BSECompany Update13 Aug 2026 · 13 Aug 2026, 12:43 pm

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Veranda Learning Solutions Ltd · 543514

✦ AI Summary▲ PositiveResults

Veranda Learning Solutions Ltd has announced its un-audited financial results for Q1FY27, showing a 42% YoY revenue growth and a 472% YoY PAT growth, with enrollments increasing by 35% YoY and collections growing by 27% YoY.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Veranda Learning Solutions Ltd - 543514 - Announcement under Regulation 30 (LODR)-Investor Presentation

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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: VERANDA Dear Sir/Madam, Sub: Earnings Presentation on the Un-audited Financial Results of the Company for the Quarter ended June 30, 2026. Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we have enclosed herewith the Earnings Presentation on the Un-audited Consolidated and Standalone Financial Results of the Company for the quarter ended June 30, 2026. Kindly take the same on record and display the same on the website of your exchange. This information will also be hosted on the Company’s website at https://www.verandalearning.com/web/index.php/stock-exchange-intimations. Thanks & Regards, For Veranda Learning Solutions Limited S. Balasundharam Company Secretary & Compliance Officer (M. No: ACS-11114) Veranda Learning Solutions Limited G.R. Complex, First Floor, No. 807-808, Anna Salai, Nandanam, Chennai - 600 035 CIN: L74999TN2018PLC125880 Email- secretarial@verandalearning.com www.verandalearning.com Ph: +91 44 4690 1007 Investor Presentation Q1FY27 Veran d a Learn in g Solu t ion s Affordability | High-quality Content | Outcome-oriented Approach 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 of operations, financial condition, business prospects, plans and objectives, are based on the current beliefs, assumptions, expectations, estimates, and projections of the management of Veranda Learning about the business, industry and markets in which Veranda Learningoperates. • These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond Veranda Learning’s control and difficult to predict, that could cause actual results, performance or achievements todiffermaterially fromthosein the forwardlookingstatements. • Such statements are not, and should not be construed, as a representation as to future performance or achievements of Veranda Learning. In particular, such statements should not be regarded as a projection of future performance of Veranda Learning. It should be noted that the actual performanceorachievements ofVeranda Learning mayvarysignificantly fromsuch statements. 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 model Academics Commerce Test Prep Government Test Prep Successfully acquired legacy brands which are market leaders in their respective segments Financial Metrics: Q1FY27 Enrollments in 200+ 100+ Revenue Growth Reported EBITDA Reported PAT Q1FY27 Students secured top Centers spread across 42% YoY INR 54 Cr. INR 34 Cr. 35% YoY India. rank in competitive to INR 150Cr. up 10%YoY up 472%YoY exams each year Collections up 27% M a na ge m e nt S tate m e nt o n Q1F Y27 Pe rfo rm a nc e “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 systems, partnerships and brand-building that are expected to translate into stronger growth over the coming quarters. On the financial note, we delivered a strong revenue growth of 42% on a YoY basis while our PAT outperformed multifolding 6 times to INR 34 cr which is up 472%. Overall enrolments during the quarter increased by 35% YoY to 1.03 lakh students, while collections grew by 27% YoY, reflecting healthy demand and robust execution across our business segments We also made meaningful progress on our strategic priorities. The proposed Commerce demerger Mr. Kalpathi S Suresh continues to advance as planned and remains a key milestone in unlocking long-term shareholder value. Post demerger, both businesses will have sharper strategic focus, greater operational agility Chairman & Executive Director and dedicated capital allocation, enabling them to pursue their respective growth opportunities He holds a B.Tech. from IIT o more effectively. Madras and M.S. from Clemson University​ Across the organisation, we will continue to focus on digital-led admissions, expanding university Experienced in software and corporate partnerships, launching higher-value programmes and driving operating leverage. development, education, business purchase and These initiatives, coupled with disciplined execution, position us well to deliver sustainable growth, integration​ improve profitability and create long-term value for all stakeholders” Selected for the ‘Outstanding Entrepreneur of the Year’ in 1999 by Ernst & Young, India Built stro ng . S ca ling s m a r te r with Ve ra nda 2.0 2, 56, 791 I N DI C ATO RS 2, 11, 145 Total Revenue in INR crores 1, 28, 422 Total Enrolment 482 91, 667 357 58, 628 243 28,3674 76 FY21 FY22 FY23 FY24 FY25 FY26 Ve ran d a 1.0 N ew Lau n c h e s, IP O Li sti n g an d M& A Ve ran d a 2.0 J u l 2025: Maiden QIP & o J u l 2 0 2 1 : Started CA o Oct 2 0 2 2 : Acquired Demerging Commerce vertical o Dec 2 0 2 0 : courses J. K. Shah Classes o J an 2 0 2 4 : Acquires S e p 2025: Divesting Acquired Content, Tapasya Au g 2 0 2 1 : Started J an 2023: Business Vocational segment to SNVA brand, education offering courses for UPSC Transfer Agreement o Dec 2 0 2 4 : Announces Veranda. Ltd. materials through to Acquire BB Publications preparation with Chennai Race March 2026: NCLT-directed Veranda Race; & o & Navkar thereafter commenced o Sep 2 0 2 1 : Acquired o May 2023: shareholders’ meeting held on operations Edureka, enabling Veranda Acquisition of 6 new o Feb 2 0 2 5 : Signed April 24, 2026; Composite to establish global footprints MoU with IIT Madras companies Scheme approved by Dec 2 0 2 0 : o Launched own mobile o A pr 2 0 2 2 : Company o J u l 2023: o J u n 2 0 2 5 : Launches shareholders and submitted to was listed on BSE & NSE at Partnership with Logic CIAP with IAB NCLT for approval. app comprising all INR 137 integrated courses School of mgmt. S truc tura l C ata lysts Dr iv ing M a rg in E x pa ns io n Multiple structural levers are strengthening profitability and enabling sustainable margin expansion Operating Leverage & Lower Customer Acquisition Cost Lower Finance Cost Higher Earnings Quality Stronger brand equity QIP-led deleveraging Focus on profitable segments Built through legacy brands Raised ~₹357 Cr Strong growth in high margin and consistent performance through QIP in Jul'25 Commerce & Government Test Prep Higher organic enrolments Debt refinancing Better platform utilization FY26 additional learners Optimized debt structure Scale benefits from technology, up 21% YoY and cost content and faculty Ad spend on a reducing trend ~67% YoY reduction in finance cost Lean cost structure Ad spend as % of revenue improved From ₹26.2 Cr in Q1FY26 from 31.2% in FY25 to 4.8% in FY26 Driving long-term profitability to ₹8.7 Cr in Q1FY27 C o ntinuing S tro ng Pe r fo rm a nc e & R is ing Pro fita bility (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 Expenses • Revenue from operations for Q1FY27 Advt & Business Promotion 8.7 5.4 61% 5.1 70% stood at INR 150 Cr, up 4 [Showing first 8,000 characters — download PDF for full document]