Veranda Learning
Veranda Learning Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue guidance is approximately INR 670 crores, up from INR 482 crores in FY26. FY27 guidance: Revenue ~INR670 crores, EBITDA ~INR260 crores, PAT ~INR144 crores (Page 6) - Commerce business expected revenue ~INR450 crores, EBITDA ~INR215 crores, PAT ~INR110 crores (Page 6) - Non-
From Veranda Learning's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- FY27 revenue guidance is approximately INR 670 crores, up from INR 482 crores in FY26.
- Commerce business expected to contribute around INR 450 crores annually, with plans to expand offline centers and launch digital programs for Classes 11 and 12.
- Government test prep vertical aims to reach INR 100 crores of EBITDA in 4-5 years, expanding offerings and geographic reach.
- Managed schools expected to grow enrollment by 10%, supported by fee increases of 7-8% per year.
- Expansion plans include adding 15 new managed commerce colleges and increasing geographical presence in North and West India.
- Long-term aspiration for the commerce vertical to cross INR 1,000 crores revenue by FY 2030.
- New product introductions and improved digital-led admissions targeted for driving growth.
Profitability & Margins
See what Veranda Learning said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Veranda Learning is investing in expanding its managed commerce colleges, planning to add 15 new colleges this year, doubling their count from 17 to 32.
- There is ongoing advertising and marketing spend to establish the commerce vertical as a standalone brand in anticipation of its listing.
- The company is focusing on disciplined expansion across core verticals with new geography launches, scaling offline centers, new course introductions, and digital-led admissions.
- They are establishing an offline presence in North and West India (UP, Bihar, Rajasthan, Gujarat) to reduce regional concentration.
- In the online space, efforts include entering new markets like 11th and 12th commerce and launching digital aid programs and CMA India courses.
- No mention of specific capex amounts, but significant investment in platform creation and capacity building has been expensed in recent quarters to support growth over the next 3-4 years.
Top-ranked in Other Consumer Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Veranda Learning said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Orders for the upcoming process are expected to be received within the next week (from August 13, 2026).
- After receiving the orders, filing with the Registrar of Companies (RoC) will happen within about 3-4 days.
- A minimum one-week record date is required before book closure.
- Shares for the demerged entity (JK Shah Commerce Education Limited) will be credited to shareholders' Demat accounts post listing.
- The listing process is expected to complete by end of September 2026.
- The company has already prepared and submitted necessary documents and is coordinating with stock exchanges.
Veranda Learning — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹117 Cr, net profit ₹13 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Veranda Learning Solutions Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Veranda Learning Q1 FY27 results?
FY27 revenue guidance is approximately INR 670 crores, up from INR 482 crores in FY26. FY27 guidance: Revenue ~INR670 crores, EBITDA ~INR260 crores, PAT ~INR144 crores (Page 6) - Commerce business expected revenue ~INR450 crores, EBITDA ~INR215 crores, PAT ~INR110 crores (Page 6) - Non-
What is Veranda Learning share price analysis?
Veranda Learning currently shows a neutral. The stock trades at a P/E of 38.7 with a market cap of ₹2,498 Cr. Investors should review the full earnings analysis for detailed insights.
Is Veranda Learning planning capital expenditure?
Veranda Learning is investing in expanding its managed commerce colleges, planning to add 15 new colleges this year, doubling their count from 17 to 32.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.