Navneet Education Ltd (NSE:NAVNETEDUL)

Q2 2026 Navneet Education Ltd Earnings Call Transcript

Nov 11, 2025 / 09:30 AM GMT

Release Date Price: ₹152.68 (-1.66%)

Transcript

Key Points

Positve

Navneet Education Ltd (BOM:508989) reported a significant revenue increase in the publication segment, driven by a 12% growth due to curriculum changes.
The company maintained a stable working capital cycle of 84 to 88 days, demonstrating operational resilience.
Navneet Education Ltd (BOM:508989) is focusing on product diversification and innovation to mitigate risks associated with export challenges.
The company is integrating technology with publishing and introducing new product categories in stationery to drive long-term growth.
There is a positive outlook for the publication business, with expectations of 15% growth due to curriculum changes.

Negative

Overall revenue for Q2 2026 declined by 9% year-on-year, primarily due to reduced export earnings.
Export stationery revenue dropped by 22%, impacted by tariffs imposed by the US.
EBITDA fell significantly, with margins dropping from 7.5% to 4.9% in Q2 2025.
The domestic stationery business remained flat due to lower paper prices, affecting the realization of finished products.
The company faces challenges in expanding export markets beyond the US, with limited growth potential in other geographies.

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

NAVN.NS - Navneet Education Ltd
Q2 2026 Navneet Education Ltd Earnings Call
Nov 11, 2025 / 09:30AM 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 Nanneet Education Limited Q2F526 earnings 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 the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded today. We have with us.

Mr. Nish Sunil Gala, Managing Director, thank you and over to you, sir.

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Unidentified_2 [2]
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