ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Physicswallah earnings call we streamed: the live audio and our summary of what management said.
Record Q2 revenue ₹1,242 Cr (+18%), EBITA ₹233 Cr (18.8% margin), PAT ₹142 Cr. Growth is online-led. The NEET shortfall is unresolved, and the 30% FY27 guidance depends on an unquantified H2 recovery.
Record Q2 revenue ₹1,242 Cr (+18%), EBITA ₹233 Cr (18.8% margin), PAT ₹142 Cr. Growth is online-led. The NEET shortfall is unresolved, and the 30% FY27 guidance depends on an unquantified H2 recovery.
FY27 consolidated revenue growth guided at 30%, inclusive of M&A. Offline near breakeven. AI tutor cost under ₹20/hour.
Physicswallah reported 24% revenue growth in Q1 FY27, driven by strong online performance despite a NEET-related offline enrollment delay. Management remains optimistic about achieving 30% annual revenue growth and break-even status for the offline business.
Physicswallah reported strong FY26 performance with 35% revenue growth to ₹3,900cr. Company is shifting towards an asset-light K-12 strategy and scaling AI-integrated education products.
Physicswallah delivered robust FY26 growth, balancing a 35% revenue jump with narrowing losses. Management is pivoting to an AI-first, asset-light model to drive FY27 profitability.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.