Navneet Education Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navneet Education reported Q2 FY26 standalone revenue of INR 246 crores (down 9% YoY) with EBITDA at INR 12 crores. H1 FY26 standalone revenue was INR 1,038 crores, with EBITDA at INR 251 crores. The publication segment grew 12% in Q2, driven by curriculum changes. Export stationery revenue dropped 22% due to US tariffs, but management expects improvement once trade conditions normalize, likely by December end. The company is focusing on product diversification, integrating technology with publishing, and introducing new domestic stationery categories. Publication business is anticipated to grow 15% next year. Management conveyed confidence in future expansion and value creation.