ALFA Finder| Revenue growth | Standalone +31.7% YoY; publication +53.8% partly Q1 spillover; H1 publication +6.7%. |
|---|---|
| Margins | Standalone EBITDA margin 3.3%→6.2%; consolidated 0.4%→3.4%; stationery margins contracted. |
| Order book | No order book figure; US export orders said 'being finalized' Oct–Nov. |
| Demand visibility | Curriculum cycle continues two years; US export orders firming Oct–Nov. |
| Management confidence | Defensive on margins; 'one-time' framing; 'very sure' long-term payoff. |
Growth
Revenue +31.7% to ₹324 Cr; publication +53.8% partly Q1 spillover, H1 only +6.7%. Stationery +18.7%.
Outlook
FY27 H2 stationery exports ~₹250 Cr; stationery margin ~2ppt lower. K12 stake ~8% left; ₹330 Cr received, ₹70 Cr pending.
Risks
Stationery margins hit by brand spend, manpower, plant depreciation; Indianica losses ~₹9.5 Cr in Q2; textbook-release delays cost ₹20–30 Cr.
Last quarter's promises, checked
Delivered
- Q2 pub >₹130 Cr → ₹140 Cr (= BEAT)
- Domestic stationery 15-17% → +34% (= BEAT)
- Q2 margin 'much better' → 3.3%→6.2% (= BEAT)
Partly delivered
- FY pub ~10% → H1 +6.7% (= PARTIAL)
- K12 8.8% left, ₹330 Cr → ~8% left, ₹330 Cr in, ₹70 pending (= PARTIAL)
Missed
- Stationery margin ~12% → contracted, undisclosed (= MISS)
- Polymer plant normalise FY27 → still underused (= 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 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.
Navneet Education Other Announcement
Navneet Education Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.