Addictive Learning Technology Ltd
Addictive Learning Technology Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Target ₹50 Crores revenue in the next 6 months with EBITDA margin of ₹8-10 Crores. Revenue target for next 6 months: ₹50 Crores with EBITDA around ₹8-10 Crores (Page 8).
From Addictive Learning Technology Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Target ₹50 Crores revenue in the next 6 months with EBITDA margin of ₹8-10 Crores. (Page 8)
- Expect growth to increase by 50-100% in the coming months due to AI-enabled new sales organization scaling rapidly. (Page 6)
- Revenue growth driven by upselling US University degrees and IIT Roorkee certifications, increasing ARPU. (Pages 5, 9)
- Plan to reduce Customer Acquisition Cost (CAC) from current 35-40% to a significantly lower percentage through AI sales processes. (Pages 8, 9)
- Growth focus shifting from launching new courses to improving distribution and sales efficiency. (Page 10)
- US sales will grow slowly, focused first on Indian upsell of US degrees; global expansion cautiously pursued. (Page 9)
- Communities and AI-driven sales channels expected to unlock new growth beyond bootcamp saturation. (Page 8)
- Revenue target of ₹150 Crores achievable within 3 months as per CEO’s outlook. (Page 10)
Profitability & Margins
See what Addictive Learning Technology Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Significant capex/capital investment is focused on AI technology development, with a 50-60 person tech team working on proprietary software, chapters, quizzes, and AI-enabled sales processes.
- Development costs are capitalized as intangible assets and amortized over six years.
- Major spending on AI and the US University setup is mostly done as of the call date.
- No immediate fundraising planned due to low stock price; growth to be funded from internal cash flows.
- Future investments prioritized to enhance course delivery via AI and launch the US University MBA program, which is expected to increase Average Revenue Per User (ARPU).
- Strategic investments include patenting and potentially monetizing an AI tool for call quality monitoring (B2B model).
- No dividend or buyback planned currently, as cash will be conserved for growth.
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Ranked on what management guided this quarter
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Fundraising & Capital Structure
See what Addictive Learning Technology Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention the current or expected order book or pending orders in numerical terms.
- However, key insights related to sales and revenue outlook include:
- - Base case revenue target is ₹50 Crores for the next 6 months with EBITDA margins around ₹8-10 Crores.
- - New AI-enabled sales organization showed promising results with approximately ₹70 Lakhs of additional sales in November.
- - Expecting growth of 50-100% in sales counseling and conversions starting January.
- - Sales pipeline is being strengthened by new sales teams (approx. 70 people) and AI-driven processes.
- - Existing content is sufficient; focus is now on improving distribution and sales efficiency.
- - Growth expected from upselling US university degrees and IIT Roorkee certifications.
- Overall, the company is optimistic about order inflow acceleration in the coming months.
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What Addictive Learning Technology Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Addictive Learning Technology Ltd Q2 FY26 results?
Target ₹50 Crores revenue in the next 6 months with EBITDA margin of ₹8-10 Crores. Revenue target for next 6 months: ₹50 Crores with EBITDA around ₹8-10 Crores (Page 8).
What is Addictive Learning Technology Ltd share price analysis?
Addictive Learning Technology Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹64 Cr. Investors should review the full earnings analysis for detailed insights.
Is Addictive Learning Technology Ltd planning capital expenditure?
Significant capex/capital investment is focused on AI technology development, with a 50-60 person tech team working on proprietary software, chapters, quizzes, and AI-enabled sales processes.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.