S Chand and Co Ltd (BOM:540497)

Q4 2026 S Chand and Company Ltd Earnings Call Transcript

May 25, 2026 / 07:00 AM GMT

Release Date Price: ₹172.6 (-0.83%)

Transcript

Key Points

Positve

S Chand and Co Ltd (BOM:540497) reported strong volume growth in FY26, driven by the adoption of new syllabus books in schools.
The company achieved a significant 60% year-over-year revenue growth in AI dataset licensing, indicating a promising revenue stream.
S Chand and Co Ltd (BOM:540497) remains a debt-free company, maintaining a strong cash position with a balance of RM1048 million.
The company completed its first international acquisition, CPD Singapore, enhancing its curriculum capabilities for the India and Asia markets.
S Chand and Co Ltd (BOM:540497) sustained a high gross margin level of 68% despite a 6% GST hike in paper costs, showcasing effective cost management.

Negative

Trade receivables increased significantly, driven by a shift in certain receivables from Q4 to Q1 in the digital business.
The ongoing conflict in the Middle East has impacted collections from schools in that region, affecting cash flow.
Inventory levels increased due to the rollout of the new curriculum framework, leading to higher inventory days.
The company anticipates a 10-15% increase in paper prices, which could pressure margins despite planned price hikes.
Higher education segment has seen a decline, with students purchasing fewer books, impacting overall revenue growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SCHA.NS - S Chand and Company Ltd
Q4 2026 S Chand and Company Ltd Earnings Call
May 25, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the S. Chand & Company Q4 FY26 investor conference call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchtone phone. Please note that this conference is being recorded.

I would now like to hand the conference over to the senior management of S. Chand for your opening remarks.

Thank you and over to you, sir.

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Unidentified_2 [2]
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