ALFA Finder| Revenue growth | H1 revenue -4% to ₹305 Cr; EdTech -13%, DEX -8%, MarTech +14%. |
|---|---|
| Margins | EBITDA margin 15.7%→18.6%; EdTech ~17.5%→22%; DEX +171bps. |
| Order book | ₹172 Cr multi-year DEX contract wins; ~₹40 Cr accrues this FY. |
| Demand visibility | Test prep flattening; DEX ₹172 Cr multi-year wins; NEET CBT upside. |
| Management confidence | Balanced-to-optimistic; H2 improvement claimed without quantification. |
Growth
Revenue ₹319→305 Cr (-4%); EBITDA ₹50→57 Cr, carried by ₹12.5 Cr overhead cuts rather than top-line growth.
Outlook
H2 described as 'significantly better' without figures; ₹40 Cr of ₹172 Cr DEX wins accrue in FY27; ₹11–15 Cr annual tax savings post-merger.
Risks
Test prep flattening; DEX base-effect drag; merger may take 9–18 months; Yatrik Vin's health and succession.
Last quarter's promises, checked
Delivered
- Guided margin expansion YoY, Q1 at 16.6% (+218bps) → H1 18.6% (+290bps vs 15.7%) (= BEAT)
- Said cost cuts continue through Q2/Q3, Q1 overhead cut ₹8.7 Cr → H1 overhead cut ₹12.5 Cr (= BEAT)
Partly delivered
- Guided ₹22 Cr FY27 DEX in-year from ₹34 Cr wins → ~₹40 Cr in-year from ₹172 Cr wins (= PARTIAL, bases not comparable)
- Guided zero debt in 36 months, ₹210 Cr loan on schedule → LT debt still ₹174 Cr, no further paydown shown (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: CLEDUCATE. Summary written with AI assistance from the document.
CL Educate Ltd: key numbers
- Share price
- ₹55.09
- Market cap
- ₹298.7 Cr
- Revenue (annual)
- ₹548.1 Cr
- Net profit (annual)
- ₹-25.85 Cr
- P/E (TTM)
- -14.7×Sector 34.9×
- Promoter holding
- 51.72%-0.06% QoQ
- FII holding
- 7.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from CL Educate Ltd
All →CL Educate Debt & Borrowing: ₹100 Cr
CL Educate issues secured NCDs worth ₹100 Crore at 11.90% p.a. over 50 months. The debentures are listed on BSE's wholesale debt segment.
- Value
- ₹100.0 Cr
- Execution
- 50 months (2026-11-25 to 2031-01-25)
CL Educate Investor Presentation: Key Takeaways
H1 FY27 consolidated total income ₹305.1 Cr (-4.4%); EBITDA ₹56.8 Cr (+13.2%), margin 18.6% (+289 bps); PAT ₹6.6 Cr after ₹3.2 Cr impairment. Cost-led margin expansion; platform strategy.
CL Educate Q2 FY27 Results: Net Profit ₹8.2 Cr, Up 57.7% YoY
CL Educate Ltd reported revenue from operations of ₹169.7 Cr (+3.3% YoY) and net profit of ₹8.2 Cr (+57.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹8.2 Cr · +57.7% YoY
CL Educate Other Announcement
CL Educate moved its registered office from Delhi to Maharashtra effective October 16, 2026. A new CIN, L74899MH1996PLC477246, was issued by the Registrar of Companies.
CL Educate Annual General Meeting
CL Educate filed minutes of its 30th AGM held on 29 September 2026. Members passed all ordinary and special resolutions, including financial statement adoption and director re-appointments.
CL Educate Board Meeting Date
CL Educate intimated a Board meeting on November 3, 2026, to consider Q1/H1 FY27 results and a proposed NCD private placement for refinancing acquisition financing.