India · Delayed Price · Currency is INR NIIT Limited Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw revenue growth in technology training and AI offerings, but overall results were impacted by a sharp slowdown in BFSI onboarding and fresh hire training. The company expects double-digit growth in Q4, with continued focus on tech, AI, and structural simplification.
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Q2 FY26 delivered strong revenue and order growth, with positive EBITDA and robust performance from the IMGO acquisition. The company maintained its 15%-20% FY26 growth guidance, continued strategic investments, and initiated a merger to streamline operations.
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Q1 results missed guidance due to macro headwinds and planned investments, but strong order intake and strategic acquisitions (iamneo, IFBI) position the company for sequential growth in Q2. Full-year revenue growth is guided at 15%-20%, with organic growth at 5%-10%.
Fiscal Year 2025
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Q4 and FY 2025 saw double-digit revenue and profit growth year-on-year, driven by strong technology and BFSI program performance, despite ongoing macroeconomic volatility. Strategic acquisition of iamneo and continued investment in product development position the business for over 25% growth in FY 2026.
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Q3 FY25 saw 15% YoY revenue growth and improved EBITDA, but Q4 is expected to be seasonally weaker due to mixed trends in tech and BFSI. Full-year growth guidance is revised to 20%, with long-term targets and investments in AI, consumer, and hybrid models remaining intact.
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Q2 FY25 saw 11% YoY revenue growth and a return to positive EBITDA, driven by BFSI and tech programs. Full-year revenue guidance of INR 380–400 crore is maintained, with continued investment in AI and new offerings. Strong balance sheet and cost control support future growth.
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Q1 revenue grew 32% year-on-year to INR 825 million, with BFSI and technology segments driving growth. Ongoing investments are expected to result in near-term negative margins, but full-year guidance remains at INR 380-400 crores with a low single-digit margin.