Veranda Learning Solutions Limited — Investor Meet, 17-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Veranda Learning reported robust Q1 FY27, with revenue up 42% to INR 150 Cr and PAT surged six-fold to INR 34 Cr, marking its sixth profitable quarter. Enrollment grew 35%. Management highlighted strong commerce and government test prep, driven by strategic expansion and new program launches. The demerger of the commerce vertical is progressing, with NCLT orders reserved and listing anticipated by early September 2026. Shareholders will receive one share in the new entity for each share held. This separation is expected to unlock value, establishing the commerce business as a market leader. FY27 guidance projects revenue of ~INR 670 Cr and PAT of ~INR 144 Cr. The outlook is confident on sustained profitable growth.