Dachepalli Publishers Ltd (544667)

Dachepalli Publishers reported a 74% YoY increase in H1 FY27 total income to ₹70.06 crore, compared to ₹119 crore TTM revenue. Net profit for the half-year rose 29% YoY to ₹9.71 crore, while EBITDA grew to ₹14.63 crore from ₹11.71 crore. Management reaffirmed a full-year PAT margin guidance of 14% to 16%, supported by advance procurement of 90% of raw material paper at ₹79-₹81 per unit ahead of price increases to ₹91-₹93. The company is expanding beyond textbooks into in-house notebook manufacturing under the 'PageCraft' brand and classroom display solutions.

• H1 FY27 total income rose 74% YoY to ₹70.06 crore, representing ~59% of TTM revenue (₹119 crore)
• H1 FY27 net profit grew 29% YoY to ₹9.71 crore, with EBITDA at ₹14.63 crore vs ₹11.71 crore last year
• 90% of required raw material paper booked at ₹79-₹81 per unit, providing a ~20% buffer against current spot prices of ₹91-₹93
• Maintained full-year PAT margin guidance of 14%-16%, aided by an upcoming planned 10% increase in MRPs
• Diversifying via in-house notebook brand PageCraft and planned integration of ed-tech assets from Hara Communications

Dachepalli Publishers reported standalone revenue from operations of ₹70.01 Cr (₹7,001.01 lakhs) for the half-year ended September 30, 2026, marking a 73.5% YoY growth compared to ₹40.36 Cr in H1 FY26. Standalone net profit for the period increased 28.5% YoY to ₹9.71 Cr (₹971.09 lakhs) from ₹7.55 Cr. Operating cash flows remained negative at -₹3.28 Cr (-₹328.41 lakhs), primarily driven by working capital lockups in trade receivables and other current assets. Net worth increased to ₹89.68 Cr as of September 30, 2026, up from ₹79.97 Cr in March 2026.

• Revenue from operations surged 73.5% YoY to ₹7,001.01 lakhs for H1 ended Sep 30, 2026 vs ₹4,036.00 lakhs in H1 FY26
• Net profit after tax grew 28.5% YoY to ₹971.09 lakhs compared to ₹755.48 lakhs in the prior-year period
• Basic and diluted EPS stood at ₹6.48 for the half-year period (not annualised)
• Operating cash flow was negative at -₹328.41 lakhs due to working capital expansion, with trade receivables rising to ₹8,755.10 lakhs
• Long-term borrowings expanded to ₹4,518.10 lakhs as of September 30, 2026, from ₹3,342.65 lakhs as of March 31, 2026

Dachepalli Publishers released its H1 FY27 investor presentation, reporting a 73.6% YoY jump in total revenue to ₹70.06 crore compared to ₹40.36 crore in H1 FY26. EBITDA grew 24.9% YoY to ₹14.63 crore, while Net Profit rose 28.5% YoY to ₹9.71 crore. The company announced backward integration via the acquisition of a Linomatic Flexo print notebook manufacturing machine and launched its in-house brand 'PageCraft'. Additionally, it disclosed plans for bundled kits, interactive display partnerships with Wiki Kids, and a proposed acquisition of Hara Communications subject to due diligence.

• H1 FY27 total revenue grew 73.60% YoY to ₹7,006.48 Lakhs (₹70.06 cr) from ₹4,036.00 Lakhs in H1 FY26
• Net profit for H1 FY27 increased 28.54% YoY to ₹971.09 Lakhs (₹9.71 cr) from ₹755.48 Lakhs
• EBITDA grew 24.93% YoY to ₹1,462.78 Lakhs with an EBITDA margin of ~20.9%
• Commissioned in-house notebook manufacturing via a Linomatic Flexo print machine and rolled out 'PageCraft' notebooks
• Proposed acquisition of Hara Communications is underway, pending due diligence and definitive agreements

Dachepalli Publishers reported an H1 FY27 revenue of ₹70.01 Cr, registering a 71.76% YoY growth against a TTM revenue base of ₹119 Cr. The company commenced in-house notebook manufacturing through acquired printing equipment and launched its PageCraft brand. Additionally, it expanded Pelican Edu Supply reach to approximately 100 schools, entered a smart classroom distribution arrangement with Wiki Kids, and signed an MoU to acquire Hara Communications Private Limited subject to due diligence.

• H1 FY27 revenue stood at ₹70.01 Cr, up 71.76% YoY
• Pelican Edu Supply reach expanded to approximately 100 schools (retained ~50, secured ~50 new)
• Commenced in-house notebook manufacturing under newly launched PageCraft brand
• Signed an MoU for proposed acquisition of Hara Communications Private Limited subject to due diligence

Dachepalli Publishers Limited reported its standalone audited annual financial results for FY26. Standalone revenue from operations grew 42.98% YoY to ₹91.36 Cr (₹9,136.28 Lakhs) compared to ₹63.90 Cr (₹6,389.92 Lakhs) in FY25. Standalone net profit rose 81.80% YoY to ₹15.20 Cr (₹1,520.01 Lakhs) versus ₹8.36 Cr (₹836.10 Lakhs) in the previous year. Basic and diluted EPS improved to ₹10.15 from ₹7.59 in FY25.

• Standalone FY26 revenue from operations jumped 42.98% YoY to ₹9,136.28 Lakhs from ₹6,389.92 Lakhs.
• Standalone FY26 net profit surged 81.80% YoY to ₹1,520.01 Lakhs from ₹836.10 Lakhs.
• Diluted EPS increased to ₹10.15 for FY26 compared to ₹7.59 in FY25.
• Total shareholders' funds expanded significantly to ₹7,997.17 Lakhs as of March 31, 2026, compared to ₹2,928.59 Lakhs in FY25.

Dachepalli Publishers announced the expansion of its e-commerce vertical, 'Pelican Edu Supply', doubling its school client base from 50 to approximately 100 schools (a 100% increase). All 50 existing schools confirmed continuation, alongside engagements secured with ~50 new schools for textbooks, notebooks, stationery, and uniforms. The company is targeting a two-fold growth in turnover from this vertical. Furthermore, notebook supplies are transitioning from third-party trading to in-house manufacturing, which is anticipated to enhance segment operating margins.

• School client base expanded by 100% from ~50 schools to approximately 100 schools
• 100% retention rate achieved with all 50 existing schools renewing for the current fiscal
• Targeting approximately two-fold turnover growth from the Pelican Edu Supply vertical
• Transitioning from third-party notebook sourcing to in-house manufacturing to capture higher margins

Dachepalli Publishers has announced the launch of its proprietary notebook brand, 'PageCraft,' and integrated educational kits that bundle textbooks with notebooks. This strategic move aims to leverage the company's existing distribution network and customer base, which supported a revenue of ₹91 Cr in FY26. The rollout will be phased based on market demand, targeting institutional clients and schools. This vertical integration is designed to capture a larger share of the educational stationery market alongside their core publishing business.

• Launch of 'PageCraft' brand of notebooks with a registered trademark.
• Introduction of 'combined educational kits' bundling textbooks and notebooks for schools.
• Leveraging an existing distribution network that generated ₹91 Cr revenue in FY26.
• Phased rollout strategy planned to align with market requirements and customer demand.