Niit Limited · NSE:NIITLTD
Niit — NIIT Learning Systems — Investor Day (September 2026)
31 slides from Niit's investor day presentation, Sep 10, 2026
Slide 1: The EV Moment in L&D
NIIT LEARNING INVESTOR DAY | SEPTEMBER 10, 2026 | MUMBAI The EV Moment in L&D Sapnesh Lalla | CEO and Executive Director, NIIT Learning
Slide 2: Safe Harbour
Safe Harbour This presentation contains “forward-looking statements” within the meaning of applicable securities laws and regulations. Statements about the industry and the Company’s objectives, projections, estimates, targets, ambitions and expectations, including those identified by words such as
Slide 3: What We Do?
What We Do? We are the trusted, award-winning L&D and talent partner for the world's leading companies, and a recognized leader in AI maturity for learning and development. Content & Curriculum Established in 1981, NIIT Learning helps enterprises build the AI operating model, infrastructure, and flu
Slide 4: NLSL At A Glance
NLSL At A Glance 45 Years of pure play 40+ Presence in over 40 3 Top 3 Global Learning 2.5K World-class learning learning experience countries Outsourcing Company professionals 113+ 700+ 40M 21K * Global Clients Industry Awards for Learners touched Hours of custom content Innovation & Impact globall
Slide 5: We have spread our wings.
We have spread our wings. BERGEN TOULOUSE ROCHESTER MUNICH DUBLIN VANCOUVER LEIPZIG SHANGHAI LONDON MALAGA DEBRECEN GURUGRAM ST. CHARLES SHEFFIELD ATLANTA DALLAS 40+ COUNTRIES | 40+ MILLION LEARNERS | 113+ ANNUITY CUSTOMERS
Slide 6: Six Growth Verticals: Operate and Transform at Scale
GROWTH VERTICALS Six Growth Verticals: Operate and Transform at Scale Deep industry specialization, anchored by marquee clients, is how we win and expand. For each vertical, AI absorbs capability work, a fragmented learning function cannot keep up, and NIIT steps in with a dual mandate to operate an
Slide 7: Don't take our word for it. Here's what our customers say…
Don’t take our word for it. Here’s what our customers say… Responsive and Dependable NET VALUE- Customer PROMOTER CUSTOMER ADD and Reliable SATISFACTION Focused SCORE* SCORE Deep Customer Desire to Exceed -10 10 0 5 0 5 Service Ethos Expectations 9.65 4.73 4.47 Receptive to Partnership NIIT VOICE OF
Slide 8: We Are Consistently Recognized for Excellence in Learning
We Are Consistently Recognized for Excellence in Learning 726 BRANDON 32 CLO LEARNING 10 LEARNING 2 ATD EXCELLENCE ACCREDITED GOLD STANDARD STRATEGIC LEADER IN FOSWAY 9- HALL HCM AND IN PRACTICE TECHNOLOGIES IN PRACTICE BY LPI FOR 10 CONSECUTIVE Grid FOR DIGITAL LEARNING 2026 TECH AWARDS AWARDS AWAR
Slide 9: Consistent Growth Track Record
Consistent Growth Track Record 6 Year EBITDA 19% Revenue 20% Margin +30% ROCE CAGR # of Annuity Clients Revenue in Rs. Million 110 19,520 15,535 16,533 93 13,618 87 80 11,323 66 8,254 6,913 54 58 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY20 FY21 FY22 FY23 FY24 FY25 FY26 REVENUE VISIBILITY* STRONG CUSTOME
Slide 10: Large Market Opportunity
Large Market Opportunity ~ $400 Bn Global Corporate Training Annual BLUE OCEAN Spend* Others Tuition, $ RED OCEAN 48 Bn 14% Training Learning Internal, $ Delivery Courses, Tech. 244 Bn 31% $ 85 Bn Mgmt. 10% LEARNING SERVICES Learning Tech., $ 5 Bn Training Admin. Content Dev. Cust. Edu., $ 6 15% 30%
Slide 11: Strong Right To Win
Strong Right To Win PROPRIETARY LEARNING END-END SERVICES DELIVERY METHODOLOGIES WITH GLOBAL REACH CAPABILITY PROVEN OUTCOMES CUSTOMER CENTRICITY STRONG BALANCE SHEET POLE POSITION IN AI IN RESULTING IN 100% WITH MANDATE TO INVEST LEARNING RENEWALS IN GROWTH
Slide 12: …And Investing In Growth
…And Investing In Growth INVESTMENTS NEW MARKET INORGANIC IN S&M AND SEGMENTS AND NEW GEOGRAPHIES EXPANSION CAPABILITIES L&D AI-NATIVE INTELLIGENT OPERATING LEARNING OPERATIONS MODEL ARCHITECTURE
Slide 13: Market is at an inflexion point
THE MARKET Market is at an inflexion point: AI is transforming work as well as how organisations need to prepare for work WORK IS CHANGING L&D IS CHANGING AI is accelerating transformation AI is transforming L&D from purveyor of of work itself. courses to builder of capability.
Slide 14: The NIIT Learning Transformation Model: Global Bank
HOW WORK IS CHANGING The NIIT Learning Transformation Model: Global Bank TODAY'S ROLES At year 3, the destination Tellers, contact centre and operations 50% 53% Same craft, more of it carried by AI 17% Judgment-intensive specialist Relationship bankers and advisers 28% 9% Client and stakeholder advi
Slide 15: The NIIT Learning Transformation Model: GSI
HOW WORK IS CHANGING The NIIT Learning Transformation Model: GSI Today's roles At year 3, the destination Delivery engineers and analysts 44% 51% Same craft, more of it carried by AI 17% Judgment-intensive specialist Consultants and project leads 34% 9% Client and stakeholder advisor 8% AI orchestra
Slide 16: The NIIT Learning Transformation Model: Global Energy
HOW WORK IS CHANGING The NIIT Learning Transformation Model: Global Energy Today's roles At year 3, the destination Operators, technicians and field crews 40% 52% Same craft, more of it carried by AI Engineers and planners 33% 18% Judgment-intensive specialist 10% Client and stakeholder advisor Seni
Slide 17: Our industry still runs on a combustion engine
HOW L&D IS CHANGING Our industry still runs on a combustion engine The internal combustion engine powered mobility for over a century. L&D has run on an engine of its own for far longer. FUEL SPARK CYLINDER 01 02 03 Courses Teachers Logistics Content built in Expertise that Rooms, rosters, advance,
Slide 18: The EV replaced the engine, not the car.
THE NEW POWERTRAIN The EV replaced the engine, not the car. BATTERY CONTROL SYSTEM SENSORS Simulations Coach Sensing Replaces the Replaces the trainer. Replaces logistics. course. Practice Personalised – Continuous signal without a Expert Guidance for on capability and classroom. everyone at the ena
Slide 19: Courses Completed becomes Capability Built
THE BUSINESS IMPACT Courses Completed becomes Capability Built The shift that our clients are now paying for COURSES COMPLETED CAPABILITY BUILT Activity delivered. A record of Performance our clients can see in attendance rather than a change in the work, measured against the the business. outcomes
Slide 20: Where the transition already shows
THE EVIDENCE Where the transition already shows 13% 6+ Share of AI-enabled Enterprise rollouts over revenue in Q1 FY27 the last twelve months The thesis is not waiting on the numbers. The mix has already begun to move.
Slide 21: In production with our largest clients
PROOF IN THE MARKET In production with our largest clients What began as a thesis is now in production, and our clients are already seeing the impact. It is changing what prospects ask us for. Yesterday, they asked us to Today, they also ask us to Operate Transform Run the learning function reliably
Slide 22: Market Leader, Fosway AI Market Assessment 2026.
RECOGNITION Market Leader, Fosway AI Market Assessment 2026. “A few vendors have a clear eye on future direction and have maintained a leadership position in roadmap development and live deployment with customers. NIIT is one of those leading the market in our data.” Our clients Myles Runham, Senior
Slide 23: Financials follow the technology
THE TRANSITION Financials follow the technology Every platform shift has priced with a lag. This one is pricing faster. THE TECHNOLOGY THE P&L RESPONDS ARRIVES Revenue mix shifts, pricing follows Capability is built, deployed with capability, and the margin clients, and proven in live structure chan
Slide 24: What Changes: Market Expansion
THE AI-ENABLED MARKET What Changes: Market Expansion AI-enabled learning drives more outsourcing; brings in new buyers, new budgets and new clients; expands TAM and drives growth Higher Training becomes New Buyers Decentralized Propensity to Strategic Emerge Buying Outsource AI-powered learning More
Slide 25: What Changes: Deal Economics
THE AI-ENABLED MARKET What Changes: Deal Economics The new business is higher quality revenue with larger deals, better pricing, tail revenues and better margins with scale. Deal size Pricing Aligned to Profitability Business Transform and Pricing is a mix of Training is no longer Simulations, sensi
Slide 26: What this means for our growth?
What this means for our growth?
Slide 27: A multi-vector growth opportunity
THE OPPORTUNITY A multi-vector growth opportunity New growth vectors that significantly boost current ones. Existing Vectors New Vectors • Large, growing pool of • AI-led Learning market corporate L&D spend • Business-aligned • Low penetration of outsourcing GROWTH training pulls in new buyers • Tre
Slide 28: Positioned to lead the new world of AI-enabled L&D
WHY NIIT WINS Positioned to lead the new world of AI-enabled L&D A Head Start A Wider Broader Balance Family Reach Sheet Early, sustained Eagle Productivity Continued Balance sheet investment in AI Solutions, St. investment in capacity to invest, while the market Charles Consulting geographies, with
Slide 29: Vision 2032
THE OPPORTUNITY Vision 2032 Our early mover advantage positions us well in the AI-enabled opportunity, and gives us the confidence to articulate a bold new vision Our Target Revenue: $600 Mn EBITDA margin +20% Note: no change in guidance provided earlier for current year
Slide 30: Investments to get us there
WHAT IT COSTS Investments to get us there Three places the money goes, and what each is expected to return. 01 02 03 Technology People Inorganic AI Coach, Simulation 2,496 employees, up Net cash of Rs Manager and Signal 106 YoY. Investment 7,364m on June 30, Engine, now in AI, consulting and 2026. P
Slide 31: Office locations
ATLANTA | BENGALURU | BERGEN | CHICAGO| DALLAS | DEBRECEN | DUBLIN | GURUGRAM | LEIPZIG | LONDON | MALAGA | MUNICH | ROCHESTER | SAN JOSE | SHANGHAI | SHEFFIELD | ST. CHARLES | TOULOUSE | VANCOUVER
NIIT Learning Systems — Investor Day (September 2026) on 6ix