REPRO INDIA: Small cap

 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

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