Sector: Learning and Education
Global Education Limited
NSE: Global
First understand macro view of education sector (Way forward)
In 2030, it is estimated that India’s higher education will:
= Combine training methods that involve online learning and games, and it is expected to grow by 38% in the next 2-4 years.
= Adopt creative and transformational strategies for higher education. Own a 50% increased Gross Enrolment Ratio (GER).
= State-level, gender-based, and societal disparities in GER should be reduced to 5%.
= Become the world’s leading supplier of talent, with one in four graduates coming from the Indian higher education system.
= Be among the top five countries in the world in terms of research output with an annual R&D spend of US$ 140 billion.
= Have more than 20 universities ranked among the top 200 in the world.

Education sector has seen a host of reform and improved financial outlays in recent years that could possibly transform the country into a knowledge heaven. With human resource increasingly gaining significance in the overall development of the country, development of education infrastructure is expected to remain the key focus in the current decade. In this scenario, infrastructure investment in the education sector is likely to see a considerable increase in the current decade. Aside from focusing on innovative education methodologies such as E-learning and M-learning, several government programmes are being implemented to encourage the expansion of the remote education business. The Indian government has taken a number of actions, such as creating new IITs and IIMs and providing educational grants for research scholars in most government institutions. Furthermore, the higher education sector in India is poised for significant change and development in the years to come as a result of the growing usage of the online form of education by serval institutions.

Solid set of numbers. Things are finally playing out for the company

Colgate Palmolive Inda has been decreasing the number of manpower across India. They are reducing the number of their sales staff and giving more area to the same staffs. They are facing some challenges in achieving their monthly targets across. Also, I heard only two branch managers are operatng instead of four.

what’s the reason behind no price action?

Basic Question about the process of Merger Can someone throw more light on what happened here?

• Majority(3/4)th in value approved while
• 3/4th in number of shareholders did not approve…

Since retail shareholders would constitute the majority here, it seems we the retail investors did not approve, i wonder why?

I did not vote, and may not be wrong in assuming majority of the public/retail investors would not have voted… neither for nor against the motion of merger… And if its a SEBI mandate, i wonder how do mergers actually go through…

My investment thesis in butterfly was the near 10% arbitrage with CGConsumer, which now is dead! So have to reassess the growth potential specially given the new shareholding pattern.
On one hand CG Consumer on board should definitely be a plus but on the other the old owner promotors being out would that be negative?

Quick glance at ROCE and valuations comparison with TTK Prestige suggests, it is trading not too expensive, but growth has been weak in general for both!

Appreciate any inputs…