Submission of Investor Presentation for Q4 & FY2025-26.
APTECHT · price
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Aptech Limited submitted its Q4 and full-year FY2026 (ending March 2026) investor presentation. Full-year consolidated revenue grew 9% to ₹50,343 lakh, EBITDA rose 9% to ₹3,151 lakh, and net profit (excl. extraordinary) surged 32% to ₹2,613 lakh. However, Q4 was weak — revenue dropped to ₹11,100 lakh with EBITDA margin contracting sharply to 2.63% from 9.94% in Q3, likely due to seasonality in the retail segment. Segmentally, retail revenue declined 8% YoY to ₹38,923 lakh, while institutional business rebounded strongly, growing 225% YoY to ₹11,419 lakh and now contributing 23% of revenue versus just 8% a year ago. Management highlighted the strategic shift to direct student delivery, AI-integrated curricula (including Virtual Production Academy), and expansion across 16 international markets (177 centres). The company remains debt-free with strong cash generation (₹4,083 crore FCF in FY26).
The FY26 results show resilient profit growth driven by institutional segment recovery, but the sharp Q4 EBITDA margin compression raises near-term concerns. The growing mix of institutional revenue provides diversification, while the retail segment faces ongoing pressure from the transition to direct delivery and franchise rationalisation.