Q4 FY20 Investor Presentation
Indian Education Landscape
Operating in sizable @ $100 bn+, fast-growing industry
A $100 bn+ market
growing @16%
CAGR
CL's focus areas
Unregulated/
Education
Industry
Informal/
Entrepreneurial
Test-prep/
Coaching
7.2% GDP Growth
expected in the
$2.2 trillion Indian
economy in FY18
(IMF)
Budget'19
allocation to
education Is Rs
8,187 bn, Up 10%
Regulated/ Formal
~2/3rd of the Industry
K-12 Education
$52 bn growing @ 14% CAGR
YOY
Higher Education
$15 bn growing @ 20% CAGR
Vocational Education
28-29 mn people to be trained by
FY20 (21-22% CAGR)
Source: Technopak, CAGR - 2016 to 2020
**
Source: CRISIL, Google & KPMG
Q4 FY20 Investor Presentation
Figures in Rs Cr
CL
educate
JEE
14,600
GATE
1,680
Medical MBA Law
6,400
390
83
CA
2,520
UPSC, SSC,
Bank PO
11,500
|
T
|
CL's market-leading offerings
Rs 37,800 Cr in FY16 growing @ 14% CAGR**
Publishing
Integral part of Test-
prep services>>
Assessments
Actual coaching/ mentoring
Assessments - - Schools,
College, Placements
Digital Publishing
Publishing
$28 mn with a
growth rate of
20%
~$5.4 bn academic
book publishing by
FY21 @ 12% CAGR
I
Research Services
Sunrise segment - Boosted by recently introduced universities ranking
(NIRF) by MHRD, increased corporate demand for innovation &
research solutions
I
Skill Training
Huge Employability Skills demand - ~1mn youth enter the job market
every month, Government encouraging Public Private Partnerships for
Skill Training
EdTech
India's digital learning market is ~$2bn in 2016, and is expected to
reach $ 5.7bn by 2020,, online market to 8-fold by 2021 to reach $2bnView entire presentation