Niit Limited · NSE:NIITLTD

Niit — Q2 FY26 Earnings Presentation

8 slides from Niit's earnings presentation, Oct 28, 2025

  1. Slide 1: Stock exchange submission letter on analyst presentation

    October 28, 2025 The Manager The Manager BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (E), Mumbai - 400 051 Subject: Presentation made to the Analysts and / or Institutional Investors Scrip

  2. Slide 2: Financial Results Q2 FY26

    Financial Results Q2 FY26 Oct 28, 2025

  3. Slide 3: Environment: Other Opportunities

    Environment 1 Growth prospects for India’s economy 5 8 remain strong. RBI increased its FY26 GDP Global client demand is soft, Skill churn and reskilling: Wave of growth forecast to 6.8%, (vs 6.5% earlier) leading to expectations of single- consolidations and layoffs underscores while lowering CPI I

  4. Slide 4: Q2 FY26: In Perspective

    Q2 FY26: In Perspective • Overall Revenue at INR 1,049 Mn (up 25% QoQ and16% YoY); iamneo, AI-powered deep skilling SaaS platform, contributed INR 111 Mn. • Revenue from Technology programs at INR 761 Mn; up 30% QoQ and 31% YoY • Revenue from BFSI & Other programs at INR 288 Mn; up 14% QoQ and down

  5. Slide 5: Key Financials

    Key Financials INR Mn Q2 FY26 Q1 FY26 QoQ Q2 FY25 YoY Order Intake 1,454 1,065 37% 1,274 14% Net Revenue 1,049 841 25% 907 16% Operating Expenses 1,036 904 15% 886 17% EBITDA 13 (63) (76) mn 21 (-7) mn Depreciation 72 67 9% 57 28% Net Other Income / (Expense) 82 179 -54% 188 -56% Operational PBT 23

  6. Slide 6: Revenue Mix

    Revenue Mix Q2 FY26 Q2 FY25 BFSI & BFSI & Others Others Consumer Consumer 27% 36% 30% 33% Technology Technology Enterprise Enterprise 73% 64% 67% 70% Helping people realize their true potential 5

  7. Slide 7: People

    People 940 885 735 720 722 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Increase in headcount on account of iamneo to address growth opportunities * excludes project retainers Helping people realize their true potential 6

  8. Slide 8: Share Holding Pattern

    Share Holding Pattern 37.7% 37.8% 38.8% 39.4% 40.0% 11.5% 11.5% 11.5% 11.3% 11.2% 13.6% 13.5% 12.5% 12.2% 11.8% 37.3% 37.2% 37.2% 37.2% 37.0% Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Promoters * FPIs DIIs Individuals and Corporates * Includes impact of exercise of ESOPs Helping people realize their t

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