ALFA Finder| Management target | Revenue Vision 2032 |
|---|
| Revenue growth | 19% 6-year CAGR; FY26 revenue reached 19,520 Mn INR. |
|---|---|
| Margins | EBITDA margin stable at 20%; ROCE at +30%. |
| Demand visibility | $462 Mn revenue visibility from existing clients; 113 annuity customers. |
| Management confidence | High; citing early-mover advantage in AI-led L&D market. |
Growth
6-year revenue CAGR of 19%, with FY26 revenue at 19,520 Mn INR. AI-enabled revenue reached 13% in Q1 FY27.
Outlook
Vision 2032 targets $600 Mn revenue and 20%+ EBITDA margin. Management notes no change to current year guidance.
Risks
Competition, L&D outsourcing pricing pressure, client concentration, and the pace of enterprise AI adoption.
Last quarter's promises, checked
Delivered
- Guided 11.4% constant currency growth → delivered 11.4% (= BEAT)
- Guided 18.3% EBITDA margin for Q1 → delivered 18.3% (= BEAT)
- Guided 110+ annuity clients → delivered 113 (= BEAT)
Investor Presentation filed with BSE, 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