NIITMTSNSENIIT Learning Systems LimitedHighNeutral
Announced Tue, 12 May · 13:29 IST

NIIT Learning Systems Limited has informed the Exchange that Board of Directors at its meeting held on May 12, 2026, recommended Final Dividend of Rs. 3.25 per equity share.

Revenue Growth 20pctPat Growth 25pctExceptional ItemRelated Party TransactionsResults View source PDF

NIITMTS · price

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Price reaction · full curve 14 horizons · vs prior close
-17.6%1-day move
₹298.50
prior close
₹292.20
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AI summary

NIIT Learning Systems reported consolidated revenue of Rs. 19,519.84 million for FY2026, up 18% from Rs. 16,532.6 million in the previous year. Profit after tax grew 8.9% to Rs. 2,477.23 million from Rs. 2,275 million. Basic EPS improved to Rs. 18.09 from Rs. 16.75. The company completed two major acquisitions during the year - MST Investment Holding GmbH (July 2025) and SweetRush Inc. (January 2026), which affected comparability. Exceptional items totaling Rs. 272.21 million included acquisition costs of Rs. 253.49 million, partially offset by Rs. 752.57 million reversal of earnout provision for St. Charles. Board recommended final dividend of Rs. 3.25 per share, subject to shareholder approval.

Likely market impact

The company delivered solid revenue growth driven by acquisitions while maintaining profitability. The dividend declaration signals confidence in cash generation. However, investors should note the increased goodwill (from Rs. 4,519.19 million to Rs. 8,427.74 million) from recent acquisitions and the non-comparable financials due to M&A activity.