Q1 2025 CL Educate Ltd Earnings Call Transcript
Key Points
- Enrollment numbers have increased, particularly in the MBA segment, due to aggressive pricing strategies.
- International business in the MarTech space has grown by 50% in the last quarter.
- The company has a healthy cash position with gross cash of about INR110 crores and minimal borrowing.
- Publishing business showed a 27% revenue growth, with online sales growing over 100%.
- The company is expanding its franchise network, aiming to reach 500 locations in the next three to five years.
- Q1 FY25 was a flat quarter with only a 4% revenue growth and a marginal 1% increase in EBITDA.
- Profit after tax has declined due to a shift from minimum alternate tax regime to normal taxation.
- Margins have been squeezed due to aggressive pricing strategies and heightened cost cautiousness.
- There were delays and price testing issues in the Kestone segment, impacting Q1 performance.
- The regulatory impact on physical centers has caused disruptions, particularly in the NCR region.
All right. Very good afternoon, ladies and gentlemen, and welcome to CL Educate Limited's Q1 FY25 analyst call. My name is Arjun Wadhwa, I'm the CFO of CL Educate, and I'll be your host today. Welcome once again to a homegrown Metaverse platform called VOSMOS, which we have been using for the last 10 quarters now for our analyst calls. This call, as always, will be recorded, transcribed, and made available in the Investor Zone on our website in the next 24 to 48 hours. (Operator Instructions)
Joining me on this call today is Mr. Nikhil Mahajan, he's our Executive Director and Group CEO of our Enterprise business; and Mr. Satya Narayanan, our Founder and Chairman. I'd like to start by inviting Satya to say a few words before Nikhil runs us through the presentation, spending some time on the financial and business updates. Over to you, Satya.
Thank you, Arjun. Welcome, everybody. Good afternoon. I will dive straight into the one-slide
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