| Management target | Revenue 9.0% FY27 |
|---|
| Revenue growth | 25% YoY growth; 11.4% constant currency; 5% organic constant currency. |
|---|---|
| Margins | EBITDA margin at 18.3%; guided to reach 18-20% for FY27. |
| Order book | Total annuity contract value rose 19% YoY to $462 million. |
| Demand visibility | Strong revenue visibility at $462M; Q2 seasonal vacation lull expected. |
| Management confidence | Confident, emphasizing 'AI-first' strategy and successful integration of recent acquisitions. |
Growth
Revenue grew 25% YoY to ₹5,651M; organic growth at 5% shows heavy reliance on inorganic contribution.
Outlook
Management guides for high single-digit revenue growth and 18-20% EBITDA margins for full year FY27.
Risks
De-regulation of the North American real estate contract creates a high base effect and drag on organic growth.
Last quarter's promises, checked
Delivered
- Guided 20-21% EBITDA margin → delivered 20.3% (= BEAT)
- Guided high single-digit revenue growth → delivered 18.1% (= BEAT)
- Guided 110 annuity clients → delivered 110 (= BEAT)
Partly delivered
- Guided 18-20% EBITDA margin for FY27 → delivered 18.3% in Q1 (= PARTIAL)
Missed
- Guided revenue growth to meet internal expectations → delivered below expectations due to budget pullbacks (= MISS)
Earnings Call Transcript filed with BSE, 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.
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