NIIT Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NIIT's Q1 FY26 revenue was ₹84.1 Cr (up 2% YoY), with organic business down 4% due to macro headwinds and planned investments in AI and Go-to-Market initiatives. EBITDA was negative ₹6.3 Cr. Management noted growth momentum shifted to Q2, but Q1 order intake soared to ₹106.5 Cr, indicating early investment impact. The company acquired 70% of AI-powered deep skilling SaaS platform iamneo for ₹60.9 Cr and gained full ownership of IFBI for ₹6.27 Cr. NIIT expects Q2 revenue growth of 13-16% with marginally negative margins, projecting 15-20% full-year revenue growth (organic 5-10%), confident in long-term opportunities.