Addictive Learning Technology Ltd

Q2 FY26Other Consumer Services

Addictive Learning Technology Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹47

Market cap₹64 Cr

Updated23 Aug 2026

Read4 min read

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)

2 more points management made on revenue & sales performance

Profitability & Margins

Revenue target for next 6 months: ₹50 Crores with EBITDA around ₹8-10 Crores (Page 8).
Expectation of improving margins, no margin compression anticipated (Page 8).
Cost of customer acquisition (CAC) currently high (~35-37%) but expected to reduce significantly with AI-enabled sales process (Page 8).
New AI-driven sales organization and community channels expected to unlock growth and better ROAS (Pages 4, 7, 8).
Plans to reduce operating expenses by 25-30% in the next 3 months aiming to improve operating profitability (Page 10).
No immediate fundraising planned; focus on improving cash flow and profitability internally (Page 8).

2 more points management made on 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).

2 more points management made on capital expenditure plans

Fundraising & Capital Structure

The company does not plan to raise funds through equity currently as the stock price is considered too low for fundraising.
The focus is on improving cash position through organic cash flow rather than external fundraising.
Promoters are the biggest shareholders and plan to benefit most from growth, but prioritize company needs over dividends or buybacks.
No immediate dividend or buyback policy; cash is being reserved for growth.

2 more points management made on 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.

2 more points management made on order book & pipeline

What Addictive Learn'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.