Veranda Learning Solutions Limited — PPTs, 06-02-2026: Investor Presentation

Veranda Learning delivered a strong Q3FY26. Revenue jumped 52% YoY to 117 Cr, with PAT soaring 110% to 17 Cr, marking its fourth consecutive profitable quarter. EBITDA surged 328% to 53 Cr. For 9M FY26, revenue grew 29% to 450 Cr. Enrollments were up 55%, and collections rose 46%, with all business segments showing healthy growth.

Key strategic moves include the "Veranda 2.0" restructuring, focusing on core Academics and Government Test Prep. The Commerce vertical (JK Shah) is being demerged for a separate listing, targeting 1000+ Cr revenue by FY30. The Vocational segment was divested into a 50:50 JV with SNVA EduTech (SNVA Veranda Ltd), aiming for 250+ Cr revenue and 60+ Cr EBITDA by FY27, with future listing plans. Management is prioritizing faculty enhancement, digital admissions, and expanding high-value programs to sustain growth and operational efficiency.