ITC’s Classmate builds QR learning and D2C reach to stay relevant beyond notebooks

Classmate is pairing its stationery portfolio with QR-enabled learning, eduGAMES Infinity and Classmateshop.com as ITC targets growth in India’s ₹16,500 crore paper-stationery market amid screen-first education and price-sensitive demand.

— FiledFri, 31 Jul, 2026, 20:17 IST·First seen Fri, 31 Jul, 2026, 20:17 IST·Source Financial Express · BrandWagon

What happened

ITC’s Classmate is expanding stationery, digital QR-enabled learning and omnichannel distribution as it seeks share in India’s Rs 16,500 crore paper-stationery

Key facts

  • Launched in 2003
  • Indian paper-based stationery market worth Rs 16,500 crore
  • FY25 ITC FMCG revenue of Rs 21,981 crore
  • Classmate consumer spends exceeded Rs 1,000 crore
  • eduGAMES Infinity offers 11 interactive challenges

Why this matters

ITC’s blended stationery-learning proposition makes edtech content, child-focused digital engagement and last-mile commerce capabilities logical partnership or acquisition targets to deepen Classmate’s ecosystem.

What to watch

  • Repeat purchase rates, average order value and personalization adoption on Classmateshop.com.
  • QR scan frequency, content completion, return usage and conversion from free learning experiences to product purchases.
  • Back-to-school bundle penetration and the share of revenue from non-notebook categories.
  • School or tutoring partnerships, curriculum-linked content launches and regional-language expansion.
  • Competitor responses from Navneet, Kokuyo Camlin, DOMS, Flairs and edtech platforms.
  • Paper-price inflation and whether Classmate can sustain price points without reducing page counts or product quality.
  • Bundle QR-enabled notebooks with grade-specific activity packs, art materials and exam-season kits rather than selling digital learning as a separate proposition.
  • Use D2C purchase and engagement data to localize designs, forecast back-to-school demand and identify high-value cities, schools and parent cohorts.
  • Build school, tutoring and edtech partnerships to validate QR content relevance and reduce customer-acquisition costs.
  • Protect entry-price notebook SKUs while reserving personalization, premium paper, licensed designs and learning bundles for margin expansion.
  • Extend the platform into adjacent categories such as writing instruments, geometry boxes, craft supplies, planners and student gifting.