Q4 2026 Veranda Learning Solutions Ltd Earnings Call Transcript
Key Points
- Veranda Learning Solutions Ltd (BOM:543514) reported a 35% year-on-year revenue growth for FY26, reaching INR482 crore.
- The company achieved its first full-year PAT-positive performance since listing, with a PAT of INR130 crore compared to a loss of over INR250 crore in FY25.
- EBITDA increased by 135% year-on-year to INR204 crore for FY26, reflecting strong operational leverage and restructuring success.
- The company saw a 21% increase in student enrollments, reaching 2.5 lakh students, and collections rose by 40% to nearly INR449 crore.
- Veranda Learning Solutions Ltd (BOM:543514) is on track to demerge its commerce vertical, which is expected to unlock significant shareholder value and focus on strategic growth.
- The company faces challenges such as lower CA pass percentages and changes in the number of exams conducted per year.
- Identifying suitable high-potential locations for expansion and attracting quality faculty and manpower at scale remain operational challenges.
- The government test prep segment reported a loss of approximately INR3 crore in Q4 due to a one-time impairment charge.
- The company has a large amount of non-current and intangible assets, raising concerns about potential future impairments.
- The planned expansion into new geographies and product portfolios may initially impact EBITDA margins due to upfront operational expenses.
Ladies and gentlemen, good day, and welcome to the Veranda Learning Solutions Limited Q4 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Soumya Chhajed. Thank you, and over to you, ma'am.
Good day, everyone, and welcome to Q4 and FY26 conference call of Veranda Learning Solutions Limited. We have on call with us Mr. Suresh Kalpathi, Chairman and Executive Director; Mr. Aditya Malik, the Chief Operating Officer; Mr. Mohasin Khan, the Chief Financial Officer. We must remind you that the discussion on today's call may include certain forward-looking statements and must be therefore viewed in conjunction with the risk pertaining to the business. I now request the management to take us through the business update. And post that, we will open the floor for Q&A. Thank you, and over to you, sir.
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