NIIT Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates
NIIT reported Q4 revenue of INR86.3 Cr, up 16% YoY but down 12% QoQ, driven by 20% growth in technology programs. Full-year revenue rose 18% YoY to INR357.6 Cr, supported by 12% tech and 32% BFSI growth. Q4 PAT was INR13.1 Cr, up 18% YoY; FY25 PAT rose 20% to INR46.1 Cr. EBITDA margins remain modest due to investments in product and marketing.
The company acquired a 70% stake in AI-skilling platform iamneo, aiming for 30%+ CAGR with accretive margins from year one. NIIT is expanding in GSIs, GCCs, BFSI, and AI, cybersecurity, and analytics training. Early career programs grew 40% YoY, with a new flexible GNIIT dual-qualification program launched.
Management expects Q1 growth better than Q4 and >25% growth in FY26, investing in innovation, sales, cost efficiencies, and AI-driven opportunities. Cash stands strong at INR758 Cr, positioning NIIT for scalable tech-led growth.
