Veranda Learning
Veranda Learning Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Veranda expects strong revenue growth across all segments, with Q3 FY26 revenues up 52% year-on-year to INR117 crores. Veranda Learning Solutions expects strong growth in Q4 FY '26 and FY '27, with one of their strongest quarters already reported in Q3 FY '26.
From Veranda Learning's Q3 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Veranda expects strong revenue growth across all segments, with Q3 FY26 revenues up 52% year-on-year to INR117 crores.
- The commerce vertical is a major growth driver, projected to achieve INR200 crores EBITDA for FY27 and potentially a $1 billion valuation upon listing by June 2026.
- Post-demerger, the non-commerce segments (government test prep, K-12 academic programs) are targeting 60-65% EBITDA growth in FY27 via expansion and online program launches.
- SNVA Veranda (vocational and higher education) aims for INR250 crores revenue and over INR60 crores EBITDA in FY27, with plans for global expansion and an eventual separate listing.
2 more points from Veranda Learning's call on revenue
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Profitability & Margins
See what Veranda Learning said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Veranda plans to add 10 to 15 new managed colleges in the commerce vertical by FY '27, aiming to double its size.
- Expansion in the commerce vertical will involve significant scale-up, supported by cash flows post-demerger.
- The company is also working on asset-light models with REITs to open new managed K-12 schools, expecting to double school count next year.
- Some cash from divestments and operations will be used to buy out residual stakes in existing businesses internally, avoiding new leverage or equity dilution.
- Investment is planned to expand academic footprint, especially in commerce and K-12 segments.
2 more points from Veranda Learning's call on capex
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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
2 more points from Veranda Learning's call on order book
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Veranda Learning — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): 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 Q3 FY26 results?
Veranda expects strong revenue growth across all segments, with Q3 FY26 revenues up 52% year-on-year to INR117 crores. Veranda Learning Solutions expects strong growth in Q4 FY '26 and FY '27, with one of their strongest quarters already reported in Q3 FY '26.
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 plans to add 10 to 15 new managed colleges in the commerce vertical by FY '27, aiming to double its size.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.