NIIT Learning Systems Partnership

Earnings Call

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

Other Announcement

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)

Acquisition

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

Earnings Call

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.

Results Update

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.

Financial Results

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

PartnershipdelaPlex Ltd DELAPLEXAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

delaPlex Partnership

Delaplex Limited announced a strategic partnership with UKG to deliver workforce management consulting and implementation across India and Asia-Pacific. No monetary value or financial impact was disclosed.

PartnershipAnnu Projects Ltd ANNUAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Annu Projects Partnership

Annu Projects signed an MoU with GEIE Solar Products to supply materials for a JVVNL rooftop solar project. No Annu-specific consideration is stated.

PartnershipOdyssey Corporation Ltd ODYCORP

Odyssey Corporation Partnership

Odyssey Corporation signed an MOU with Sinton Agribid Trading for agricultural commodity trading. The partner returns the invested capital plus a minimum profit and bears any shortfall.

PartnershipAdarsh Plant Protect Ltd ADARSHPL

Adarsh Plant Protect Partnership

Adarsh Plant Protect signed an MoU with Rapid Group and Smart Solar to form a contractual joint venture. The venture targets Nepal cook stove supply tenders.

PartnershipEverest Kanto Cylinder Ltd EKCAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Everest Kanto Cylinder Partnership

Everest Kanto's subsidiary EKC Egypt signed an MoU with CARGAS to study CNG transport unit manufacturing. No monetary value or orders have been committed yet.

Execution

One-year framework MoU, renewable for additional periods

PartnershipBlue Cloud Softech Solutions Ltd BLUECLOUDSAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Blue Cloud Softech Solutions Partnership

Blue Cloud Softech signed an MoU with Ghana-based Kasten Development to explore business development in Ghana and Africa. No monetary value was disclosed.