Repro India Limited

rs,

January 25, 2023 To, BSE Limited, P. J. Towers, Dalal Street, Mumbai – 400001 (Scrip Code: 532687) Dear Sir/Madam, Sub: Analyst Presentation

Rs. 105

through MORE CHANNELS! Q3 FY23 Financials Highlights: Q3 FY23… Consolidated Q3 FY23 Revenue @ ~ Rs. 105 cr with ~49% sales coming from Digital business. YoY revenue growth at 54% . QoQ revenue growth @ 1

49%

NNELS! Q3 FY23 Financials Highlights: Q3 FY23… Consolidated Q3 FY23 Revenue @ ~ Rs. 105 cr with ~49% sales coming from Digital business. YoY revenue growth at 54% . QoQ revenue growth @ 16%. Gross

54%

Q3 FY23 Revenue @ ~ Rs. 105 cr with ~49% sales coming from Digital business. YoY revenue growth at 54% . QoQ revenue growth @ 16%. Gross Margins for Q3 FY23 stable at 47% despite high inflationary env

16%

cr with ~49% sales coming from Digital business. YoY revenue growth at 54% . QoQ revenue growth @ 16%. Gross Margins for Q3 FY23 stable at 47% despite high inflationary environment persisting in pape

47%

iness. YoY revenue growth at 54% . QoQ revenue growth @ 16%. Gross Margins for Q3 FY23 stable at 47% despite high inflationary environment persisting in paper prices. Timely pass throughs, contribu

Rs 11.9

secured with publishers has helped maintained margins. 9-month average is 47% Q3 FY23 EBITDA @ ~Rs 11.9 cr vs ~ Rs 3 cr in Q3 FY22 & ~Rs 9.2 cr sequentially. 9 months EBITDA @~ Rs 30 cr vs ~Rs 9.3 cr in

Rs 3

ublishers has helped maintained margins. 9-month average is 47% Q3 FY23 EBITDA @ ~Rs 11.9 cr vs ~ Rs 3 cr in Q3 FY22 & ~Rs 9.2 cr sequentially. 9 months EBITDA @~ Rs 30 cr vs ~Rs 9.3 cr in the same per

Rs 9.2

aintained margins. 9-month average is 47% Q3 FY23 EBITDA @ ~Rs 11.9 cr vs ~ Rs 3 cr in Q3 FY22 & ~Rs 9.2 cr sequentially. 9 months EBITDA @~ Rs 30 cr vs ~Rs 9.3 cr in the same period YoY. Q3 FY23 EBITD

Rs 30

3 FY23 EBITDA @ ~Rs 11.9 cr vs ~ Rs 3 cr in Q3 FY22 & ~Rs 9.2 cr sequentially. 9 months EBITDA @~ Rs 30 cr vs ~Rs 9.3 cr in the same period YoY. Q3 FY23 EBITDA Margin @ 11.3% vs 4.4% in Q3 FY22 & 10.2%

Rs 9.3

@ ~Rs 11.9 cr vs ~ Rs 3 cr in Q3 FY22 & ~Rs 9.2 cr sequentially. 9 months EBITDA @~ Rs 30 cr vs ~Rs 9.3 cr in the same period YoY. Q3 FY23 EBITDA Margin @ 11.3% vs 4.4% in Q3 FY22 & 10.2% sequentially.

11.3%

ally. 9 months EBITDA @~ Rs 30 cr vs ~Rs 9.3 cr in the same period YoY. Q3 FY23 EBITDA Margin @ 11.3% vs 4.4% in Q3 FY22 & 10.2% sequentially. Margin improvement on account of stable gross margins, hi

“In lacs The Indian Book Market & Repro Opportunity The Indian Book Market Indian book market - 3rd largest in the World $8.3 Bn in FY22; growing at a CAGR of 8.6% : Physical books are dominant and online sales are rising Books Market Size FY22 Per Capita spend on books INR 10,56,000 Cr* ($ 132 Bn) INR 66,000 Cr* ($ 8.3 Bn) $ 17 $ 5 Format 79% Is the share of Physical books.”

Technology investments in the quarter

1

Opportunity

1

Technology investments in the quarter

Data platform – analytics & intelligence, predictive sales & forecasting, automated price interventions on channels. This will lead to higher content monetization of our digital repository due to higher buy box wins on e-commerce channels. Brownfield expansion of print on demand capacities has increased the books per day capacity by 20% (40,000 books per day vs 33000 per day) Actions taken in Q3FY23 would lead to QoQ double-digit revenue growth in digital business in Q4FY23. Repro’s Impact on ~ USD 9 bn Publishing Industry in India.. Dimension Impact Industry Disruption Largest Customer Base ONDC • Largest POD (Print-on-demand) player in India with capacity of 40,000 books/day. • Only end-to-end value chain service provider in the books industry, from long-run, short- run & POD printing, distribution, warehousing & fulfilment, content & marketing services • • • Import substitution opportunity via both our printing & distribution offerings Integrated EdTech engagements – Full-service mo

Opportunity

1) Monetisation – Distribution of dormant titles across India & abroad 2) Digitization / Translation – Majority of content is stored in non-digital format; regional replication is the next frontier Notes: [1] - International ISBN Agency and CERLALC, [2] - Repro Internal Market Research A Content Aggregator – Repro’s Catalogue Curated & Widest content repository in India – 0.68 Mn direct titles & growing; 10Mn+ titles on tap via Ingram 0.68 10+Mn Via partnership 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 E-Books Audio Books Landmar k Repro D2C Institutes In pipeline Books on Demand… Anytime. Anywhere! The Future of the Publishing Industry is here!