BSECompany Update5d ago · 30 Jul 2026, 04:37 pm

Transcript of the Earnings Conference call held on 28.07.2026 at 04:00 PM.

Dachepalli Publishers Ltd · 544667

✦ AI Summary▲ PositiveResults

Dachepalli Publishers Limited reported a strong start to FY27 with a 159% year-on-year increase in total income to INR45.18 crores, driven by healthy demand across its publishing and integrated education businesses. EBITDA grew by 31% and profit after tax by 42% year-on-year.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Dachepalli Publishers Ltd - 544667 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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DAC+IEPALLI PUBLISHERS LIMITED Plot No.2/B, (C.F.Area) 1.0.A. Cherlapalli, Phase 11, Hyderabad • 51. Ph : 72070 20941, 72070 20942. Date: 30th July, 2026 Compliance Department, Bombay Stock Exchange, Mumbai. Scrip Code: 544667 Dear Sir/ Madam, Subject: Submission of Transcript of the Earnings Conference call held on 28lll July, 2026, Tuesday at 04:00 PM. Ref: Regulation 30(6) read with Schedule III Part A of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 ("SEBI Listing Regulations"). With reference to our intimation dated 23rd July, 2026 related to the Earnings Conference call, the Company is submitting the transcripts of Earnings Conference call of the analyst/investor conference call which was held on 28th July, 2026, Tuesday at 04:00 PM to discuss the Unaudited Financial Results of the Company for Ql & FY 27. Submitted for your kind information and necessary records. Kindly take the same on your records. For DACHEP ALLI PUBLISHERS LIMITED Name : ANAND JOSHI Designation : COMP ANY SECRETARY & COMPLIANCE OFFICER C.I.N.L22110TG1998PLC028994 PAN:AAACD7092C. GST No.36AAACD7092C1ZU Email : vinod@dachepalli.com Visit us at : “Dachepalli Publishers Limited Q1 FY27 Result Conference Call” July 28, 2026 MANAGEMENT: MR. HARISH DACHEPALLI – EXECUTIVE DIRECTOR – DACHEPALLI PUBLISHERS LIMITED MR. ABHINAV DACHEPALLY – EXECUTIVE DIRECTOR – DACHEPALLI PUBLISHERS LIMITED MODERATOR: MR. GAUTAM NAGAR – EQUIBRIDGEX ADVISORS PRIVATE LIMITED Page 1 of 15 Dachepalli Publishers Limited July 28, 2026 Moderator: Ladies and gentlemen, good day and welcome to Q1 FY27 Result Conference Call of Dachepalli Publishers Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Gautam Nagar from EquiBridgeX Advisors. Thank you and over to you, sir. Gautam Nagar: Thank you. A very good evening to everyone. Welcome to the Q1 FY27 Earnings Call of Dachepalli Publishers Limited. From management team, we have with us Mr. Harish Dachepalli and Mr. Abhinav Dachepally, Executive Directors. The call will begin with the opening remarks from the management, after which we will open the floor for the Q&A. With that, I would like to hand over the call to Mr. Harish sir for his opening remarks. Thank you and over to you, sir. Harish Dachepalli: Opening remarks will be read by Mr. Abhinav. Abhinav Dachepally: Good evening, everyone and thank you for joining us today. We warmly welcome all our investors, analysts, and stakeholders. We sincerely appreciate your continued trust, confidence, and support. We are pleased to report a strong start to FY27, driven by healthy demand across our publishing and integrated education businesses. Our continued focus on strengthening our ecosystem through quality educational content, digital learning, technology-enabled supply chain capabilities, and an expanding institutional network has enabled us to deliver robust operational and financial performance. During the first quarter of FY27, total income increased by 159% year-on-year to INR45.18 crores, reflecting strong execution and increased adoption of our academic solutions. EBITDA stood at INR9.2 crores, registering a growth of 31%, while profit after tax grew by 42% year- on-year to INR6.3 crores. We also reported EPS of 4.21 compared with 4.03 in the corresponding quarter last year. Our performance reflects the strength of our integrated business model, which combines educational publishing, digital learning, printing infrastructure, and technology-enabled academic solutions to create long-term value for schools, educators, students, and parents. During the quarter, we continued to strengthen our integrated education ecosystem by expanding the capabilities of our Pelican platform, enabling schools to procure textbooks, notebooks, uniforms, stationery, and other academic essentials through a centralized and technology-driven platform. We also enhanced our digital supply chain infrastructure, improving connectivity between publishers, vendors, schools, and parents to ensure more efficient procurement and timely delivery. Our direct-to-parent initiative also continued to gain traction, allowing parents to conveniently purchase school-specific academic products through dedicated digital channels. At the same time, we continued to diversify our product portfolio by expanding into stationery, skill Page 2 of 15 Dachepalli Publishers Limited July 28, 2026 development products, and competitive examination material, creating additional long-term growth opportunities beyond our core publishing business. Another important milestone during the quarter was our backward integration progress to progress. Through the acquisition of advanced notebook manufacturing machinery, this strategic initiative marks our transition from trading to in-house notebook manufacturing, which is expanding and strengthening quality control, improving supply chain reliability, enhancing customization capabilities, and supporting long-term margin improvement. We also remain focused on expanding our presence across schools and institution partners while continuing to invest in our content portfolio, operational infrastructure, and technology capabilities. Our objective is to build a comprehensive academic ecosystem that addresses the evolving needs of educational institutions and creates sustainable value for all stakeholders. Looking ahead, we remain optimistic about the opportunities before us. With our strong educational legacy, integrated business model, expanding digital capabilities, and disciplined execution, we believe Dachepalli Publishers is well-positioned to sustain its growth trajectory and capitalize on the increasing demand for technology-enabled educational solutions. Before we conclude, I would like to express my sincere gratitude to our employees, customers, distribution partners, shareholders and all other stakeholders for their continued confidence and support. With that, I would now like to open the floor for questions and discussion. Thank you. Moderator: Thank you very much. We will now begin the question-and-answer session. The first question is from the line of Bhushan, an individual investor. Please proceed. Bhushan: Hello, am I audible? Harish Dachepalli: Yes, sir, you're audible. Bhushan: Hello. Harish Dachepalli: Hello, sir, I'm Harish Dachepalli. I'll be answering the questions from here. Bhushan: Yes. So, my first question was on are there any risk of change in curriculum or in last 10 years have you faced any such risk? Harish Dachepalli: So, post-independence the curriculum was completely revamped three times, sir, so far. The last update was in 2020 when the New Education Policy was introduced. Before that, it was in 1990 and prior to that it was in 1970s. So, whatever happens every year, there is a minor change in the syllabus but we are intimated before because we publishers are all been in the industry for very long time. So, we get information early and then whatever that particular chapter or lesson or a paragraph, whatever changes has to be made, we make it in the coming editions. That's how the industry works. Page 3 of 15 Dachepalli Publishers Limited July 28, 2026 Bhushan: Okay. And my second question was on our declining gross margins. In last two years, what I've observed, our gross margins and EBITDA margins have declined. So, can you explain that? Harish Dachepalli: Actually, the gross margin has not declined, sir. What has happened was in the last year Q1, our raw material purchase was in the Q4 of the previous year because of the 10 days price variation or delivery of the material. This year, most of the material got delivered after Apri [Showing first 8,000 characters — download PDF for full document]