NIIT Limited — PPTs, 24-01-2025: Investor Presentation

**Financial Highlights:** Revenue reached INR 981 Mn, marking a 15% year-on-year growth and an 8% quarter-on-quarter increase, continuing a streak of double-digit YoY growth. BFSI and other programs generated INR 340 Mn, up 35% YoY and 4% QoQ. Technology program revenue stood at INR 641 Mn, increasing 7% YoY and 10% QoQ. EBITDA significantly rose to INR 92 Mn compared to INR 21 Mn in the previous quarter, showcasing strong operational performance. PAT improved to INR 134 Mn, with earnings per share (EPS) at INR 1.0, up from INR 0.9 in the prior quarter.

**Strategic Initiatives and Growth Drivers:** The company is actively focusing on providing upskilling opportunities for fresh graduates amid a growing demand for AI talent and anticipated increases in hiring by Global Capability Centers (GCCs) in India.

**Business Developments:** There's a notable trend in private banks reducing frontline hiring due to lower attrition, while Non-Banking Financial Companies (NBFCs) are showing stronger credit growth in comparison to banks.

**Market Position and Competitive Advantage:** NIIT Limited maintains a positive outlook, capitalizing on its strong technology education programs despite the broader hiring sentiment slowing in certain sectors due to market conditions.

**Investor Implications:** Investors should watch the ongoing demand for tech skills and the company's potential to capture market share as hiring conditions stabilize, presenting multiple growth avenues in a transforming employment landscape.