BSECompany Update5d ago · 4 Aug 2026, 02:10 pm

Anaylyst Presentation for teh Quarter ended June 30, 2026

Repro India Ltd · 532687

✦ AI Summary▲ PositiveResults

Repro India Ltd reported a 20% YoY growth in consolidated Q1 FY27 revenue, reaching Rs 141 cr, the highest quarterly revenue in its history. The company's digital biz vertical grew by 11% YoY, with the platform vertical growing by 24% YoY to Rs 74 cr, reaching an annualized run-rate of Rs 300 cr. The company has reported an exceptional gain of Rs 167 cr on account of income received from Mahape land sale.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Repro India Ltd - 532687 - Analyst Presentation

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August 04, 2026 To, To, BSE Limited, National Stock Exchange of India Ltd., P. J. Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex,Bandra East, Mumbai – 400001 Mumbai – 400051 Scrip Code: 532687 Symbol: REPRO Dear Sir/Madam, Sub: Investor Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed copy of Analyst/Investor Presentation on the Financial Results of the Company for the quarter ended June 30, 2026. The Investor Presentation is also available on the website of the Company at www.reproindialtd.com. This is for your information and records. Thanking you, Yours faithfully, For Repro India Limited Almina Shaikh Company Secretary & Compliance Officer Encl: As above Corporate & Reg. Office: 11th Floor, Sun Paradise Business Plaza, 'B' Wing, Senapati Bapat Marg, Lower Parel, Mumbai – 400 013, India. Phone: 022-71914000 Fax: 022-71914001 Email: investor@reproindialtd.com Website: www.reproindialtd.com CIN: L22200MH1993PLC071431 FY2027 – Q1 : Performance Highlights Highlights: Q1 FY27… ➢ Consolidated Q1 FY27 Revenue @ ~ Rs 141 cr has grown by 20 % YoY and is the highest quarterly revenue the company has reported in their history. ➢ The revenue is marginally higher than Q4 FY26 and Q2 is expected to be higher than Q1 FY27, showcasing the shift to non cyclical nature of revenue which was the case historically. ➢ Digital Biz vertical grew by ~ 11% YoY with quarterly revenue of Rs 104 cr. ➢ Within Digital Biz, the platform vertical has grown by ~ 24% YoY to Rs 74 cr, reaching an annualized run-rate of Rs 300cr. The revenue in this vertical has grown by 3 x in 4 years. ➢ Platform Biz will continue its high growth trajectory due to tech enabled demand generation for Publishers across multiple domestic & international platforms (Amazon, Flipkart, Bookscape, Amazon US & UAE, Noon UAE). ➢ The Long-run vertical in FY 27 is expected to show double -digit growth from its FY 26 base of Rs 104 cr. ➢ Company has reported an exceptional gain of ~ Rs 167 cr on account of income received from Mahape land sale and is net of expenses/assets. Highlights: Q1 FY27… ➢ Gross Margins continue to be stable @ ~ 44.5% with diversified product offerings to major domestic & international publishers ranging from Print on demand, micro POD facilities, import substitution offerings & integrated print solutions.. ➢ Company has been investing in creating a tech enabled publisher distribution ecosystem for the last 5 years. This has resulted in digital biz revenue growing 6.6 x from ~Rs 60 cr in FY21 to ~ Rs 394 cr in FY26.. ➢ Going forward, company will expense out all tech related investments rather than capitalizing them ➢ For the current quarter, company has done Zero Capex and Zero Capitalization of intangible assets. ➢ EBITDA post intangible investments is @ Rs 5.3 cr for the current quarter vs negative Rs 1.02 cr for Q1FY26 and Rs 2.55 cr in Q4FY26. ➢ With the above initiatives the company is debt free with cash surplus of Rs 70 cr. ➢ Capex guidance for FY 27 is Rs 10-15 cr ➢ Digital Books per day @ 43636 : YoY growth @ 3% Publishers Onboarded 851: YoY growth @ 17%, Direct content in repository touch 1.22 million books: YoY growth @ 21%. OUR PARTNERS 1000 1Million + 8 Mil Titles Approx. 10 Million +Orders fulfilled in our Digital business in last FY andmany more.. OUR JOURNEY Foundation to Platform Phase 1 Phase 2 Phase 3 Infrastructure Distribution Leadership Platform (Current) • Top-tier strategic partner for • Integrated end-to-end platform • Scalable, nationwide print- Amazon & Flipkart architecture on-demand infrastructure • Category leadership with • Centralized data intelligence and AI-led • System-led publisher sustained market share gains decision systems onboarding and content integration • Marketplace-optimized pricing, • Multi-channel monetization across logistics, and visibility systems B2B, D2C, and International markets TECHNOLOGY Technology is our primary growth lever for market leadership INTELLIGENT INGESTION AUTONOMOUS PRICING ENGINE • AI-assisted metadata normalization • Real-time margin optimization • Auto-quality scoring • Competitive response systems • Zero-friction onboarding • Automated Dynamic Pricing SPEED MARKETPLACE INTELLIGENCE • Utilizing delivery data for Micro-pod • Buy-box Intelligence placement and minimizing “Last-Mile" • Demand forecasting distance through order-pattern • Competition Intelligence analysis. TWO GROWTH LEVERS INCREASING THE NUMBER OF CHANNELS TRANSFORMING THE SUPPLY CHAIN USING TECHNOLOGY CHANNELS • Repro, with over four decades of rich industry • Strategic International Partnerships: We • Leveraging RBL’s Unique Offerings: We experience, created Bookscape to address have successfully onboarded two major have devised strategic partnerships with the major challenges faced by publishers and global channels; Amazon US and Ingram both Amazon and Flipkart readers. Global Distribution Program. • Collaboration with Amazon:As the • Bookscape’s unique properties help • Increasing Global Demand: There is a rising second-largest bookseller on Amazon, we publishers offer genuine books, addressing a global demand for Indian publishers, closely collaborate with the platform significant issue that often leads to negative regional content, test preparation materials, sharing extensive data on publishers, reviews and revenue loss.For readers, it and academic content, particularly in the titles, and growth levers to enhance offers a vast and varied catalog, allowing GCC region. visibility. them to choose the best titles. • Indian Diaspora Leverage: With the largest • Leadership on Flipkart: As the largest • With advanced machine learning and AI Indian diaspora worldwide, Repro has a bookseller on Flipkart, RBL has capabilities, Bookscape curates unique advantage. We have already successfully partnered with both personalized title recommendations for collaborated with over 600 leading Indian publishers and Flipkart, ensuring growth readers, similar to how Netflix and Spotify publishers, positioning us to effectively cater and profitability for all parties involved. recommend content. to this demand. “We plan to open up to 10channels of sales by the coming year” INPIPELINE: 1 AMAZON UAE 2 CPI X GARDNERS 3 Bookvault xPaperback 4 Walmart US/Canada Shop SUPPLYCHAIN EFFICIENCY THROUGH TECH WAREHOUSE INTEGRATION POINT OF CONSUMPTION • A new project focused on optimizing supply chain operations through advanced technology. Staying close to the point of consumption enables • Utilizing technology to seamlessly connect to publisher warehouses, transforming them into us to efficiently meet customer demands, ensuring strategic points of sale. quicker delivery and improved satisfaction. • These connected warehouses function as darkstores, allowing us to fulfill orders directly without owning any physical inventory. REDUCE SLA: • By leveraging publisher warehouses, we eliminate the need for owning inventory, reducing • Minimizes shipping and delivery times, ensuring costs and risks. faster fulfillment of orders. • This integration enables faster and more efficient order processing, improving customer • Enhances customer satisfaction by meeting and satisfaction and operational agility. exceeding expected delivery times. • Expanding our sales network without the overhead of traditional inventory management, driving growth and market reach. REDUCE LOGISTICS COST: • Cuts down on transportation expenses by shortening the distance between warehouses MICRO POD and customers. • Lowers overall operational costs, leading to • Establishing MINI POD facilities across India improves our ability to serve regional markets better pricing strategies. efficiently. • The first MINI POD facility in Bangalore will help us effectively serve the South India market. GET BUYBOXES: • MINI POD facilities can also be used as warehouses for physical inventory storage, providing • Increas [Showing first 8,000 characters — download PDF for full document]