Q4 2025 S Chand and Company Ltd Earnings Call Transcript
Key Points
- S Chand and Co Ltd (BOM:540497) achieved the highest operating revenues in five years, with a 9% year-on-year increase.
- The company reported the highest gross margin of 68% in five years, up 12% year-on-year, due to a better product mix and stable paper prices.
- EBITDA increased by 23% year-on-year, reaching INR1,350 million, marking the highest in five years.
- The company maintained a net debt-free status with a net cash balance of INR1,036 million, providing room for potential M&A opportunities.
- S Chand and Co Ltd proposed an interim dividend of INR4 per share, reflecting solid profitability and shareholder returns.
- The company fell short of its previous guidance of double-digit top-line growth, achieving only 8.5% in FY25.
- Piracy of key bestsellers remains a significant challenge, with estimated revenue losses of INR20 to INR25 crores.
- The higher education segment continues to face challenges due to lower student purchases and uneven curriculum rollout.
- The guidance for FY26 is considered conservative, with a minimum top-line growth of 11%, despite new NCERT book launches.
- The EBITDA margin guidance for FY26 is set at 18% to 20%, which some analysts consider conservative given the new curriculum changes.
Ladies and gentlemen, good day, and welcome to the S Chand Limited Q4 and FY25 earnings conference call hosted by PL Capital. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Jinesh Joshi from PL Capital. Thank you, and over to you, Mr. Joshi.
Yeah. Thanks, Manav. Good morning, everyone. On behalf of PL Capital, I welcome you all to the 4Q FY25 earnings call of S Chand Limited. We have with us the management represented by Mr. Saurabh Mittal, CFO; and Mr. Atul Soni, who is the Head, Investor Relations. I would now like to hand over the call to the management for opening remarks. Thank you, and over to you, sir.
Thank you, Jinesh. Good morning, everyone. I'm Saurabh Mittal, Group CFO of S Chand and Company. I would like to welcome you all to our fourth quarter and full year results conference call for FY25, and thank you all for taking the time
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