E-Learning industry

11 companies · ₹41,460 cr · 3 with AI deep dives · Q1FY27 report

Exhibit 3Structure

₹41,460 cr

Physicswallah Ltd is 80.5% of this industry by market cap. The top 5 are 99.5% and the top 10 are 100%.

mid 1small 3micro 64 above ₹500 cr

Exhibit 4Screen

P/E below the sub-industry median of 17.79x, 5y ROCE above its median of 4.72%, and at least 2 growth triggers stated on the latest earnings call.

Which names clear this screen is premium

The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.

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Exhibit 5Coverage (11 of 11)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Mcap
₹39,438 cr
P/E
-
EV/EBITDA
71.9x
ROCE
1.9%
Margin
14.2%
Rev YoY
-
Mcap
₹4,468 cr
P/E
24.5x
EV/EBITDA
17.4x
ROCE
33.4%
Margin
34.4%
Rev YoY
+20.3%
Mcap
₹2,158 cr
P/E
15.3x
EV/EBITDA
8.5x
ROCE
14.5%
Margin
53.9%
Rev YoY
+7.3%
Mcap
₹1,012 cr
P/E
17.8x
EV/EBITDA
12.2x
ROCE
18.9%
Margin
29.2%
Rev YoY
+16.6%
Mcap
₹81 cr
P/E
229.3x
EV/EBITDA
68.7x
ROCE
-6.0%
Margin
-2.7%
Rev YoY
-12.8%
Mcap
₹76 cr
P/E
-
EV/EBITDA
5.5x
ROCE
-0.1%
Margin
17.8%
Rev YoY
-
Mcap
₹72 cr
P/E
20.5x
EV/EBITDA
-
ROCE
29.6%
Margin
72.8%
Rev YoY
-45.3%
Mcap
₹29 cr
P/E
-
EV/EBITDA
-42.3x
ROCE
-34.3%
Margin
-8.9%
Rev YoY
-10.4%
Mcap
₹13 cr
P/E
33.3x
EV/EBITDA
28.8x
ROCE
18.3%
Margin
49.3%
Rev YoY
-7.7%
Mcap
₹10 cr
P/E
-
EV/EBITDA
13.2x
ROCE
8.3%
Margin
3.9%
Rev YoY
-64.1%
Mcap
₹0 cr
P/E
-
EV/EBITDA
-
ROCE
-
Margin
-
Rev YoY
-

Exhibit 6What managements said

from Other Consumer Services earnings calls · as of 2026-06-30
tailwindOperating leverage kicking in: revenue growing faster than costs across most of the bucket5 managements

Five companies pointed to operating expenditure growing slower than revenue as the primary margin driver. MPSLTD delivered EBITDA growth of 53% on 20% revenue growth with…

  • MPSLTD (Q1FY27): “Revenue grew 20 percent. EBITDA grew 53 percent. Headcount rose less than 3 percent. That…
4 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →

Exhibit 7Outlook

The outlook and what resolves next quarter

Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.

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AppendixThe other 0 companies

1-0
sort: mcap · composite · name