Dachepalli Publishers Ltd — Q1FY27 earnings call summary

Filed 30 July 2026 · Official transcript

EBITDA margin impact in Q1 due to raw material invoicing timing; full year margins expected at 17-18% PAT
Expansion in UP, Rajasthan, Gujarat, Assam with target to grow market share to 5% in new states by FY29
Q1 FY27 total income grew 159% y-y to INR45.18 Cr; EBITDA INR9.2 Cr (+31% y-y); PAT INR6.3 Cr (+42% y-y)
Multiple analyst queries on receivables and margin trends addressed; receivables expected to normalize by Oct 2026
FY27 revenue guidance INR220-250 Cr; PAT guidance around INR25 Cr
Major investments planned in technology upgrades and notebook manufacturing capacity expansion
Technology-driven LMS platform offered free to schools, embedded in textbook pricing, strengthens customer retention
Pelican Edu Supply platform contributed INR15 Cr (30% of Q1 sales); B2B:B2C mix remains 70:30