Veranda Learning Solutions Limited — PPTs, 05-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1FY26 revenue rose 17% YoY to ₹139 Cr. Gross Profit jumped 28% to ₹93 Cr (67% margin). EBITDA surged 98% to ₹55 Cr (40% margin), with PAT up 123% to ₹6 Cr. Academics and Commerce Test Prep led segment growth.

**2. Strategic Initiatives & Growth Drivers:**

Focus: scaling offerings, expanding into high-potential geographies, and broadening global certifications. Operational efficiency, an asset-light model, and cross-selling are core growth drivers.

**3. Business Developments:**

A ₹357 Cr QIP completed, with ₹310 Cr for debt reduction. The Commerce vertical demerges into debt-free JK Shah Commerce Education Limited (1:1 share allotment). Recent acquisitions and partnerships strengthen the ecosystem.

**4. Market Position & Competitive Advantage:**

A leading Indian education player, offering diversified, integrated learning solutions (K-12 to professional). Its technology-driven, asset-light, scalable model, and strong brand acquisitions provide a distinct market advantage.

**5. Investor Implications:**

Strong Q1, debt reduction, and strategic demerger signal positive growth potential. Ambitious long-term targets for the Commerce segment (e.g., ₹1000+ Cr revenue, 50%+ EBITDA margin by FY30) suggest significant future value.