Veranda Learning Solutions Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Commerce: 56.9% • Government Test Preparation: 19.5% • Discontinued Operations: 10.9%
AI Sector View
AI GENERATEDConsumer Services
Consumer services have a mixed operating backdrop but strong market sponsorship. Foreign tourist arrivals in India rose 6.0% YoY (2026-06), export of services grew 13.0% YoY (2026-06), and headline tourist arrivals were 584000 (Jun/26), though airport passenger traffic was -2.0% YoY (2026-06). Strong FPI inflow of INR 19847 crore over 3 months to 2026-08-31 supports a Buy stance despite some travel softness.
PROS
- Latest quarter profit grew 467.9% YoY, showing strong momentum
- Company has delivered good sales growth of 185.5% CAGR over last 5 years
- Operating margins have improved to 34.4% from -20.6%
- Company maintains a comfortable, low leverage position
CONS
- Company has a low return on equity of -24.9% over last 3 years
- Promoter holding has decreased over last 2 years: -21.1pp
- Company has a low return on capital employed of 4.2%
- Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT -1.01x)
- Working capital days have increased from -349 to -48 days
- Equity base is being diluted - shares outstanding up 56.2%
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| PWL | 136.05 | 1938.81 | 39522.65 | 0.00 | -882.80 | -595.06 | 10539.50 | 1144.20 | 3.69 | -5.41 |
| CRIZAC | 186.75 | 14.82 | 3267.80 | 4.28 | 46.17 | 0.77 | 201.21 | -3.97 | 52.73 | 30.40 |
| SEIL | 192.75 | 533.94 | 3103.28 | 0.00 | 2.82 | -2.76 | 16.30 | 7.51 | 10.42 | 26.28 |
| VERANDA | 225.30 | 15.07 | 2174.29 | 0.00 | 33.87 | 467.88 | 149.54 | 7.37 | 22.75 | 35.96 |
| JARO | 454.35 | 26.64 | 1011.86 | 1.10 | 11.17 | 48.33 | 70.75 | 16.60 | 25.32 | 21.43 |
| GLOBAL | 126.91 | 24.78 | 645.99 | 0.79 | 3.75 | -11.05 | 14.21 | -4.15 | 29.17 | 41.68 |
| CPEDU | 177.45 | 13.53 | 322.83 | 1.41 | 8.08 | 12.54 | 14.35 | -1.17 | 46.88 | 64.15 |
| CLEDUCATE | 59.30 | 0.00 | 321.96 | 0.00 | -1.67 | 55.01 | 127.51 | -12.47 | 2.03 | 13.62 |
| CPCAP | 136.05 | 5.49 | 247.51 | 0.00 | 13.31 | 23.50 | 21.95 | 47.39 | 9.83 | 93.11 |
| TREEHOUSE | 5.95 | 0.00 | 25.17 | 0.00 | -2.13 | -233.00 | 1.15 | -20.14 | -6.84 | -212.70 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 69 | 98 | 92 | 103 | 119 | 106 | 77 | 87 | 139 | 127 | 117 | 132 | 150 | |
| 65 | 84 | 78 | 81 | 99 | 78 | 99 | 69 | 102 | 81 | 75 | 85 | 123 | |
| Operating Profit | 4 | 15 | 14 | 21 | 20 | 28 | -22 | 18 | 37 | 46 | 42 | 47 | 27 |
| OPM % | 5.89% | 15.10% | 14.88% | 20.87% | 16.96% | 26.30% | -28.90% | 21.17% | 26.74% | 36.44% | 35.96% | 35.50% | 17.79% |
| 2 | 2 | 4 | 1 | 7 | 2 | -1 | 39 | 17 | 92 | 10 | 3 | 2 | |
| Interest | 8 | 10 | 20 | 40 | 30 | 33 | 33 | 36 | 31 | 19 | 13 | 15 | 11 |
| Depreciation | 19 | 6 | 18 | 24 | 24 | 20 | 110 | 15 | 16 | 14 | 15 | 15 | 14 |
| Profit before Tax | -22 | 0 | -20 | -41 | -26 | -24 | -167 | 6 | 8 | 105 | 24 | 21 | 30 |
| Tax % | 11.21% | 666.67% | 18.17% | 2.78% | -0.54% | -15.49% | -2.07% | -42.23% | 23.36% | 6.74% | 29.67% | 38.85% | -11.35% |
| Net Profit | 0 | 0 | 0 | 0 | -25 | -30 | -203 | 8 | 6 | 96 | 13 | 16 | 34 |
| -3.14 | -0.24 | -2.49 | -6.07 | -3.93 | -3.46 | -24.73 | 0.75 | -0.09 | 11.13 | 1.08 | 0.92 | 3.03 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|
| 0 | 3 | 75 | 161 | 362 | 358 | 482 | 525 | |
| 0 | 10 | 114 | 233 | 307 | 314 | 314 | 364 | |
| Operating Profit | -0 | -8 | -39 | -72 | 54 | 44 | 167 | 162 |
| OPM % | — | -300.20% | -52.46% | -44.52% | 15.06% | 12.30% | 34.71% | 30.79% |
| 0 | 0 | 1 | 39 | 8 | 43 | 123 | 108 | |
| Interest | 0 | 0 | 9 | 11 | 79 | 131 | 78 | 58 |
| Depreciation | 0 | 1 | 14 | 45 | 67 | 164 | 58 | 59 |
| Profit before Tax | -0 | -8 | -61 | -89 | -83 | -208 | 153 | 180 |
| Tax % | -0.00% | 0.10% | 4.43% | 11.43% | 6.63% | -2.78% | 15.58% | 10.44% |
| Net Profit | -0 | -8 | -58 | -79 | -77 | -214 | 129 | 161 |
| EPS | -489.69 | -7.29 | -16.96 | -13.65 | -11.66 | -33.25 | 10.97 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- 185%
- 3 Years:
- 44%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 5%
- 1 Year:
- -1%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- -138%
- 3 Years:
- -25%
- Last Year:
- 22%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 7 | 41 | 62 | 69 | 74 | 96 |
| -9 | -19 | 225 | 283 | 163 | 849 | |
| 6 | 227 | 433 | 700 | 1,017 | 647 | |
| Trade Payables | 3 | 35 | 28 | 48 | 60 | 39 |
| 4 | 96 | 139 | 526 | 561 | 211 | |
| Total Liabilities | 12 | 380 | 887 | 1,626 | 1,875 | 1,842 |
| 4 | 255 | 734 | 1,386 | 1,566 | 1,222 | |
| Capital Work in Progress | 0 | 0 | 0 | 1 | 0 | 0 |
| 0 | 0 | 0 | 5 | 5 | 394 | |
| 1 | 1 | 1 | 2 | 3 | 3 | |
| 0 | 0 | 0 | 39 | 46 | 34 | |
| Cash & Bank | 0 | 76 | 87 | 29 | 76 | 30 |
| 7 | 48 | 64 | 165 | 179 | 160 | |
| Total Assets | 12 | 380 | 887 | 1,626 | 1,875 | 1,842 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| -0 | -5 | -35 | 20 | 27 | 32 | 106 | |
| Cash from Investing | 0 | -6 | -226 | -424 | -232 | -66 | -101 |
| Cash from Financing | 0 | 12 | 313 | 363 | 139 | 51 | -26 |
| 0 | 0 | 47 | -45 | -66 | 17 | -21 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-04 - Veranda Learning Solutions Limited has informed the Exchange regarding 'Intimation of Conversion of 1,55,763 Warrants into Equity Shares'.
2026-08-31 - Veranda Learning Solutions Limited has informed the Exchange regarding the Amendment to AOA/MOA of the company.
2026-08-31 - Intimation regarding receipt of Certified True Copy of the Order of the National Company Law Tribunal, Chennai Bench and implementation of the Composite Scheme of Arrangement
2026-08-28 - Disclosure under Regulation 30 of the SEBI (LODR) Regulations, 2015
2026-08-24 - Veranda Learning Solutions Limited has informed the Exchange regarding a press release dated August 24, 2026, titled "Veranda Learning Receives NCLT Approval for Commerce Vertical Demerger".
2026-08-21 - Receipt of Copy of Order of Scheme of Arrangement Obtained from the Hon'ble NCLT, Chennai Bench
2026-08-17 - Veranda Learning Solutions Limited has informed the Exchange about Transcript
2026-08-14 - Veranda Learning Solutions Limited has informed the Exchange about Copy of Newspaper Publication
2026-08-13 - Veranda Learning Solutions Limited has informed the Exchange about Link of Recording
News
Recent coverage and analyst commentary for VERANDA
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