Repro India Limited

Rs 94.5

Y2026 – Q1 : Performance Highlights Highlights: Q1 FY26… Digital biz vertical Q1 FY26 revenue @ ~ Rs 94.5 cr, YoY growth @ 22%. Platform Business, vertical of digital business (e-com distribution platform,

22%

Highlights Highlights: Q1 FY26… Digital biz vertical Q1 FY26 revenue @ ~ Rs 94.5 cr, YoY growth @ 22%. Platform Business, vertical of digital business (e-com distribution platform, where we sell our v

38%

ere we sell our virtual inventory repository to channels like Amazon & Flipkart) have grown YoY by 38%. This was despite the change in revenue recognition method from Flipkart for all their sellers whi

8%

e recognition method from Flipkart for all their sellers which has impacted the overall sales by ~ 8%. Flipkart is now recognizing revenue for sellers net of logistic cost. In last 3 years the revenu

2.5x

revenue for sellers net of logistic cost. In last 3 years the revenue from digital biz has grown 2.5x and revenue share has increased to 80% Digital Books per day @ 43029 : YoY growth @ 13% Publisher

80%

t. In last 3 years the revenue from digital biz has grown 2.5x and revenue share has increased to 80% Digital Books per day @ 43029 : YoY growth @ 13% Publishers Onboarded 725: YoY growth @ 11%, Dir

13%

as grown 2.5x and revenue share has increased to 80% Digital Books per day @ 43029 : YoY growth @ 13% Publishers Onboarded 725: YoY growth @ 11%, Direct content in repository touch 1.06 million books:

11%

ed to 80% Digital Books per day @ 43029 : YoY growth @ 13% Publishers Onboarded 725: YoY growth @ 11%, Direct content in repository touch 1.06 million books: YoY growth @ 8%. The onboarded publisher

1.06 million

: YoY growth @ 13% Publishers Onboarded 725: YoY growth @ 11%, Direct content in repository touch 1.06 million books: YoY growth @ 8%. The onboarded publishers have a GMV of ~ 40000 cr which is 55% of 70,000

55%

h 1.06 million books: YoY growth @ 8%. The onboarded publishers have a GMV of ~ 40000 cr which is 55% of 70,000 cr TAM. Repro’s digital biz revenue in FY 25 captured ~ 0.85% of onboarded publishers GM

0.85%

a GMV of ~ 40000 cr which is 55% of 70,000 cr TAM. Repro’s digital biz revenue in FY 25 captured ~ 0.85% of onboarded publishers GMV. Growth Momentum in digital Biz expected to continue: Tech enabled de

Rs 118

grated print solutions.. Highlights: Q1 FY26… Highlights: Q1 FY26… Consolidated Q1 FY26 Revenue ~@ Rs 118 cr. Consol revenues are have grown ~4 % YoY despite 34% decline (revenue @ RS 23 cr for the quarter

“WAREHOUSE INTEGRATION • A new project focused on optimizing supply chain operations through advanced technology.”

“# of Direct Publishers Potential market of ~ 5000 Publishers identified Digital Business – Direct content in our repository Focus would continue on monetization of existing catalogue vs catalogue additions from existing publishers Direct Content ( # titles in Lakhs) Additional 8 mn titles via the exclusive partnership with Ingram Content Group Snapshot of – Q1 FY26 Long run print vertical has seen degrowth of 30% + YoY.”

“Digital biz has grown 22% YoY Gross profit margins in stable range due to diversified product offerings across different geographies Source: Repro Internal MIS Notes: [1] – Includes E-books & GDP, includes SRDP Snapshot of Q1 FY26 Operating Expenses as % of sales in control… EBITDA Margin Trends: Impacted due to de-growth in long run biz..”

IN PIPELINE

1

REDUCE SLA

1

REDUCE LOGISTICS COST

1

GET BUYBOXES

1

Revenue growth

1

Opportunity

1

IN PIPELINE

1 AMAZON UAE 2 CPI X GARDNERS 3 Bookvault x Paperback Shop 4 Walmart US/Canada SUPPLYCHAIN EFFICIENCY THROUGH TECH POINT OF CONSUMPTION Staying close to the point of consumption enables us to efficiently meet customer demands, ensuring quicker delivery and improved satisfaction.

REDUCE SLA

• Minimizes shipping and delivery times, ensuring faster fulfillment of orders. • Enhances customer satisfaction by meeting and exceeding expected delivery times.

REDUCE LOGISTICS COST

• Cuts down on transportation expenses by shortening the distance between warehouses and customers. • Lowers overall operational costs, leading to better pricing strategies.

GET BUYBOXES

• Increases the likelihood of winning the Buy Box on all channels (function of SLA and selling price). • Boosts visibility and sales by offering competitive pricing and fast delivery. WAREHOUSE INTEGRATION • A new project focused on optimizing supply chain operations through advanced technology. • Utilizing technology to seamlessly connect to publisher warehouses, transforming them into strategic points of sale. • These connected warehouses function as darkstores, allowing us to fulfill orders directly without owning any physical inventory. • By leveraging publisher warehouses, we eliminate the need for owning inventory, reducing costs and risks. • This integration enables faster and more efficient order processing, improving customer satisfaction and operational agility. • Expanding our sales network without the overhead of traditional inventory management, driving growth and market reach. MICRO POD • Establishing MINI POD facilities across India improves our ability to serve regional

Revenue growth

QoQ growth % → 10% 7% 0% 9% 4% 8% 2.9% 4.6% 4% Number of books/day – Last 9 Quarters – Digital Business YoY growth @ 13% Digital Business -- Number of Direct Publishers Focus on acquiring relevant publishers and monetizing the existing catalogue. Key segments to focus on Academic, MNC Publishers, Domestic Trade & Journals, Import Substitution from International Publishers.. # of Direct Publishers Potential market of ~ 5000 Publishers identified Digital Business – Direct content in our repository Focus would continue on monetization of existing catalogue vs catalogue additions from existing publishers Direct Content ( # titles in Lakhs) Additional 8 mn titles via the exclusive partnership with Ingram Content Group Snapshot of – Q1 FY26 Long run print vertical has seen degrowth of 30% + YoY. Digital biz has grown 22% YoY Gross profit margins in stable range due to diversified product offerings across different geographies Source: Repro Internal MIS Notes: [1] – Includes E-books & GDP, in

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 – 0.9+ Mn direct titles & growing; 8Mn+ titles on tap via Ingram 1 8+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!