NIIT Ltd Concall Summary for Q4FY26 🔹 MANAGEMENT COMMENTARY • FY26 growth exceeded internal guidance • AI investments accelerated aggressively • GTM investments impacted near-term margins • Fresher hiring environment remained weak • Working professional programs gained traction • Platform capex cycle largely completed 🔹 FUTURE OUTLOOK • Q1FY27 revenue growth guided double-digit • EBITDA guided breakeven to negative low-single digit • FY27 growth expected stronger than FY26 • Order intake momentum remained healthy • AI content investments continuing aggressively • Management avoided long-term quantitative guidance 🔹 INDUSTRY TRENDS • Fresher hiring remained highly volatile • GCC onboarding cycles stayed uncertain • AI shrinking engineering team sizes rapidly • Traditional AI literacy losing relevance • Corporate AI academies becoming inadequate • Agentic workflow adoption accelerating globally 🔹 COMPETITIVE POSITIONING • Focus shifted toward AI fluency solutions • StackRoute strengthened enterprise positioning • Performance-based AI learning differentiated offerings • Generic AI course competition intensified • Corporate reskilling ecosystem expanded rapidly • Personalized AI capability focus strengthened 🔹 RISKS & CONCERNS • BFSI learning spends remained weak • Fixed-cost conversion impacted margins • DSO increased to 53 days • Macro uncertainty remained elevated • Enterprise hiring recovery stayed unpredictable • Near-term profitability remained under pressure 🔹 GROWTH DRIVERS • AI-led revenues reached 8% mix • IIMJobs acquisition exceeded expectations • 64 enterprise clients added FY26 • 20 university partnerships signed • Subsidiary mergers improving agility • Agent Smith AI assistant launched 🔹 PRODUCT & BUSINESS TRENDS • Enterprise revenue mix reached 63% • Consumer business traction improved gradually • Tech programs contributed 70% revenue • Enterprise tech revenue grew 20% YoY • Working professional programs scaled strongly • AI-enabled solutions gaining adoption 🔹 FINANCIAL HIGHLIGHTS • Q4 revenue reached ₹99.7 crore • Organic revenue stood ₹87.5 crore • EBITDA remained near breakeven • PAT loss stood ₹4.4 crore • FY26 revenue grew 9% YoY • Annual order intake rose 17% • FY26 EBITDA loss stood ₹4 crore • Treasury income reached ₹39.9 crore • FY26 PAT stood ₹5.3 crore • Cash surplus remained ₹71 crore • Company remained debt free 🔹 SENTIMENT ANALYSIS • Overall tone remained pragmatically positive • Confidence on AI strategy remained high • Margin pressure accepted strategically • Management stayed cautious on macro outlook • Cost optimization focus increased materially • AI positioning commentary remained aggressive 🔹 KEY TAKEAWAYS • AI transition strategy accelerating aggressively • Order book momentum remained strong • Profitability sacrificed for future positioning • Fresher hiring weakness remains monitorable • Enterprise AI adoption driving opportunities • Balance sheet strength supports investments

NIIT Ltd announced changes in its senior management on Jan 30, 2026. The Board approved the appointment of Mr. Pran Kishore Koul (Commercial Services Organization Head), Mr. Sachin Grover (VP - GEN AI Initiatives), & Mr. Vijay Kumar Srinivasan (CTO - Stackroute Labs) as Senior Management Persons. These appointments follow organizational structure changes. The company provided brief profiles and reasons for appointment for each individual. 📊 NIIT LTD | 🏷️ Change in Management 🌐 Details: wegro.app/hVGKax ⚡️Instant stock alerts on WhatsApp - Try FREE 👉 wegro.app/go

📈 NIIT Ltd Reports Strong Growth: Order Intake Up 37% QoQ, Revenue Rises 16% YoY | MCap 1,417.33 Cr - Order intake surged to ₹1,454 Mn, up 14% YoY and 37% QoQ, fueled by AI-First strategy. - Q2 FY'26 revenue reached ₹1,049 Mn, a 16% YoY and 25% QoQ increase. - EBITDA improved to ₹13 Mn, rebounding from a ₹63 Mn loss in Q1 FY'26. - Consumer business grew 29% YoY, contributing 33% to total revenue; Enterprise grew 10% YoY (67% share). - Technology programs drove 73% of revenue, up 31% YoY and 30% QoQ. - Expanded partnerships in mobility (two-wheeler manufacturer) and energy (oil & gas training programs). - StackRoute grew enterprise partnerships, focusing on architect development and GenAI-led learning. - Launched 10 new AI/tech certification programs to address high-demand skills gaps. - Subsidiary RPS Consulting won Microsoft Superstar Award for FY25. - Management confident in sustained growth, citing strong orders and early sales/product investments. Disc: Information provided in this tweet can be inaccurate, verify through the source before making any investment decision.

India being the leader of digital highways; from @pramodkvarma at #DAC2025 Conclave by #StackRoute @StackRoute_NIIT. Few key takeaways: .. Purpose Generic vs Purpose Specific .. Simplicity - like in Aadhar - 4 Attributes, 2 APIs .. Enabling low txn costs and high trust

🚀 Zero to Prototype: The Vibe Coding Workshop 🗓️ 24 Apr, 2–5 PM IST | 🎙 Rohit Kumar, StackRoute Go from idea to MVP in just 3 hours using Cursor, Copilot & more. Live demo hands-on lab. 🔗 forms.office.com/r/6qBfDKUkM… #VibeCoding #BuildWithAI #AIWorkshop #CursorAI #StackRoute

Attending the StackRoute Micro Bootcamp: Data Analytics Storytelling session tonight

Our StackRoute Certified Cybersecurity program equips you with the skills to stand out in a competitive job market. Take the next step towards a rewarding career today. #NIIT #NIITLimited #Cybersecurity #Stackroute #Certification #Course #Program #CareerGrowth #Upskilling

Feast your senses today, so you may be creatively empowered o code limitless possibilities of innovation tomorrow. StackRoute wishes you a Happy Onam. #StackRoute #NIIT #Onam

Roll out the red carpet for Anshumaan Prasad, who joins #NIIT as the new Head of Marketing! The #StackRoute team looks forward to collaborating with him to drive innovative and impactful marketing strategies.

We are thrilled to share that we were among the top 8 selected out of 52 presentations at the #NIITDigitalArchitectConclave on this July 19. Congratulations to Arthur Neil and Soumya Rao for their outstanding poster. #HappiestMinds #Innovation #ITArchitecture #StackRoute

NIIT Limited has been honoured at the ETHRFutureSkills Event by the Economic Times! Gold for "Best in Learning Data Analytics" for *StackRoute*, an NIIT venture. Silver for "Best Learning Culture in an Organisation" in the SME category. These awards highlight our unwavering commitment to our customers and our dedication to nurturing a motivated and positive workforce. #NIIT #UnlockWithNIIT #ETHRFutureSkills #Innovation #FutureSkills #GenAI #GlobalCompetence

NIIT StackRoute announces the Second Edition of the Digital Architect Conclave 2024 @NIITLtd #NIIT @StackRoute_NIIT #SecondEdition #DigitalArchitectConclave2024 equitybulls.com/category.php…

Our flexible #GenAI program allows employees to enhance their skills & knowledge while working, ensuring they achieve desired outcomes & stay motivated for timely completion. Register here - lnkd.in/gEW-HNCb #StackRoute #NIIT #EmployeeTraining #GenAI #LevelUpYourWorkforce

No matter the situation, we can always depend on the cool, calm, and collected nature of dads! StackRoute wishes all the hardworking paternal figures a great day ahead. #StackRoute #NIIT #HappyFathersDay #Dads

📊IT Training Services company NIIT announced Q2FY24 results: 📊Financial Performance 🏷️IIT Limited recorded a Net Revenue of Rs 814 million in Q2FY24, representing a 30% QoQ growth. 🏷️EBITDA for the quarter stood at Rs 22 million, compared to a loss of Rs 64 million in Q1FY24. 🏷️ Profit After Tax was Rs 106 million, showing a significant improvement over the Rs 22 million in Q1FY24. 📊Enrolment Growth 🏷️ The growth in enrolments was driven by StackRoute, TPaaS, and BFSI programs, contributing to a 69% QoQ increase. 🏷️ The company continues to expand its reach across Technology and BFSI sectors, attracting more learners. 🔥GOOD QOQ NUMBERS Follow @STOCKBAGGER1 Telegram t.me/ XcxVKOG6P603NGU1

NIIT’s Digital Architect Conclave 2023 will feature Priya Kanduri as a panelist sharing her views on 'Embracing the latest tech trends in software architecture’. #DigitalArchitectureConclave2023 #StackRoute #BusinessArchitecture #CloudArchitecture #BlockChain #IoT

NIIT StackRoute announces the first-of-its-kind Digital Architecture Conclave 2023 #NIIT #INE161A01038 #StackRoute #DigitalArchitectureConclave2023 #FirstEdition equitybulls.com/category.php…

Dr. Yogesh Kumar Bhatt, EVP and Business Head, StackRoute, an NIIT Venture had a great panel discussion on the topic “Winning in the “Never Normal” World – Business, Talent & Capabilities.” #NIITIndiaConfluence2023 #NIIT #AcceleratingGrowth #ThrivingTalent #UnlockwithNIIT

I'm not saying my experience or the experiences of ppl I know is the end all be all for tech, but some of the stuff I be seeing on here contradicts everything I know. My general advise, if you want to "get into tech" Udemy, LinkedInLearning, Stackroute are great places to start

[New Course] Server side JavaScript with Node.js from NIIT StackRoute on Coursera classcentral.com/course/serv…