Pursuant to the requirement of Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith Transcript of Investors/analysts Call organized on August 8, 2025 post declaration of Unaudited Financial Results of the Company (Consolidated & Standalone) for the quarter ended June 30, 2025.
NIITLTD · price
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NIIT Limited held an investors/analysts call on August 8, 2025 to discuss Q1 FY-26 results (quarter ended June 30, 2025). Revenue stood at INR 841 million, up just 2% YoY, while organic revenue actually declined 4% YoY. EBITDA was negative at INR 63 million and PAT fell sharply to INR 44 million from INR 131 million in the previous quarter. The company acknowledged falling short of its own guidance on both revenue and margins, citing GSI discretionary spending cuts, banking sector hiring deferrals, and geopolitical disruptions. Two acquisitions were completed during the quarter: a 70% stake in AI-powered SaaS platform iamneo for INR 609 million and the balance 19.28% in IFBI from ICICI Bank for INR 62.7 million. Order intake surged 37% YoY to INR 1,065 million, with Enterprise up 35% and Consumer up 41%.
Near-term sentiment is likely negative as the company missed its own guidance and reported negative EBITDA, prompting a downward revision of full-year revenue growth to 15-20% (organic 5-10%) from the earlier ~25% target. However, the strong order intake momentum, new AI-focused acquisitions, and pipeline visibility may support a gradual recovery, with management guiding for 13-16% sequential growth in Q2.