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Investor Presentation

Veranda Learning Solutions Investor Presentation: Key Takeaways

Veranda reported strong Q1FY27 results with 42% YoY revenue growth and a 472% jump in PAT, driven by Commerce and Government test prep segments.

Guidance and delivery
Management target Revenue 39.0% FY27
Highlights
Revenue growth42% YoY
MarginsImproving; Finance cost reduced 67% YoY
Demand visibilityStrong momentum in Commerce and Government prep
Management confidenceHigh

Growth

Revenue hit INR 150 Cr (up 42% YoY); PAT surged to INR 34 Cr from INR 5.9 Cr; EBITDA rose 10% to INR 54 Cr.

Outlook

FY27 guidance: Revenue INR 670 Cr, PAT INR 144 Cr. Targeting INR 1,000+ Cr revenue for Commerce by FY30.

Risks

K12 segment requires ongoing foundational investment; concentration risk in South India being addressed through North/West expansion.

Last quarter's promises, checked

Delivered

  • Targeted PAT positive FY26 → Delivered INR 130 Cr PAT (= BEAT)
  • Guided FY26 Revenue INR 482 Cr → Delivered INR 482 Cr (= BEAT)
  • Guided FY26 EBITDA INR 204 Cr → Delivered INR 204 Cr (= BEAT)

Partly delivered

  • Targeted J.K. Shah listing by July/Aug 2026 → NCLT approval still pending (= PARTIAL)
Source

Investor Presentation 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.

More from Veranda Learning Solutions Ltd

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18:36 IST BSE
Debt & Borrowing

Veranda Learning Solutions Debt & Borrowing: ₹110 Cr

Veranda's related entity, J.K. Shah Commerce Education Ltd, allotted Non-Convertible Debentures (NCDs) worth ₹110 Crore to investors. The funds will repay existing RBL Bank loans.

Value
₹110.0 Cr
21:11 IST BSE
Merger & Restructuring

Veranda Learning Solutions Merger & Restructuring

Veranda Learning Solutions has fixed October 06, 2026, as the record date for allotment of shares under its composite scheme of arrangement.

21:00 IST BSE
Debt & Borrowing

Veranda Learning Solutions Debt & Borrowing: ₹143 Cr

Veranda Learning Solutions' subsidiary, J.K. Shah Commerce Education, approved the issuance of unlisted NCDs worth ₹143 Crore to repay existing RBL Bank loan facilities.

Value
₹143.0 Cr
18:03 IST NSE
Share Pledge

Veranda Learning Solutions Share Pledge

Veranda Learning Solutions Limited disclosed that its promoters executed an unattested pledge agreement for a Rs. 111 Crore personal loan. The company is not party to this.

Value
₹111.0 Cr
17:47 IST BSE
Share Pledge

Veranda Learning Solutions Share Pledge

Veranda Learning Solutions' promoters created a pledge over 1.2 crore equity shares in favor of Authum Investment and Infrastructure Ltd as security for personal term loans.

From
Authum Investment and Infrastructure Limited
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.