Please find the attached transcript of the Conference call with analysts/investor held on 25th May, 2026, post declaration of the Audited Financial Results (Standalone and Consolidated) ....
CRIZAC · price
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Crizac Limited reported FY26 revenue of ₹10,422 million (22.7% YoY growth) with Q4 revenue at ₹3,917 million. EBITDA grew 31% to ₹2,824 million with margin expanding 172 basis points to 27%. PAT stood at ₹2,191 million (41% YoY). The company processed 394,000+ applications (43% YoY growth) through 5,389 active agents (36% YoY growth). Management highlighted recent acquisitions including StudiesPlanet (LATAM), Global Tree Careers (B2C), and EduMentor (AI platform). The company remains debt-free with ₹4,674 million net cash. FY27 growth guidance deferred to next quarter due to geopolitical uncertainty, though management expects to grow in line with historical rates of 15-20%.
Strong operational performance with margin expansion demonstrates operating leverage in the platform model. Deferred guidance due to visa policy headwinds and geopolitical uncertainty suggests near-term caution, though diversification plans (targeting UK contribution below 60% from current ~97% in 2 years) could reduce concentration risk.