NIIT Learning Systems reported Q1FY27 revenue of ₹565.1 Cr, up 25% YoY (5% organic constant currency, excluding the real estate contract). EBITDA reached ₹103.2 Cr, maintaining an 18.3% margin, with PAT at ₹57.4 Cr, up 16.4% YoY. Cash and cash equivalents are strong at ₹995.4 Cr.
Management is aggressively pursuing its AI-first strategy, with AI-enabled services now contributing 13% of Q1 revenue, delivering significant business outcomes for clients. Strategic acquisitions MST and SweetRush are integrating well and contributing to growth.
The company anticipates high single-digit revenue growth and 18-20% EBITDA margins for FY27. NIIT is well-positioned to capture a larger share of the $400 billion corporate training market, leveraging its AI leadership and strong order visibility despite macro uncertainties. The outlook is confident on AI-led expansion.