SCHANDNSES Chand And Company LimitedMediumNeutral
Announced Thu, 12 Feb · 16:20 IST

S Chand And Company Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansCfo Debt Reduction RoadmapInvestor Communications View source PDF

SCHAND · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

S Chand's Q3FY26 investor presentation covers its first international acquisition — CPD Singapore, completed in January 2026, which adds IB/IGCSE curriculum K-12 content to its portfolio. Consolidated Q3FY26 revenue stood at Rs 990 million with a PAT loss of Rs 287 million, while 9MFY26 gross margins moderated versus last year due to a shift toward third-party sourced content licensing (AI Datasets) revenue. Working capital metrics hit historic lows — Q3 inventory days came in at 316 (vs 366 in Q3FY25) and net working capital days at 143 (vs 152). Net debt fell to Rs 359 million from Rs 539 million, a 77% drop since December 2021. Management targets FY26 operating revenues above Rs 8,000 million, an upgraded EBITDA margin band of 18-20% (vs 17-19% earlier), and content licensing (AI Datasets) revenue above Rs 300 million. Investee firms Smartivity (S Chand's ~16% stake valued at ~Rs 230m) and ixamBee have both turned EBITDA positive in 9MFY26.

Likely market impact

Mixed near-term picture: quarterly loss and margin compression may weigh on sentiment, but the international acquisition, record-low working capital days, falling debt, and upgraded margin/revenue guidance point to a constructive FY26 outlook for shareholders.