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Physicswallah Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Online margin ~27% last year; improvement expected as newer categories break even
- NEET exam cycle shift impacted Q1 enrollments; offline growth would be 22-25% without delay
- Pre-Ind AS EBITDA negative 44 Cr, improved 624 bps y-y; PAT loss 84 Cr vs 152 Cr loss last year
- Online early learning and K-12 revenue grew 88% y-y; offline centers focus on cohort profitability
- Offline business targeting near profitability this year; improving ARPU and student-teacher ratios
- Multiple analyst queries on NEET impact, offline profitability, and AI initiatives addressed
- Q1FY27 revenue 1,054 Cr +24% y-y; online revenue +33%, offline +16%
- Capital allocation focused on online content, AI initiatives; divestment of Finzy Fintech planned
- Vernacular and state board enrollments doubled; new AI-powered products in beta
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.