NIIT Learning Systems Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NIIT Learning Systems reported strong Q3 FY26 financial results, with revenue at INR 499.7 Cr (+19% YoY) and organic growth of 14% YoY (INR). EBITDA stood at INR 103.8 Cr (20.8% margin), while PAT reached INR 74.3 Cr (EPS Rs. 5.42). Management highlighted resilience despite elongated client decision cycles. The AI-First strategy is advancing, with AI-enabled revenue now representing 11% of the business. Revenue visibility improved to US$ 415 million. The SweetRush acquisition (up to US$26M) aims to bolster AI-enabled learning and is projected to be EPS-accretive in FY27. Q4 FY26 revenue growth is guided at 10-12% QoQ (constant currency), with full-year FY26 revenue expected at 14.5-15% (constant currency). Margins are projected at 20-21%. The company maintains a confident outlook, leveraging strategic investments and market leadership.