NIIT Ltd (BOM:500304)

Q4 2026 NIIT Ltd Earnings Call Transcript

May 14, 2026 / 10:00 AM GMT

Release Date Price: ₹64.58 (-4.96%)

Transcript

Key Points

Positve

NIIT Ltd (BOM:500304) achieved a 9% revenue growth for the full year, surpassing their guidance of 7-8%.
The company reported a strong order intake growth of 17% year-on-year, indicating a positive outlook for the next fiscal year.
The acquisition of IM NEO contributed positively, with Rs. 413 million in revenue, validating the strategic rationale for the acquisition.
The company has successfully built a robust go-to-market engine and AI momentum, which is expected to drive future growth.
NIIT Ltd (BOM:500304) has expanded its brand visibility, with its YouTube channel crossing 1.3 million subscribers, enhancing its reach with learners and enterprises.

Negative

The company reported a negative EBITDA of approximately 1% for the full year, reflecting continued investment in the business.
There was a PAT loss of Rs. 44 million for the quarter, indicating financial challenges.
The enterprise BFSI and others segment faced pressure, with learning spend for upskilling at large private banks remaining under pressure.
Despite a strong order intake, the organic business showed only marginal revenue growth, reflecting gradual recovery.
The company remains in a long investment cycle, with expectations of continued negative EBITDA 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
Q4 2026 NIIT Ltd Earnings Call
May 14, 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 NIIT Limited Q4 FY26 Earnings Conference Call.

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 then 0 on a touch-tone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Vijay Tharani, Vice Chairman and Managing Director.

Thank you and over to you, sir.

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Unidentified_2 [2]
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