ALFA Finder| 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
- ₹55.47
- Market cap
- ₹300.8 Cr
- Revenue (annual)
- ₹548.1 Cr
- Net profit (annual)
- ₹-25.85 Cr
- P/E (TTM)
- -14.8×Sector 35.3×
- Promoter holding
- 51.72%-0.06% QoQ
- FII holding
- 7.79%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 Earnings Call Transcript: Key Takeaways
H1 FY27 revenue fell 4% to ₹305 Cr, but EBITDA rose to ₹57 Cr (margin 18.6%) on cost cuts; PAT turned positive.
CL Educate Debt & Borrowing: ₹100 Cr
CL Educate issues secured NCDs worth ₹100 Crore at 11.90% p.a. over 50 months. The debentures are listed on BSE's wholesale debt segment.
- Value
- ₹100.0 Cr
- Execution
- 50 months (2026-11-25 to 2031-01-25)
CL Educate Investor Presentation: Key Takeaways
H1 FY27 consolidated total income ₹305.1 Cr (-4.4%); EBITDA ₹56.8 Cr (+13.2%), margin 18.6% (+289 bps); PAT ₹6.6 Cr after ₹3.2 Cr impairment. Cost-led margin expansion; platform strategy.
CL Educate Q2 FY27 Results: Net Profit ₹8.2 Cr, Up 57.7% YoY
CL Educate Ltd reported revenue from operations of ₹169.7 Cr (+3.3% YoY) and net profit of ₹8.2 Cr (+57.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹8.2 Cr · +57.7% YoY
CL Educate Other Announcement
CL Educate moved its registered office from Delhi to Maharashtra effective October 16, 2026. A new CIN, L74899MH1996PLC477246, was issued by the Registrar of Companies.
CL Educate Annual General Meeting
CL Educate filed minutes of its 30th AGM held on 29 September 2026. Members passed all ordinary and special resolutions, including financial statement adoption and director re-appointments.