| Management target | Revenue 9.0% FY27 |
|---|
| Revenue growth | CC revenue grew 2.3% YoY; normalized growth at 6.6%. |
|---|---|
| Margins | EBITDA margin fell to 16.5% vs 18% guided target. |
| Order book | Record revenue visibility at $510 million, up 25% YoY. |
| Demand visibility | Tight L&D budgets globally; European industrial sector seeing compression. |
| Management confidence | Candid about misses while remaining optimistic on large deal wins. |
Growth
Revenue grew 2.3% YoY in constant currency, far below 9-11% guidance.
Outlook
Management expects high single-digit constant currency growth for FY27.
Risks
Client spending compression in Europe and delayed ramp-ups of large contracts.
Earnings Call Transcript filed with BSE, NSE: NIITMTS. Summary written with AI assistance from the document.
NIIT Learning Systems Ltd: key numbers
- Share price
- ₹159.79
- Market cap
- ₹2,208 Cr
- Revenue (annual)
- ₹1,952 Cr
- Net profit (annual)
- ₹247.7 Cr
- P/E (TTM)
- 9.0×Sector 33.4×
- Promoter holding
- 34.17%-0.08% QoQ
- FII holding
- 13.58%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 Other Announcement
NIIT Learning Systems board recommended appointing Price Waterhouse Chartered Accountants LLP as statutory auditor for five years from the 25th AGM. The incumbent S. R. Batliboi firm completes its second term.
- Execution
- Five consecutive years, from the 25th AGM (2027) until the 30th AGM (2032)
NIIT Learning Systems Acquisition Worth ₹167.2 Cr
NIIT Learning's US subsidiary acquired 100% of Texas-based Bluewater Learning, LLC for up to USD 17.6 million. The transaction, which includes earnout payments, is complete.
- Value
- ₹167.2 Cr
NIIT Learning Systems Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 5,286 Mn (+11% YoY, -6% QoQ); EBITDA INR 874 Mn at 17% margin (-378 bps YoY); PAT INR 373 Mn (-21% YoY). AI-enabled offerings 17% of revenue.
NIIT Learning Systems Results Update
NIIT Learning reported Q2 FY27 revenue of Rs. 528.6 Crore, up 11.1%, and PAT of Rs. 37.3 Crore. Bluewater acquisition and a large contract were also flagged.
NIIT Learning Systems Q2 FY27 Results: Net Profit ₹37.3 Cr, Down 20.6% YoY
NIIT Learning Systems Ltd reported revenue from operations of ₹528.6 Cr (+11.1% YoY) and net profit of ₹37.3 Cr (-20.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹37.3 Cr · -20.6% YoY
NIIT Learning Systems Board Meeting Date
NIIT Learning Systems Ltd scheduled a board meeting for October 28-29, 2026, to consider unaudited financial results for the quarter and half year ended September 30, 2026.