REPRONSEQ4 FY26May 29, 2026

Repro India Limited

1,900words
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Key numbers — 40 extracted
rs,
May 29, 2026 To, BSE Limited, P. J. Towers, Dalal Street, Mumbai – 400001 Scrip Code: 532687 Dear Sir/Madam, Sub: Investor Presentation
Rs 282 crore
TT GDC)” for sale of its Mahape property admeasuring 14,093 sq.mtrs for an consideration amount of Rs 282 crores, has been received on May 22nd. The consideration amount is before tax. • In FY 26, the consol
Rs 498
received on May 22nd. The consideration amount is before tax. • In FY 26, the consol revenue is Rs 498 cr, growth of 6% YoY & EBIDTA margin of 8% • Digital Biz vertical grew by ~ 16% YoY with revenue o
6%
. The consideration amount is before tax. • In FY 26, the consol revenue is Rs 498 cr, growth of 6% YoY & EBIDTA margin of 8% • Digital Biz vertical grew by ~ 16% YoY with revenue of ~394 cr. The r
8%
is before tax. • In FY 26, the consol revenue is Rs 498 cr, growth of 6% YoY & EBIDTA margin of 8% • Digital Biz vertical grew by ~ 16% YoY with revenue of ~394 cr. The revenue in this vertical ha
16%
sol revenue is Rs 498 cr, growth of 6% YoY & EBIDTA margin of 8% • Digital Biz vertical grew by ~ 16% YoY with revenue of ~394 cr. The revenue in this vertical has grown by 2.8x in 4 years. Within Di
2.8x
Biz vertical grew by ~ 16% YoY with revenue of ~394 cr. The revenue in this vertical has grown by 2.8x in 4 years. Within Digital Biz, the platform vertical has grown by ~ 26% YoY. • For FY 27, the di
26%
s vertical has grown by 2.8x in 4 years. Within Digital Biz, the platform vertical has grown by ~ 26% YoY. • For FY 27, the digital biz is projected to continue its growth run-rate. • The Long-run v
Rs 104
. • The Long-run vertical in FY 27 is expected to show double -digit growth from its FY 26 base of Rs 104 cr. • With the above initiatives the company is targeting to be debt free & free cash flow positiv
17%
low positive for FY 27. Highlights: Q4 FY26… • Digital biz vertical Q4 FY26 revenue has grown by 17% YoY to ~ Rs 106 cr. • Platform vertical, subset of Digital biz, revenue in Q4 has grown by 26% YoY
Rs 106
for FY 27. Highlights: Q4 FY26… • Digital biz vertical Q4 FY26 revenue has grown by 17% YoY to ~ Rs 106 cr. • Platform vertical, subset of Digital biz, revenue in Q4 has grown by 26% YoY to ~ Rs 71 cr. G
Rs 71
o ~ Rs 106 cr. • Platform vertical, subset of Digital biz, revenue in Q4 has grown by 26% YoY to ~ Rs 71 cr. Growth Momentum in platform vertical is expected to continue due to tech enabled demand generati
Guidance — 3 items
GET BUYBOXES
opening
• 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 – Q4 FY26 Company has achieveed highest annual revenue in FY 26.
Revenue growth
opening
Gross profit margins in stable range due to diversified product offerings across different geographies Snapshot of Q4 FY26 Operating Expenses as % of sales in control… EBITDA Margin Trends: Stable as proportion of platform business is more than 50% Q4 FY26- Financials Consolidated Rs.
Speaking time
IN PIPELINE
1
REDUCE SLA
1
REDUCE LOGISTICS COST
1
GET BUYBOXES
1
Revenue growth
1
Opportunity
1
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 WAREHOUSE INTEGRATION 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. • 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 PO D facilities across India improves our ability to serve regional markets efficiently.
Revenue growth
QoQ growth % → 0% 9% 4% 8% 2.9% 4.6% 4% 4% 3% 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 – Q4 FY26 Company has achieveed highest annual revenue in FY 26. Gross profit margins in stable range due to diversified product offerings across different geographies Snapshot of Q4 FY26 Operating Expenses as % of sales in control… EBITDA Margin Trends: Stable as p
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 Source -- Statista Books on Demand…Anytime. Anywhere! The Future of the Publishing Industry is here!
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