ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 10% guidance for Publication in FY27. |
|---|---|
| Margins | Higher Q2 margins expected due to seasonality and volume. |
| Demand visibility | Strong visibility from curriculum changes in Maharashtra and Gujarat. |
| Management confidence | High confidence in recouping Q1 Publication spillover in Q2. |
Growth
Publication revenue fell 3% to Rs. 405 Cr; Stationery grew 2% to Rs. 380 Cr.
Outlook
Guided 10%+ Publishing growth for FY27. Expecting 26-27% Publication margins and 12% Stationery margins.
Risks
US export demand weakness, supply chain disruptions, and unabsorbed overheads at new polymer plant.
Last quarter's promises, checked
Delivered
- Guided stable publication revenue → delivered INR 719 Cr (= BEAT)
- Guided 6% domestic stationery volume growth → delivered 6% (= BEAT)
- Guided INR 65 Cr South Gujarat plant capex → delivered INR 65 Cr (= BEAT)
Partly delivered
- Guided 1x asset turn in year 1 → delivered under-utilization due to exports (= PARTIAL)
Missed
- Guided 15% export growth → delivered -10% (= MISS)
- Guided 13% stationery EBITDA margins → delivered 10% (= MISS)
- Guided stable revenue → delivered 3% contraction (= MISS)
Earnings Call Transcript filed with BSE, 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.
Navneet Education Investor Presentation: Key Takeaways
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.
Navneet Education Dividend
Navneet Education's board declared an interim dividend of Rs 3 per equity share on 04 November 2026. Record date is 11 November 2026 and payment is proposed by 03 December 2026.
Navneet Education Q2 FY27 Results: Net Loss of ₹3 Cr, Loss Narrows
Navneet Education Ltd reported revenue from operations of ₹324 Cr (+31.2% YoY) and a net loss of ₹3 Cr for Q2 FY27.
- Key figure
- Net loss ₹3 Cr
Navneet Education Board Meeting Date
Navneet Education scheduled a board meeting for 4 November 2026 to approve quarterly results, consider interim dividend and approve FY26 audited statements. Trading window closes from 1 October 2026 until 48 hours after outcome.
Navneet Education Credit Rating
CRISIL Ratings reaffirmed 'CRISIL A1+' on Navneet Education Limited's bank guarantee and commercial paper facilities. This intimation complies with Regulation 30 of SEBI LODR.