Veranda Learning Solutions Limited has informed the Exchange about Investor Presentation
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Veranda Learning Solutions shared its Q1FY26 earnings presentation showing a strong start to the financial year. Revenue grew 17% YoY to INR 139 Cr, while EBITDA surged 98% YoY to INR 55 Cr with margins expanding by 1,600 basis points to 40%. PAT jumped 123% YoY to INR 6 Cr, supported by an asset-light model and balance sheet deleveraging. Segment-wise, Academics revenue grew 118% and Commerce Test Prep EBITDA grew 145%, with Government TP and Vocational segments positioned for future growth. The company also outlined FY30 targets of INR 1,000+ Cr revenue (vs INR 281 Cr in FY25), 8 lakh+ enrolments, and 50%+ EBITDA margins, alongside the recent maiden QIP of INR 357 Cr and the demerger-listing of its Commerce vertical as JK Shah Commerce Education Limited.
Strong Q1 results with sharp EBITDA and PAT growth, combined with confident multi-year guidance (FY26 EBITDA target reaffirmed, FY30 targets disclosed), are likely to be viewed positively by investors. The debt clearance via QIP proceeds and the value-unlocking demerger of the Commerce vertical could support sentiment, though execution of ambitious FY30 targets remains a key monitorable.