Crizac Limited has informed the Exchange about Transcript of the Conference Call held on August 05, 2025
CRIZAC · price
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Crizac Limited reported Q1 FY26 revenue of INR 209.53 crores, up 30% year-on-year, with profit after tax of INR 45.81 crores (10% YoY growth) at a 21% margin. The company processed 1,10,000 student applications in Q1 FY26 versus 65,000 in Q4 FY25, indicating strong future revenue pipeline. Management guided for ~30% annual revenue growth and stable margins around 25% for FY26, with cost of services expected at ~70% of revenue for the full year. The company is diversifying geographically beyond the UK by expanding into the US (via the Raj Consultant acquisition), Dubai, Ireland, and New Zealand. Management noted potential tailwinds from US policy uncertainty redirecting student demand toward the UK, while forex hedging resulted in a INR 4.5 crore notional loss this quarter.
The strong application growth from 65,000 to 1,10,000 provides solid revenue visibility for H2 FY26, and the 30% growth guidance along with stable margins is positive for shareholders. Geographic diversification should gradually reduce UK concentration risk, though investors should watch for execution on US and new market expansion.