📌 At a glance:
- FY25 PAT: ₹5.55 crore (vs ₹–18.5 cr loss in FY24)
- FY25 Revenue: ₹151.6 crore (+41%)
- Q4 PAT: ₹2.8 crore
- CMP: ₹8.22 (–2.14% today)
🏫 About the Company
Zee Learn Ltd runs pre-schools (Kidzee), K–12 schools (Mount Litera), and vocational training centers. Once a media-driven education darling, it now operates like a penny stock with tuition fees and plenty of questions.
👩🏫 KMP
- CEO: Manish Jain
📊 FY25 Financials
| Metric | FY25 | FY24 | YoY Change |
|---|---|---|---|
| Revenue | ₹151.6 cr | ₹107.6 cr | +41% |
| PAT | ₹5.55 cr | –₹18.5 cr | Turnaround |
| EBITDA | ₹42.2 cr | ₹16.3 cr | +159% |
📈 What’s Driving the Turnaround?
- Lower opex and rentals post restructuring
- Return of students post-COVID + hybrid learning modules
- Focus on franchise-driven model = asset light
🧮 FV Estimate
- FY27E PAT = ₹12 cr (assume 30% CAGR from low base)
- Target P/E = 15x (smallcap edu-tech average)
- FV = ₹180 cr → FV/share ≈ ₹9 (20 cr shares)
- CMP = ₹8.22 → Near fair value already
⚠️ Red Flags
- Past corporate governance issues
- Parent group (Zee Group) stress
- Small size, limited moat in crowded space
😂 EduInvesting Take
- Profits are back after a long tuition break, but credibility is still pending reevaluation
- CMP is literally school fees. You may double money or just get schooled.
- Verdict: “Low-priced, low-trust — invest only if you like surprises in report cards.”
