NIIT Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NIIT posted strong Q2 FY26 results, with order intake rising 14% YoY to INR 145.4 Cr and revenue up 16% YoY to INR 104.9 Cr. New acquisition iamneo contributed INR 11.1 Cr, with NIIT's organic revenue growing 3.5% YoY and 19% QoQ. EBITDA turned positive at INR 1.3 Cr, while Profit After Tax stood at INR 1.4 Cr. Cash reserves are INR 684.6 Cr, after dividend payments and iamneo investment.

Management's strategic investments in AI, platforms, and sales & marketing are driving momentum. A planned merger of RPS Consulting and IFBI aims for greater agility. Tech program revenue surged 31% YoY, though BFSI faced challenges. The company added 18 new customers. NIIT guides Q3 FY26 revenue growth at 15-18% YoY, with the full year FY26 growth projected at 15-20% YoY. The cash balance remains earmarked for strategic growth initiatives and acquisitions.