NIIT Limited has informed the Exchange about Transcript of Investors/analysts call organized on October 28, 2025
NIITLTD · price
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NIIT Limited reported Q2 FY26 revenue of INR 1,049 million, up 16% year-on-year and 25% quarter-on-quarter, hitting the top end of its guidance band. Order intake grew 14% YoY and 37% QoQ to INR 1,454 million, with the enterprise and consumer segments both posting strong double-digit growth. EBITDA came in marginally positive at INR 13 million (versus expected negative), though profit after tax was just INR 14 million (EPS of INR 0.1) due to mark-to-market losses on fixed income investments. The company is investing in AI platforms, products, brand, and partnerships, with iamneo contributing INR 111 million in its first full quarter of consolidation. Management has launched a scheme to merge RPS Consulting and IFBI into NIIT Limited over the next 8–12 months to simplify the group structure.
Results were largely in line with guidance and showed momentum building into H2 FY26. However, slim profitability and continued investment phase mean margins will remain under pressure, with management explicitly guiding Q3 margins to stay at low single digits. Stock impact may be neutral-to-positive given the growth trajectory and strong cash position of nearly INR 6,846 million, but near-term margin visibility remains weak.