Q4FY26 Investor Presentation

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedMgmt Guided Margin PressureAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

SCHAND · price

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+1.2%1-day move

₹171.00

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₹184.20

base price

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AI summary

S Chand reported its highest-ever operating revenues of Rs 7,987 million in FY26, up 11% YoY, with PAT of Rs 731 million (up 21%) - the highest since FY19. Q4FY26 was particularly strong with revenue up 16%, EBITDA up 21%, and PAT up 20% YoY. The company completed its first international acquisition of CPD Singapore in January 2026 to enter the IGCSE/IB curriculum segment. Digital/content licensing revenues jumped 62% to Rs 318 million. The company remains net debt-free with Rs 1,048 million net cash. For FY27, management guided for 10-15% revenue growth and EBITDA margins of 17-19%, targeting over Rs 400 million from the content licensing segment. CBSE's April 2026 circular on new syllabus for Classes 9-12 is expected to drive adoption through FY27-28.

Likely market impact

The strong Q4 finish with record revenues and PAT demonstrates operational strength. However, the FY27 EBITDA margin guidance of 17-19% is slightly below FY26's 18.1%, indicating margin pressure ahead. The new CBSE syllabus rollout and CPD Singapore acquisition provide multi-year growth visibility.