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NIIT Learning Systems Limited Q3 FY26 earnings call summary

NSE: NIITMTS · BSE: 543952

Earnings call of 28 Jan 2026, summarised by AI from the filing.

NIIT Learning Systems Q3 FY26 revenue ₹4,997 million, up 19% YoY; guides Q4 FY26 revenue growth 10-12% QoQ and margins 20-21%.

Key takeaways

  1. AI revenue AI-enabled revenue grew to about 11% of the business this quarter.
  2. Demand risk Client decision-making cycles elongated and discretionary spending scrutinized; market uncertainty stretching cycles beyond typical.

Original filing on BSE

NIIT Learning Systems Limited Q1 FY27 results

As filed: Revenue ₹565 cr (+25% year on year), EBITDA ₹93.0 cr (+3% year on year), PAT ₹57.4 cr (+17% year on year), EBITDA margin 16.5% (−350 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹124 cr (−5% year on year), EBITDA ₹12.2 cr (−32% year on year), PAT ₹13.6 cr (−41% year on year), EBITDA margin 9.8% (−401 bps). Score 15 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 401 bps year on year. Other income 98% of PBT. Revenue fell 13% from last quarter. Revenue rose ₹-6.1 cr on a year ago, against ₹22.0 cr the year before. Share price after the results: −29.2% in 30 days (Nifty 500: −3.0%).
  • Q3 FY26: Revenue ₹500 cr (+19% year on year), EBITDA ₹96.5 cr (+6% year on year), PAT ₹74.3 cr (−1% year on year), EBITDA margin 19.3% (−241 bps). Score 54 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit before exceptional items growth was below it. EBITDA margin fell 241 bps year on year. Consolidated profit +20% but standalone -51%. Share price after the results: −9.8% in 30 days (Nifty 500: +1.5%).
  • Q2 FY26: Revenue ₹476 cr (+20% year on year), EBITDA ₹92.0 cr (+6% year on year), PAT ₹47.0 cr (−18% year on year), EBITDA margin 19.3% (−259 bps). Score 59 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was well below it. EBITDA margin fell 259 bps year on year. Profit fell 4% from last quarter. Share price after the results: +14.9% in 30 days (Nifty 500: +0.7%).
  • Q1 FY26: Revenue ₹451 cr (+11% year on year), EBITDA ₹90.0 cr (−6% year on year), PAT ₹49.0 cr (−18% year on year), EBITDA margin 20.0% (−363 bps). Score 29 of 100, Below trend. EBITDA margin fell 363 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +0.3% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹130 cr (+20% year on year), EBITDA ₹18.0 cr (−10% year on year), PAT ₹23.0 cr (0% year on year), EBITDA margin 13.9% (−467 bps). Score 30 of 100, Below trend. EBITDA margin fell 467 bps year on year. Other income 72% of PBT. Not enough history for a trend yet: scored on growth alone. Profit fell 12% from last quarter. Share price after the results: −0.5% in 30 days (Nifty 500: +2.5%).
  • Q3 FY25: Revenue ₹419 cr (+7% year on year), EBITDA ₹91.0 cr (0% year on year), PAT ₹62.0 cr (+9% year on year), EBITDA margin 21.7% (−156 bps). Score 32 of 100, Below trend. EBITDA margin fell 156 bps year on year. Consolidated profit +9% but standalone -49%. Not enough history for a trend yet: scored on growth alone.
  • Q2 FY25: Revenue ₹397 cr (+4% year on year), EBITDA ₹87.0 cr (−3% year on year), PAT ₹57.0 cr (+21% year on year), EBITDA margin 21.9% (−165 bps). Score 38 of 100, Below trend. EBITDA margin fell 165 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 5% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

NIIT Learning Systems Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.