S Chand and Company Ltd (SCHAND) Q3FY26 Concall Summary - Dec-2025 Qtr
Performance Overview
- The company reported a seasonal loss in Q3, a typically marketing-intensive quarter, with some revenue from one large segment shifted to Q4 due to syllabus delays.
- A key strategic milestone was the first international acquisition of CPT Singapore in January 2026, aimed at building capabilities for the fast-growing international curriculum (IB, IGCSE) market in India and Asia.
- The AI data set content licensing business continues to show strong momentum, with management confident of achieving over 50% year-on-year growth in FY26.
- The company achieved its lowest-ever Q3 net working capital and inventory days, demonstrating a sustained focus on improving operational efficiency and working capital management.
- Management reiterated its full-year guidance for FY26, expressing strong confidence in achieving operating revenues exceeding INR 800 crores and an EBITDA margin of 18-20%.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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