Repro India Limited · NSE:REPRO
Repro India — Q2 2015-16 Earnings Presentation
20 slides from Repro India's earnings presentation, Nov 10, 2015
Slide 1: Repro India - Strategic Direction and Progress: Q2 2015-16
Repro India - Strategic Direction and Progress : Q2 2015-16 Content Aggregation to Effective Dissemination November 10, 2015 www.reproindialtd.com
Slide 2: FY 2015-16 – Q2 Strategic Results
FY 2015-16 – Q2 Strategic Results Financial Year 2015-16 : The Annual Strategic Direction… A quick recap and progress in Q2 1. Content Aggregation 2. New Initiatives : The exciting e-tailing opportunity 3. New Initiatives : Rapples, enhancing digital education 4. Exports : Strategy of volume growth
Slide 3: Content Aggregation to Effective Dissemination
FY 2015-16 – Q2 Strategic Results 1. Content Aggregation to Effective Dissemination Repro : “The In-Between Miles” Bridging the ‘in-between’ miles between the publisher and his reader From Content Designing to Digital Warehousing….. From Content Adaptation to Multimedia Enhancements From producing m
Slide 4: Repro's Value Chain
FY 2015-16 – Q2 Strategic Results 1. Content Aggregation (cont.) : Repro’s Value Chain
Slide 5: Repro's Value Offering: the In Between Miles
FY 2015-16 – Q2 Strategic Results 1. Content Aggregation (cont.) Repro’s Value Offering : the “In Between Miles” to Content Owners ie Publishers
Slide 6: The exciting e-tailing opportunity
FY 2015-16 – Q2 Strategic Results 2. New Initiatives : The exciting e-tailing opportunity Content Aggregation to Dissemination of even One Book to e-tail Customers Repro offers the following value propositions : • Established relationships with major publishers, which has allowed Repro to build a la
Slide 7: Tie-up with Ingram Group and Global Connect Partner Agreement
FY 2015-16 – Q2 Strategic Results 2. New Initiatives : The exciting e-tailing opportunity finalises its tie-up with the over $ 2 billion Ingram Group .. and signs the Global Connect Partner Agreement at the Frankfurt Bookfair becoming one of only 8 partners around the world
Slide 8: About Ingram
FY 2015-16 – Q2 Strategic Results 2. New Initiatives : The exciting e-tailing opportunity • About Ingram : The US-based Ingram Content Group is one of the world’s largest content aggregators and distributors for books. • Ingram started as a textbook depository and has transformed into a comprehensiv
Slide 9: Rapples, enhancing digital education
FY 2015-16 – Q2 Strategic Results 3. New Initiatives : Rapples, enhancing digital education Rapples : changing the course of educational experience an outcome in India – the evolving model Position paper- Educational Technology - NCERT, March 2006: • In the absence of assured access to alternative
Slide 10: Rapples: architecture for active learning
FY 2015-16 – Q2 Strategic Results 3. New Initiatives : Rapples, enhancing digital education • Rapples - Providing an architecture for active learning inside the classroom & self learning outside the classroom (employ the architecture of Flip delivery) using • School selected / teacher determined enr
Slide 11: Rapples: a deepening engagement in schools
FY 2015-16 – Q2 Strategic Results 3. New Initiatives : Rapples, enhancing digital education • Rapples – A deepening engagement : deployed in schools – some recent key highlights • Rapples launched at NPKT, Vile Parle (E) • 160 Students on Rapples • English, Hindi, Marathi and Guajarati apart from Ma
Slide 12: Exports: Africa, a $1 billion opportunity
FY 2015-16 – Q2 Strategic Results 4. Exports : Strategy of volume growth and margin Africa : Over a 1 billion $ opportunity Africa Publishing Industry : Repro – Ideally positioned to fulfill the requirements with deliveries in certain cases directly to schools Repro has strong relationships with
Slide 13: Government tenders and new publisher clients
FY 2015-16 – Q2 Strategic Results 4. Exports : Strategy of volume growth and margin Acquisition and seamless execution of Government Tenders : Madagascar Mauritius Afghanistan Malawi Apart from a strong presence with existing clients, the following have been added with a potential of $ 1
Slide 14: Domestic Market: Repro's role in Indian publishing
FY 2015-16 – Q2 Strategic Results 5. Domestic Market : Strategy of Value Addition and Growth The Revolution in the Indian Publishing Industry : Repro’s Role India Publishing Industry : Repro – providing value added services as a partner to publishers across the country – leading to growth in sales
Slide 15: Positioned for technology disruption in publishing
FY 2015-16 – Q2 Strategic Results 5. Domestic Market : Strategy of Value Addition and Growth The Revolution in the Indian Publishing Industry : Repro’s Role Repro – Ideally positioned to take advantage of the technology disruption in publishing 12,000 crores; 16,000 Publishers; 4 million titles (e
Slide 16: Key Strategies to counter challenges
Key Strategies to counter challenges Increase in Debtors : Strategically increased sales in Africa The exports thus increased from Rs. 62 cr in H1 ‘14-15 to Rs. 95 crore in H1 ‘15-16 - 53% growth Due to longer secured credit terms for exports there was an increase in debtors Decrease in do
Slide 17: Q2 2015 — Financials Consolidated
Q2 2015 — 16 Financials Consolidated —, © (£PRO EDUCATIONAL CONTENT MANAGEMENT TO DELIVERY SOLUTIONS 3 Months 3 Months 3 Months 6 Months 6 Months ended 30th ended 30th ended 30th ended 30th ended 30th | Year ended 31st September 2015] June2015 |September 2014] September 2015 |September 2014) March 2
Slide 18: Segment wise Revenue H1 2015-16
Segment wise Revenue H1 2015-16 Kero EDUCATIONAL CONTENT MANAGEMENT H1 15-16 Sales H1 14-15 Sales Growth 11,725 12,665 9,547 6,240 Student Preloaded Tablets e-books
Slide 19: 13% Growth in Revenue
13% Growth in Revenue : 189.05crs 212.72crs Operating Profit before Rapples & E-TAIL expense : 33.42crs 31.43crs Operating Profit after Rapples & E-TAIL expense : 28.55crs 22.98crs PBT before Rapples & E-TAIL expense : 19.84crs 12.75crs The total investment in new initiatives in H1
Slide 20: Thank You
Thank You