S Chand And Company Limited (SCHAND) Earnings Call Transcripts

S Chand And Company Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, S Chand And Company Limited reported revenue of INR 8,000 million, in line with guidance, and a profit after tax (PAT) of INR 731 million, reflecting a 21% growth year-over-year. The company maintained a strong gross margin of 68% despite rising costs due to a 6% GST hike on paper. Management provided guidance for FY '27, targeting revenue growth of 10% to 15% and an EBITDA margin of 17% to 19%, which is lower than the previous year due to increased costs in raw materials and logistics. The stock may react to the cautious guidance and ongoing challenges in the higher education segment, which has seen a decline in book purchases.

Reported metrics

Guidance from management

For FY '27, management targets revenue growth of 10% to 15% and an EBITDA margin of 17% to 19%, indicating a cautious outlook due to rising costs in raw materials and logistics.

What management said

Thank You. Good afternoon, ladies and gentlemen. I am Himanshu Gupta, the Managing Director of S Chand Company Limited. I would like to welcome you all to our fourth quarter and full year results conference call for FY '26. And thank you all for taking your time out and joining us here today. The FY '26 sales season was an excellent season with strong volume growth and with old and new [indiscernible] being adopted [...

So NCF will be completed, we hope that this year, that [ exercise ] should be completed and implementation will start this year or maybe early next year. That is what we have from the market and we believe that the [indiscernible] will definitely come to the company in that regard. And we have all the products in the portfolio is fully ready and NCRT and all have already announced their books. The rest of the books, ...

What analysts pressed on

Analysts expressed concerns regarding the declining higher education segment and the potential impact on overall revenue. There were also questions about the company's ability to increase margins amid rising costs and the effectiveness of its acquisition strategy.

Main topics on the call

• Revenue Performance — S Chand achieved revenue of INR 8,000 million for FY '26, meeting management's guidance. The company reported a PAT of INR 731 million, indicating a 21% increase year-over-year.
• EBITDA Margin Guidance — Management guided for an EBITDA margin of 17% to 19% for FY '27, down from previous levels due to rising costs in paper and logistics. "This guidance is lower than last year on the back of increased cost due to the escal...
• AI Licensing Revenue Growth — The company reported over 60% year-over-year growth in AI dataset licensing revenues during FY '26, with expectations for continued growth. Management aims to target revenues in excess of INR 400 million from content lic...
• Working Capital Management — S Chand continues to maintain a net debt-free status with a cash balance of INR 1,048 million. However, trade receivables increased to INR 350 million due to shifting collections, which management expects to normalize in...

Read the full S Chand And Company Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 20 S Chand And Company Limited earnings call transcripts on record, spanning February 14, 2020 to May 25, 2026. Based on this history, S Chand And Company Limited reports semi-annually. The most recent call on file is dated May 25, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SCHAND

Exchange

NSEI

Country

IN

Sector

Communication Services

Industry

Media

Calls on record

20

First call

February 14, 2020

Most recent

May 25, 2026

Reporting cadence

semi-annually