NIIT Learning Systems Limited — PPTs, 28-01-2026: Investor Presentation

NIIT Learning Systems posted strong Q3 FY26 results, with revenue growing 19% YoY to INR 499.7 Cr (5% QoQ) and EBITDA up 10% YoY to INR 103.8 Cr (7% QoQ), maintaining a 21% operating margin. Profit after tax (PAT) jumped 20% YoY to INR 74.3 Cr, with EPS at INR 5.4. Net cash improved by INR 101 Cr QoQ to INR 692.7 Cr.

Growth is driven by AI investments and outsourcing momentum. NIIT added 4 new Managed Training Services (MTS) contracts, renewed 4, and expanded 1, taking MTS customers to 107. AI-enabled offerings now contribute about 11% of total revenue. A key recent development is the acquisition of SweetRush, a San Francisco-based firm specializing in AI-enabled custom learning experiences, strengthening NIIT's market position.

Management notes global growth resilience and scaling AI budgets. The company is focusing on operationalizing AI solutions with measurable outcomes, capitalizing on persistent cost pressures driving vendor consolidation.