ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Friday, 13 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Veranda Learning Solutions Earnings Call Transcript: Key Takeaways

Veranda reports profitability turnaround post-demerger of commerce business, focusing on government test-prep and managed schools.

Veranda Learning Solutions Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth17% YoY growth to ₹51 Cr in Q2 FY27.
MarginsEBITDA margins expanded to 25% from 23% QoQ.
Demand visibilityStrong demand in government competitive exams and K-12 segments.
Management confidenceHigh; emphasizing balance sheet deleveraging and focused business verticals.

Growth

Revenue grew 17% YoY to ₹51 Cr; Government test-prep top-line jumped 31% YoY.

Outlook

Reiterated FY27 guidance of ₹175 Cr revenue, ₹46 Cr EBITDA, and ₹32 Cr PAT.

Risks

One-time fair valuation gain of ₹1,047 Cr masks underlying operational metrics; K12 scaling depends on partnerships.

Last quarter's promises, checked

Delivered

  • Guided finance cost ₹7.5–8 Cr/qtr → delivered ₹4.8 Cr/qtr (= BEAT)

Partly delivered

  • Guided non-comm FY27 EBITDA ₹46 Cr → reiterated ₹46 Cr (= PARTIAL, on track, unrealised)

Missed

  • Guided non-comm FY27 rev ₹220 Cr → current guide ₹175 Cr (= MISS, guide cut)
  • Guided non-comm FY27 PAT ₹34 Cr → current guide ₹32 Cr (= MISS)
  • Guided FY27 EBITDA margin ~38.8% → Q2 margin 25% (= MISS, qtr vs FY)
Source

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

Read the document ↗

Veranda Learning Solutions Ltd: key numbers

Share price
₹30.80
Market cap
₹297.2 Cr
Revenue (annual)
₹481.5 Cr
Net profit (annual)
₹105.5 Cr
P/E (TTM)
2.1×Sector 23.3×
Promoter holding
32.65%-1.10% QoQ
FII holding
2.73%Current quarter

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

More from Veranda Learning Solutions Ltd

All →