Transcript of the Earnings Conference Call
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Dachepalli Publishers reported Q3 FY26 total income of INR 1,477.77 lakhs with a net profit of INR 144.31 lakhs and net profit margin of around 9.78%, with EPS of INR 1.28. Management clarified that Q3 is a seasonally weak quarter, with 90-95% of revenue traditionally coming from Q4 and Q1 due to the academic cycle, and that this quarter's higher expenses were preparatory investments in sales, marketing, and new geographies. Annual PAT margin guidance of 18-20% was reiterated, and the company confirmed INR 25-30 crores of advance orders, supporting its INR 90 crore full-year FY26 revenue target and an INR 150 crore FY27 ambition. Post-IPO initiatives include the Pelican Edu Supply e-commerce vertical (tied up with 50 schools, targeting INR 30 crore revenue), notebook and stationery distribution, new NCERT workbooks, financial literacy books, and the WeStudy digital platform offered free with textbooks.
For shareholders, the call reinforces confidence in the full-year guidance as the bulk of the revenue is yet to come in Q4 and Q1, with confirmed order book already covering most of the INR 90 crore target. New e-commerce and product diversification efforts post-IPO could support the INR 150 crore FY27 aspiration, though success depends on execution in new geographies and the D2C model.