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Earnings Call

NIIT Learning Systems Earnings Call: Key Takeaways

NIIT Learning Systems reported Q4 FY26 revenue of ₹5,252M (up 22% YoY) and EBITDA of ₹1,002M with a 19% margin. Focus remains on AI-led transformation and inorganic expansion through MST and SweetRush.

Why this was an Alfa AlertNot a filter event. Revenue came in below management expectations; EBITDA margins (20.3% for FY26) were within the guided 20-21% range.
Highlights
Revenue growthFY26 up 18.1%; organic CC growth at 13%.
MarginsFY27 EBITDA margin guided at 18-20%.
Order bookStrong order intake; signed 21 new annuity clients in FY26.
Demand visibilityRevenue visibility improved to $459M; robust deal pipeline.
Management confidenceConfident in outperforming market despite macro volatility.

Growth

FY26 revenue hit ₹19,520M, up 18.1% YoY. Organic growth was 13% in constant currency.

Outlook

FY27 guidance for high single-digit revenue growth and 18-20% EBITDA margins. AI-enabled revenue reached 13%.

Risks

Elongated client decision cycles and macroeconomic uncertainty leading to transient budget pullbacks in tech/telecom verticals.

Source

Earnings Call filed with BSE, NSE: NIITMTS. Summary written with AI assistance from the document.

Read the document ↗

NIIT Learning Systems Ltd: key numbers

Share price
₹212.08
Market cap
₹2,930 Cr
Revenue (annual)
₹1,952 Cr
Net profit (annual)
₹247.7 Cr
P/E (TTM)
11.4×Sector 37.2×
Promoter holding
34.25%+0.15% QoQ
FII holding
14.44%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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