📚 “MPS Ltd: The B2B EdTech Boring Everyone But Beating Everyone”

1. At a Glance

MPS Ltd is a ₹4,823 Cr smallcap that does B2B content and platform solutions for global education and research publishers. With a 30.8% ROE, 41.4% ROCE, zero debt, and 95% dividend payout, it’s the anti-Byju’s. While everyone’s raising flashy funding, MPS is raising profits.

2. Intro with Hook

In a world where edtech means burning VC money, laying off employees, and giving free tablets no one wants…
Here’s a company:

• That grew profit at 22% CAGR over 5 years
• Has no debt, no scandals
• Pays out ₹50/share dividend
• And still trades at just 33x earnings

Ladies and gentlemen, meet MPS Ltd — the boring B2B operator powering education giants, while sipping profits quietly.

3. WTF Do They Even Do? (Business Model)

MPS offers a “picks and shovels” model to the global education, publishing, and learning industries.

📚 Key Segments:

• Content Solutions (53% rev): Editorial, design, digital learning content
• Platform Solutions: SaaS products for content delivery, learning analytics
• eLearning Services: Courseware dev, AI-driven assessments
• AI Play: Acquisition of Research Square AJE ($8.4M) for AI-led academic publishing tools

💼 Customers? Big education publishers and research platforms.
📦 Model? B2B recurring revenue.
💡 USP? Tech + content