Books : A Publisher’s Liability Unpaid by downstream partners, Holding Cost & Risk of becoming Obsolete Sold Books : Delayed R
Slide 25: The New Publishing Model – RBL Enabled
The New Publishing Model – RBL Enabled An efficient supply chain along with levers for market expansion NEGATIVE WORKING CAPITAL CYCLE
Slide 26: The Domestic Content Opportunity – Market Expansion
The Domestic Content Opportunity – Market Expansion Bringing the dormant content of Indian publishers into active distribution will expand the market Lack of Content Digitisation in India has led to over 95% sales coming from merely 1 Lakh titles ~10 Million2 ~1.3 lakh1 All-time titles New Titles re
Slide 27: A Content Aggregator – Repro's Catalogue
A Content Aggregator – Repro’s Catalogue Curated & Widest content repository in India – 0.9+ Mn direct titles & growing; 8Mn+ titles on tap via Ingram 1 8+Mn Via partnership
Slide 28: The Widest Array of Channels in India & Abroad
The Widest array of Channels in India & Abroad RBL is format & channel agnostic, being able to monetize content across India & Abroad -- NON-EXHAUSTIVE -- Global + 33,000 more P-Books Landmar k E-Books Repro D2C Audio Books Institutes In pipeline
Slide 29: Books on Demand… Anytime. Anywhere!
Books on Demand… Anytime. Anywhere! The Future of the Publishing Industry is here!