S Chand And Company Limited · NSE:SCHAND
S Chand And — Q4 FY2025-26 Earnings Presentation
38 slides from S Chand And's earnings presentation, May 22, 2026
Slide 1: Exchange filing cover letter for investor presentation
-!- � T S Chand And Company Limited Registered Office: A-27. 2nd Floor, Mohan Co-Operative Industrial Estate, New Delhi - 110044, India. S.CHAND P:+91 11 4973 1800 I F:+91 11 4973 1801 I E: info@schandgroup.com I www.schand':j'roup.com GROUP Date: May 22, 2026 To To Listing Department Listing Depart
Slide 2: Q4 – FY2025-26 Investor Update
S. Chand and Company Limited Q4 – FY2025-26 Investor Update 22nd May 2026
Slide 3: Summary
SUMMARY 1. Key Highlights – Q4FY26 2. CPD Singapore Acquisition - Details 3. Consolidated Financial Performance 4. Status of Digital Business & Investments 2
Slide 4: Key Highlights – Q4FY26
—— od S.CHAND GROUP Key Highlights — Q4FY26 www.schandgroup.com
Slide 5: S Chand Group – Introduction
S CHAND GROUP - INTRODUCTION ✓India’s largest Education content company having pan India presence. 86+ 4,000+ 45,000+ ✓Country wide sales and distribution network driving deep market ◼ Years of operating ◼ Channel Partners ◼ Number of reach. history Schools covered ✓State-of-art printing and binding
Slide 6: Solid Q4 Performance Leads to Strong Finish for FY26
SOLID Q4 PERFORMANCE LEADS TO STRONG FINISH FOR FY26 Consolidated Results Snapshot – Q4FY26 and FY26 Particulars Q4FY25 Q4FY26 Y-o-Y FY25 FY26 Y-o-Y (in Rs. Mn) Revenue 4,714 5,478 16% 7,197 7,987 11% EBITDA 2,032 2,458 21% 1,350 1,449 7% EBITDA (%) 43.1% 44.9% 18.8% 18.1% PAT 1,416 1,695 20% 602 73
Slide 7: Key Highlights
KEY HIGHLIGHTS Rs7,987m Rs5,421m 18.1% Rs861m Rs731m Highest operating Gross margins of Delivers EBITDA Highest Operating Highest PAT since revenues in the 67.9%, margin within the Income since FY19, FY19, company’s history, Up 10% YoY despite 6% guided band of 18%- Up 8% YoY Up 21% YoY Up 11% YoY G
Slide 8: Management Commentary – Managing Director
MANAGEMENT COMMENTARY Performance Highlights, Mr. Himanshu Gupta, Managing Director: “The FY26 sales season was a steady season with both Old and New Syllabus books being adopted in schools for the new Academic year. Looking ahead, we are quite optimistic for FY27 since the new syllabus books for K-
Slide 9: Management Commentary – Group CFO
MANAGEMENT COMMENTARY Performance Highlights, Mr. Saurabh Mittal, Group CFO: “Our consolidated annual revenues reached Rs7,987 million, EBITDA of Rs1,449 million and PAT of Rs731 million. We showed healthy revenue growth and sustained our high levels of Gross Margins. Our EBITDA Margins at 18.1% cam
Slide 10: S Chand Group – 5 Year Snapshot of the Journey So Far
S CHAND GROUP – 5 YEAR SNAPSHOT OF THE JOURNEY SO FAR Revenues from Operations (Rs M) • Revenues in line with guidance of Rs8,000m. 7,987 • Delivers strong Gross Margins of 67.9% 7,197 5 Year CAGR 6,626 in a challenging year. • Delivers 18.1% EBITDA Margins which is 6,103 ▪ Revenues: 13% within the
Slide 11: S Chand Group – 5 Year Snapshot of the Journey So Far
S CHAND GROUP – 5 YEAR SNAPSHOT OF THE JOURNEY SO FAR • Our continued improvements in Gross Margins and EBITDA Margins lead us to a sustained rise in the company’s Operating profits over the past 5 years. 10
Slide 12: Steady Working Capital Metrics
STEADY WORKING CAPITAL METRICS • Q4 Receivable days showed minor increase to 160 days. • Q4 Net Working Capital days increased to 164 days. • Q4 Collections faced some challenges due to-: • This minor increase is due to the increased year ending • Shifting of collections of over Rs160 m from our rec
Slide 13: Net Debt Free with Controlled Inventory
NET DEBT FREE WITH CONTROLLED INVENTORY • Company ends FY26 with net debt free • Finished Goods inventory is slightly higher on back status with a positive net cash balance of of NCF roll out. Rs1,048m. • Total Inventory has Rs292m raw material paper • We aspire to remain net debt free for 3 invento
Slide 14: New Partnerships in FY26
NEW PARTNERSHIPS IN FY26 ALLIED © jump math — x sa pennybloom — www.schandgroup.com —— _—~— S.CHAND GROUP
Slide 15: New Partnerships in FY26
NEW PARTNERSHIPS IN FY26 —— od S.CHAND GROUP SpeEdLabs Physics _ www.schandgroup.com
Slide 16: Mylestone Curriculum Refreshed in FY26
MYLESTONE CURRICULUM REFRESHED IN FY26 New Mylestone Curriculum has been adopted by over 650+ schools 15
Slide 17: Zen Curriculum – Growing from Strength to Strength
ZEN CURRICULUM – GROWING FROM STRENGTH TO STRENGTH Inception Market 1st Season: Launched Zen 2nd Season: Launch 300+ Schools 2.0 450+ Schools • June • Sept • March • June • March 2024 2024 2025 2025 2026 16
Slide 18: Key Marketing & Promotional Activities During FY26
KEY MARKETING & PROMOTIONAL ACTIVITIES DURING FY26 Channel Partners Product Briefing - Vietnam Singapore Study Tour for leading School Owners and Principals 17
Slide 19: Key Marketing & Promotional Activities During FY26
KEY MARKETING & PROMOTIONAL ACTIVITIES DURING FY26 “Hindi Diwas” – Leading Event of Vikas Publishing House for Printing Press Visits for NCR based Schools Hindi teachers across the country World Book Fair Participation Mathematics Summit - 2025 18
Slide 20: Key Marketing & Promotional Activities Planned for FY27
KEY MARKETING & PROMOTIONAL ACTIVITIES PLANNED FOR FY27 Saraswati Shikshak Bhasha Mela - Samman - NSH Maths Summit NSH – S Chand SE Knowledge Hindi Diwas – Quest – S Madhuban Chand SE Teachers EduVisit 2026 – Conclave - Singapore Chaaya Key Marketing Channel & Promotional Partner Product Printing Pr
Slide 21: New NCERT Books to Be Announced for Classes 9-12 During FY27
NEW NCERT BOOKS TO BE ANNOUNCED FOR CLASSES 9-12 DURING FY27 • CBSE has released a circular in April, 26 announcing the release of CBSE Curriculum for the Academic Session 2026-27 for Classes IX-XII. We believe that this circular paves the way for the launch of new syllabus books for Classes 9th-12t
Slide 22: Looking Ahead – FY27
LOOKING AHEAD – FY27 Focus on Content Licensing (AI Datasets) deals for content monetization. Target revenues in excess of Rs400m for FY27 from this segment Focus on working capital EBITDA margin band of metrics and cash flows to 17%-19% for FY27 continue. Operating revenues to grow in the range of
Slide 23: S Chand Group Completes its 1st International Acquisition – CPD Singapore
S Chand Group’s Completes its 1st 2. International Acquisition – CPD Singapore 22
Slide 24: Investment Rationale
INVESTMENT RATIONALE • This acquisition will fill a gap in our International Curriculum offerings for the K-12 segment (For India / Middle East / SAARC and South Asia). Fills the gap in S Chand’s • The Group has no major Presence outside India except Middle East (CBSE Schools) K-12 Offerings • The I
Slide 25: Top Titles of CPD
TOP TITLES OF CPD • Some of the Top Titles are as follows-: 24
Slide 26: Consolidated Financial Performance
Consolidated Financial 3. Performance 25
Slide 27: Seasonal Nature of Our Business
SEASONAL NATURE OF OUR BUSINESS 15%-20% of annual revenues; 5%-10% of annual revenues; 5%-10% of annual revenues; 70% to 80% of annual Reduction in WC Reduction in WC Peak Inventory revenues; Peak Receivables Q1 April - June Q2 July - September Q3 October - December Q4 January - March o Finalisation
Slide 28: Consolidated Financial Performance – Q4FY26 Highlights
CONSOLIDATED FINANCIAL PERFORMANCE Q4FY26 Highlights Revenues: Up 16% YoY Gross Margins: Up 18% YoY EBITDA: Up 21% YoY Operating Income: Up 22% PAT: Up 20% YoY 27
Slide 29: Consolidated Financial Performance – FY26 Highlights
CONSOLIDATED FINANCIAL PERFORMANCE FY26 Highlights Revenues: Up 11% YoY Gross Margins: Up 10% YoY EBITDA: Up 7% YoY Operating Income: Up 8% PAT: Up 21% YoY 28
Slide 30: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE 29
Slide 31: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE 30
Slide 32: Solid Operating Cash Flow Generation Sustained
SOLID OPERATING CASH FLOW GENERATION SUSTAINED • FY26 Operating Cash flow got impacted vs. FY25 due to-: • Increase in Receivables due to the shifting of Content licensing collections of over Rs160m from Q4 to Q1. • Minor Increase in Receivables due to delay in collections from Middle east due to th
Slide 33: Solid 4Q Working Capital Metrics in the Company's History
SOLID 4Q WORKING CAPITAL METRICS IN THE COMPANY’S HISTORY • Working Capital Metrics • Trade Receivables increased to Rs3,503m during Q4FY26 vs Rs2,753m during Q4FY25. This increase was driven by shifting of certain receivables from Q4 to Q1 in the Digital business. The war in Middle East also impact
Slide 34: Shareholding Structure
SHAREHOLDING STRUCTURE Key Institutional Investors - As Market Data As of 21st May 2026 % Holding Other Institutional Investors holding less of May 2026 than 1% - As of May 2026 Miri Strategic Emerging Markets Market Capitalization (Rs Mn) 6,350 2.7% Fund Acadian Emerging Markets Price (Rs) 178 Blue
Slide 35: Concall Details
CONCALL DETAILS ra == S.CHAND GROUP S.CHAND GROUP We cordially invite you to the Q4FY26 Earnings Call with $ CHAND AND COMPANY Bloomberg Code: SCHAND IN | Reuters Code: SCHA.BO Dial-In Numbers: Universal Access Number: +91-22-6280 1231 / +91-22-7115 8132 to discuss the Q4FY26 Results Express Join wi
Slide 36: Digital Business & Investments
4. Digital Business & Investments 35
Slide 37: Investee Companies – Hidden Value in Our Balance Sheet
INVESTEE COMPANIES – HIDDEN VALUE IN OUR BALANCE SHEET • Smartivity (https://www.smartivity.in/) was founded in 2015 with focus on S.T.E.M. Learning and DIY Kits. • We have Angel funded approx. Rs20m in the company across various funding rounds. • They had a secondary market transaction recently whi
Slide 38: Disclaimer
Disclaimer This presentation and the following discussion may contain “forward looking statements” by S. Chand & Company Limited (“S. Chand” or the Company) that are not historical in nature. These forward looking statements, which may include statements relating to future results of operations, fin
S Chand And Company — Q4 FY2025-26 Earnings Presentation on 6ix