NIIT Limited — PPTs, 14-05-2026: Investor Presentation

NIIT Ltd. reported Q4 revenue up 16% YoY to ₹99.7 Cr, with FY26 revenue reaching ₹390.2 Cr, a 9% YoY increase. Growth was primarily driven by Technology programs, which grew 20% YoY in FY26, though BFSI & Other segments saw a decline. FY26 PAT significantly decreased to ₹5.3 Cr from ₹46.1 Cr, impacted by lower treasury income and exceptional expenses.

The company's strategy is focused on scaling AI programs and expanding its reach into GCCs and Indian enterprises through outcome-led reskilling. AI programs accounted for approximately 8% of Q4 revenue. Recent developments include the launch of four new AI programs and "Agent Smith," a unified AI assistant. Q4 order intake rose 18% YoY to ₹86.9 Cr, with FY26 order intake up 17% YoY to ₹420.9 Cr. The company also added 64 new enterprise logos in FY26.

Management acknowledges a volatile macro environment with tighter enterprise spending and delayed decision cycles. However, the increasing fear of AI-driven job displacement is making reskilling a top priority for CXOs, creating significant demand. NIIT holds strong cash and equivalents of ₹710.3 Cr and is prioritizing agility in cost management. FY26 EPS stood at ₹0.4.