S Chand And Company Limited has informed the Exchange about Transcript - Q4FY26
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S Chand reported FY26 revenue of Rs 8,000m with highest-ever EBITDA of Rs 1,449m (18.1% margin) and PAT growth of 21% to Rs 731m. The company remains net debt-free with Rs 1,048m cash balance. For FY27, management guided for 10-15% revenue growth but lowered EBITDA margin guidance to 17-19% due to expected 10-15% rise in paper and raw material costs, with ability to pass through only 6-8% price hikes. The AI content licensing business grew over 60% YoY to ~Rs 32-35 crore and management targets building this to Rs 100 crore business in 3-5 years. The new NCF syllabus adoption for K-12 is expected to be complete by FY27-28. CPD Singapore acquisition (Jan 2026) provides entry into international curriculum (IGCSE/IB) market with potential to become US$8-10mn business.
The lower EBITDA margin guidance of 17-19% vs 18.1% achieved in FY26 signals margin pressure from rising input costs. However, strong cash position and debt-free status provide flexibility for M&A and shareholder returns. Growth in AI content licensing and NCF adoption could be key catalysts for revenue acceleration.