REPRO INDIA: Collaboration with Amazon

  • REPRO INDIA: Collaboration with Amazon

  • Collaboration with Amazon: 
    • As the second-largest bookseller on Amazon, we closely collaborate with the platform sharing extensive data on publishers, titles, and growth levers to enhance visibility. 
  • • Leadership on Flipkart: 
    • As the largest bookseller on Flipkart, RBL has successfully partnered with both publishers and Flipkart, ensuring growth and profitability for all parties involved.
  • Focus would continue on monetization of existing catalogue vs catalogue additions from existing publishers
  • Additional 8 mn titles via the exclusive partnership with Ingram Content Group
  • 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..
  • Potential market of ~ 5000 Publishers identified
  • 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, 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 sales network without the overhead of traditional inventory management, driving growth and market reach

Video: https://youtu.be/zbxCc4JSGDs?si=4pEbxlrfW1QGKePW

Find unique businesses and check on listed space, if the business has any competition. If not, then the company should command premium valuation due to lack of players on listed space

  • Market:
    • The Domestic Content Opportunity – Market Expansion :  ~INR 66,000 Cr Revenue/annum 
    • Indian book market - 3rd largest in the World 
  • Business model
    • Largest POD (Print-on-demand) player in India with capacity of 40,000 books/day.
    • Integrated EdTech engagements – Full-service model including print, distribution and fulfillment 
    • NEGATIVE WORKING CAPITAL CYCLE:  The New Publishing Model – RBL Enabled An efficient supply chain along with levers for market expansion 
    • Books on Demand… Anytime. Anywhere! 
    • Front & centre for all marketplace players due to just in time on demand model
    • A Content Aggregator – Repro’s Catalogue Curated & Widest content repository in India – 0.7 Mn direct titles & growing; 10Mn+ titles on tap via Ingram 
  • FY 23 
    • FY23 revenue growth @ 41% vs FY22. Key levers for growth was K-12 schools reopening & focusing on full-service model (from print, kit, warehouse & fulfillment) with MNC K-12 Publishers (Macmillan, Oxford, Cambridge), Integrated publishers (K12, Lead School, Xseed), & Edtech/Coaching Companies (Byju’s, Allen, NMIMS) 
    • PAT @ Rs + 8.7 cr vs ~ Rs –23 cr in FY22
    • FY23 EBITDA margin @ ~ 10.4% vs 4.6% in FY22

  • Thank you for contacting Rounaq! Please let us know how we can help you. 

    Whatsapp: 7838491131

    SEBI registered RA : Rounaq Bakshi
    Waheguru

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