NIIT Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NIIT reported Q3 FY26 revenue of Rs. 101.4 Cr (+3% YoY) with net profit at Rs. 3.9 Cr. Order intake for the quarter was Rs. 82.2 Cr. While technology programs grew 20% YoY to Rs. 76.6 Cr, BFSI revenue declined 27% due to delayed fresh hire training.

Management stated the revenue miss stemmed from a sharper-than-anticipated slowdown in fresh hire training, particularly in BFSI. The company is strategically pivoting towards upskilling working professionals and AI-enabled offerings, which contributed 17.65% to revenue. For Q4, NIIT projects double-digit YoY growth with breakeven to low single-digit margins as investments continue. The firm added 37 new enterprise logos and 20 new universities/colleges, emphasizing resilience through diversified offerings and AI adoption.