Veranda Learning Solutions Limited has informed the Exchange about Investor Presentation
VERANDA · price
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Veranda Learning reported strong FY26 results with revenue of ₹482 Cr (up 35% YoY) and EBITDA of ₹204 Cr (up 135% YoY), marking its first full-year PAT-positive performance at ₹129.7 Cr since listing, a sharp turnaround from a loss of ₹251.6 Cr in FY25. Q4FY26 revenue stood at ₹132 Cr, up 52% YoY, with gross margins improving to 68%. Total enrollments grew 21% YoY to 2,56,791 learners. The company also provided FY27 guidance targeting revenue of ₹670 Cr, EBITDA of ₹260 Cr, and PAT of ₹144 Cr, while outlining a long-term goal to reach ₹1,000+ Cr revenue by FY30. The commerce demerger received NCLT shareholder approval and is expected to complete by mid-July 2026, after which JK Shah Commerce Education Limited will be separately listed.
Strong profitability turnaround and first PAT-positive year signals operational leverage is kicking in. The upcoming commerce demerger and clear multi-year growth targets (₹670 Cr FY27, ₹1,000+ Cr FY30) could boost investor confidence, though shareholders should monitor execution on the aggressive expansion plans.