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Earnings Call

Navneet Education Earnings Call: Key Takeaways

Navneet Education's Q4FY26 revenue was stable at ₹394cr. FY26 revenue fell 3% to ₹1,683cr due to global headwinds and US tariffs impacting exports.

Highlights
Revenue growthFY26 revenue down 3% YoY to ₹1,683cr.
MarginsEBITDA margin hit by 3% in exports; expecting 9% current year.
Demand visibilityStrong visibility for domestic publication and stationery volumes.
Management confidenceHigh for publication cycle FY27-29 due to curriculum changes.

Growth

Domestic stationery grew 4% in value (6% volume); Publication division revenue was stable at ₹719cr.

Outlook

Guidance for 15% publication growth in FY27-FY29; export growth at 8-9%; ₹65cr Gujarat plant capex completed.

Risks

US tariff challenges in exports, intense regional pricing competition, and upward trend in paper prices (8% jump).

Source

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

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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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