Repro India Limited · NSE:REPRO
Repro India — Q2 FY22 Earnings Presentation
15 slides from Repro India's earnings presentation, Nov 8, 2021
Slide 1: Analyst Presentation filing cover letter
November 8, 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 Regulati
Slide 2: Q2FY22 Investor Presentation
Q2FY22 Investor Presentation 3rd November 2021
Slide 3: The Tech Platform for Book Aggregation
THE TECH PLATFORM FOR BOOK AGGREGRATION Mission: To deliver the best content in India to consumers via the widest set of channels using technology at every step
Slide 4: The Books Market: Key Drivers
The Books Market Indian books market 6th largest in the World, $6.4 Bn in FY22; p-books are dominant & online is rising Books Market Size FY22 Per Capita spend on books Channel/Format INR 9,99,000 Cr* $ 17 79% 72% ($ 132 Bn) P-Books Offline INR 47,400 Cr* $5 92% 73% ($ 6.4 Bn) P-Books Offline Compar
Slide 5: The Traditional Publishing Model
The Traditional Publishing Model Growth is stunted due to supply chain & working capital inefficiencies
Slide 6: The New Publishing Model – Repro Enabled
The New Publishing Model – Repro 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 7: Repro – A Publisher's One-Stop Shop for online sales
Repro – A Publisher’s One-Stop Shop for online sales Seamless & secure end-to-end process
Slide 8: Solving the Visibility problem for Publishers
Solving the Visibility problem for Publishers Repro manages this critical area seamlessly across channels Marketing Levers Platforms Pre Order Promotional Brand New Launch Pricing Pages Buzz Publisher’s Catalogue (volume) Front List Top Rank Titles SEO & Sponsored SEM Ads Higher Volume Mid/ Back Lis
Slide 9: Environment, Social & Governance
Environment, Environment, Social Social & Governance & Governance Repro will play a dominant role in reducing the carbon footprint of the books industry; firmly positioning itself as a beneficiary of the rising investment in this theme Environment • Reducing carbon footprint of MNC publishers via im
Slide 10: Revenue – Last Quarters – One Book Model
Revenue – Last 6 Quarters – One Book Model (Print-on-demand) QoQ growth % → 292% 82% 21% 35% 13% Covid ₹ 35.0 Wave 2 ₹ 30.0 ₹ 25.0 Revenue in INR Cr ₹ 20.0 ₹ 32.7 ₹ 15.0 ₹ 29.0 ₹ 10.0 ₹ 21.5 ₹ 17.8 ₹ 5.0 ₹ 9.8 ₹ 2.5 ₹ 0.0 Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2 FY22
Slide 11: Quantity – Last Quarters – One Book Model
Quantity – Last 6 Quarters – One Book Model (Print-on-demand) Print Capacity Utilization → 17% 27% 31% 42% 53% 16,000 14,900 books/day 14,000 Average # of Books per day 12,000 12,700 books/day 10,000 8,000 7,800 books/day 9,200 books/day Covid 6,000 Wave 2 4,000 5,600 books/day 2,000 1,500 books/day
Slide 12: Robust Growth in Content Acquisition in the last 15 months
Robust Growth in Content Acquisition in the last 15 months Direct content at 5.3 lakh titles doubled since Q1FY21 5.30 5.00 4.30 4.00 3.60 Covid Direct Wave 2 Content 2.80 (Content on Repro servers) (In Lakh titles) Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22 And 110 lakh titles in addition via the
Slide 13: Robust Growth in # of Customers (Publishers)
Robust Growth in # of Customers (Publishers) last 15 months Number of customers has doubled since Q1FY21 300 287 # of Customers 247 223 (Direct 187 Covid Publishers) Wave 2 147 Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22
Slide 14: The Team
The Team Building a team with proven skills in building digital businesses In FY22, building the team by acquiring talent in key areas: ➢ Product Management Umang Thakore Chief Operating Officer ➢ Sales & Marketing • Corporate Strategy at Tata ➢ Technology Group – TSMG, Tata Digital ➢ Channels • Ex
Slide 15: Thank You!
Thank You!