• FY27 financial guidance: Management expects revenue growth above 30% and EBITDA growth over 100% in FY27, targeting full-year PAT profitability supported by strong initial admission trends and 100% collection growth in southern markets.
• Channel revenue mix: Online generates 51% of revenue (growing at 39%) while offline accounts for 45–46% (growing at 31%). Offline operating margins improved from -19% in FY25 to -10% in FY26, with the segment projected to reach profitability in FY27 as 60% of Vidyapeeth centers are already profitable.
• ARPU expansion strategy: Blended ARPU rose by 11% while maintaining core base batch pricing at under ₹4,000 annually (roughly ₹10 per day). Headroom for ARPU growth is being captured through optional premium offerings such as Power Batch and personalized one-on-one doubt solving.
• AI technology roadmap: The company is developing an interactive Socratic AI Tutor using proprietary STEM small language models, including the 4-billion-parameter Aryabhatta and the upcoming 20-billion-parameter Aryabhatta 2.0, utilizing data from 3.5 million daily active users.