Repro India ltd

Repro India Ltd :
A buiseness like ola/ Uber a content aggregator ... Can this be a good story ?? This company was a loss making company, but what exactly has changed in this they have entered into BOD segment. Past two to three including this quarter they have stopped reporting losses and now the company is making profit. Few highlights of Q4 results.
Sales up by 10% YoY, Operating Profit turned from negative to profit with a whopping climb of 417% YoY, Operating margin at 10%,Net Profit up by 220%. At present they are selling more than 7000 books per day which is increasing every quarter ( Last quarter was 5500 books per day).As per the company by 2021, online books sales will touch 8000 crores and they are trying to capture large market share.The pace at which they are growing If this continues that over next 3 years it can contribute significantly to the sales.
With very minimal capex they can sell 20000 books per day. Assuming cost per book of 400, they can reach sales figure of 300+ crores just from E-retail business with minimal capex.

Can this be a multibagger ??

Discl: Holding

 

Su

Sure, I think the buiseness model is not cleared to you
Repro will be digitizing the books as they have tied up with Prestigious and many good publishers Global wise.why would publisher run out of the buiseness??? The model is pretty simple they will bring all the publisher under one roof which will be called as Repro One book factory. Any retail persons whomsoever wants to buy the books it's just a click from the online which will go to the e-commerce site say Amazon and Flipkart and from there it will directly go to the repro's content repository and thus further the delivery will take place .. I hope that's clear ?? Now agreed with a OPM of 4% is not that good to fascinate someone to enter and buy this stocks but one needs to realistically understand the what change this company has bought in to there buiseness?? It's the BOD segment now just check a company from a loss making to a profit making since 3 quarters and so on and every quarter just look at the progress from 1000 books per day to 7500 books per day that's the progress and in the speed they are growing since 3-4 quarters .. Doesn't it sounds good?
Your call sir now

 

Completely your Decision to avoid or buy but Im not understanding what makes you to not to Understand the business??
Now as far as Publisher is Concerned "The biggest headache is managing inventory, returns from retailers and an impossibly complex supply chain.”

Repro aggregate content from the publisher (the content owners) and archive it in there digital warehouse; They access it on demand when an order is placed through an e-retail channel; They then produce, fulfill and deliver it ‘just-in-time’ to the end user – in India and across the world. They have further extended the solution to distribution and collection – right up to collection of royalties which they give publishers for each book purchased and produced.
the latest technology in Print-on-demand, They can now print on demand as low as 1 copy per title, with a rapid turnaround time. Through the ‘one-book’ model they can now print books in real time based on actual demand. This allows them to drastically reduce publisher storage and inventory costs, while still meeting customer demand. Additionally, thanks to there vast digital warehouse, digital storage of data is a part of the value added service.
This solution benefits not just readers everywhere as they get access to more books – anywhere in the world. But the largest and most significant benefit is to publishers everywhere. Suddenly the entire world is a market with content becoming available to anyone, anywhere.

 

This is awesome @deepmukherjee123

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