Veranda Learning Solutions Ltd. · NSE:VERANDA
Veranda Learning Solutions — Q4 FY26 Earnings Presentation
19 slides from Veranda Learning Solutions's earnings presentation, May 30, 2026
Slide 1: Veranda Learning Solutions Limited exchange filing letter
Veranda Learning Solutions Limited May 30, 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: V
Slide 2: Investor Presentation Q4 & FY26
Investor Presentation Q4 & FY26 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 Financial Metrics Financial Metrics FY26 o Diversified and integrated learning Academics solutions in online, offline & Revenue growth: 35% YoY to INR hybrid blended formats to 482 Cr. students, aspirants, graduates,
Slide 5: Management Statement on Q4FY26 Performance
Management Statement on Q4FY26 Performance “We closed FY26 on a strong note, supported by sustained momentum in student enrolments, expansion of our course portfolio, and healthy traction across both online and offline formats. Revenue from operations for Q4FY26 stood at ₹132 Cr, registering a stron
Slide 6: Built strong. Scaling smarter with Veranda 2.0
1,28,422 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 AT O 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 r a n d a 1 . 0 New Launches, IPO Listing a
Slide 7: Performance That Speaks Beyond Projections: FY26 Guidance vs Actuals
Performance That Speaks Beyond Projections Consistent Execution, Superior Outcomes Commerce Segment FY26 Guidance Vs Actuals 100% Revenue 94% 95% of the guidance achieved for commerce segment Expected Actuals EBITDA 104% Revenue 343 322 93% EBITDA 163 169 PBT PBT 107 100 PAT 83% PAT 103 85 Non- Comm
Slide 8: First full-year PAT profitability achieved since listing
F i r s t f u l l - y e a r PAT p r o f i t a b i l i t y a c h i e v e d s i n c e l i s t i n g (In INR Crores) Particulars (Rs. cr) Q4FY26 Q3FY26 Q-o-Q Q4FY25 Y-o-Y FY26 FY25 Y-o-Y • Revenue from operations for Q4FY26 stood at INR 132 Cr, up 52% YoY, while Revenue from Operations 132.4 116.8 13%
Slide 9: Continued momentum in enrollments
Continued momentum in enrollments FY26 enrollments grew by 21% Total Enrollments this quarter grew by 10% 256,791 61,568 211,145 56,060 Initiatives taken in FY26 • Commerce Virtuals for Class 11 Q4FY25 Q4FY26 FY25 FY26 & 12 • Geographic Expansion - New Offline Locations Q4FY26 (Cr) collections incre
Slide 10: 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 94.2 52.5 • Launched Commerce Virtuals - digital delivery of commerce courses in live and recorded formats for Class 11 & 12 students, enabl
Slide 11: 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 12: Strategic Priorities & Outlook for FY27
Strategic Priorities & Outlook for FY27 FY27 Guidance (INR Cr) Govt. Test Prep - Karnataka Expansion ▲ 117% CAGR Extend Government Test Prep presence into Karnataka; tap into KPSC and state-level exam aspirants with localized content and offline coaching centers. 144 Pre-KG School Operations Add man
Slide 13: Milestones Met. Commitments Kept.
Milestones Met. Commitments Kept. Balance sheet Ve r a n d a – S N VA Aggregating Maximizing Deleveraging alliance assets to cross selling establish end Maiden QIP launch of Rs. 357 Cr. opportunities • Veranda divested its Vocational to end delivery Demerging and listing of arm to SNVA Veranda in a
Slide 14: What's Next in store - Commerce
W h a t ’s N e x t i n s t o r e - C o m m e r c e C oGmu m i dear n cec es eFgi n mae nn ct i a l M e t r i c s 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 ” Particulars(INR Commerce Non Commerce • Founders continue to lead with proven execution Total Cr.) (FY27E) (FY27E)
Slide 15: What's Next in store - Academics
What’s Next in store - Academics • 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 through Veranda K-12 franchise based model • Schools operated: 5 CBSE S
Slide 16: What's Next in store - Government Test Prep
W h a t ’s N e x t i n s t o r e - G o v e r n m e n t Te s t P r e p (Revenue - In INR Crores) 141 • Capabilities: starting from UPSC to SPSCs , Public sector 114 banks, Stock selection exams etc. • Market penetration: Largest in the southern regions Strategic Priorities for Government Test Prep FY
Slide 17: 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 18: Value Unlocked through the Joint Partnership
Va l u e U n l o c ke 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 Growth
Slide 19: 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 18
Veranda Learning Solutions — Q4 FY26 Earnings Presentation on 6ix