CL Educate Limited — Investor Meet, 14-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

CL Educate's H1 FY26 revenue surged 64% YoY to Rs. 319 Cr, with EBITDA up 101% to Rs. 50 Cr, largely fueled by DEXIT's strong integration (Rs. 139 Cr revenue, Rs. 38 Cr EBITDA). PAT dipped to Rs. 1.5 Cr due to DEXIT acquisition debt and related accounting costs, not operational performance.

EdTech faces market shifts & pricing pressure but maintains volumes, sees growth in BBA-IPM, and implements AI. MarTech grows steadily, expanding internationally and in digital services; Utsav is an investment. Discussions are underway for a future equity raise. Management is confident in its diversified "three-engine" growth strategy.