India · Delayed Price · Currency is INR NIIT Limited Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 9% year-on-year in FY 2026, surpassing guidance, with strong order intake and positive PAT. Strategic investments in AI and working professional programs drove growth, while the integration of iamneo exceeded expectations and the company enters FY 2027 with a robust pipeline.
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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, driven by investments in AI and platform capabilities, and successful IMGO integration. The company maintains 15%-20% FY26 revenue growth guidance, with continued focus on operational efficiency and new market opportunities.
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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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Revenue grew 18% year-on-year for FY 2025, reversing last year’s decline, with strong momentum in technology and BFSI segments. Strategic acquisition of iamneo and continued investments position the business for over 25% growth in FY 2026, despite ongoing market volatility.
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Q3 FY25 saw 15% YoY revenue growth and a strong EBITDA rebound, but Q4 is expected to be seasonally weaker due to mixed trends in tech and BFSI hiring. FY25 revenue growth guidance is revised to 20%, with long-term targets and investments in AI and hybrid learning remaining intact.
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Revenue grew 10% QoQ and 11% YoY in Q2 FY25, with PAT up 53% QoQ. Growth was broad-based across BFSI, technology, early careers, and working professionals. Full-year revenue guidance of INR 380–400 crore is maintained, with continued investments and margin pressure expected.
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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.