NIIT Learning Systems Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NIIT Learning Systems reported Q1 FY26 revenue of INR 451.4 Cr, up 11% year-on-year (8% constant currency), and PAT of INR 49.3 Cr. EBITDA stood at INR 95.1 Cr, up 11% quarter-on-quarter with a 21% margin. The company completed the acquisition of Germany-based MST Group for EUR 22.37M, adding over seven new marquee clients and expanding its Managed Learning Services client base beyond 100. MST is expected to enhance growth and margins. Management views global uncertainty as an outsourcing opportunity, leveraging AI investments and a robust deal pipeline. The company expresses confidence in its strategic positioning.