Repro India Ltd. — Investor Presentation 2021

Nov 8, 2021

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November 8, 2021

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) (Scrip Symbol – REPRO)

Dear Sir / Madam,

Sub: Analyst Presentation

Pursuant to the Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the revised presentation to Analysts/Investors on Financial Results of the Company for the quarter and half year ended September 30, 2021.

This is for your information and record.

Thanking you,

Yours faithfully, For Repro India Limited,

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Kajal Damania 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

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Q2FY22 Investor Presentation 3[rd ] November 2021

THE TECH PLATFORM FOR BOOK AGGREGRATION

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Mission: To deliver the best content in India to consumers via the widest set of channels using technology at every step

The Books Market

Indian books market 6[th] largest in the World, $6.4 Bn in FY22; p-books are dominant & online is rising

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Channel/Format

Books Market Size FY22 Per Capita spend on books Channel/Format INR 9,99,000 Cr[*] $ 17 79% 72% ($ 132 Bn) P-Books Offline INR 47,400 Cr[*] $ 5 92% 73% ($ 6.4 Bn) P-Books Offline

Compared to Global/US/China book market, India’s books market is unexplored & underserved

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Key Drivers
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Increased International 2 [nd] Largest English- Increasing Increasing Lowest Data Prices Increased
content distribution Speaking Country literacy rate readership in Tier @Rs. 18 in India Vs Rs Consumer
2/3 towns 600/ GB Globally Spending
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Notes: * 1 USD = 74 INR

Source: The Education Market Association, World Bank, ACER, Primary Research and GVR Analysis

The Traditional Publishing Model Growth is stunted due to supply chain & working capital inefficiencies

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The New Publishing Model – Repro Enabled An efficient supply chain along with levers for market expansion

NEGATIVE WORKING CAPITAL CYCLE

Even the relationship between the author & publisher is blurring (self-publication)

Repro – A Publisher’s One-Stop Shop for online sales Seamless & secure end-to-end process

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Solving the Visibility problem for Publishers

Repro manages this critical area seamlessly across channels

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Marketing Levers Platforms
Pre Order
Promotional Brand
New Launch
Pricing Pages
Buzz
Front List
SEO & Sponsored
Top Rank Titles
SEM Ads
Higher Volume
Mid/ Back List
Lower Rank Titles Combos Coupons
Lower Visibility
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Marketing capability to promote & enhance the visibility of varied range of titles

Environment, Social & Governance Environment, Social & Governance

Repro will play a dominant role in reducing the carbon footprint of the books industry; firmly positioning itself as a beneficiary of the rising investment in this theme

Environment

• Reducing carbon footprint of MNC publishers via import substitution

• Green manufacturing facilities

• Responsible raw material procurement

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Social

• CSR initiatives

• Propagating availability of key category for nation building

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Governance

  - Best in class governance

     - & reporting

  - Repro India listed on Stock Exchanges since 2005

• Part of the Indian growth

• journey in education, knowledge

Revenue – Last 6 Quarters – One Book Model (Print-on-demand)

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QoQ growth % → 292% 82% 21% 35% 13%
Covid
₹ 35.0 Wave 2
₹ 30.0
₹ 25.0
₹ 20.0
₹ 32.7
₹ 15.0
₹ 29.0
₹ 21.5
₹ 10.0
₹ 17.8
₹ 9.8
₹ 5.0
₹ 2.5
₹ 0.0
Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2 FY22
Revenue in INR Cr
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Quantity – Last 6 Quarters – One Book Model (Print-on-demand)

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Print Capacity Utilization → 17% 27% 31% 42% 53%
16,000
14,900 books/day
14,000
12,000
12,700 books/day
10,000
7,800 books/day
8,000 9,200 books/day
Covid
Wave 2
6,000
5,600 books/day
4,000
2,000
1,500 books/day
0
Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2 FY22
Average # of Books per day
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~13.4 lakh books sold in Q2FY22!
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Robust Growth in Content Acquisition in the last 15 months Direct content at 5.3 lakh titles doubled since Q1FY21

Direct Content

(Content on Repro servers) (In Lakh titles)

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5.30
5.00
4.30
4.00
3.60 Covid
Wave 2
2.80
Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22
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And 110 lakh titles in addition via the partnership with Ingram Content Group

Robust Growth in # of Customers (Publishers) last 15 months Number of customers has doubled since Q1FY21

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of
Customers
(Direct
Publishers)
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300
287
247
223
187 Covid
Wave 2
147
Q1 FY21 Q2 FY21 Q3FY21 Q4 FY21 Q1FY22 Q2FY22
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Building a team with proven skills in building digital businesses

The Team

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Umang Thakore Chief Operating Officer

• Corporate Strategy at Tata Group – TSMG, Tata Digital

In FY22, building the team by acquiring talent in key areas:

• ➢ Product Management

• ➢ Sales & Marketing

• ➢ Technology

• ➢ Channels

• Ex - Accenture Strategy

• Indian School of Business – Hyderabad

• ➢ Digital Marketing & Customer Acquisition

• Purdue University – BSIE

Thank You!