NIIT LIMITED

The earnings conference call for NIIT Limited on July 21, 2026, highlighted the company's strong start to FY27, with a 14% year-on-year revenue increase to INR 957 million. Enterprise revenue grew 8%, driven by a 16% increase in enterprise tech training. Consumer revenue rose 27%, with significant contributions from tech training. Management noted a strong order intake of INR 953 million and an improved EBITDA loss of INR 14 million, compared to a loss of INR 63 million in the previous year. The company emphasized its focus on AI-led programs, which now account for 9% of total revenue, and plans to continue expanding its offerings in various sectors, including BFSI and technology. Management set a goal of double-digit revenue growth for Q2 FY27 and near breakeven EBITDA margins, while expressing confidence in the long-term growth potential of the skilling market.

Management emphasized strong growth and positive financial trends.