NIIT Ltd (BOM:500304)

Q3 2026 NIIT Ltd Earnings Call Transcript

Jan 30, 2026 / 10:00 AM GMT

Release Date Price: ₹74.88 (-1.34%)

Transcript

Key Points

Positve

NIIT Ltd (BOM:500304) reported a second consecutive quarter with revenue above 1,000 million, indicating a stable revenue stream.
Enterprise revenues grew 8% year on year, with Enterprise tech growing 18%, showcasing strong performance in this segment.
The company has successfully integrated AI into its offerings, contributing 17.65% to the revenue, indicating a strategic focus on AI-driven growth.
NIIT Ltd added 37 new enterprise logos and 20 new universities and colleges, expanding its customer base and market reach.
The company maintained positive margins in Q3 despite revenue challenges, demonstrating effective cost control and financial management.

Negative

Revenue excluding I am new was down 10% year on year, primarily due to a slowdown in new hire training, affecting overall performance.
The BFSI segment saw a significant revenue decline of 27% year on year, driven by reduced volumes in the TPas business.
The consumer business declined 3% year on year, with BFSI and others down 36%, indicating challenges in these areas.
The company faced unexpected pushouts of planned Q3 trainings due to a slowdown in BFSI onboarding, impacting revenue realization.
Despite a strong cash position, the company is in an investment phase, which may pressure margins and profitability in the short term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NIIT.NS - NIIT Ltd
Q3 2026 NIIT Ltd Earnings Call
Jan 30, 2026 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q3 F5 26 earnings conference call of NIIT Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, and 0 on a touchstone phone.

I now have the conference over to Mr. Vijay Adani, Vice Chairman and managing director, NIIT Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank you.

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