Repro India Limited · NSE:REPRO
Repro India — Q1 FY2019-20 Earnings Presentation
23 slides from Repro India's earnings presentation, Jul 30, 2019
Slide 1: Analyst Presentation cover letter to stock exchanges
—s E \ PRO EDUCATIC EMENT July 30, 2019 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 P
Slide 2: Repro India – Strategic Direction and Progress: 2019-20 Q1
Repro India – Strategic Direction and Progress : Books on Demand. Anytime! Anywhere! 2019-20 : Q1 Moving forward from Consolidation… to Investment… for Quantum Growth July 30, 2019
Slide 3: Reaching more books to more readers through more channels
REACHING MORE BOOKS to MORE READERS through MORE CHANNELS!
Slide 4: Key Strategies: 2019-20
FY 2019-20 Q1 : Strategic Results Key Strategies : 2019-20 E-Retail Aggressive Growth Domestic and International Publishers - relevant Content Acquisition Geographical Replication – North and South India for higher sales conversion Strategic partnerships with key publishers to enhance market share O
Slide 5: Key Financial highlights: Q1 2019-20
FY 2019-20 Q1 : Strategic Results Executive Summary : Key Financial highlights : Q1 2019-20 : Steady growth over previous year same quarter 10.5% growth in Revenue – Rs. 107.06 cr (Q1 2019-20) over Rs. 96.88 cr (Q1 2018-19) 25% growth in EBIDTA – Rs. 13.26 cr (Q1 2019-20) over Rs. 10.58 cr (Q1 2018-
Slide 6: Focus on the growing e-Retail segment
FY 2019-20 Q1 : Strategic Results Executive Summary : Key Financial highlights : Q1 2019-20 : Focus on the growing e-Retail segment e-Retail : Repro Books – the continuing growth trajectory for POD Books POD Sales grows by 20% quarter-on-quarter (Rs. 9.85 cr vs Rs. 8.23 cr) Total e-retail sales : Rs
Slide 7: E-Retail: Key Highlights – Bhiwandi facility
FY 2019-20 Q1 : Strategic Results Executive Summary : E-Retail: Key Highlights The momentum of the strategic action picks up traction! The dedicated enhanced one book facility, fully operational in Bhiwandi Mumbai Birds eye-view of operations at the one book facility at Bhiwandi
Slide 8: E-Retail: Despatch to Amazon, Flipkart and others
FY 2019-20 Q1 : Strategic Results Executive Summary : E-Retail: Key Highlights The momentum of the strategic action picks up traction! Birds eye-view of the despatch to Amazon, Flipkart and other e-Retailers from Bhiwandi
Slide 9: Reaching more readers across India – faster
FY 2019-20 Q1 : Strategic Results Executive Summary : E-Retail: Key Highlights The momentum of the strategic action picks up traction! Reaching more readers all across India – faster! Expansion plans of 2 more facilities underway. Targeted completion dates: North India (Q2 2019-20); South India (Q4
Slide 10: Repro Books On Demand – Key Highlights
FY 2019-20 Q1 : Strategic Results Executive Summary : E-Retail: Key Highlights Repro Books On Demand – Focused activity to explode the business potential – and earn better return on capital employed. Reaping the benefits of Ingram’s Global Connect Program in India. Global distribution through Ingram
Slide 11: Publishing services with MNC and large publishers
FY 2019-20 Q1 : Strategic Results Executive Summary : Key Highlights A strategic approach to the existing business with MNC and large Publishers Existing Business : increasing strategic client acquisitions Repro Publishing Services - focus on value added services continues. Leading to predictability
Slide 12: Repro: Addressing the changing paradigm
REPRO : ADDRESSING THE CHANGING PARADIGM! Driving change by innovating new age solutions
Slide 13: The tech platform for book aggregation
Reaching more books to more readers… THE TECH PLATFORM FOR BOOK AGGREGATION
Slide 14: Repro: Changing the Paradigm
Repro : Changing the Paradign
Slide 15: The Online Book Market Scenario
The Online Book Market Scenario Changing Retail consumption habits – buying and selling products and services online Globally e-retail revenues growing - with India being the one of the fastest e-retail markets
Slide 16: The India Book Industry: Repro Driving Change
The India Book Industry : Repro Driving Change Indian Book Market $ 6 bn – CAGR approx. 19% Currently Publishers face key challenges : Unorganised industry Obsolescence and hard to sell inventory Limited reach of traditional distribution Returns and collections
Slide 17: Producing a book after it is bought
Producing a book after it is bought! Repro – the Complete Solution for the Publishing Industry Zero inventory Zero returns Zero obsolescence Zero wastage Special infrastructure for optimum pricing and fastest time to market • Print on Demand facilities coming up pan India • Production in a SEZ • Pro
Slide 18: Reaching Readers Globally
Reaching Readers Globally…. Special relationships : for reach and fastest time to market
Slide 19: Repro: Financial Highlights
REPRO : Financial Highlights Consolidated Results FY 2019-20 Q1
Slide 20: Q1 2019-20 Financials - Consolidated
Q1 2019-20 Financials - Consolidated Rs. In lacs
Slide 21: Proposal to enhance shareholder value through focused strategy
FY 2019-20 Q1 : Strategic Results PROPOSAL TO ENHANCE SHAREHOLDER VALUE THROUGH A FOCUSSED STRATEGY TO IMPROVE PRINT, OPERATIONAL AND TAX EFFICIENCIES. RESULTING IN EBIDTA MARGINS FOR (RBL) AND BETTER RESERVES IN RIL through the PROPOSED MERGER OF THE PRINT BUSINESS OF RBL TO RIL Repro Books Limit
Slide 22: Proposed merger of the print business of RBL to RIL
FY 2019-20 Q1 : Strategic Results PROPOSED MERGER OF THE PRINT BUSINESS OF RBL TO RIL RBL would continue with distribution activity post de-merger. This focus will enable growth and expansion in its distribution activities. Financial impact : profitable growth of both the companies RIL would b
Slide 23: Books on Demand… Anytime. Anywhere!
Books on Demand… Anytime. Anywhere! The Future of the Publishing Industry is here!