Veranda Learning Solutions Ltd. · NSE:VERANDA
Veranda Learning Solutions — Q1 FY27 Earnings Presentation
16 slides from Veranda Learning Solutions's earnings presentation, Aug 13, 2026
Slide 1: Exchange filing cover letter
Veranda Learning Solutions Limited August 13, 2026 BSE Limited National Stock Exchange of India Limited Dept of Corporate Services, The Listing Department, Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 543514 Symbol
Slide 2: Investor Presentation Q1FY27
Investor Presentation Q1FY27 Veranda Learning Solutions Affordability | High-quality Content | Outcome-oriented Approach 1
Slide 3: Safe Harbor
Safe Harbor • This presentation and the following discussion may contain “forward looking statements” by Veranda Learning Solutions Limited (“Veranda Learning” or the Company) that are not historical in nature. These forward looking statements, which may include statements relating to future results
Slide 4: One of the Leading Education Players in India
One of the Leading Education Players in India Company at a glance Business Segments Diversified and integrated learning solutions in online, offline & hybrid blended formats to students, aspirants, graduates, professionals & corporate employees Technology driven, asset light & scalable business mode
Slide 5: Management Statement on Q1FY27 Performance
Management Statement on Q1FY27 Performance “We began FY27 on a strong note, with broad-based momentum across our portfolio, led by exceptional performance in the Commerce and Government Test Preparation businesses, while our K12 segment continued to strengthen its foundation through investments in s
Slide 6: Built strong. Scaling smarter with Veranda 2.0
B u i l t s t r o n g . S c a l i n g s m a r t e r w i t h Ve r a n d a 2 . 0 2,56,791 I N D I C ATO R S 2,11,145 Total Revenue in INR crores 1,28,422 Total Enrolment 482 91,667 357 58,628 243 2 8 , 36 7 4 76 120 FY21 FY22 FY23 FY24 FY25 FY26 Ve ra n d a 1 . 0 New Launches, IPO Listing and M&A Ve r
Slide 7: Structural Catalysts Driving Margin Expansion
Structural Catalysts Driving Margin Expansion Multiple structural levers are strengthening profitability and enabling sustainable margin expansion Lower Customer Acquisition Cost Lower Finance Cost Operating Leverage & Higher Earnings Quality Stronger brand equity QIP-led deleveraging Built through
Slide 8: Continuing Strong Performance & Rising Profitability
Continuing Strong Performance & Rising Profitability (In INR Crores) Particulars (Rs. cr) Q1 FY27 Q1 FY26 Y-o-Y Q4 FY26 Q-o-Q Revenue from Operations 149.5 105.7 42% 132.4 13% Gross Profit 94.6 69.5 36% 90.1 5% Gross Profit Margin (%) 63% 66% 68% Other Income 1.9 17.3 -89% 7.5 -74% Operating Expense
Slide 9: Upping the operational efficiency. Across the Board.
U p p i n g t h e o p e r a t i o n a l e f f i c i e n c y. A c r o s s t h e B o a r d . Segment wise performance – Revenue Segment wise performance- EBITDA 42.6 108.6 • Launched Commerce Virtuals - digital delivery of commerce courses in live and recorded formats for Class 11 & 12 students, enabl
Slide 10: The Next Phase of Veranda Learning
T h e N e x t P h a s e o f Ve r a n d a L e a r n i n g Scaling platforms in Government Test Prep and Managed Schools to drive the next leg of growth ahead Government Test Prep - Strong Core with Expanding Footprint Managed Schools - A Massive Long-Term Opportunity RACE | 100+ centres Large under-p
Slide 11: Commerce Education: Category-Leader, High-Margins
C o m m e r c e E d u c a t i o n : C a t e g o r y - L e a d e r, H i g h - M a r g i n s Market leader with proven economics, strong brand and scalable, asset-light model Market Leader Large Network Expanding College Presence #1 105+ 15 in CA, CS, CMA, ACCA Centers across India New managed commerc
Slide 12: Demerger - Status Update
Demerger - Status Update Board Approval – Sep 2025 CCM Conducted and Approved – Apr 2026 Court Convened Meeting (CCM) held; Board Approved composite scheme of demerger shareholders voted in favour of the demerger scheme Filling of Application with Exchanges Second Motion filed with NCLT – Apr 2026 F
Slide 13: Veranda & SNVA - Leap towards global integration
Ve r a n d a & S N VA - L e a p t o w a r d s g l o b a l i n t e g r a t i o n Part of Veranda 2.0 strategy — focus, accelerate, and unlock shareholder value. 60+ Countries 1.5 million+ The divestment of Vocational Segment (Edureka, Veranda Higher Ed & Six Global Presence Trained Learners Phrase) t
Slide 14: Value Unlocked through the Joint Partnership
Va l u e U n l o c k e d t h r o u g h t h e J o i n t P a r t n e r s h i p Revenue EBITDA Learner Base Global Presence FY27 Target FY27 Target FY27 Target FY27 Target ₹250+ Cr ₹50+ crore 2 lakh+ / year 60+ countries Growth Outlook Growth Outlook Growth Outlook Growth Outlook 25% CAGR 35% CAGR 3x o
Slide 15: Strategic Priorities & Outlook for FY27
Strategic Priorities & Outlook for FY27 FY27 Guidance (INR Cr) Govt. Test Prep - Karnataka Expansion 482 01 Extend Government Test Prep presence into Karnataka; tap into KPSC FY26 204 and state-level exam aspirants with localized content and offline 130 coaching centers. 670 FY27 260 144 Pre- School
Slide 16: Let's Connect!
Let’s Connect! Veranda Learning Solutions Limited Company Contact Investor Relations Contact Mr. Mohasin Khan Ms. Soumya Chhajed Chief Financial Officer Research Analyst mohasinkhan.s@verandalearning.com soumya@goindiaadvisors.com 15
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