Repro India Limited · NSE:REPRO
Repro India — Q1 FY2021-22 Earnings Presentation
19 slides from Repro India's earnings presentation, Aug 10, 2021
Slide 1: Analyst Presentation cover letter to stock exchanges
August 10, 2021 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 Regulatio
Slide 2: Repro – Strategic Direction and Progress: 2021-22 Q1 Performance Highlights
Repro – Strategic Direction and Progress : 2021-22 : Q1 Performance Highlights e-Retail : Poised to Unlock the Potential August 10, 2021
Slide 3: Reaching More Books to More Readers through More Channels
REACHING MORE BOOKS to MORE READERS through MORE CHANNELS!
Slide 4: FY 2021-22: Q1 Strategic Results – Contents
FY 2021-22 : Q1 Strategic Results Contents E-Retail - Poised to Unlock the Potential 1. Repro - Strategic Direction 2021-22 A) Focus – Growth in the E-retail Business B) Tackling the current short term Industry challenges thrown up by COVID 19 2. Executive Summary / Highlights of Q4 Results A) Overa
Slide 5: Repro Strategic Direction 2021-22: Growth in e-Retail Business
FY 2021-22 : Q1 Strategic Results 1. Repro - Strategic Direction 2021-22 A) Focus – Growth in the 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 Aggressive Content Acquisition Increasing Reach through G
Slide 6: Tackling short term industry challenges from COVID-19
Executive Summary : Q1 2021-22 1. Repro - Strategic Direction 2021-22 (contd.) B) Tackling the current short term Industry challenges thrown up by COVID 19 Schools and Colleges Physical Retail e-Retail Comprising 80% of the Outlets should steadily The only significant book Industry – to open open up
Slide 7: Executive Summary: Highlights of Q1 Results
Executive Summary : Q1 2021-22 2. Executive Summary - Highlights of Q1 Results A) Overall business – Green shoots visible – Growth in the e-Retail Business In keeping with our strategy of e-Retail – the focus has been to grow the business. This has resulted in : 40% Revenue growth - Rs. 20.02 cr in
Slide 8: Investing in Human Capital
Executive Summary : Q1 2021-22 (contd). 2. Executive Summary - Highlights of Q1 Results (contd.) B) Investing in Human Capital With the e-Retail business growing and Green Shoots re-appearing, the key is to unlock the potential by investing in Human Capital. This includes key additions to the e-Reta
Slide 9: Digital Business: Strengthening the Pillars for Growth
3. DIGITAL BUSINESS: Poised to Unlock the Potential – Strengthening the Pillars for Growth
Slide 10: The Tech Platform for Book Aggregation
e-Retail – a continuing focus THE TECH PLATFORM FOR BOOK AGGREGRATION Mission: To reach the all books to all readers via the widest set of channels using technology at every step
Slide 11: The Traditional Publishing Model
e-Retail – a continuing focus The Traditional Publishing Model Growth is stunted due to supply chain & working capital inefficiencies
Slide 12: The Repro Solution: A 360 degree solution
The Repro Solution: A 360 degree solution to increase business
Slide 13: The New Publishing Model – RBL Enabled
e-Retail – a continuing focus The New Publishing Model – RBL Enabled An efficient supply chain along with levers for market expansion NEGATIVE WORKING CAPITAL CYCLE Even the relationship between the author & publisher is blurring (self-publication)
Slide 14: Key Financials – Last Quarters: Revenue
e-Retail – a continuing focus Key Financials – Last 6 Quarters RBL has surpassed pre-Covid revenue/volumes & witnessed a revenue growth of 44% QoQ in Q1 FY22 QoQ Growth % → 580% 74% 18% 44% ₹ 25.0 ₹ 20.0 Revenue in INR Cr ₹ 15.0 ₹ 10.0 ₹ 20.0 ₹ 16.6 ₹ 13.9 Covid ₹ 11.8 Covid ₹ 5.0 Wave 1 Wave 2 ₹ 6.
Slide 15: Key Financials – Last Quarters: Number of Books
e-Retail – a continuing focus Key Financials – Last 6 Quarters RBL has surpassed pre-Covid revenue/volumes & achieved over 7500 books/day in Q1 FY22 8.0 6.8 7.0 6.0 4.6 # of Books (Lakh) 5.0 3.9 4.0 3.5 3.2 3.0 2.0 1.0 0.5 0.0 Q4 FY20 Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Covid Covid Wave 1 Wave 2
Slide 16: Repro: Financial Highlights, FY 2021-22 Q1 Results
4. REPRO : Financial Highlights FY 2021-22 Q1 Results
Slide 17: Q1 2021-22 Financials
Q1 2021-22 Financials Rs. In lacs
Slide 18: Key Balance Sheet Numbers – Last Years
Q1 2021-22 Financials Key Balance Sheet Numbers – Last 6 Years Improving Debt-Equity Ratio Year on Year
Slide 19: Books on Demand… Anytime. Anywhere!
Books on Demand… Anytime. Anywhere! The Future of the Publishing Industry is here!