S Chand And Company Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

S Chand's Q1 FY26 consolidated revenues were Rs 102.6 Cr, with an EBITDA loss of Rs 9.1 Cr and PAT loss of Rs 14.1 Cr, primarily due to deferred AI content licensing revenue. Working capital metrics hit historic lows, and net cash increased to Rs 116.1 Cr. Management expects FY26 operating revenue to exceed Rs 800 Cr and upgraded EBITDA margin guidance to 18-20%. A new warehousing facility is functional, and an integrated press is underway (Rs 35-40 Cr CapEx), aiming to boost efficiency. New NCERT syllabus books for classes 4, 5, 7, 8 are expected this fiscal year. The company is exploring small M&A deals and sees huge potential in its non-exclusive AI content licensing business.