Ankündigung • May 16
Global Education Limited to Report Q4, 2026 Results on May 28, 2026 Global Education Limited announced that they will report Q4, 2026 results on May 28, 2026 Valuation Update With 7 Day Price Move • May 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹120, the stock trades at a trailing P/E ratio of 27.1x. Average trailing P/E is 22x in the Consumer Services industry in India. Total returns to shareholders of 54% over the past three years. Reported Earnings • Feb 13
Third quarter 2026 earnings released: EPS: ₹1.32 (vs ₹1.20 in 3Q 2025) Third quarter 2026 results: EPS: ₹1.32 (up from ₹1.20 in 3Q 2025). Revenue: ₹291.7m (up 75% from 3Q 2025). Net income: ₹66.9m (up 9.4% from 3Q 2025). Profit margin: 23% (down from 37% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹96.74, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 25x in the Consumer Services industry in India. Total returns to shareholders of 10% over the past three years. Ankündigung • Feb 03
Global Education Limited to Report Q3, 2026 Results on Feb 11, 2026 Global Education Limited announced that they will report Q3, 2026 results on Feb 11, 2026 New Risk • Jan 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (₹4.16b market cap, or US$46.1m). Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹96.91, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 34x in the Consumer Services industry in India. Total returns to shareholders of 16% over the past three years. Buy Or Sell Opportunity • Nov 11
Now 29% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to ₹74.75. The fair value is estimated to be ₹57.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 8.2%. Reported Earnings • Nov 06
Second quarter 2026 earnings released: EPS: ₹1.45 (vs ₹2.10 in 2Q 2025) Second quarter 2026 results: EPS: ₹1.45 (down from ₹2.10 in 2Q 2025). Revenue: ₹278.4m (up 13% from 2Q 2025). Net income: ₹73.9m (down 31% from 2Q 2025). Profit margin: 27% (down from 43% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Declared Dividend • Nov 05
Dividend of ₹0.50 announced Shareholders will receive a dividend of ₹0.50. Ex-date: 12th November 2025 Payment date: 3rd December 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 30% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 38% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹70.65, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 34x in the Consumer Services industry in India. Total loss to shareholders of 17% over the past three years. Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: ₹0.83 (vs ₹1.39 in 1Q 2025) First quarter 2026 results: EPS: ₹0.83 (down from ₹1.39 in 1Q 2025). Revenue: ₹152.6m (up 5.4% from 1Q 2025). Net income: ₹42.1m (down 41% from 1Q 2025). Profit margin: 28% (down from 49% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 24% per year. Reported Earnings • Jul 04
Full year 2025 earnings released: EPS: ₹5.54 (vs ₹6.65 in FY 2024) Full year 2025 results: EPS: ₹5.54 (down from ₹6.65 in FY 2024). Revenue: ₹722.8m (down 2.7% from FY 2024). Net income: ₹281.9m (down 17% from FY 2024). Profit margin: 39% (down from 46% in FY 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year. Ankündigung • May 16
Global Education Limited, Annual General Meeting, Jul 25, 2025 Global Education Limited, Annual General Meeting, Jul 25, 2025. Valuation Update With 7 Day Price Move • May 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹63.39, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 40x in the Consumer Services industry in India. Total returns to shareholders of 242% over the past three years. New Risk • Apr 23
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (₹3.03b market cap, or US$35.5m). Valuation Update With 7 Day Price Move • Apr 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹54.71, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 41x in the Consumer Services industry in India. Total returns to shareholders of 292% over the past three years. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹42.05, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 39x in the Consumer Services industry in India. Total returns to shareholders of 219% over the past three years. Reported Earnings • Jan 29
Third quarter 2025 earnings released: EPS: ₹1.20 (vs ₹1.80 in 3Q 2024) Third quarter 2025 results: EPS: ₹1.20 (down from ₹1.80 in 3Q 2024). Revenue: ₹173.7m (down 6.1% from 3Q 2024). Net income: ₹61.2m (down 33% from 3Q 2024). Profit margin: 35% (down from 50% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jan 28
Global Education Limited to Report Q3, 2025 Results on Jan 28, 2025 Global Education Limited announced that they will report Q3, 2025 results on Jan 28, 2025 Buy Or Sell Opportunity • Jan 16
Now 22% overvalued Over the last 90 days, the stock has fallen 13% to ₹68.13. The fair value is estimated to be ₹56.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 51%. New Risk • Jan 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (₹3.76b market cap, or US$43.9m). Buy Or Sell Opportunity • Nov 13
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 4.2% to ₹179. The fair value is estimated to be ₹142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 51%. Upcoming Dividend • Oct 28
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 04 November 2024. Payment date: 21 November 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.9%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (1.3%). Ankündigung • Oct 23
Global Education Limited Recommends First Interim Dividend for the Financial Year 2024-25 Global Education Limited at its board meeting held on October 22, 2024, announced that Payment of First Interim dividend of INR 2.50 per Equity Share of face value of INR 5 each, that is 50% on the equity shares in the capital of the Company for the financial year 2024-25; as duly reviewed, approved and recommended by the Audit Committee of the Company. the Record Date for the purpose of the said payment of First Interim Dividend for the financial year 2024-2025 has been fixed as 04 November 2024. Reported Earnings • Oct 23
Second quarter 2025 earnings released: EPS: ₹5.25 (vs ₹5.37 in 2Q 2024) Second quarter 2025 results: EPS: ₹5.25 (down from ₹5.37 in 2Q 2024). Revenue: ₹256.6m (up 10% from 2Q 2024). Net income: ₹106.9m (down 2.3% from 2Q 2024). Profit margin: 42% (down from 47% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹209, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 47x in the Consumer Services industry in India. Total returns to shareholders of 901% over the past three years. Buy Or Sell Opportunity • Oct 01
Now 20% undervalued Over the last 90 days, the stock has risen 8.5% to ₹184. The fair value is estimated to be ₹231, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 59%. Valuation Update With 7 Day Price Move • Aug 28
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹213, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 42x in the Consumer Services industry in India. Total returns to shareholders of 936% over the past three years. Reported Earnings • Aug 11
First quarter 2025 earnings released: EPS: ₹3.48 (vs ₹4.20 in 1Q 2024) First quarter 2025 results: EPS: ₹3.48 (down from ₹4.20 in 1Q 2024). Revenue: ₹152.2m (up 7.7% from 1Q 2024). Net income: ₹71.0m (down 17% from 1Q 2024). Profit margin: 47% (down from 61% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Aug 11
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 26% to ₹180. The fair value is estimated to be ₹231, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 59%. Ankündigung • Jun 25
Global Education Limited Resignation of Surekha Mulraj Thacker as Non - Executive, Independent Director Global Education Limited announced Resignation of Ms. Surekha Mulraj Thacker as Non - Executive, Independent Director of the Company, from the close of working hours on June 25, 2024 citing on account of her advancing age and health related issues. Effective from the Close of business hours on June 25, 2024. Consequently, she shall also cease to be a Member of the Audit Committee, Nomination & Remuneration Committee and Stakeholders Relationship Committee of the Company. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹202, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 41x in the Consumer Services industry in India. Total returns to shareholders of 719% over the past three years. Declared Dividend • Jun 12
Fourth quarter dividend of ₹1.00 announced Shareholders will receive a dividend of ₹1.00. Ex-date: 21st June 2024 Payment date: 3rd August 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 42% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. New Risk • May 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (₹3.89b market cap, or US$46.7m). Valuation Update With 7 Day Price Move • May 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹202, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 45x in the Consumer Services industry in India. Total returns to shareholders of 721% over the past three years. Ankündigung • May 22
Global Education Limited, Annual General Meeting, Jul 05, 2024 Global Education Limited, Annual General Meeting, Jul 05, 2024. Reported Earnings • May 21
Full year 2024 earnings released: EPS: ₹16.61 (vs ₹11.10 in FY 2023) Full year 2024 results: EPS: ₹16.61 (up from ₹11.10 in FY 2023). Revenue: ₹765.7m (up 24% from FY 2023). Net income: ₹338.3m (up 50% from FY 2023). Profit margin: 44% (up from 37% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has increased by 106% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Mar 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 35% to ₹209. The fair value is estimated to be ₹263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 71%. Buy Or Sell Opportunity • Feb 07
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to ₹293. The fair value is estimated to be ₹240, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 71%. Upcoming Dividend • Jan 26
Upcoming dividend of ₹1.25 per share at 1.2% yield Eligible shareholders must have bought the stock before 02 February 2024. Payment date: 22 February 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.2%. Within top quartile of Indian dividend payers (1.2%). In line with average of industry peers (1.2%). Reported Earnings • Jan 24
Third quarter 2024 earnings released: EPS: ₹4.51 (vs ₹2.05 in 3Q 2023) Third quarter 2024 results: EPS: ₹4.51 (up from ₹2.05 in 3Q 2023). Revenue: ₹189.9m (up 67% from 3Q 2023). Net income: ₹91.8m (up 120% from 3Q 2023). Profit margin: 48% (up from 37% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has increased by 128% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹309, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 29x in the Consumer Services industry in India. Total returns to shareholders of 1,329% over the past three years. Upcoming Dividend • Nov 15
Upcoming dividend of ₹1.50 per share at 0.9% yield Eligible shareholders must have bought the stock before 22 November 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (1.4%). Ankündigung • Nov 08
Global Education Limited to Report Q2, 2024 Results on Nov 07, 2023 Global Education Limited announced that they will report Q2, 2024 results on Nov 07, 2023 New Risk • Nov 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (₹5.32b market cap, or US$63.8m). Reported Earnings • Nov 08
Second quarter 2024 earnings released: EPS: ₹5.37 (vs ₹2.50 in 2Q 2023) Second quarter 2024 results: EPS: ₹5.37 (up from ₹2.50 in 2Q 2023). Revenue: ₹238.8m (up 45% from 2Q 2023). Net income: ₹109.4m (up 115% from 2Q 2023). Profit margin: 46% (up from 31% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has increased by 122% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹228, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 34x in the Consumer Services industry in India. Total returns to shareholders of 937% over the past three years. Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: ₹4.20 (vs ₹1.71 in 1Q 2023) First quarter 2024 results: EPS: ₹4.20 (up from ₹1.71 in 1Q 2023). Revenue: ₹145.0m (up 20% from 1Q 2023). Net income: ₹85.4m (up 145% from 1Q 2023). Profit margin: 59% (up from 29% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 103% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jun 15
Global Education Limited (NSEI:GLOBAL) agreed to acquire 51% stake in OwnPrep Private Limited for INR 3 million. Global Education Limited (NSEI:GLOBAL) agreed to acquire 51% stake in OwnPrep Private Limited for INR 3 million on June 14, 2023. Under the terms of agreement, Global Education will acquire 5100 equity stake of INR 10 each at a consideration of INR 3 million. The Board of Global Education Limited approved the acquisition. Global Education Limited will invest in OwnPrep Private Limited as well. The transaction is expected to close before August 31, 2023. Upcoming Dividend • Jun 09
Upcoming dividend of ₹1.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 16 June 2023. Payment date: 30 July 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (3.8%). Ankündigung • Jun 07
Global Education Limited, Annual General Meeting, Jun 30, 2023 Global Education Limited, Annual General Meeting, Jun 30, 2023, at 11:30 Indian Standard Time. Location: 3rd Floor Jaisingh Business Center Premises CHSL,Sahar Road,Parsiwada, Andheri(E), Mumbai Maharashtra India Agenda: To consider and adopt the Audited Financial Statements (Standalone& Consolidated) of the Company for the Financial Year 2022-23 ended March 31, 2023, including, the Balance Sheet as at 31st March, 2023, Profit and Loss and Cash Flow for the Financial Year 2022-23 ended March 31, 2023, together with the Board's Report and Report of the Statutory Auditors thereon; to confirm the interim dividend declared / paid and to declare a final dividend at 30 percent which is INR 1.50/- ( Rupees One and Paise Fifty Only) per Equity Share for the financial year 2022-2023; and to consider other matters. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹222, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 33x in the Consumer Services industry in India. Total returns to shareholders of 1,869% over the past three years. Reported Earnings • Apr 30
Full year 2023 earnings released: EPS: ₹11.10 (vs ₹5.33 in FY 2022) Full year 2023 results: EPS: ₹11.10 (up from ₹5.33 in FY 2022). Revenue: ₹642.1m (up 63% from FY 2022). Net income: ₹225.9m (up 108% from FY 2022). Profit margin: 35% (up from 28% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 211% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 28
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to ₹182, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 37x in the Consumer Services industry in India. Total returns to shareholders of 3,186% over the past three years. Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹138, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 39x in the Consumer Services industry in India. Total returns to shareholders of 2,185% over the past three years. Recent Insider Transactions • Mar 01
Insider recently sold ₹202k worth of stock On the 24th of February, Rishabh Surana sold around 1k shares on-market at roughly ₹197 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹5.9m. Insiders have been net sellers, collectively disposing of ₹30m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₹195, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 35x in the Consumer Services industry in India. Total returns to shareholders of 1,913% over the past three years. Recent Insider Transactions • Feb 19
Insider recently sold ₹1.7m worth of stock On the 16th of February, Rishabh Surana sold around 7k shares on-market at roughly ₹239 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months. Reported Earnings • Jan 19
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: ₹119.2m (down 7.4% from 3Q 2022). Net income: ₹41.8m (down 3.5% from 3Q 2022). Profit margin: 35% (up from 34% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 157% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jan 17
Global Education Limited to Report Q3, 2023 Results on Jan 18, 2023 Global Education Limited announced that they will report Q3, 2023 results on Jan 18, 2023 Valuation Update With 7 Day Price Move • Dec 15
Investor sentiment deteriorated over the past week After last week's 19% share price decline to ₹187, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 34x in the Consumer Services industry in India. Total returns to shareholders of 1,833% over the past three years. Valuation Update With 7 Day Price Move • Nov 03
Investor sentiment deteriorated over the past week After last week's 21% share price decline to ₹234, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 36x in the Consumer Services industry in India. Total returns to shareholders of 2,271% over the past three years. Reported Earnings • Oct 21
Second quarter 2023 earnings released: EPS: ₹2.50 (vs ₹0.80 in 2Q 2022) Second quarter 2023 results: EPS: ₹2.50 (up from ₹0.80 in 2Q 2022). Net income: ₹50.9m (up 214% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 173% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 19
Investor sentiment improved over the past week After last week's 18% share price gain to ₹236, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 33x in the Consumer Services industry in India. Total returns to shareholders of 2,055% over the past three years. Valuation Update With 7 Day Price Move • Oct 04
Investor sentiment improved over the past week After last week's 19% share price gain to ₹398, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 32x in the Consumer Services industry in India. Total returns to shareholders of 1,712% over the past three years. Recent Insider Transactions • Sep 22
Insider recently sold ₹5.1m worth of stock On the 19th of September, Rishabh Surana sold around 15k shares on-market at roughly ₹338 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 19% share price gain to ₹279, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 34x in the Consumer Services industry in India. Total returns to shareholders of 1,172% over the past three years. Valuation Update With 7 Day Price Move • Aug 30
Investor sentiment improved over the past week After last week's 23% share price gain to ₹217, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 36x in the Consumer Services industry in India. Total returns to shareholders of 1,009% over the past three years. Ankündigung • Aug 12
Global Education Limited Approves Interim Dividend for the Financial Year 2021-22 Global Education Limited at its AGM held on August 10, 2022 approved interim dividend @ 20% i.e. INR 2.00 (Rupee Two Only) /paid and to declare a final dividend @ 10% i.e. INR.1.00 (Rupees One Only) per Equity Share for the financial year 2021-2022. Ankündigung • Jul 19
Global Education Limited, Annual General Meeting, Aug 10, 2022 Global Education Limited, Annual General Meeting, Aug 10, 2022, at 11:30 Indian Standard Time. Location: at the Registered Office of the Company at Office No.306, 3rd Floor Jaisingh Business Center Premises CHSL, Sahar Road, Parsiwada, Andheri(E), 400099 Mumbai Maharashtra India Agenda: To consider and adopt the Audited Financial Statements (Standalone) of the Company for the Financial Year 2021-22 ended 31st March, 2022, including, the Balance Sheet as at 31st March, 2022, Profit and Loss and Cash Flow for the Financial Year 2021-22 ended 31st March, 2022, together with the Board's Report and Report of the Statutory Auditors; to confirm the interim dividend declared / paid and to declare a final dividend @ 10% i.e. `1.00/- ( Rupees One Only) per Equity Share for the financial year 2021-2022; and to consider any other matters. Reported Earnings • Jul 14
First quarter 2023 earnings released: EPS: ₹3.42 (vs ₹1.86 in 1Q 2022) First quarter 2023 results: EPS: ₹3.42 (up from ₹1.86 in 1Q 2022). Revenue: ₹126.7m (up 82% from 1Q 2022). Net income: ₹34.8m (up 84% from 1Q 2022). Profit margin: 28% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improved over the past week After last week's 18% share price gain to ₹145, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 32x in the Consumer Services industry in India. Total returns to shareholders of 520% over the past three years. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improved over the past week After last week's 24% share price gain to ₹117, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 35x in the Consumer Services industry in India. Total returns to shareholders of 343% over the past three years. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improved over the past week After last week's 21% share price gain to ₹103, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 43x in the Consumer Services industry in India. Total returns to shareholders of 268% over the past three years. Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment improved over the past week After last week's 27% share price gain to ₹92.40, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 50x in the Consumer Services industry in India. Total returns to shareholders of 181% over the past three years. Upcoming Dividend • Jan 27
Upcoming dividend of ₹2.00 per share Eligible shareholders must have bought the stock before 03 February 2022. Payment date: 20 February 2022. Payout ratio is a comfortable 2.8% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (3.3%). Reported Earnings • Jan 23
Third quarter 2021 earnings: Revenues and EPS in line with analyst expectations Third quarter 2021 results: EPS: ₹2.08 (down from ₹2.30 in 3Q 2020). Revenue: ₹83.0m (up 23% from 3Q 2020). Net income: ₹21.2m (down 9.5% from 3Q 2020). Profit margin: 26% (down from 35% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.