Veranda Learning unveils Veranda 2.0 Strategy

Chennai: Veranda Learning Solutions has grown by leaps and bounds through both organic and inorganic means over the past few years. The company has now embarked on a significant restructuring initiative under its Veranda 2.0 vision—primarily aimed at unlocking long-term value, enabling focused growth, and enhancing operational agility in the rapidly evolving education sector. This initiative involves a thorough analysis of synergies across its various businesses and a strategic unbundling/re-bundling of its four key verticals: academic, commerce, government test preparation, and vocational training.

To oversee this process, the Board has constituted a sub-committee comprising primarily independent directors. The sub-committee, with the support of external consultants, will evaluate the restructuring strategy and make recommendations to the Board, including potential mergers or demergers of key verticals.

Veranda’s flagship commerce education brands—JK Shah Classes, BB Virtuals, Navkar Digital Institute, Tapasya College of Commerce, and Logic School of Management—have established a formidable presence in the test preparation space for CA, CS, CMA, and ACCA. Collectively, they have produced over 2,000 CA rankers since 2001 and continue to nurture a growing cohort of All-India top performers. This vertical, led by Prof. J.K. Shah, Founder of JK Shah Classes, is expected to play a pivotal role in driving future growth.

The proposed QIP (Qualified Institutional Placement), for which an enabling resolution has already been approved by shareholders at the EGM, is expected to infuse liquidity, accelerate growth, and help make key business verticals debt-free.

Commerce Education: A High-Growth Sector

The Veranda 2.0 vision coincides with India’s rise as a global hub for finance and accounting talent. With over 1,580 Global Capability Centres and 4.32 million B.Com enrolments annually, demand for certified commerce professionals is on the rise. Veranda’s commerce education vertical is expected to outpace overall sectoral growth by consolidating market share from regional/local players, leveraging its leadership position. Revenue is projected to grow from ₹281 crore (pro forma) in FY25 to over ₹1,000 crore by FY30, with student enrolments rising from 4.01 lakh in FY25 to over 8 lakh in the same period.

Through strategic cross-brand synergies, improved operational efficiencies, value-added offerings across the commerce education spectrum, and increased Lifetime Value (LTV) per student, the company aims to enhance margins from the current 36% in FY25 to over 50% by FY30.

This strategic realignment seeks to position Veranda as a group of distinct, scalable, and sustainable education powerhouses—each focused on delivering stakeholder value.

“The proposed restructuring is a strategic step toward focused execution and value creation. We are confident in the continued growth and excellence of each of our key verticals, with the commerce vertical being our largest in terms of revenue and profitability,” said Mr. Suresh Kalpathi, Executive Director and Chairman, Veranda Learning Solutions.

Safe Harbour

This press release contains forward-looking statements regarding our plans, strategies, intentions, and beliefs about our business and the markets in which we operate. These statements are subject to risks and uncertainties that may cause actual outcomes to differ materially. We undertake no obligation to update these statements as circumstances change. Readers and investors are advised to exercise caution before making any investment decisions based on this release.

About Veranda Learning Solutions

Established in 2018 by the Kalpathi AGS Group, Veranda Learning Solutions Limited has swiftly emerged as a prominent, publicly listed education company. With a strong presence across schools, colleges, test preparation, study abroad, and software upskilling, Veranda has significantly expanded its reach and impact nationwide. By integrating advanced technology, structured processes, and innovative pedagogies, the company delivers high-quality, personalized learning experiences. Committed to student success and academic excellence, Veranda employs a multi-modal delivery model underpinned by a disciplined, comprehensive learning framework.

For more information, please visit: www.verandalearning.com