Veranda Learning Solutions Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Veranda Learning Solutions posted robust FY26 financials: revenue hit INR 482 Cr (+35% YoY), EBITDA surged to INR 204 Cr (+135% YoY), and PAT turned positive at INR 130 Cr (vs. FY25 loss). Q4 revenue rose 52% YoY to INR 132 Cr. FY27 targets are INR 670 Cr revenue and over INR 144 Cr PAT.

The company is strategically expanding in government test prep (Karnataka) and commerce (15 new B.Com colleges). The demerger of the commerce vertical, J.K. Shah Commerce Education, is set for mid-August, aiming for INR 1,000 Cr+ revenue by FY30, expected to unlock significant value. Management expressed confidence in disciplined execution and future growth.