Aakhir hua kya? Numbers bol rahe hain!
Veranda Learning Solutions ne Q3 FY26 mein sach mein apna dum dikhaya hai. Operations se revenue 52% saal-dar-saal badh kar ₹117 Crore ho gaya hai. Sabse zabardast toh EBITDA hai, jo 328% badh kar ₹53 Crore tak pahunch gaya hai! Iske saath hi EBITDA margins bhi 45% ho gaye hain, jo pehle se kaafi behtar hai. Ye sab cost cutting aur operational improvements ki wajah se ho paaya hai, jo unki 'Veranda 2.0' strategy ka part hai. Profit After Tax (PAT) bhi 110% badh kar ₹17 Crore ho gaya hai. Ye lagatar chautha profitable quarter hai, jo dikhata hai ki company finance costs aur depreciation ko control mein rakhne mein successful ho rahi hai.
Segments bhi chamke!
Company ke alag-alag segments bhi achhe perform kar rahe hain. Academics se revenue ₹31.0 Crore, Commerce Test Prep (Comm TP) se ₹35.0 Crore, aur Government Test Prep (Govt TP) se ₹80.2 Crore aaya hai. Segment EBITDA mein bhi Academics (+73%) aur Government Test Prep (+281%) mein zabardast growth dikhi hai.
Strategy mein bada shift!
Veranda Learning ab apna focus core verticals - Academics aur Government Test Preparation - par tight karne ja rahi hai. Iske liye commerce demerger approve ho gaya hai aur vocational segment ko divest kar diya gaya hai. Iska maksad hai in core businesses ko aur tezi se scale karna.
Aage ka outlook aur Debt Reduction plan
Company ne FY26 ke liye ₹310 Crore revenue ka guidance diya hai. Unki long-term vision bhi badi ambitious hai, ₹1000 Crore se zyada revenue aur 50% se upar EBITDA margin FY30 tak achieve karne ka target hai. Iske liye faculty ko strong karna, digital admissions badhana, university aur corporate partnerships explore karna, aur high-value programs launch karna inke key growth drivers honge. Haal hi mein ₹357 Crore ka QIP bhi aaya tha, jisme se lagbhag ₹310 Crore legacy debt ko clear karne mein use honge, jisse company ka balance sheet aur strong hoga.
Vocational arm ka SNVA Veranda Ltd. ke saath 50:50 JV mein divestment future revenue aur EBITDA mein contribute karega, aur potential listing ke bhi chances hain. Academics segment ke liye 59% CAGR by FY28 aur Govt Test Prep segment ke liye 30% CAGR FY25-28E ke aggressive targets company ki direction clear karte hain. Investors ko in plans ke execution par nazar rakhni hogi, restructuring se synergies aur edtech space mein competition ko bhi dhyaan mein rakhna chahiye.