Investor Presentation

To To Department of Corporate Services, Listing Department, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Dalal Street, C-1, G-Block, Bandra - Kurla Complex Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 540403, Scrip Symbol: CLEDUCATE ISIN: INE201M01029 Subject: Intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Investor Presentation for the Quarter ended June 30, 2026 Dear Ma’am/Sir(s), In compliance with the provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in furtherance to our intimation dated July 31, 2026, please find enclosed herewith Analysts and Investors Earnings Call presentation on the Company’s Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026. The presentation will be presented during the Earnings Call scheduled today, i.e., August 05, 2026, at 03:30 P.M. IST. The aforesaid information will also be hosted on the Company’s website at www.cleducate.com. Kindly take the above details on record. Thanking You For CL Educate Limited Arjun Wadhwa Chief Financial Officer Place: New Delhi Date: August 05, 2026 C L E D U C A T E L I M I T E D ANALYST PRESENTATION Q1 FY 2027 August 05, 2026 P LA TF O RM LED STRA TEGI C TRA NSF O RMA TI O N From Test Prep pioneer to Integrated Solutioning Platform DISCLAIMER Safe Harbour Please read in conjunction with the information presented in this document USE OF THIS PRESENTATION FORWARD-LOOKING STATEMENTS This presentation has been prepared by CL Educate Limited (the “Company”) solely for Certain statements in this document may be forward-looking statements. Such information purposes without any regard to any specific objectives, financial situations forward-lookingstatements aresubjectto certainrisks anduncertaintieslikeregulatory or information needs of any particular person. This presentation and its contents are changes, local political or economic developments, and many other factors that could confidential and should not be copied, distributed, disseminated, published or cause our actual results to differ materially from those contemplated by the relevant reproduced, in whole or part, or disclosed by recipients directly or indirectly to any forward-lookingstatements. other person. Data and comments contained in the presentation are basis what the Company believes are a reasonable representation of its businesses. The numbers represented at certain places are management estimations carried out on the basis assumption taken regarding the nature of business. By accessing this presentation, the LIMITATION OF LIABILITY person acknowledges and agrees that the information contained herein is not a substitute for their independent investigation, analysis, and judgment. The person should consult their own financial, legal, tax, and other advisors before making any CL Educate Ltd. will not be in any way responsible for any action taken based on such investment decisionsbased ontheinformationpresented. data or comments or statements and undertakes no obligation to publicly update thesedataor commentsor forward-lookingstatements toreflectsubsequent eventsor circumstances. CL EDUCATE LIMITED | INVESTOR PRESENTATION | Q1 FY 2027 OVERVIEW 02 STRATEGIC CONTEXT · Q1 FY 2027 Policy Reset and AI Adoption Define the Next 24 Months Operating context shaping the Group’s priorities for the period ahead 01 02 NEET & POLICY AI & ACTION Direction is digital Speed of innovation and concurrent projects Rationalization is imminent 74% coding is AI enabled DEX / CL — crucial time & opportunity Contribution to cost rationalization Consolidations will play out (24 months) CL EDUCATE LIMITED | INVESTOR PRESENTATION | Q1 FY 2027 OVERVIEW 03 EXECUTIVE SUMMARY · Q1 FY 2027 Cost Discipline Absorbs the Income Decline; Margin Expands 218 bps Consolidated, Q1 FY 2027 (A) vs Q1 FY 2026 (A) · All figures in ₹ Cr unless stated TOTAL INCOME ▼11.8% EBITDA ▲1.4% EBITDA MARGIN ▲218 bps PROFIT AFTER TAX ▲55.0% ₹ 132.1 Cr ₹ 22.0 Cr 16.6% ₹ (1.7) Cr vs ₹ 149.8 Cr LY vs ₹ 21.7 Cr LY vs 14.5% LY vs ₹ (3.7) Cr LY WHAT DROVE THE QUARTER KEY WINS WATCH ITEMS & OUTLOOK 9 new contracts in Digital Assessments ₹ 17.7 Cr income decline fully offset ACV ₹ 22.2 Cr and TCV ₹ 33.9 Cr; DEX margin up 342 bps to Test Prep headwinds persist 25.0%. ₹ 18.0 Cr of cost reduction —service delivery +₹ 9.3 Cr and AI penetration and availability of free online resources other overheads +₹ 8.7 Cr —lifted EBITDA to ₹ 22.0 Cr. continue to weigh, especially in the Online domain. MarTech revenue ▲7.0%, EBITDA ▲34.7% Finance cost down 17.1% International share at 35.3% of MarTech revenue, up 105 Q1 is the seasonally lightest quarter bps; blue chip signups in Singapore & Indonesia continue. ₹ 10.6 Cr vs ₹ 12.8 Cr LY; depreciation & amortisation up For MarTech and Digital Assessments; the business usually 28.0% to ₹ 11.2 Cr. picks up and peaks in Q2 and Q3 EasyApply adoption broadens Except IIMs, all marquee brands have signed up; Digital and EasyApply continue to scale. CL EDUCATE LIMITED | INVESTOR PRESENTATION | Q1 FY 2027 OVERVIEW 04 SECTION 02 · Q1 FY 27 BUSINESS-WISE PERFORMANCE MarTech Growth and Operational Optimization Lifts Group Margin to 16.6% Segment revenue and EBITDA · Q1 FY 2027 (A) vs Q1 FY 2026 (A) · All figures in ₹ Cr CONSOLIDATED REVENUE CONSOLIDATED EBITDA EBITDA MARGIN ₹ 132.1 Cr ₹ 22.0 Cr 16.6% vs ₹ 149.8 Cr ▼11.8% vs ₹ 21.7 Cr ▲1.4% vs 14.5% ▲218 bps REVENUE · ₹ Cr EBITDA · ₹ Cr Q1 FY 26 (A) Q1 FY 27 (A) Q1 FY 26 (A) Q1 FY 27 (A) 59.2 12.8 11.1 12.8 12.2 53.1 48.9 45.0 37.2 38.6 2.5 3.3 (4.6) (6.3) EdTech —L&D Digital Assessments MarTech & Utsav EdTech —L&D Digital Assessments MarTech & Utsav Unallocated Expenses EdTech — Learning & Development Digital Assessments (DEX) MarTech & Utsav REVENUE ▼15.4% EBITDA ▼13.3% REVENUE ▼17.4% EBITDA ▼4.3% REVENUE ▲3.8% EBITDA ▲31.2% Test Preparation business continues to face challenges esp in A recruitment exam roll-over sits in the Q1 FY 26 base; ₹4.7 Cr Seasonally the lightest quarter. Kestone India and International the Online domain. of revenue deferred pending results. both ahead of LY CL EDUCATE LIMITED | INVESTOR PRESENTATION | Q1 FY 2027 GROUP PERFORMANCE 05 SECTION 03 · EBITDA BRIDGE ₹ 18.0 Cr of Cost Reduction Absorbs a ₹ 17.7 Cr Income Decline Income and cost walk from Q1 FY 26 to Q1 FY 27 reported EBITDA · All figures in ₹ Cr Cost reduction + ₹ 18.0 Cr 24 ₹ 21.7 − 17.7 + 8.7 ₹ 22.0 + 9.3 Q1 FY 26 Total Service Other Q1 FY 27 EBITDA Income Delivery Overheads EBITDA Net EBITDA uplift of + ₹ 0.3 Cr — a ₹ 17.7 Cr decline in total income has been fully absorbed by ₹ 18.0 Cr of cost reduction, lifting the EBITDA margin by 218 bpsto 16.6%. CL EDUCATE LIMITED | INVESTOR PRESENTATION | Q1 FY 2027 GROUP PERFORMANCE 06 EDTECH -LEARNING & DEVELOPMENT SECTION 04 · EDTECH — LEARNING & DEVELOPMENT Margin Resilience at 24.6% as the Test Prep Mix Resets Business-line performance · Q1 FY 2027 (A) vs Q1 FY 2026 (A) · All figures in ₹ Cr SEGMENT REVENUE SEGMENT EBITDA EBITDA MARGIN ₹ 45.0 Cr ₹ 11.1 Cr 24.6% vs ₹ 53.1 Cr ▼15.4% vs ₹ 12.8 Cr ▼13.3% vs 24.0% ▲59 bps BUSINESS DEVELOPMENTS THIS QUARTER REVENUE & EBITDA · ₹ Cr Test Prep headwinds Q1 FY 26 (A) Q1 FY 27 (A) Test Prep continues to face headwinds due to AI penetration and availability of free online resources. 53.1 45.0 Channel mix reshaped Test Prep revenue mix reshaped by increase in Network contribution, also had a positive impact on realization per customer. 12.8 11.1 Digital & EasyApply scaling Digital and Easy Apply continue to scale. Except IIMs all marquee brands have signed up on EasyApply. Revenue EBITDA Pricing action underway Product pricing for Competitive books is underway. Increased costs to be passed onto the customers Margin up 59 bps to 24.6% EBITDA declined less than revenue, holding segment profitability Seasonality broadly flat year [Showing first 8,000 characters — download PDF for full document]