Q2 revenue falls, but cost cuts improve profit and order intake stays strong

Management guided margin improvementOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

NIITLTD · price

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Price reactionminutes from the announcement price · days from the prior close

+2.3%Reaction day

₹69.39

prior close

₹69.08

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+2.2%+0.1% vs market

Education peers, median of 13sector+4.3%-2.0% vs sector

On the reaction day the stock moved 0.1 pts more than Nifty Microcap 250 and 2.0 pts less than its Education peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.6

10m

+0.3

15m

+0.9

30m

+1.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+2.3+2.2+0.1+4.3-2.0

Next day

+3.2+3.3-0.1+5.3-2.0

+2.4pendingpending+3.7-1.3

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15d

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UpDownMarket · Nifty Microcap 250Sector · Education peers, median of 13Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 revenue was INR982m, down 6% year on year but up 3% sequentially, as large outsourcing clients reduced spending. Profit before depreciation and amortisation was INR27m at a 2.7% margin; net loss was INR22m. Order intake was INR1,301m with 10 new logos. AI-led revenue reached 12.4%, while banking programme revenue hit a record INR200m. Management expects flat FY27 revenue and a low single-digit operating margin.

Likely market impact

Cost cuts, AI and banking growth support profit, but weak outsourcing client spending may cap revenue and keep near-term earnings under pressure.