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NIIT Ltd — Q4 FY26
NIIT reported FY26 revenue of ₹390.2 crore, up 9% YoY, ahead of its 7-8% guidance.
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NIIT reported FY26 revenue of ₹390.2 crore, up 9% YoY, ahead of its 7-8% guidance. EBITDA was negative ₹4 crore (margin -1%), within guided range, reflecting deliberate investments in GTM, AI offerings, and the IM Neo acquisition. Order intake grew 17% YoY to ₹420 crore, exceeding revenue and providing a positive book-to-bill heading into FY27. AI programs contributed 8% of Q4 revenue, and the company expects double-digit revenue growth in Q1 FY27. Management highlighted a structural opportunity in reskilling for AI, with enterprise tech growing 20% YoY. However, organic revenue (ex-IM Neo) was flat, and BFSI segment declined 12% YoY. Key risk: economic uncertainty and continued pressure on fresher hiring could delay margin recovery.
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Order Intake (FY26)
₹420 crore
+17% YoY
Strongest order intake growth in recent years, exceeding full-year revenue.
AI Revenue Share (Q4)
8%
+8pp YoY
Revenue from AI programs grew to 8% of total revenue in Q4 FY26.
Enterprise Tech Revenue Growth (Q4)
₹489 million
+20% YoY
Enterprise tech grew 20% YoY, driven by working professional programs and lateral upskilling.
New Enterprise Logos (FY26)
64
+64 YoY
Added 64 new enterprise logos in FY26, reflecting GTM expansion.
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Guidance and risk preview
Management expects double-digit year-on-year revenue growth in Q1 FY27.
Management acknowledged economic uncertainty could impact growth, making it difficult to provide full-year guidance.
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