NIIT Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NIIT reported FY26 revenue of INR390.2 Cr (+9% YoY), exceeding guidance. Order intake surged 17% to INR420.9 Cr, indicating strong future growth. Despite being an investment year, FY26 EBITDA was negative INR4 Cr (-1% margin), with positive PAT of INR5.3 Cr. The company is actively investing in AI capabilities, GTM expansion, and focusing on working professionals, shifting away from fresher hiring volatility. Q1 FY27 guidance anticipates double-digit revenue growth and near-breakeven EBITDA. Management noted AI adoption is moving from pilot to production, and their outcome-based training differentiates them in a crowded market. The outlook remains cautiously optimistic, with CapEx expected to moderate.