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Stride (LRN)
NYSE:LRN
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.91Last Year’s EPS
2.02Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operational and financial performance with meaningful margin expansion, record quarterly operational PAT, robust cash conversion and disciplined capital allocation. These positives were balanced by sector realities: US competitive pressures, selective product exits to protect margins, donor-dependent access markets with lumpy demand, forex headwinds and the early-stage nature of new growth initiatives (controlled substances, Beyond Generics). Overall, the discussion emphasized sustainable, profitability‑led growth with cautious optimism on medium‑term market expansion.Company Guidance
Revenue Growth
Quarter revenue grew 4.6% year‑on‑year; first half revenue grew ~5.5% YoY. US revenue was $73M, up ~2% YoY.
Strong EBITDA Performance
Quarterly EBITDA of Rs 232 crore with a 19% margin, representing ~25% YoY EBITDA growth; H1 EBITDA Rs 450 crore with a 19.2% margin and margin expansion of ~320 bps in Q2.
Remarkable Operational PAT and EPS
Highest ever quarterly operational PAT of Rs 140 crore and operational EPS of Rs 15.2. H1 operational PAT Rs 154 crore (operational EPS Rs 27.6). Management cited operational PAT growth of ~84% YoY for the quarter.
Gross Margin Expansion
Management reported significant gross margin improvement: quarter gross margin quoted at ~57.8% (up ~500 bps YoY) and H1 gross margin ~59% (up ~410 bps YoY).
Cash Generation and Deleveraging
Operational cash of Rs 394 crore for H1 (~87% conversion of EBITDA to operational cash); free cash flow of Rs 73 crore used for debt reduction. Net debt reduced by Rs 73 crore to Rs 1,449 crore and EBITDA-to-net-debt improved to 1.65x from 1.9x.
Pipeline and Product Footprint
Pipeline strength: 230+ ANDAs filed and 215+ ANDAs approved; 70 commercialized products with top-3 ranking in 37 products (these top products contribute ~75% of US revenue). Three new product launches in H1.
Geographic Diversification and Growth Markets
Rest-of-world (other regulated + growth markets) registered ~14% growth (other regulated markets ~16% YoY). Growth markets revenue was $17M, up ~7% YoY; management highlighted crossing a key threshold in these markets (~Rs 1,030 crore stated) and expects accelerated growth going forward.
Capital Allocation Discipline and Investment
CapEx of Rs 149 crore in H1 (maintenance + growth). R&D guidance reiterated at roughly $15–20M (management committed to higher R&D, including nasal/Beyond Generics programs). Maintenance CapEx guidance ~Rs 100–150 crore per year.
Improved Finance Costs and Efficiency Metrics
Net finance cost for H1 at Rs 61 crore versus Rs 105 crore last year (noting a quarter finance income reduced net cost). Cash-to-cash cycle steady at 113 days (improved 3 days QoQ). ROCE improved to 16% from 14.9%.
LRN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LRN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | $72.43 | $82.75 | +14.25% |
Oct 28, 2025 | $153.53 | $70.05 | -54.37% |
Aug 05, 2025 | $128.23 | $148.32 | +15.67% |
Apr 29, 2025 | $142.59 | $142.25 | -0.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stride (LRN) report earnings?
Stride (LRN) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Stride (LRN) earnings time?
Stride (LRN) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LRN EPS forecast?
LRN EPS forecast for the fiscal quarter 2026 (Q3) is 1.91.
