Niit Limited · NSE:NIITLTD
Niit — Q2 FY27 Earnings Presentation
9 slides from Niit's earnings presentation, Oct 27, 2026
Slide 1: Exchange filing cover letter
October 27, 2026 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
Slide 2: Financial Results Q2 FY27
Financial Results Q2 FY27 October 27, 2026
Slide 3: Environment | Q2 FY27
Environment | Q2 FY27 1 2 3 AI reskilling demand I T Sector hiring has is measurable: 2 Mn+ BFSI hiring is more seen marginal pickup in Q2. Indians are already AI- selective. Operations grew The top five India listed IT trained, but only 200-300K 8-9% YoY while non-banking services firms added ~14K.
Slide 4: Q2 FY27 Performance
Q2 FY27 Performance • Overall Revenue at INR 982 Mn; up 3% QoQ and down 6% YoY; AI revenue at 12.4% in Q2 • Product Mix: BFSI & Other programs at INR 321 Mn; up 16% QoQ and 11% YoY; Technology programs at INR 661 Mn; lower by 3% QoQ and 13% YoY. • GTM Mix: Enterprise Business at INR 625 Mn (up 1% Qo
Slide 5: Key Financials
Key Financials INR Mn Q2 FY27 Q1 FY27 QoQ Q2 FY26 YoY Net Revenue 982 957 3% 1,049 -6% Operating Expenses 955 971 -2% 1,036 -8% EBITDA 27 (14) 41 mn 13 14 mn Depreciation 103 96 8% 73 43% Net Other Income / (Expense) 65 180 -64% 82 -21% Operational PBT (11) 70 -81 mn 23 -35 mn Tax 6 (6) 197% 16 -63%
Slide 6: Revenue Mix – Q2 FY27
Revenue Mix – Q2 FY27 Q2 FY27 Q2 FY26 Current Year Last Year BFSI & BFSI & Others Others Consumer Consumer 33% 27% 33% 36% Technology Enterprise Enterprise Technology 67% 64% 67% 73% Helping people realize their true potential 5
Slide 7: What we are excited about
What we are excited about AI offerings are scaling GTM expansion University segment is AI contribution grew to 12.4% of Continue to expand customer base. growing revenue in Q2, up from 9% in Q1; AI BFSI and India Enterprises are Graduates need deep skilling to be solutions are finding resonance grow
Slide 8: People
People 940 939 931 866 816 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Headcount down by 50 QoQ and 124 YoY * excludes project retainers - 126 Helping people realize their true potential 7
Slide 9: Share Holding Pattern
Share Holding Pattern * * Includes impact dilution of shareholding percentage due to exercise of ESOPs Helping people realize their true potential 8