Addictive Learn Q2 FY26 Earnings Analysis
Published 3 Jul 2026 | Other Consumer Services | Market Cap: ₹64 Cr
Price
₹40.2
Market Cap
₹64 Cr
Revenue Rank
Margin Rank
How does Addictive Learn rank in Other Consumer Services?
Compare Addictive Learn against every Other Consumer Services company this quarter on revenue, margins and earnings-call signals.
Earnings Summary
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).
📊 Revenue & Sales Performance
Rank 2- →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
Rank 1- →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).
- →Potential upside from upselling US degree programs and IIT Roorkee certification could increase Average Revenue Per User (ARPU) and profits (Pages 5, 9).
- →Overall optimistic with profitability improvements and growth acceleration expected over next 6 months to one year (Pages 7, 10).
🏗️ Capital Expenditure Plans
Yes- →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.
💰 Fundraising & Capital Structure
No- →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.
- →Management intends to be more conservative with spending going forward.
- →No explicit mention of debt fundraising plans in the transcript.
📋 Order Book & Pipeline
No information- →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.
Key Metrics
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Frequently Asked Questions
What were Addictive Learn 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 Learn share price analysis?
Addictive Learn currently shows a moderate growth signal based on ranking data. 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 Learn 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.
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.