| Revenue growth | Flat YoY at consolidated level. |
|---|---|
| Margins | Consolidated EBITDA margins contracted from 28.6% to 25.1%. |
| Demand visibility | Robust domestic demand for stationery. |
| Management confidence | Confident in publishing segment recovery by H1 FY27. |
Growth
Publication revenue fell 3% to Rs. 405 Cr; Domestic stationery surged 26% to Rs. 146 Cr, offset by a 9% export decline.
Outlook
Management expects reasonable growth in publishing driven by Maharashtra and Gujarat curriculum changes visible from H1 FY27.
Risks
Export headwinds from supply chain disruptions and geopolitical issues; lower polymer plant utilization impacting stationery profitability.
Last quarter's promises, checked
Delivered
- Guided publication recovery in H1 FY27 → delivered (Mgmt reports recovery visible in H1 FY27 = BEAT)
- Guided domestic stationery growth → delivered +26% YoY (= BEAT)
Partly delivered
- Guided stable consolidated revenue → delivered -0.8% YoY (= PARTIAL)
Missed
- Guided export revenue back on track → delivered -9% YoY (= MISS)
- Guided 9.5-10% stationery margins → delivered (Margins impacted by lower plant utilization = MISS)
Investor Presentation filed with NSE, NSE: NAVNETEDUL. Summary written with AI assistance from the document.
Navneet Education Ltd: key numbers
- Share price
- ₹124.22
- Market cap
- ₹2,748 Cr
- Revenue (annual)
- ₹1,721 Cr
- Net profit (annual)
- ₹352.0 Cr
- P/E (TTM)
- 8.2×Sector 40.4×
- Promoter holding
- 63.29%+0.00% QoQ
- FII holding
- 3.20%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 Other Announcement
Navneet Education Ltd and its subsidiary Indiannica Learning Private Ltd received a 3-month extension from the Registrar of Companies to hold their AGMs for FY 2025-2026.
Navneet Education Legal & Regulatory
Navneet Education Limited received a GST audit report identifying a short payment of ₹13.78 lakh for FY 2020-24. Interest and penalties are yet to be quantified.
- Value
- ₹0.14 Cr
Navneet Education Earnings Call Transcript: Key Takeaways
Q1FY27 revenue at Rs. 785 Cr, slightly lower YoY due to curriculum timing shifts. Strategy focuses on high-margin domestic publishing and stationery despite international headwinds.
- Call
- Guides 10% growth
Navneet Education Q1 FY27 Results: Net Profit ₹141 Cr, Down 10.2% YoY
Navneet Education Ltd reported revenue from operations of ₹788 Cr (-0.8% YoY) and net profit of ₹141 Cr (-10.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹141 Cr · -10.2% YoY
Navneet Education Merger & Restructuring Worth ₹329.7 Cr
Navneet Education's subsidiary, Navneet Learning LLP, is divesting its partial stake in K12 Techno Services Private Limited for ₹329.68 Crore.
- Value
- ₹329.7 Cr
Navneet Education Other Announcement
Navneet Education Ltd has submitted its quarterly shareholding pattern disclosure for the period ended June 30, 2026, in compliance with regulatory filing requirements.