| 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
- ₹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
NIIT Learning Systems has been named to Training Industry's 2026 Top 20 Experiential Learning Technologies Companies list. This marks the company's sixth consecutive annual recognition.
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
NIIT Learning Systems allotted 1,58,668 ESOP shares of ₹2 each under its 2023-0 plan. The company will seek listing approval for the new shares.
NIIT Learning Systems Other Announcement
Designated person Prakash Ramachandran reported personal equity transactions, including ESOP acquisition and subsequent market sale, in compliance with insider trading regulations.
NIIT Learning Systems Annual General Meeting
NIIT Learning Systems filed proceedings of its 24th AGM held September 9, 2026. Nine resolutions on financials, dividend, and directorships were considered.
NIIT Learning Systems Earnings Call Transcript: Key Takeaways
NIIT Learning Systems (NLSL) delivers a strong 25% YoY revenue growth in Q1 FY27, heavily bolstered by MST and SweetRush acquisitions. Organic constant currency growth was a more modest 5% YoY.
- Call
- Guides 9% growth