Strategic Equity Allotment and 4 Acquisitions Propel Education Stock; Veranda Learning Surges with 24 Per Cent One-Year Return

The stock has delivered a one-year return of 24.18 per cent.

Veranda Learning Solutions Limited has taken a bold step forward in its growth journey with the announcement of a major equity allotment and strategic acquisitions through its subsidiary, Veranda Administrative Learning Solutions Private Limited (VALSPL). On May 16, 2025, VALSPL allotted 4,74,89,997 equity shares, which account for 24.14 per cent of its post-issue paid-up equity share capital. This allotment served as consideration for acquiring shares in four entities—Veranda K-12 Learning Solutions Private Limited, Neyyar Academy Private Limited, Neyyar Education Private Limited, and BAssure Solutions Private Limited.

Following this transaction, VALSPL has ceased to be a wholly owned subsidiary of Veranda Learning Solutions. These acquisitions reflect Veranda’s continued focus on broadening its presence in the education ecosystem. While Veranda K-12 delivers school management solutions, Neyyar Academy is engaged in competitive exam coaching. Neyyar Education contributes academic publishing capabilities, and BAssure enhances the group’s technology base with its IT services. This strategic expansion aligns with Veranda's goal of deepening its offerings in both the formal and informal education sectors.

Veranda Learning Solutions, a part of the Kalpathi AGS Group, was founded in 2018 and operates an integrated online-to-offline (O2O) EdTech platform. With a footprint across over 15 Indian states and more than 200 coaching centers, the company provides learning solutions for exams such as IAS, CA, Banking, Insurance, and State PSCs. In FY24, 69 per cent of its sales came from offline channels, while 31 per cent were through digital mediums. The company generates nearly 92 per cent of its revenue from comprehensive learning programs. Its digital presence includes a monthly website traffic of 5 million and a YouTube subscriber base of 4 million.

As of May 16, 2025, Veranda Learning Solutions trades at Rs 210.8 per share, with a 52-week high of Rs 348.65 and a low of Rs 148.6. The stock has delivered a one-year return of 24.18 per cent. While long-term three-year returns are modest at 0.64 per cent, recent developments could change its trajectory. With a market capitalization of Rs 1,568 crore, Veranda remains a notable player among Small-Cap EdTech companies.

Major public shareholders include Authum Investment and Infrastructure Limited holding 3.53 per cent, followed by Amrit Ramana Prasad with 2.73 per cent, Ramana Prasad A S with 2.72 per cent, Prabhu with 2.18 per cent, and Ujwal Kumar Pagariya holding 1.91 per cent. 

Disclaimer: The article is for informational purposes only and not investment advice.