NIIT Learning Systems Ltd (BOM:543952)

Q2 2026 Niit Learning Systems Ltd Earnings Call Transcript

Nov 6, 2025 / 10:00 AM GMT

Transcript

Key Points

Positve

NIIT Learning Systems Ltd (BOM:543952) reported a strong revenue growth of 20% year-on-year and 5% quarter-on-quarter, demonstrating resilience in a volatile economic environment.
The company's AI-enabled revenues now contribute approximately 10% of the business, highlighting the successful implementation of their AI-first strategy.
The acquisition of MST Group in Germany added 7 marquee clients, expanding the company's presence in the DACH region and enhancing its industrial vertical capabilities.
NIIT Learning Systems Ltd (BOM:543952) maintained a 100% renewal record, securing 3 new MPS logos and renewing 3 existing contracts, showcasing strong customer trust and satisfaction.
The company has a robust contract pipeline and expects constant currency growth of 12.5% to 13% year-on-year, with margins projected to be in the 20% to 21% range for the full year.

Negative

The global economic environment remains volatile and uncertain, leading to longer decision cycles and increased scrutiny of discretionary spending by clients.
Despite the acquisition of MST Group, the revenue contribution from this acquisition was lower than expected due to the vacation quarter in Germany, impacting overall growth.
Net other income was negative 89 million INR, a significant drop from the previous quarter, primarily due to lower treasury income and acquisition-related expenses.
The company's professional and technical outsourcing expenses have increased, reflecting reliance on variable costs due to market volatility, which may impact profitability.
There is a risk of slower decision-making cycles due to market uncertainty, which could affect the conversion of the contract pipeline into actual business.

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

NIIL.NS - Niit Learning Systems Ltd
Q2 2026 Niit Learning Systems Ltd Earnings Call
Nov 06, 2025 / 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 Learning Systems Limited, Q2 F 526 earnings conference call.

As a reminder, all participant clients 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 call, please signal an operator by pressing and 0 on your touchstone phone.

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

Thank you and over to you, sir.

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Unidentified_2 [2]
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