| EBITDA Margin guidance | 11.4% → 14.0% Raised by 2.6 percentage points |
|---|---|
| Management target | Revenue 16.0% FY28 |
| Revenue growth | DEX acquisition brings 200 Cr stable revenue base. |
|---|---|
| Margins | Structural expansion expected from 11.4% toward 14% post-acquisition. |
| Order book | Recurring multi-year contracts with 3-5 year average duration. |
| Demand visibility | Strong tailwinds from Public Examination Act 2024 and NEP. |
| Management confidence | High optimism regarding technology proprietary moats and market leadership. |
Growth
EBITDA margins expected to jump from 11.4% to 14.0% annualized post-integration. Market growing at 16% CAGR.
Outlook
Combined entity projects Pro-forma EBITDA of 85 Cr for FY25 with significant ROCE improvement to 12.0%.
Risks
Integration risk of quasi-government clientele and potential conflict between test prep and assessment neutrality.
Last quarter's promises, checked
Delivered
- Guided ₹500 Cr revenue threshold → delivered ₹570 Cr (= BEAT)
- Guided 100% contract rollover for DEX → delivered 100% rollover (= BEAT)
- Guided DEX integration completion → delivered integration complete (= BEAT)
Partly delivered
- Guided fundraising plans → delivered 'on a slight pause' (= PARTIAL)
- Guided MarTech EBITDA → delivered 'slightly down' due to setup costs (= PARTIAL)
Missed
- Guided L&D revenue growth → delivered 11% decline (= MISS)
Earnings Call Transcript filed with NSE, 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
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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: Key Takeaways
CL Educate crossed ₹500cr revenue in FY26, driven by the DEX acquisition integration. Strategy pivots towards higher-margin MarTech and institutional assessments.
CL Educate Earnings Call: Key Takeaways
CL Educate (540403) FY26 results show a 55% YoY revenue surge to ₹570 Cr, though PAT loss deepened to ₹(26) Cr due to structural industry realignment.