📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-08-20 13:25
0 analysed today
FollowTelegram
0
Today
149,939
All-time analysed
42,983
Positive
6,669
Negative
91,579
Neutral
8,640
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
3 announcements match the current filters (relevance ≥ 5).
Q1 Earnings Call: Revenue Up 59% QoQ, OCF at ₹4 Cr, AI-Driven Ad Turnaround
Addictive Learning Technology released its Q1 FY27 earnings call transcript highlighting an operational turnaround following previous loss-making quarters. Revenue grew 59% QoQ (18% YoY) with EBITDA at ₹4.9 Cr, while PAT stood at ₹31 lakh due to non-cash amortization of past course development costs. Operating cash flow was strong at ₹4 Cr, supported by lowered monthly cash outflow (down to ~₹6–6.5 Cr from ₹8 Cr) and reduced investing outflow of ₹1.9 Cr versus ₹17.5 Cr in FY26. Management reported achieving their target of over ₹2 Cr per month in net cash generation starting June/July.
Confidence: HIGH
What changedManagement outlined an operational recovery led by AI-automated advertising deployment and reduced product build capex.
Why it mattersDemonstrates healthy cash generation (₹4 Cr OCF) and margin stabilization despite reported PAT being depressed by multi-year amortization charges.
Q1 PAT: ₹0.31 CrQ1 Operating cash flow: ₹4 CrQ1 EBITDA: ₹4.9 CrQ1 Investing outflow: ₹1.9 CrFY26 Investing outflow: ₹17.5 Cr
📅 Short termSentiment is supported by lower ad acquisition costs and positive cash flows, though high historical amortization will keep reported net margins optically low.
📈 Long termCompletion of heavy product capitalization and scaling AI-driven student acquisition funnels can improve operating leverage across global professional certification courses.
⚠ Risk flags
- High non-cash amortization will weigh on reported PAT for the next 2-3 years
- Sensitivity to platform ad algorithms (Meta, Google) and lead acquisition costs
- Execution dependency on scaling inside sales team productivity
Key Highlights
Q1 revenue grew 59% QoQ and 18% YoY following recovery from a weak prior quarter
Operating cash flow reached ₹4 Cr, contrasting with accounting PAT of ₹31 lakh and PBT of ₹42 lakh
Investing capex cash outflow dropped to ₹1.9 Cr in Q1 compared to ₹17.5 Cr incurred during the full FY26 build phase
Net cash collections achieved target run-rate of ₹1.8 Cr in June and exceeded ₹2 Cr in July
Customer acquisition cost for free boot camps dropped from ₹250 to ₹50–₹77 through AI-driven ad deployment
👀 What to Watch
Track whether monthly net cash generation continues above the ₹2 Cr run-rate and if inside sales reach the guided ₹4 Cr monthly run-rate in upcoming quarters.
Addictive Learning Reports Q1 FY27 Revenue of ₹22.7 Cr (+59% QoQ); OCF at ₹4 Cr
Addictive Learning Technology released its Q1 FY27 investor presentation, reporting consolidated revenue of ₹22.7 Cr (+59% QoQ, +8% YoY) and PAT of ₹31 Lakhs, which was impacted by ₹4.45 Cr of non-cash amortisation. Operating cash flow improved to ₹4 Cr for the quarter, rebounding from H2 FY26 losses as monthly cash outflows declined from ₹8 Cr+ to ₹6–6.5 Cr. Net cash generation exceeded ₹2 Cr in July 2026, driven by in-house AI tools reducing acquisition costs by 58–80%. The company maintains a debt-free balance sheet with ₹2.86 Cr in cash and ₹7.21 Cr in undeployed IPO proceeds.
Confidence: HIGH
What changedAddictive Learning presented its Q1 FY27 operational and financial results, outlining a transition from H2 FY26 operational losses to ₹4 Cr positive quarterly operating cash flow.
Why it mattersThe reduction in monthly operating cash burn to ₹6–6.5 Cr and lower customer acquisition costs indicate operational stabilisation, allowing new collections to flow straight to cash generation without external debt.
Q1 FY27 Revenue: ₹22.7 CrQ1 FY27 PAT: ₹31 LakhsQ1 Operating Cash Flow: ₹4 CrQuarterly Amortisation: ₹4.45 CrJuly Net Cash Generation: ₹2 Cr+Q1 Investing Outflow: ₹1.9 Cr
📅 Short termShort-term sentiment is supported by the swing to positive cash flow and meeting the July ₹2 Cr net cash target.
📈 Long termAs product development capex tapers off, profitability and cash margins will hinge on the company's ability to scale bootcamps and trainer capacity without re-inflating acquisition costs.
⚠ Risk flags
- High quarterly non-cash amortisation (₹4.45 Cr) will continue to suppress reported accounting PAT in the near term.
- Scaling bootcamps remains constrained by the capacity to hire and train senior trainers and sales counselors.
Key Highlights
Q1 FY27 consolidated revenue stood at ₹22.7 Cr (+59% QoQ, +8% YoY) with an EBITDA of ₹4.9 Cr.
Reported PAT came in at ₹31 Lakhs after ₹4.45 Cr in non-cash amortisation of historical product build.
Generated ₹4 Cr in operating cash flow in Q1, with July net cash generation crossing ₹2 Cr.
Monthly cash outflows reduced from ₹8 Cr+ peak to ₹6–6.5 Cr as build capex dropped to ₹1.9 Cr in Q1 vs ₹17.5 Cr in FY26.
Customer acquisition costs fell 58% to 80% across qualifying and tripwire funnels using proprietary AI marketing tools.
👀 What to Watch
Monitor whether the company sustains the ₹2 Cr+/month net cash run-rate and executes its target of reaching ₹10 Cr monthly collections while keeping costs below ₹7 Cr.
Addictive Learning Technology Approves Q1 FY27 Financial Results
Addictive Learning Technology (LawSikho) has approved its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The board meeting was notably brief, lasting only 10 minutes from 6:13 PM to 6:23 PM. While the specific financial figures were not detailed in the cover letter, this filing confirms the completion of the first quarterly reporting cycle for the current fiscal year. Investors should evaluate the full results against the company's historical performance, such as the Rs 43.87 cr revenue and 22.5% operating margin reported in September 2024.
Confidence: MEDIUM
What changedThe company has finalized and approved its financial performance data for the first quarter of the 2026-27 fiscal year.
Why it mattersAs an e-learning company with high growth targets, these quarterly results are the primary indicator of whether its 'Holy Trinity' strategy (Job Platform, AI Delivery, and US Certifications) is translating into revenue and profit growth.
Meeting Duration: 10 minutesReporting Period: Quarter ended June 30, 2026Historical Revenue (Sep 2024): Rs 43.87 crHistorical PAT (Sep 2024): Rs 6.32 cr
📅 Short termThe stock may see volatility as the market digests the specific growth numbers in the Q1 results compared to previous periods.
📈 Long termThe long-term trajectory depends on the company's ability to scale its 'human supply chain' of counselors and secure further US university accreditations to maintain pricing power.
⚠ Risk flags
- Dependency on training freshers into effective counselors
- Regulatory risks regarding 'unregulated bootcamp' status if US accreditations are not maintained
Key Highlights
Board meeting concluded in exactly 10 minutes (06:13 PM to 06:23 PM) on August 8, 2026
Approval of Un-Audited Financial Results for the quarter ended June 30, 2026
Both Standalone and Consolidated results were reviewed and approved
Previous historical revenue benchmark from Sep 2024 stands at Rs 43.87 cr
Company continues to target a 50-100% growth rate through its AI-driven delivery strategy
👀 What to Watch
Investors should examine the detailed financial tables to verify if the company is meeting its 50-100% growth guidance and if the AI-enabled sales conversion (previously 36%) is maintaining margins.
