CRIZACNSECrizac LimitedMediumNeutral
Announced Wed, 27 May · 18:11 IST

Crizac Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

CRIZAC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-5.1%1-day move
₹227.70
prior close
₹231.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.8-1.3-0.9-1.8-5.1-5.1-5.1-5.4-6.0-6.0-6.0-13.3
Up moveDown movePending
AI summary

Crizac Limited, a B2B global education platform, reported strong FY26 results with revenue of ₹10,422 Mn (up 22.7% YoY), EBITDA of ₹2,824 Mn (27.1% margin, up 172 bps), and PAT of ₹2,191 Mn (41.4% YoY growth, 20.5% margin). Q4 FY26 showed revenue of ₹3,917 Mn and PAT of ₹750 Mn (50.3% YoY growth). The company processed 3.94 lakh+ applications (43% YoY growth) through 5,389 active agents across 85+ source countries and 400+ universities. During FY26, Crizac completed four strategic acquisitions: Studies Planet (LATAM entry), Global Tree Careers (51% stake for domestic B2C expansion), Edumentor ($2.5M AI investment), and Medway Consultants (NZ vertical). The Board declared a dividend of ₹8 per share (64% payout ratio). Management noted near-term headwinds from visa policy changes and currency fluctuations but remains confident in long-term structural demand.

Likely market impact

Strong margin expansion and 41% PAT growth indicate improving operational efficiency and scalability. The aggressive acquisition strategy and 64% dividend payout demonstrate confidence in cash generation, while UK revenue concentration (97%) remains a key risk factor to monitor.