Repro India Limited

rs,

August 09, 2023 To, BSE Limited, P. J. Towers, Dalal Street, Mumbai – 400001 Scrip Code: 532687 Dear Sir/Madam, Sub: Investor Presentation

Rs 120

rough MORE CHANNELS! FY24 - Q1 Financials Highlights: Q1 FY 24… Consolidated Q1 FY24 Revenue @ ~ Rs 120 cr, YoY growth @ 13%. Digital biz vertical Q1 revenue @ ~ Rs 66 cr, YoY growth @ 31% and revenue s

13%

24 - Q1 Financials Highlights: Q1 FY 24… Consolidated Q1 FY24 Revenue @ ~ Rs 120 cr, YoY growth @ 13%. Digital biz vertical Q1 revenue @ ~ Rs 66 cr, YoY growth @ 31% and revenue share @ 55%. Healthy

Rs 66

Consolidated Q1 FY24 Revenue @ ~ Rs 120 cr, YoY growth @ 13%. Digital biz vertical Q1 revenue @ ~ Rs 66 cr, YoY growth @ 31% and revenue share @ 55%. Healthy YoY growth in all key indicators continue..

31%

venue @ ~ Rs 120 cr, YoY growth @ 13%. Digital biz vertical Q1 revenue @ ~ Rs 66 cr, YoY growth @ 31% and revenue share @ 55%. Healthy YoY growth in all key indicators continue.. Digital Books per d

55%

growth @ 13%. Digital biz vertical Q1 revenue @ ~ Rs 66 cr, YoY growth @ 31% and revenue share @ 55%. Healthy YoY growth in all key indicators continue.. Digital Books per day average @ ~ 33 k in Q1

36%

icators continue.. Digital Books per day average @ ~ 33 k in Q1 FY24 vs 24 k in Q1 FY23, growth @ 36%, Publishers Onboarded: YoY growth @ 35%. Gross Margins for Q1 FY24 @ 44% vs 43.9 % in Q1 FY23 di

35%

y average @ ~ 33 k in Q1 FY24 vs 24 k in Q1 FY23, growth @ 36%, Publishers Onboarded: YoY growth @ 35%. Gross Margins for Q1 FY24 @ 44% vs 43.9 % in Q1 FY23 diversified product mix: full service model

44%

4 k in Q1 FY23, growth @ 36%, Publishers Onboarded: YoY growth @ 35%. Gross Margins for Q1 FY24 @ 44% vs 43.9 % in Q1 FY23 diversified product mix: full service model for Edtech, MNC’s & integrated pu

43.9 %

Q1 FY23, growth @ 36%, Publishers Onboarded: YoY growth @ 35%. Gross Margins for Q1 FY24 @ 44% vs 43.9 % in Q1 FY23 diversified product mix: full service model for Edtech, MNC’s & integrated publishers,

Rs 13

demic & Fiction/Non-fiction/Self- Help publishers has helped maintained margins. Q1 FY24 EBITDA @~ Rs 13 cr vs ~Rs 8.9 cr in Q1 FY23, YoY growth @ 46% Q1 FY24 EBITDA margin @ ~ 10.9% vs 8.4% in Q1 FY23.

Rs 8.9

on/Non-fiction/Self- Help publishers has helped maintained margins. Q1 FY24 EBITDA @~ Rs 13 cr vs ~Rs 8.9 cr in Q1 FY23, YoY growth @ 46% Q1 FY24 EBITDA margin @ ~ 10.9% vs 8.4% in Q1 FY23. Q1 FY 24 PAT @

“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. 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 model including print, distribution and fulfillment Front & centre for all marketplace players due to just in time on demand model • Academic segment – Dominant position with top 30 publishers onboarded, leader in ed-tech segment with existin

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 – 0.75 Mn direct titles & growing; 10Mn+ titles on tap via Ingram 0.75 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 -- P-Books E-Books Audio Books Domestic Global + 33,000 more Landmar k Repro D2C Institutes In pipeline Books on Demand… Anytime. Anywhere! The Future of the Publishing Industry is here!