Repro India Limited
2,509words
6turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
Rs 95.3
13%
12%
19%
1.10 million
4%
2.5x
90%
55%
0.85%
Rs 108
Guidance — 3 items
REDUCE SLA
opening
“WAREHOUSE INTEGRATION • A new project focused on optimizing supply chain operations through advanced technology.”
Revenue growth
opening
“# 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 – Q2 FY26 Long run print vertical has seen degrowth of 43% + YoY.”
Revenue growth
opening
“Digital biz has grown 13% YoY Gross profit margins in stable range due to diversified product offerings across different geographies Snapshot of Q2 FY26 Operating Expenses as % of sales in control… EBITDA Margin Trends: Impacted due to de-growth in long run biz..”
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Speaking time
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Opening remarks
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. 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
REDUCE LOGISTICS COST
• Cuts down on transportation expenses by shortening the distance between warehouses and customers. • Lowers overall operational costs, leading to better and market reach. MICRO POD 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. • Establishing MINI POD facilities across India improves our ability to serve regional markets efficiently. • The first MINI POD facility in Bangalore will help us effectively serve the South India market. • MINI POD facilities can also be used as warehouses for physical inventory storage, providing greater flexibility in stock management. • By positioning MINI POD facilities strategically, we can significantly reduce lead times for high-demand regions. • These facilities allow for better demand forecasting and inventory planning by being closer to local markets. Technology Implementation - Vision Disorganized to Organized Sector Use Technology to convert a disorganized print & distribution ecosystem to organized Connected Digital Platform Connect an extended ecosystem of authors, publishers, printers, di
Revenue growth
QoQ growth % 7% 0% 9% 4% 8% 2.9% 4.6% 4% 13% Number of books/day – Last 9 Quarters – Digital Business YoY growth @ 12% 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 – Q2 FY26 Long run print vertical has seen degrowth of 43% + YoY. Digital biz has grown 13% YoY Gross profit margins in stable range due to diversified product offerings across different geographies Snapshot of Q2 FY26 Operating Expenses as % of sales in control… E
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!
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