ALFA Finder| Revenue growth | 25% YoY |
|---|---|
| Margins | Down YoY to 18.3% due to investments and acquisitions |
| Order book | 113 Annuity clients; added 3 new clients in Q1 |
| Demand visibility | USD 462 million revenue visibility from existing clients |
| Management confidence | High |
Growth
Revenue grew 25% YoY; EBITDA increased 9% YoY. AI-enabled offerings now contribute ~13% of total revenue.
Outlook
Targeting large deal opportunities in learning transformation; Revenue Visibility stands at USD 462 million.
Risks
EBITDA margins compressed by 281 bps YoY to 18.3% due to capability investments and acquisition impacts.
Last quarter's promises, checked
Delivered
- Guided 18-20% EBITDA margin → delivered 18.3% (= BEAT)
- Guided high single-digit FY27 revenue growth → delivered 25% YoY in Q1 (= BEAT)
- Guided SweetRush integration to ramp up margins → delivered margin within range (= BEAT)
Partly delivered
- Guided Q1 sequential growth to be 'low single-digit' → delivered 7.6% QoQ (= BEAT)
Investor Presentation 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