| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 10% guidance for Publication in FY27. |
|---|---|
| Margins | Higher Q2 margins expected due to seasonality and volume. |
| Demand visibility | Strong visibility from curriculum changes in Maharashtra and Gujarat. |
| Management confidence | High confidence in recouping Q1 Publication spillover in Q2. |
Growth
Publication revenue fell 3% to Rs. 405 Cr; Stationery grew 2% to Rs. 380 Cr.
Outlook
Guided 10%+ Publishing growth for FY27. Expecting 26-27% Publication margins and 12% Stationery margins.
Risks
US export demand weakness, supply chain disruptions, and unabsorbed overheads at new polymer plant.
Last quarter's promises, checked
Delivered
- Guided stable publication revenue → delivered INR 719 Cr (= BEAT)
- Guided 6% domestic stationery volume growth → delivered 6% (= BEAT)
- Guided INR 65 Cr South Gujarat plant capex → delivered INR 65 Cr (= BEAT)
Partly delivered
- Guided 1x asset turn in year 1 → delivered under-utilization due to exports (= PARTIAL)
Missed
- Guided 15% export growth → delivered -10% (= MISS)
- Guided 13% stationery EBITDA margins → delivered 10% (= MISS)
- Guided stable revenue → delivered 3% contraction (= MISS)
Earnings Call Transcript filed with BSE, NSE: NAVNETEDUL. Summary written with AI assistance from the document.
Navneet Education Ltd: key numbers
- Share price
- ₹123.95
- Market cap
- ₹2,742 Cr
- Revenue (annual)
- ₹1,721 Cr
- Net profit (annual)
- ₹352.0 Cr
- P/E (TTM)
- 8.2×Sector 39.1×
- 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 Investor Presentation: Key Takeaways
Navneet reports Q1 FY27 consolidated revenue of Rs. 788 Cr (-0.8% YoY) with EBITDA margins at 25.1%. Focus remains on domestic stationery growth and upcoming curriculum changes.
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.