Repro India Limited has informed the Exchange about Investor Presentation
REPRO · price
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Awaiting price reaction for this filing.
Repro India reported consolidated Q1 FY26 revenue of ~Rs 118 cr, up ~4% YoY, driven by its digital business which grew 22% YoY to ~Rs 94.5 cr and now contributes ~80% of revenue. The platform business (e-commerce distribution on Amazon and Flipkart) grew 38% YoY. Digital books per day reached 43,029 (13% growth) and 725 publishers are onboarded (11% growth). However, the long-run print vertical fell 34% YoY to ~Rs 23 cr due to NCERT's structural shift to in-house K-12 printing, causing the company to explore options to wind down or restructure this vertical. The company turned to a loss at the PBT level (Rs -245 lacs vs Rs +14 lacs last year) and net loss of Rs 273 lacs, with EBITDA margins under pressure mainly from the long-run decline, though gross margins stayed stable in the digital business.
Mixed for shareholders — strong digital momentum and channel expansion (10 new sales channels planned including Amazon UAE, Walmart US/Canada) signal growth runway, but near-term profitability is hit by NCERT-driven erosion of the long-run vertical. Watch for management's decision on restructuring the long-run business and any margin recovery as digital scales further.