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Earnings Call

Veranda Learning Solutions Earnings Call: Key Takeaways

Veranda reported its first full-year PAT-positive performance in FY26, driven by strong growth in commerce and government test prep verticals and successful restructuring.

Why this was an Alfa AlertNot a filter event. Results and guidance were largely in line with stated expectations.
Highlights
Revenue growth35% YoY in FY26; 52% YoY in Q4 FY26.
MarginsEBITDA margins improved significantly due to cost discipline and scale.
Demand visibilityStrong traction in CA coaching and government competitive exams.
Management confidenceHigh; citing 'Veranda 2.0' success and demerger value unlocking.

Growth

FY26 revenue grew 35% to ₹482cr; EBITDA up 135% to ₹204cr; PAT at ₹130cr vs ₹252cr loss.

Outlook

FY27 targets: ₹670cr revenue and ₹144cr+ PAT. Planning J.K. Shah demerger listing by August 2026.

Risks

Challenges include lower CA pass percentages, faculty recruitment at scale, and regional competition in state-level exams.

Source

Earnings Call filed with BSE, NSE: VERANDA. Summary written with AI assistance from the document.

Read the document ↗

Veranda Learning Solutions Ltd: key numbers

Share price
₹232.59
Market cap
₹2,245 Cr
Revenue (annual)
₹481.5 Cr
Net profit (annual)
₹105.5 Cr
P/E (TTM)
15.6×Sector 22.1×
Promoter holding
33.75%-0.05% QoQ
FII holding
2.83%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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21:00 IST BSE
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Veranda Learning Solutions Debt & Borrowing: ₹143 Cr

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18:03 IST NSE
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Veranda Learning Solutions Share Pledge

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Value
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Veranda Learning Solutions Share Pledge

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19:04 IST BSE
Acquisition

Veranda Learning Solutions Acquisition

Veranda Learning Solutions announced the Regional Director's approval for the Scheme of Amalgamation involving its subsidiaries Veranda IAS, Neyyar Academy, and Veranda Race.