VERANDABSEVeranda Learning Solutions LtdMediumNeutral
Announced Sat, 30 May · 13:48 IST

Please find the enclosed disclosure.

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

VERANDA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+0.9%1-day move
₹233.00
prior close
₹239.00
base price
After-mkt
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+1.9+1.8+2.2+0.7+0.9-0.6+1.1-0.5-4.0-5.6+2.7+3.0
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AI summary

Veranda Learning Solutions reported strong FY26 results with revenue of ₹482 Cr, up 35% YoY, and Q4 revenue of ₹132 Cr, up 52% YoY. EBITDA surged 135% to ₹204 Cr, reflecting operating leverage and cost discipline. The company achieved its first full-year PAT-positive result of ₹129.7 Cr, a sharp turnaround from a loss of ₹251.6 Cr in FY25. Gross margins improved to 68% in Q4FY26. Enrolments grew 21% YoY to 2.57 lakh learners. The commerce demerger has received NCLT-directed shareholder approval and is expected to complete by mid-July 2026, creating a separately listed JK Shah Commerce entity.

Likely market impact

The company has delivered a dramatic turnaround from losses to profitability, with 35% revenue growth and 135% EBITDA growth, signaling strong execution. The upcoming commerce demerger could unlock value for shareholders through the 1:1 share allotment and focused capital allocation.