ALFA Finder| Revenue growth | FY26 up 18.1% YoY; organic growth at 7% constant currency. |
|---|---|
| Margins | FY26 EBITDA margin at 20.3%; FY27 guided at 18-20%. |
| Order book | Revenue visibility improved to $459 million from $390 million YoY. |
| Demand visibility | Strong for outsourcing but limited by client-side discretionary spend scrutiny. |
| Management confidence | Cautiously optimistic, acknowledging macro headwinds and decision cycle delays. |
Growth
FY26 organic constant currency growth was 7%; total revenue grew 18% YoY including acquisitions MST and SweetRush.
Outlook
FY27 guidance: High single-digit revenue growth and 18-20% EBITDA margins.
Risks
Continued macro uncertainty causing elongated decision cycles and tech-sector client budget volatility.
Earnings Call filed with NSE, NSE: NIITMTS. Summary written with AI assistance from the document.
NIIT Learning Systems Ltd: key numbers
- Share price
- ₹173.04
- Market cap
- ₹2,391 Cr
- Revenue (annual)
- ₹1,952 Cr
- Net profit (annual)
- ₹247.7 Cr
- P/E (TTM)
- 9.7×Sector 36.2×
- Promoter holding
- 34.17%-0.08% QoQ
- FII holding
- 13.58%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NIIT Learning Systems Ltd
All →NIIT Learning Systems Earnings Call Transcript: Key Takeaways
Revenue and margins significantly missed management's prior guidance due to macro volatility in Europe.
- Call
- Guides 9% growth
NIIT Learning Systems Other Announcement
NIIT Learning Systems board recommended appointing Price Waterhouse Chartered Accountants LLP as statutory auditor for five years from the 25th AGM. The incumbent S. R. Batliboi firm completes its second term.
- Execution
- Five consecutive years, from the 25th AGM (2027) until the 30th AGM (2032)
NIIT Learning Systems Acquisition Worth ₹167.2 Cr
NIIT Learning's US subsidiary acquired 100% of Texas-based Bluewater Learning, LLC for up to USD 17.6 million. The transaction, which includes earnout payments, is complete.
- Value
- ₹167.2 Cr
NIIT Learning Systems Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 5,286 Mn (+11% YoY, -6% QoQ); EBITDA INR 874 Mn at 17% margin (-378 bps YoY); PAT INR 373 Mn (-21% YoY). AI-enabled offerings 17% of revenue.
NIIT Learning Systems Results Update
NIIT Learning reported Q2 FY27 revenue of Rs. 528.6 Crore, up 11.1%, and PAT of Rs. 37.3 Crore. Bluewater acquisition and a large contract were also flagged.
NIIT Learning Systems Q2 FY27 Results: Net Profit ₹37.3 Cr, Down 20.6% YoY
NIIT Learning Systems Ltd reported revenue from operations of ₹528.6 Cr (+11.1% YoY) and net profit of ₹37.3 Cr (-20.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹37.3 Cr · -20.6% YoY