Investor Presentation

NEL/039/2026-27 Date: 04th November, 2026 The Secretary Corporate Relationship Department National Stock Exchange of India Ltd. Bombay Stock Exchange Ltd. Exchange Plaza, 5th Floor, Plot No. C/1, 1st Floor, New Trading Ring, 'G' Block, Bandra-Kurla Complex, Rotunda Building, P. J. Towers, Bandra (East), Mumbai – 400051 Dalal Street, Fort, Mumbai – 400001. Ref: Symbol– NAVNETEDUL Ref: Scrip Code – 508989 Dear Sir / Madam, Sub: Presentation on Q2 & FY27 financial results In accordance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby submit investors presentation on financial results for quarter and half year ended 30th September 2026, which will be shared with analysts and institutional investors. The said presentation is uploaded in investors section on Company’s website www.navneet.com You are requested to take note of the above. Thanking You, Yours faithfully, FOR NAVNEET EDUCATION LIMITED AMIT D. BUCH COMPANY SECRETARY MEMBERSHIP NO. A15239 Encl.: a/a BUILDING ON A STRONG FOUNDATION NAVNEET EDUCATION LIMITED - Investor Presentation November 2026 SAFE HARBOUR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Navneet Education Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. MANAGEMENT COMMENTARY – Q2 FY27 Performance Highlights, Mr. Gnanesh (Sunil) Gala, Managing Director: In Q2 FY27, the company’s top line grew by 31.7% from Rs. 246 Cr in Q2 FY 26 to Rs. 324 Cr. Publication revenue grew robustly by 53.8% Y-o-Y to Rs. 140 Crores in Q2 FY27 vs Rs. 91 Crores previously. This was majorly due to the spillover of Q1 revenue to Q2. If we look at H1 FY27 publication revenue, it has grown reasonably by 6.7% from Rs. 510 Cr to Rs. 544 Cr. The curriculum change cycle that began in FY 26 is expected to continue for the next 2 Financial years and now that the lower grades have changed in FY 26 and FY 27, we anticipate higher grades changing which contributes higher revenue share compared to lower grades. Stationery revenue grew to Rs. 184 Cr showing 18.7% overall Y-o-Y growth. Domestic Stationery grew to Rs. 52 Crores showing 34.2% growth and Export Stationery grew to Rs. 132 Cr showing 13.6% growth. Domestic stationery will continue to show decent growth due to our focus on branding and non- paper stationery. We strive to aggressively penetrate the markets with more customer centric products to achieve long term sustainability. Exports have shown signs of revival and shall see a U-shaped recovery in the near term provided supply chain disruptions, geopolitical challenges and weakening global demand gets in favor of exporters. Our momentum is just getting started as we unlock higher-value curriculum cycles and aggressive market expansions. With domestic stationery thriving and global exports primed for a recovery, your investment is anchored in a resilient, high-growth engine built for long-term sustainable returns. STANDALONE PERFORMANCE HIGHLIGHTS – Q2 FY27 (Rs. in Crores) Revenue from Operations EBITDA Profit Before Tax Q2FY27 Q2FY26 * 324 20 Q2FY27 Q2FY26 Q2FY27 Q2FY26 PBT Margin Working Capital Cycle (on TTM Basis) EBITDA Margin 0.9% 88 84 52 55 Q2FY27 Q2FY26 Sep-25 Sep-26 -3.3% 6.2% Receivable Days FG Inventory Days 3.3% RM Inventory Days Q2FY27 Q2FY26 * Q2 FY27 includes following exceptional items: Rs. 2.3 Cr (Net of Expenses) towards share of fair value gain on the investment on K12 by NLLP and Rs. 0.5 Cr fair value for investment in CP capital and Career Point Edutech. 4 STANDALONE PERFORMANCE HIGHLIGHTS – H1 FY27 (Rs. in Crores) EBITDA Profit Before Tax Revenue from Operations 239 203 208 H1 FY27 H1 FY26 H1 FY27 H1 FY26 EBITDA Margin PBT Margin 1,109 1,038 H1 FY27 H1 FY26 23.0% 18.3% 20.0% 20.2% H1 FY27 H1 FY26 H1 FY27 H1 FY26 * H1 FY27 includes following exceptional items: 1) Reversal of Provision for leave encashment due to change in wage definition – Rs. 10 Cr. 5 2) Rs. 2.3 Cr (Net of Expenses) towards share of fair value gain on the investment on K12 by NLLP and Rs. 5 Cr fair value for investment in CP capital and Career Point Edutech. STANDALONE SEGMENT PERFORMANCE HIGHLIGHTS (Rs. in Crores) Publications Revenue Stationery Revenue - Domestic Stationery Revenue - Exports Y 140 2 52 132 Q 91 117 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Publications Revenue Stationery Revenue - Domestic Stationery Revenue - Exports 1 366 373 H 544 510 198 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 CONSOLIDATED PERFORMANCE HIGHLIGHTS – Q2 FY27 (Rs. in Crores) EBITDA Profit Before Tax Q2FY27 Q2FY26 10 * Revenue from Operations Q2FY27 Q2FY26 EBITDA Margin PBT Margin 324324 4.0% Q2FY27 Q2FY26 224477 3.5% -1.2% 50 3.0% 0 2.5% Q2FQY22F7Y27 QQ22FFYY2266 2.0% -6.9% 3.4% 1.5% 1.0% 0.5% 0.4% 0.0% Q2FY27 Q2FY26 * Q2 FY27 includes following exceptional items: Rs. 6 Cr (Net of Expenses) towards share of fair value gain on the investment on K12 by NLLP and Rs. 0.5 Cr fair value for investment in CP capital and Career Point Edutech. 7 CONSOLIDATED PERFORMANCE HIGHLIGHTS – H1 FY27 (Rs. in Crores) EBITDA Profit Before Tax Revenue from Operations 189 195 H1 FY27 H1 FY26 H1 FY27 H1 FY26 1,112 EBITDA Margin PBT Margin 1,041 H1 FY27 H1 FY26 21.9% 18.7% 17.0% 18.8% H1 FY27 H1 FY26 H1 FY27 H1 FY26 * H1 FY27 includes following exceptional items: 1) Reversal of Provision for leave encashment due to change in wage definition – Rs. 10 Cr. 8 2) Rs. 6 Cr (Net of Expenses) towards share of fair value gain on the investment on K12 by NLLP and Rs. 5 Cr fair value for investment in CP capital and Career Point Edutech. STANDALONE PROFIT & LOSS ACCOUNT – Q2 [Showing first 8,000 characters — download PDF for full document]