Q3 2025 S Chand and Company Ltd Earnings Call Transcript
Key Points
- S Chand and Co Ltd (BOM:540497) achieved its highest ever nine-month sales in company history, crossing ₹1,000 million in Q3 FY2025.
- The company reported the lowest receivable days and net working capital days in the past five years, indicating improved operational efficiency.
- Gross margins exceeded 70% for the first time in the company's history, driven by lower raw material costs and higher-margin digital revenues.
- The company is expanding its digital offerings, including partnerships with tech majors for AI content licensing, opening new revenue streams.
- S Chand and Co Ltd (BOM:540497) is preparing for strong growth with the adoption of new syllabus content, expecting double-digit revenue growth in FY2025 and FY2026.
- Despite revenue growth, the company reported a net loss of ₹256 million for the first nine months of FY2025.
- The company has not provided specific top-line growth guidance for FY2026 and FY2027, creating uncertainty about future financial performance.
- There is a risk of paper price volatility, which could impact future gross margins.
- The company's return on equity appears low, partly due to substantial goodwill on the balance sheet from past acquisitions.
- The adoption of the new education policy (NEP) is uncertain, with full implementation expected over the next two years, which could delay potential revenue benefits.
Ladies and gentlemen, good day and welcome to S Chand Q3, FY2025, earnings conference call hosted by PL Private Limited.(Operator Instructions).
I now hand over the conference over to Miss [Suti Dea] from PL Private Limited.
On behalf of PL Capital, I welcome you all to the Q3, FY2025, earnings call of S Chand We have it as the management represented by Mr. Himanshu Gupta, MD; and Mr. Atul Soni, Head Investor Relations Strategy, and M&A. I would now like to hand over the call to the management for opening remarks. After which we can open the floor for Q&A.
Thank you and over to you, sir.
Thank you. Good afternoon, ladies and gentlemen. I'm Himanshu Gupta, the Managing Director [from] S Chand And Company Limited. I would like to welcome you all to our Third quarter Nine month results conference call for FY2025, and thank you all for taking the time out and joining us here today.
I'm
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