Addictive Learning Technology Ltd
Addictive Learning Technology Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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)
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Profitability & Margins
Read what Addictive Learning Technology Ltd said on margins in the Q2 FY26 call
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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).
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Top-ranked in Other Consumer Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.