ALFA Finder| Revenue growth | Flat YoY at consolidated level. |
|---|---|
| Margins | Consolidated EBITDA margins contracted from 28.6% to 25.1%. |
| Demand visibility | Robust domestic demand for stationery. |
| Management confidence | Confident in publishing segment recovery by H1 FY27. |
Growth
Publication revenue fell 3% to Rs. 405 Cr; Domestic stationery surged 26% to Rs. 146 Cr, offset by a 9% export decline.
Outlook
Management expects reasonable growth in publishing driven by Maharashtra and Gujarat curriculum changes visible from H1 FY27.
Risks
Export headwinds from supply chain disruptions and geopolitical issues; lower polymer plant utilization impacting stationery profitability.
Last quarter's promises, checked
Delivered
- Guided publication recovery in H1 FY27 → delivered (Mgmt reports recovery visible in H1 FY27 = BEAT)
- Guided domestic stationery growth → delivered +26% YoY (= BEAT)
Partly delivered
- Guided stable consolidated revenue → delivered -0.8% YoY (= PARTIAL)
Missed
- Guided export revenue back on track → delivered -9% YoY (= MISS)
- Guided 9.5-10% stationery margins → delivered (Margins impacted by lower plant utilization = MISS)
Investor Presentation filed with NSE, NSE: NAVNETEDUL. Summary written with AI assistance from the document.
Navneet Education Ltd: key numbers
- Share price
- ₹125.70
- Market cap
- ₹2,781 Cr
- Revenue (annual)
- ₹1,721 Cr
- Net profit (annual)
- ₹352.0 Cr
- P/E (TTM)
- 8.0×Sector 46.8×
- Promoter holding
- 63.29%+0.00% QoQ
- FII holding
- 3.17%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Navneet Education Ltd
All →Navneet Education Earnings Call Transcript: Key Takeaways
Standalone revenue rose 31.7% to ₹324 Cr and PAT turned to ₹6 Cr, but stationery margins compressed and publication growth is largely Q1 spillover.
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Q2 FY27 standalone revenue Rs 324 Cr (+31.7%) and PAT Rs 6 Cr vs loss a year ago; H1 revenue Rs 1,109 Cr (+6.8%). Curriculum-led publications and domestic stationery growth; export recovery awaited.
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- Key figure
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