Navneet Education Q2 FY27: Rev ₹785 Cr

Investor Takeaways

Publication revenue grew 10% YoY to ₹405 crores in Q1 FY27

Stationery segment achieved 12% EBITDA margin in Q1 FY27

Export stationery declined 9% YoY due to US market challenges

Non-paper stationery targets 10-15% of domestic revenue in three years

Indiannica reported ₹3 crores revenue and -₹7 crores PAT in Q1

Overall Tone: Neutral based on the numbers only.

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹785 Cr	N/A
Net Profit	₹745.66 Cr	N/A
EBITDA	Not available	N/A
EPS	₹31.02	N/A
OPM	27.56%	N/A

What Changed

Navneet Education reported Q1 FY27 revenue of ₹785 crores with Publication revenue at ₹405 crores showing 10% YoY growth. Stationery segment margins stood at 12% while Publication margins were 26.5%. The company projects Q2 revenue to exceed ₹130 crores in publishing driven by curriculum adoption in Maharashtra and Gujarat affecting 20% of revenue with 50% growth potential. Export stationery declined 9% due to US market challenges though overall exports grew 15% in Q1. CAPEX utilization remains at 30% capacity with ₹65 crores investment planned. Non-paper stationery targets 10-15% of domestic revenue in three years. Indiannica reported ₹3 crores revenue and -₹7 crores PAT in Q1.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Navneet Education Limited	4.2	Not available	Not available	Not available
Hindustan Unilever Limited	36.79	29.38%	27.39%	5,33,874.13
ITC Limited	11.06	50.02%	38.91%	3,87,724.39
Nestle India Limited	84.59	81.33%	93.64%	2,75,845.36

Navneet Education's P/E ratio of 4.2 is significantly lower than peers' range of 11.06 to 84.59 indicating potential valuation divergence.

Risks & Concerns

Export stationery declined 9% due to US market challenges

Indiannica reported negative PAT of ₹7 crores in Q1

CAPEX utilization remains at 30% capacity with planned investment

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	282.34	15.81	6.26%
Q2FY25	271.79	-4.81	0.96%
Q1FY25	797.81	745.66	27.56%
Q4FY24	435.28	47.91	19.88%

The current quarter's revenue of ₹785 crores and profit of ₹745.66 crores show a significant decline from Q1FY25's ₹797.81 crores and ₹745.66 crores profit though the current quarter's profit figure matches the prior year's Q1 profit. The current quarter's OPM of 27.56% is consistent with Q1FY25's 27.56% but lower than Q4FY24's 19.88% OPM.

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About Navneet Education Limited (NAVNETEDUL)

Fast Moving Consumer Goods · Household Products · Listed on NSE

Market Cap: ₹3,114.46 Cr P/E: 4.2

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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