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NIIT Learning Systems Limited Q2 FY26 earnings call summary

NSE: NIITMTS · BSE: 543952

Earnings call of 6 Nov 2025, summarised by AI from the filing.

NIIT Learning Systems Q2 FY26 revenue ₹4,757 million, up 20% year-on-year; FY26 constant currency growth guided 12.5-13% with 20-21% EBITDA margin.

Key takeaways

  1. Revenue Q2 FY26 revenue ₹4,757 million, up 20% year-on-year and 5% quarter-on-quarter; constant currency up 15% and 3%.
  2. Guidance FY26 constant currency growth guided 12.5% to 13% year-on-year; EBITDA margin 20% to 21% for full year and Q3.
  3. AI revenue AI-enabled revenue grew to about 10% of the business this quarter, first time disclosed.
  4. Risk Global economic environment volatile and uncertain, driving longer decision cycles and cost discipline.

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.