| 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
- ₹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.
More from NIIT Learning Systems Ltd
All →NIIT Learning Systems Business Update
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NIIT Learning Systems Other Announcement
Designated persons of NIIT Learning Systems Ltd disclosed the sale of equity shares in the open market.
NIIT Learning Systems Employee Stock Options
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NIIT Learning Systems Investor Presentation: Key Takeaways
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NIIT Learning Systems filed proceedings of its 24th AGM held September 9, 2026. Nine resolutions on financials, dividend, and directorships were considered.