Repro India Ltd

The investor presentation for Repro India Limited's FY2027 Q2 highlights significant growth in its digital business, with revenue reaching ₹149 crore, a 43% increase from the previous quarter. The platform business, now accounting for ~81% of digital revenue, grew by 62% QoQ to ₹120 crore, driven by scalable commerce solutions and AI technologies. EBITDA margins expanded from 0.9% to 2.7%, reflecting operating leverage. Consolidated revenue hit ₹182 crore, up 29% QoQ, with steady performance in the print segment and improved EBITDA to ₹8.26 crore. The company reported a cash surplus of ₹100 crore+, up from ₹70 crore in Q1, and reduced long-term borrowings to zero by September 2026. Technology investments, including AI-led content ingestion and dynamic pricing, are central to growth, with no capital expenditure incurred in H2 FY26. The balance sheet shows improved debtor days to 46 from 55 and reduced short-term borrowings to ₹11 crore. The presentation emphasizes tech-driven scalability, asset-light models, and international expansion as key strategies.

The presentation emphasizes strong revenue growth, margin expansion, and strategic tech investments, with no negative developments reported.