| EBITDA Margin guidance | 11.4% → 14.0% Raised by 2.6 percentage points |
|---|---|
| Management target | Revenue 16.0% FY28 |
| Revenue growth | DEX acquisition brings 200 Cr stable revenue base. |
|---|---|
| Margins | Structural expansion expected from 11.4% toward 14% post-acquisition. |
| Order book | Recurring multi-year contracts with 3-5 year average duration. |
| Demand visibility | Strong tailwinds from Public Examination Act 2024 and NEP. |
| Management confidence | High optimism regarding technology proprietary moats and market leadership. |
Growth
EBITDA margins expected to jump from 11.4% to 14.0% annualized post-integration. Market growing at 16% CAGR.
Outlook
Combined entity projects Pro-forma EBITDA of 85 Cr for FY25 with significant ROCE improvement to 12.0%.
Risks
Integration risk of quasi-government clientele and potential conflict between test prep and assessment neutrality.
Last quarter's promises, checked
Delivered
- Guided ₹500 Cr revenue threshold → delivered ₹570 Cr (= BEAT)
- Guided 100% contract rollover for DEX → delivered 100% rollover (= BEAT)
- Guided DEX integration completion → delivered integration complete (= BEAT)
Partly delivered
- Guided fundraising plans → delivered 'on a slight pause' (= PARTIAL)
- Guided MarTech EBITDA → delivered 'slightly down' due to setup costs (= PARTIAL)
Missed
- Guided L&D revenue growth → delivered 11% decline (= MISS)
Earnings Call Transcript filed with NSE, NSE: CLEDUCATE. Summary written with AI assistance from the document.
CL Educate Ltd: key numbers
- Share price
- ₹53.11
- Market cap
- ₹288.0 Cr
- Revenue (annual)
- ₹548.1 Cr
- Net profit (annual)
- ₹-25.85 Cr
- P/E (TTM)
- -12.2×Sector 34.2×
- Promoter holding
- 51.78%+0.00% QoQ
- FII holding
- 7.80%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from CL Educate Ltd
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CL Educate has dispatched the notice for its 30th Annual General Meeting scheduled for September 29, 2026, alongside the Annual Report for FY 2025-26.
CL Educate Business Update
CL Educate welcomed the Prime Minister's announcement regarding free online coaching and AI skilling. The company aims to align its platforms with this national scale initiative.
CL Educate Investor Presentation: Key Takeaways
CL Educate's Q1 FY27 results showed revenue decline of ₹17.5Cr, offset by ₹18Cr cost optimization. EBITDA margin expanded 218bps to 16.6% despite sector headwinds.
- Call
- Guides 50% growth
CL Educate Q1 FY27 Results: Net Loss of ₹1.7 Cr, Loss Narrows
CL Educate Ltd reported revenue from operations of ₹127.5 Cr (-12.5% YoY) and a net loss of ₹1.7 Cr for Q1 FY27.
- Key figure
- Net loss ₹1.7 Cr
CL Educate Employee Stock Options
CL Educate Limited has allotted 68,989 equity shares to eligible employees following the exercise of options under its employee stock option plan.