NIIT Learning Systems Limited — Investor Meet, 18-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NLSL reported Q4 FY26 revenue of INR 525.2 Cr (+22% YoY) and EBITDA of INR 100.2 Cr (19% margin). FY26 revenue was INR 1952.0 Cr (+18.1% YoY), with EBITDA at INR 395.7 Cr (20.3% margin). Q4 revenue dipped due to temporary budget pullbacks from large clients amidst macro uncertainty. The company added 21 new annuity clients in FY26, boosting revenue visibility to USD 459 million. AI-enabled revenue now comprises 13%. NLSL is advancing an AI-first strategy with a unique 3-component learning platform and simulation engines to transform enterprise L&D. FY27 guidance is high single-digit revenue growth and 18-20% EBITDA margins, confident in strategic AI investments despite market volatility.