Cl Educate in its Q4 and full year FY26 financial results yesterday reported a sharp jump in revenue, EBITDA and cash flow from operations, reflecting the first full year of business performance of the digital examination business DEXIT Global acquired from the National Stock Exchange (NSE). Consolidated FY26 – Key…
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Part 2 of an Investor Series on CL Educate’s Strategic Acquisition In the first article of this series, we argued that DEXIT Global is often mischaracterised as an “exam services company,” when in reality it functions more like mission-critical examination infrastructure. This second note goes one level deeper — into…
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Walk into any modern Indian home and look at the floor. Chances are, the tiles came from Morbi in Gujarat – the cluster that produces nearly 70% of India’s ceramic tiles and exports to over a hundred countries. What most buyers do not see is the constant pressure on tile…
Read MoreWe have written earlier on how our IR client 20 Microns is building a R&D focused business with considerable value addition, while the market perhaps still views it has a plain vanilla mining and mineral business. It is incredible how market is driven more by perceptions rather than real research….
Read MoreIn a quarter when revenue was slightly down, 20 Microns, India’s leading R&D driven specialty industrial minerals company, reported higher profits on the back of normalisation of operating margins. Its EBITDA margin was impacted for the last few quarters due to logistics costs and was running below 13%. Improvement in…
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Allen Career Institute, a name synonymous with India’s test prep ecosystem, has reported a sharp decline in its financial performance for FY25. The company’s net profit plummeted by 70%, falling to ₹41 crore from ₹136 crore the previous year. Revenue also dipped slightly to ₹3,067 crore, down from ₹3,473 crore…
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As India’s strategic ambitions in defense, aerospace, and energy continue to expand, the listed public sector firm Mishra Dhatu Nigam (MIDHANI) finds itself at the intersection of national priorities and advanced materials engineering. The company’s recent performance and commentary reveal a business that is not only stable but actively positioning…
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