Niit Learning Systems Limited has informed the Exchange about Investor Presentation

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NIITMTS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-17.6%1-day move

₹298.50

prior close

₹291.15

base price

In-mkt

timing

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+0.1+0.8-0.9-3.6-17.6-20.9-20.9-19.9-20.0-24.7-29.2-28.4-14.6—

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AI summary

NIIT Learning Systems reported strong Q4FY26 results with revenue up 22% YoY to ₹1,002 million and PAT up 58% to ₹487 million. Full year FY26 revenue grew 18% to ₹19,520 million with PAT at ₹2,477 million. The company added 21 new annuity clients during FY26, taking total annuity clients to 110 with revenue visibility of USD 459 million. AI-enabled offerings now contribute ~13% of revenue. EBITDA margins declined 249 bps for FY26 to 20% due to investments and acquisitions. The company completed two acquisitions (Munich-based MST Group and SFO-based SweetRush Inc). Cash position remains strong at Rs 9,366 million with net cash of Rs 6,692 million and ROCE at 32.7%.

Likely market impact

Strong topline growth and expanding PAT demonstrate execution capability, but margin contraction is a concern. The disclosed revenue visibility of USD 459 million provides near-term earnings visibility. Acquisitions strengthen capabilities in AI-enabled learning experience design.