Repro India Investor Presentation for Quarter Ended Sep 30, 2025
Repro India releases investor presentation for quarter ended September 30, 2025. Digital business grows 13% YoY, while consolidated revenue increases by 2%. Company settles industrial dispute.
The investor presentation and digital business growth are positive, but the decline in the long-run vertical and increased debt indicate a mixed impact.
The announcement contains a mix of positive growth in the digital business and challenges in the long-run vertical, alongside the resolution of an industrial dispute.
* Investor presentation on financial results for the quarter ended September 30, 2025, has been released. * Digital business vertical Q2 FY26 revenue at approximately ₹95.3 crore, a 13% year-over-year growth. * Digital Books per day at 43,514, a 12% year-over-year growth. * 794 publishers onboarded, a 19% year-over-year growth. * Direct content in repository touches 1.10 million books, a 4% year-over-year growth. * Consolidated Q2 FY26 Revenue at approximately ₹108 crore, a 2% year-over-year growth. * Consolidated Q2 EBIDTA at approximately ₹8 crore versus approximately ₹5 crore year-over-year. * PBT at -₹2 crore versus approximately -₹4.5 crore year-over-year. * Consolidated Q2 Debtors at approximately ₹52 crore versus ₹61 crore in March 2025. * Consolidated Q2 net Debt at approximately ₹94 crore versus approximately ₹63 crore, primarily due to capex for digital ecosystem. * Company successfully settled the long-standing industrial dispute at Mahape, Navi Mumbai facility with one-time costs of approximately ₹18 crore recognised under exceptional items. * Management is exploring various options to give the long run vertical a logical conclusion which will create value for all stakeholders. * The onboarded publishers have a GMV of approximately ₹40,000 crore which is 55% of ₹70,000 crore TAM. Repro’s digital biz revenue in FY 25 captured ~ 0.85% of onboarded publishers GMV. * "We plan to open up to 10 channels of sales by the coming year”.
What to do with a filing like this
Repro India Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by Repro India Limited. Read the original for the full detail.