NIITMTSBSENIIT Learning Systems LtdHighNeutral
Announced Tue, 12 May · 13:22 IST

Please find outcome of Board Meeting held on May 12, 2026

Exceptional ItemRevenue Growth 20pctEbitda Margin CompressionResults View source PDF

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
₹289.05
base price
In-mkt
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+0.1+5.3-0.0+0.8-17.6-20.9-20.9-19.9-20.0-24.7-29.2-28.4-14.6
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AI summary

NIIT Learning Systems reported consolidated revenue of Rs. 19,519.84 million for FY 2025-26, up 18.1% from Rs. 16,532.60 million in the prior year, driven by acquisitions (MST Group from July 2025 and SweetRush from January 2026). Profit after tax grew 8.9% to Rs. 2,477.23 million. The Board recommended a dividend of Rs. 3.25 per share (face value Rs. 2). Exceptional items of Rs. 272.21 million include acquisition costs (Rs. 253.49 million), labor code gratuity impact (Rs. 135.28 million), and investment impairment (Rs. 91.59 million), partially offset by reversal of contingent consideration for St. Charles (Rs. 454.53 million). S.R. Batliboi & Associates issued an unmodified audit opinion.

Likely market impact

Strong revenue growth driven by acquisitions, though margin compression and one-time charges limit PAT growth to ~9%. Dividend return positive for shareholders, but EBITDA margin declined from ~23.6% to ~20.3% due to integration costs.