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CL Educate Limited Investor Presentation 2026
60650_rns_2026-05-14_adc3810b-0e00-4d10-84fe-4723d21182a8.pdf
Investor Presentation
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CL
educate
To
Department of Corporate Services,
BSE Limited
Phiroze Jeejeebhoy Towers, Dalal Street,
Mumbai – 400 001
To
Listing Department,
National Stock Exchange of India Limited
C-1, G-Block, Bandra - Kurla Complex
Bandra (E), Mumbai – 400 051
Scrip Code: 540403, Scrip Symbol: CLEDUCATE
ISIN: INE201M01029
Subject: Outcome of Investors Earnings Call pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
Dear Ma’am/Sir(s),
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation to our disclosure dated May 11, 2026 with respect to Schedule of Analysts and Investors Earnings Call (for public at large) to discuss the Audited Financial Results (Standalone & Consolidated) of the Company for the Quarter and Financial Year ended March 31, 2026, please find attached herewith the presentation made at the Investors/ Analysts Earning call.
A recording of the Analysts and Investors Earnings Call will be made available on the Company's website at the weblink: http://www.cleducate.com/quaterly-results.html
The aforesaid information will also be hosted on the Company’s website at www.cleducate.com.
Kindly take the above details on record.
Thanking You
For CL Educate Limited
ARJUN
WADHW
A
Arjun Wadhwa
Chief Financial Officer
Place: New Delhi
Date: May 14, 2026
CL Educate Limited
Registered & Corporate Office : A-45, First Floor,
Mohan Co-operative Industrial Estate, New Delhi – 110044
www.cleducate.com
[email protected]
+91-11-41281100/0800 +91-11-41281101
CIN: L74899DL1996PLC425182
CL EDUCATE LIMITED
INVESTOR PRESENTATION
Q4 & Full Year FY 2026
May 14, 2026
CL
educate
PLATFORM LED STRATEGIC TRANSFORMATION
From Test Prep pioneer to Integrated Solutioning Platform
Career Launcher
DEXIT GLOBAL
Delivering Excellence
(Formerly known as NSEIT Limited)
KESTONE
CL EDUCATE LIMITED · INVESTOR PRESENTATION · MAY 2026
SLIDE 2
CL Educate
SAFE HARBOUR
This presentation has been prepared by CL Educate Limited (the "Company") solely for information purposes without any regard to any specific objectives, financial situations or information needs of any particular person. This presentation and its contents are confidential and should not be copied, distributed, disseminated, published or reproduced, in whole or part, or disclosed by recipients directly or indirectly to any other person. Data and comments contained in the presentation are basis what the Company believes are a reasonable representation of its businesses. The numbers represented at certain places are management estimations carried out on the basis assumption taken regarding the nature of business. By accessing this presentation, the person acknowledges and agrees that the information contained herein is not a substitute for their independent investigation, analysis, and judgment. The person should consult their own financial, legal, tax, and other advisors before making any investment decisions based on the information presented.
Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like regulatory changes, local political or economic developments, and many other factors that could cause our actual results to differ materially from those contemplated by the relevant forward-looking statements.
CL Educate Ltd. will not be in any way responsible for any action taken based on such data or comments or statements and undertakes no obligation to publicly update these data or comments or forward-looking statements to reflect subsequent events or circumstances.
CL EDUCATE LIMITED · INVESTOR PRESENTATION · MAY 2026
CL
educate
SLIDE 3 · FINANCIAL SUMMARY
CONSOLIDATED FINANCIAL SUMMARY
FY 2026 — Full Year Key Metrics (₹ in Crores)
KEY BALANCE SHEET METRICS : As at 31 March 2026 · ₹ in Crores
TOTAL BORROWINGS
₹233 Cr
vs ₹241 Cr LY · Reduced
TOTAL ACQUISITION LOAN O/s
₹180 Cr
vs ₹210 Cr Total · Reduced
WORKING CAPITAL REDUCTION
50%
Y-o-Y
CASH & BANK BALANCE (W/o RPS)
₹94 Cr
vs ₹50 Cr LY · ↑ +87%
CL EDUCATE LIMITED · INVESTOR PRESENTATION · MAY 2026
3/9
SLIDE 4 · YEAR IN REVIEW
CL Educate
A SNAPSHOT
Year in review — three businesses, three trajectories · FY 2026
EDTECH
EdTech Assessments + Learning & Development
01 ASSESSMENTS
₱ 223 Cr vs ₹ 205 Cr LY ↑ 9%
- First full year — focus on integration
- 100% rollover of pre-acquisition clients
- 8 Contract extensions including marquee clients renewed with meaningful pricing improvements
- Acquired 20 new accounts
02 LEARNING & DEVELOPMENT
₱ 163 Cr vs ₹ 182 Cr LY ↓ 11%
- Enrolments have grown 4%; Avg realizations impacted
- Continue to operate in an evolving market environment
- Increase in adoption of modular, flexible, and digital-first learning formats
- Empaneled by EdCIL (India) Limited as a “Partner for Online Degree Programs/Trainings with Recognized Institutes”.
MARTECH
MarTech & Events platform
₱ 161 Cr vs ₹ 145 Cr LY ↑ 11%
- India biz grew 5%; International biz grew 20%
- Continued trust from leading global technology and enterprise clients like Dell, Salesforce, AWS and Google
- International biz added Moody’s, Adobe, Autodesk, etc.
- Indian biz clients added - Deloitte, PWC, Hilton, Emirates, etc.
CL EDUCATE LIMITED · INVESTOR PRESENTATION · MAY 2026
4/9
SLIDE 5 · ASSESSMENTS / DEX
CL
educate
DEX – FY 26 BUSINESS UPDATE
First full year of operations — stabilization & integration
| REVENUE (TOTAL) | BUSINESS REVENUE | OPERATING EBITDA | FY 27 KEY PRIORITIES |
|---|---|---|---|
| ₹239 Cr | |||
| vs ₹228 Cr LY +5% | ₹223 Cr | ||
| vs ₹205 LY +9% | ₹51 Cr | ||
| vs ₹34 Cr LY +49% | Accelerating from stabilization to growth |
KEY BUSINESS ACHIEVEMENTS — FY 2026
| 01 CONTRACT ROLLOVERS
20 Renewal / roll-over of customer contracts (all), 8 contract extensions | 02 mySATHI ROLLOUT
Entire technology backbone built and rolled out | | ■ Significant enhancement in scale
■ New age technology – BYOD, AI driven Remote Proctoring
■ Foundation for long term IP play (mySATHI)
■ Deeper inroads in the EdTech system with multiple offerings beyond assessments for varied customer segments
■ Realize enhanced synergies within CL group
■ Early initiatives for global footprints |
| --- | --- | --- | --- |
| 03 NEW LOGOS
20 new customers added — broadening of the addressable annuity base. | 04 OPERATING RHYTHM
First-year integration milestones largely on plan — foundation set for FY 27 acceleration. | | |
MEA&URE LEARNING
mip
FP&B
LIMB
inalric enculturing
5/9
SLIDE 6 · EDTECH
EL educate
EDTECH – FY 26 BUSINESS UPDATE & KEY ACTIONS INITIATED
Structural realignment of an entire industry — context for FY 26 outcomes
REVENUE (TOTAL)
₱163 Cr
vs ₹182 Cr LY -11%
EBITDA
₱10 Cr
vs ₹38 Cr LY -73%
KEY BUSINESS ACHIEVEMENTS – FY 2026
01 AI-LED PRODUCTS
Embed AI tutoring, doubt-resolution and adaptive practice into the core product to defend value at lower price points.
02 CHANNEL REDESIGN & PLATFORM ACCELERATION
Tilt acquisition mix toward digital and EasyApply; increase centre penetration and outreach formats.
03 MODULARIZED PRODUCT OFFERING
Rebuild the price ladder around modular, short-format offerings priced for the new realized-revenue zone.
04 B2C MORPH TO INSTITUTIONALIZED BIZ
To move from B2C to B2I for greater and direct access to end customers
FY 27 KEY PRIORITIES
Reinventing Core Competencies
- Modularized Offerings – To enhance reach, penetration and scale
- AI tech deployment for basic customer delivery solutions leading to better customer experience
- Continued focus on EasyApply platform to facilitate student connect to universities
- Re-pivot cost structures to enhance sustainable profitability
CL EDUCATE LIMITED · INVESTOR PRESENTATION · MAY 2026
SLIDE 7 · EDTECH SYNERGY
CL
educate
EDTECH - SYNERGISED GROWTH ENGINES
LARGE TAM, SCALABLE THROUGH TECHNOLOGY
| mySATHI
1,00,000
TARGET REACH | University Biz
100 uni
COVERAGE | Al Reinvention
Always-on
CAPABILITY |
| --- | --- | --- |
| • CBSE programme
• CL in School pilots | • 22 signed
• EdCIL / Study in India
• IGNOU, IP, Online | • Al-product-led growth
• Seamless integration |
| Corporate
25 – 30
CORP ACCOUNTS | Pathways & Acad Services
Aus / UK
FOREIGN UNI | • Foreign university tie-ups |
| • Talevate / mySATHI
• Team & Tech in place | • Foreign university tie-ups | |
CL EDUCATE LIMITED · INVESTOR PRESENTATION · MAY 2026
7/9
SLIDE 8 · MARTECH
CL
educate
MARTECH – FY 26 BUSINESS UPDATE
11% revenue growth (Net-off. pass-through) International strong
TOTAL REVENUE
₹161 Cr
Net of pass-through · +11% YoY
EBITDA
₹13 Cr
vs ₹14 Cr LY · -7%
REVENUE GEOGRAPHY
- India · ₹111 Cr
- International · ₹50 Cr
FY 27 KEY PRIORITIES
Accelerated growth with Enhanced profitability
- Re-pivoting revenue mix for high margins - CEP & Tech business greater focus
- Prune lower margin MMS & Passthrough Business
- Price recalibration for higher value realization
- Reposition as product & technology solutions driven company
- Enhanced growth in international business
DALL
SBI
salesforce
Deloitte. TAI
CL EDUCATE LIMITED · INVESTOR PRESENTATION · MAY 2026
8/9
CL
educate
THANK YOU
Open for questions and investor discussions
ARJUN WADWA
Chief Financial Officer
+91 98116 17289
[email protected]
AMIT KANABAR
Chief. Manager – Finance & Investor Relations
+91 88009 76683
[email protected]
AJAY JINDAL - WISDOMSMITH IR
[email protected]
MUTHUKUMAR - WISDOMSMITH IR
[email protected]
INVESTOR RELATIONS · CL EDUCATE LIMITED
NSE / BSE Listed · Q4 & Full Year FY 2026 · May 14, 2026
This presentation contains forward-looking statements based on current assumptions and expectations. Actual results may differ materially. This document is for information purposes only.