S5E6: Chetana Education | ₹200 Cr Textbook Publisher Turned EdTech Innovator | Green Sharks Podcast
In this episode of Green Sharks by Green Portfolio, we sit down with the promoter of Chetana Education, a listed SME that has quietly built a ₹200 crore empire in the education space — and is now disrupting the EdTech market with a Netflix-style OTT platform for schools.
This is not Byju's. This is not Physics Wallah.
This is the story of a 40-year-old Indian publishing company that evolved into a hybrid education-tech powerhouse — with over 45,000 educational videos, 30,000+ schools, and a ₹25 per month OTT model per student.
📌 What You’ll Learn:
📚 How textbook publishing works in India
🧾 Chetana’s business model: margins, author deals, royalty structure
💻 Why they built a Netflix for schools (with live and on-demand content)
🚀 How QR-based hybrid learning led to a 25% revenue boost post-COVID
🌍 Their global expansion into UAE & Sri Lanka
🧠 The difference between EdTech hype vs. sustainable hybrid models
👇 What industry should we decode next? Drop your ideas in the comments!
Chetana Education IPO, SME IPO India 2024, textbook publishing business model, education sector stocks India, edtech startups India, QR code learning, hybrid education models, Green Portfolio podcast, school OTT India, education business ideas
#ChetanaEducation #GreenSharks #SMEIPO #EdTechIndia #NetflixForSchools #IndianStockMarket #GreenPortfolio #EducationalPublishing #FoundersTalk #HybridLearning
🔗 Follow us:
Green Portfolio:
/ greenportfolio.co
https://x.com/Greenportfolioc
/ greenportfolio
00:00 – Intro: This is not Byju’s, not Physics Wallah – meet Chetana Education
01:15 – Company origin: From retail shop to 40+ year publishing house
02:30 – How Chetana creates and distributes content to 30,000+ schools
04:45 – Maharashtra vs CBSE: Curriculum, approvals, and procurement
06:20 – The evolution of classrooms: From slates to smartboards
08:20 – Why they reject the “traditional publisher” label
10:15 – Their first tech leap: Virtual classroom with film-industry clips (2012)
11:55 – COVID's impact: Building QR code-enabled learning from scratch
13:35 – 45,000+ videos created—why they believe coaching isn’t needed
15:00 – Supplementary books: The overlooked education opportunity
16:30 – How drawing and general knowledge books became digital too
18:00 – Exclusive author agreements and copyright strategy
20:00 – Unit economics, margin structure, and pricing nuances
22:00 – Seasonal cycles, dealer settlements & working capital challenges
24:30 – Inventory strategy, government updates, and curriculum revisions
26:00 – CBSE vs Maharashtra: Revenue mix and margin comparison
27:15 – Expansion into UAE and Sri Lanka (KG & supplementary content)
28:40 – The OTT pivot: Why mobile addiction made them rethink content delivery
30:10 – Building the “Netflix for Schools” – what the platform actually offers
32:00 – Custom OTT for each school: Upload, organize, access from home
33:15 – Why they chose ₹25/month pricing to keep it inclusive
34:15 – Can schools add a margin on textbooks? Yes.
35:00 – IPO strategy: ₹49.5 Cr raised, debt settlement and working capital
36:45 – Addressing DRHP risks: No competing interests, full consolidation
38:30 – Founders' family joins: Next-gen involvement in tech and vision
39:30 – Why Byju’s model won’t work for them – the case for hybrid education
41:00 – Vision: 20–25% annual growth, global scale, and going beyond content
42:30 – Closing remarks & final thoughts on India’s education future
Disclaimer: The data contained in the video is for educational purposes. We are neither responsible for any transactions nor investments conducted privately by the recipient, based on the above data. All investment decisions must be conducted with due diligence and after seeking advice.
Additional Disclosure-
1.We are Green Portfolio, SEBI Registered Research Analyst vide Registration No.: INH100008513 & SEBI Registered Portfolio Managers vide Registration No.: INP000006022.
2. We have the following financial interest in the company when taking this interview: The company might be a part of our funds via our associate companies.
3. Neither the directors nor the interviewer holds any shares of the company.
Информация по комментариям в разработке