| Revenue growth | DEX business revenue estimated at ₹200 Cr with structural tailwinds. |
|---|---|
| Margins | DEX operates at 17% EBITDA, driving significant group-level margin expansion. |
| Order book | Recent 3-year ICAI contract signing provides immediate revenue visibility for FY25. |
| Demand visibility | Strong demand for digital-first assessments under the Public Examination Act 2024. |
| Management confidence | Extremely optimistic, highlighting 'Amrit Kaal' opportunities and 20% relative market share. |
Growth
DEX acquisition is immediately EPS accretive, potentially lifting group EBITDA margins from 11.4% to 14% on an annualized basis.
Outlook
Targets 85 Cr group EBITDA for FY25 on a pro-forma basis with 12.0% ROCE.
Risks
Key risks include post-merger integration friction, potential conflicts between assessment and training businesses, and reliance on quasi-government clients.
Earnings Call filed with BSE, NSE: CLEDUCATE. Summary written with AI assistance from the document.
CL Educate Ltd: key numbers
- Share price
- ₹54.84
- Market cap
- ₹297.4 Cr
- Revenue (annual)
- ₹548.1 Cr
- Net profit (annual)
- ₹-25.85 Cr
- P/E (TTM)
- -12.6×Sector 37.2×
- Promoter holding
- 51.78%+0.00% QoQ
- FII holding
- 7.80%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from CL Educate Ltd
All →CL Educate Other Announcement
CL Educate Ltd issued a letter to shareholders with unregistered email IDs, providing the web-link and QR code for its 30th AGM and Annual Report 2025-26.
CL Educate Annual General Meeting
CL Educate has dispatched the notice for its 30th Annual General Meeting scheduled for September 29, 2026, alongside the Annual Report for FY 2025-26.
CL Educate Investor Presentation: Key Takeaways
CL Educate's Q1 FY27 results showed revenue decline of ₹17.5Cr, offset by ₹18Cr cost optimization. EBITDA margin expanded 218bps to 16.6% despite sector headwinds.
- Call
- Guides 50% growth
CL Educate Q1 FY27 Results: Net Loss of ₹1.7 Cr, Loss Narrows
CL Educate Ltd reported revenue from operations of ₹127.5 Cr (-12.5% YoY) and a net loss of ₹1.7 Cr for Q1 FY27.
- Key figure
- Net loss ₹1.7 Cr
CL Educate Earnings Call Transcript: Key Takeaways
CL Educate transitions into a high-margin assessments powerhouse by acquiring NSEIT's DEX business. Management aims to leverage proprietary technology and a massive national distribution network to double TAM.
- Call
- Guides 16% growth
CL Educate Earnings Call: Key Takeaways
CL Educate crossed ₹500cr revenue in FY26, driven by the DEX acquisition integration. Strategy pivots towards higher-margin MarTech and institutional assessments.