NIIT Ltd
NIIT Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Q3 FY26 revenue growth guidance is 15% to 18% year-on-year. Q3 FY26 Growth Guidance: 15% to 18% year-on-year (YoY) revenue growth with low single-digit margins (Page 13).
From NIIT Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Q3 FY26 revenue growth guidance is 15% to 18% year-on-year.
- Full-year FY26 revenue growth guidance stands at 15% to 20% year-on-year, subject to macroeconomic conditions.
- Organic growth for FY26 is expected in the range of 5% to 10%.
- The company will reassess growth guidance at the end of Q3 to reflect market conditions.
- Order intake momentum is positive with new customer additions and pipeline showing sustained improvement.
- Growth is driven by accelerated investment in AI, platform, product innovation, sales, and marketing.
- Expansion into new tech segments like AI, cyber security, electric vehicles, and manufacturing is expected to contribute to future growth.
2 more points management made on revenue & sales performance
Profitability & Margins
See what NIIT Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Q2 FY26 capex was INR 69 million, consistent with the ongoing investment cycle.
- NIIT is actively investing in AI, platforms, products, and brand to strengthen competitiveness and capitalize on early-mover AI advantage.
- Strategic investments include the acquisition of iamneo, an AI-powered deep-skilling SaaS platform, which catalyzes growth and opens higher education channels.
- The company maintains a strong balance sheet with a cash balance of INR 6,846 million, earmarked primarily for organic and inorganic growth opportunities.
2 more points management made on capital expenditure plans
Top-ranked in Other Consumer Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what NIIT Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The Q2 order intake was INR 1,454 million, up 14% YoY and 37% QoQ.
- Enterprise order intake was INR 850 million; consumer order intake was INR 604 million.
- Like-for-like order intake growth was +4% YoY and 59% QoQ excluding iamneo.
- Momentum from accelerated Sales & Marketing and broader go-to-market is visible.
- Pipeline and new customer additions remain strong, with 18 new logos added in the quarter.
- Sustained consumption trends in tech and enterprise segments indicate a healthy pipeline.
2 more points management made on order book & pipeline
NIIT Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹100 Cr, net loss ₹3 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What NIIT Ltd's management said in earlier quarters
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Frequently Asked Questions
What were NIIT Ltd Q2 FY26 results?
Q3 FY26 revenue growth guidance is 15% to 18% year-on-year. Q3 FY26 Growth Guidance: 15% to 18% year-on-year (YoY) revenue growth with low single-digit margins (Page 13).
What is NIIT Ltd share price analysis?
NIIT Ltd currently shows a neutral. The stock trades at a P/E of 93.1 with a market cap of ₹1,308 Cr. Investors should review the full earnings analysis for detailed insights.
Is NIIT Ltd planning capital expenditure?
Q2 FY26 capex was INR 69 million, consistent with the ongoing investment cycle.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.