Veranda Learning Solutions Ltd. · NSE:VERANDA
Veranda Learning Solutions — Q3 FY26 Earnings Presentation
17 slides from Veranda Learning Solutions's earnings presentation, Feb 6, 2026
Slide 1: Exchange intimation letter for earnings presentation
Veranda Learning Solutions Limited February 06, 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 Symb
Slide 2: Investor Presentation Q3FY26
Investor Presentation Q3FY26 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
O n e o f t h e L e a d i n g Ed u c at i o n P l aye rs i n I n d i a Company at a glance Business Segments Financial Metrics Financial Metrics Q3FY26 o Diversified and integrated learning Academics solutions in online, offline & Revenue growth: 52% YoY to INR hybrid blended formats to 117 Cr. stud
Slide 5: Management Statement on Q3 FY26 Performance
M a n a ge m e nt S tate m e nt o n Q 3 F Y 2 6 Pe r fo r m a n c e “We closed the first nine months of the year with strong momentum, supported by steady growth in student enrolments, an expanded course portfolio, and the successful rollout of new programs across both online and offline formats. Ou
Slide 6: Q3FY26: Sustained Momentum in additional learners
Q3FY26: Sustained Momentum in additional learners 55% uptick in the Enrollments in a year.. Boosting collections by 46% ORGANIC GROWTH MEASURES (INR Cr.) Academics: Launched JEE/NEET and day-care across all schools, conducted expert-led 144 webinars, and strengthened brand recall 1,11,363 through di
Slide 7: Continued execution of Vera 2.0 Strategy in Q3 & 9M FY26
C o n t i n u e d e xe c u t i o n o f Ve r a n d a 2 . 0 S t r a t e g y i n Q 3 & 9 M F Y 2 6 ; 4 t h c o n s i s t e n t PAT p o s i t i v e q u a r t e r (In INR Crores) • Revenue from operations in Q3 FY26 rose 52% year-on-year to INR 117 Cr. Gross profit is up 47% YoY to INR 76 Cr, driving a g
Slide 8: Upping the operational efficiency game. Across the Board.
Upping the operational efficiency game. Across the Board. Segment wise performance – Revenue Segment wise performance- EBITDA • Veranda 2.0 execution visible 80.2 35.0 across verticals, reinforcing confidence beyond Commerce into Academics and Government Test Prep. • Cost optimization driving 38.1 1
Slide 9: Built strong. Scaling smarter with Vera 2.0
B u i l t st ro n g . S c a l i n g s m a r te r w i t h Ve ra n d a 2 . 0 2,58,403 3,28,600 I N D I C ATO R S 1,58,407 Total Revenue in INR crores 91,667 Total Enrolment 530 450 370 58,628 28,674 200 3 76 FY21 FY22 FY23 FY24 FY25 9MFY26 Ve ra n d a 1 . 0 New Launches, IPO Listing and M&A Ve ra n d
Slide 10: Milestones Met. Commitments Kept.
M i l e sto n e s M et . C o m m i t m e nt s Ke p t . Balance sheet Ve ra n d a – S N VA Aggregating Maximizing Deleveraging alliance assets to cross selling establish end Maiden QIP launch of Rs. 357 Cr. opportunities to end delivery Demerging and listing of platform Commerce Vertical as JK shah •
Slide 11: Five Trusted Brands, One Education Powerhouse
F i ve Tr u ste d B ra n d s , O n e Ed u c at i o n Po we r h o u s e Brands A B O U T “ J K S H A H C O M M E R C E E D U C AT I O N L I M I T E D ” • Founders (36–66 years) continue to lead with proven execution • Maximizing existing network: Rolling out full course suite over 105 centers to driv
Slide 12: Vera & SNVA - Leap towards global education 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 e d u c a t i o n 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
Slide 13: 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 Ownership FY27 Target FY27 Target FY27 Target FY27 Target FY26 ₹250+ Cr ₹60+ crore 2 lakh+ / year 60+ countries 50% joint stake* Growth Outlook Growth Outlook Growth Outlook Growt
Slide 14: What's Next in store for Vera?
W h a t ’s N e x t i n s t o r e f o r Ve r a n d a ? Reimagining Core verticals: Academics and Govt. test Prep Refocusing on Core: Driving scalable growth in Demerging and Divestment of Academics & Govt. Test Prep listing of commerce Vocational segment vertical to form a ownership • Scaling with 5,
Slide 15: Academics: Profitable business with Revenue expected to increase at CAGR 59% by FY28
Academics: Profitable business with Revenue expected to increase at CAGR 59% by FY28 • Powered by focused digital marketing Capabilities: Catering high growth population market : K-12 • AI trainings for staff • Launching JEE/NEET across in Bangalore • Increasing number of centres based on Veranda K-
Slide 16: Government Test Prep: Major focus on geographic expansion
Government Test Prep: Major focus on geographic expansion (Revenue - In INR Crores) 136 • Capabilities: starting from UPSC to SPSCs , Public sector banks, Stock selection exams etc. 101 • Market penetration: Largest in the southern regions • In case of Race business which comes under Government test
Slide 17: Let's Connect!
Let’s Connect! Veranda Learning Solutions Limited Company Contact Investor Relations Contact Mr. Mohasin Khan, CFO Ms. Soumya Chhajed mohasinkhan.s@verandalearning.com Research Analyst soumya@goindiaadvisors.com 16
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