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Earnings Call

NIIT Earnings Call: Key Takeaways

NIIT delivered 9% revenue growth in FY26, beating its own guidance of 7-8% despite margin compression from significant GTM and AI investment cycles.

Why this was an Alfa AlertRevenue growth of 9% exceeded the upper guided end of 8% (a 12.5% beat on growth rate).
Highlights
Revenue growth9% YoY growth to ₹3,902M; Q4 organic revenue up marginally.
MarginsEBITDA margin at -1% due to deliberate GTM and AI investments.
Order bookOrder intake grew 17% to ₹4,209M, exceeding full-year revenue.
Demand visibilityStrong tech upskilling demand; continued pressure in private sector banking.
Management confidenceBalanced; bullish on AI transition but cautious on global macro headwinds.

Growth

Revenue grew 9% to ₹3,902M, driven by 20% growth in technology programs and successful integration of StackRoute.

Outlook

Guided for double-digit revenue growth in Q1 FY27 with breakeven to low single-digit negative EBITDA margins.

Risks

Prolonged BFS sector slowdown and potential AI-driven headcount displacement in GSI clients threaten near-term demand.

Source

Earnings Call filed with BSE, NSE: NIITLTD. Summary written with AI assistance from the document.

Read the document ↗

NIIT Ltd: key numbers

Share price
₹88.50
Market cap
₹1,212 Cr
Revenue (annual)
₹390.2 Cr
Net profit (annual)
₹5.28 Cr
P/E (TTM)
134.8×Sector 22.1×
Promoter holding
40.87%+3.89% QoQ
FII holding
8.06%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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