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Earnings Call

Navneet Education Earnings Call: Key Takeaways

Navneet reports FY26 standalone revenue of ₹1,683 Cr, down 2.9%, with PAT at ₹296 Cr. Strategy focuses on upcoming curriculum changes and domestic stationery expansion.

Highlights
Revenue growthFY26 Consolidated: -3.6% YoY; Standalone: -2.89% YoY.
MarginsFY26 Standalone EBITDA margin 16.6% vs 18.5% YoY.
Demand visibilityVisibility for FY27-FY29 curriculum cycle.
Management confidenceHigh for FY27 publication growth due to syllabus changes.

Growth

FY26 standalone revenue dropped 2.9% YoY; EBITDA fell 12.4% to ₹280 Cr. Q4 revenue stable at ₹394 Cr.

Outlook

Anticipate double-digit publication growth (FY27-29) due to Maharashtra/Gujarat curriculum changes; investing in new Gujarat manufacturing facility.

Risks

US tariff challenges impacting exports; intense competition and GST exemption on paper products affecting domestic stationery margins.

Source

Earnings Call filed with NSE, NSE: NAVNETEDUL. Summary written with AI assistance from the document.

Read the document ↗

Navneet Education Ltd: key numbers

Share price
₹122.76
Market cap
₹2,716 Cr
Revenue (annual)
₹1,721 Cr
Net profit (annual)
₹352.0 Cr
P/E (TTM)
8.1×Sector 41.4×
Promoter holding
63.29%+0.00% QoQ
FII holding
3.20%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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