Niit Learning Systems Limited has informed the Exchange about Transcript
NIITMTS · price
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NIIT Learning Systems reported Q1 FY26 revenue of ₹4,514 million, up 11% year-on-year (8% in constant currency), marginally above prior guidance. EBITDA was ₹951 million, down 7% YoY but up 11% sequentially, with margins improving 112 bps QoQ to 21%. PAT stood at ₹493 million (₹578 million adjusted for MST acquisition costs) with EPS of ₹3.62. The company completed the acquisition of Germany's MST Group for EUR 22.37 million, adding 7 Global 1000 clients, taking MTS customers past 100, and boosting headcount to ~2,500. MST is expected to be EPS accretive from year one and add 3-4 percentage points to growth. Management reiterated full-year organic growth guidance of 10%+ in constant currency with margins in the 20-21% range, and Q2 margins guided at the lower end around 20%.
Positively signals resilient growth, strategic European expansion via MST, and 100% renewal track record. However, Q2 margin guidance at the lower end (20%) and ongoing macro uncertainty may temper near-term sentiment. Net cash of ₹7,704 million and the EPS-accretive acquisition support long-term value creation.