NIIT Learning Systems Q4 FY26 results (Jan–Mar 2026) and concall

Consumer Services · Concall AI · Call held 12 May 2026

Company page: NIIT Learning Systems share price, financials & guidance record

NIIT Learning Systems Limited reported strong Q4 and full-year FY26 results, with revenue growing 22% YoY in Q4 and 18.1% YoY for the full year. EBITDA margins remained robust at 19% for Q4 and 20.3% for FY26, aligning with guidance. The company's AI-first strategy is gaining traction, with AI-enabled revenues reaching 13% of the total. However, macroeconomic uncertainty led to some client budget pullbacks, causing Q4 revenue to fall below expectations, and the integration of SweetRush is expected to impact margins in the short term.

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What they filed

Q4 FY26: revenue down 4.6%, net profit down 39.1% against the same quarter last year.

₹ Cr · quarterly

Line item	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26
Revenue	116	130	130	131	134 +16%	143 +10%	124 −5%
Expenses	99	105	112	117	120	121	112
EBITDA	17	25	18	14	14 −18%	22 −12%	12 −33%
Margin	15%	19%	14%	11%	11%	16%	10%
Other income	58	18	21	24	61	6	18
Interest	1	1	1	1	1	1	1
Depreciation	7	8	9	10	11	11	11
Profit before tax	67	34	29	27	63 −6%	16 −53%	18 −38%
Tax rate	7%	25%	23%	25%	8%	22%	25%
Net profit	62	26	23	20	58 −6%	13 −50%	14 −39%
EPS	4.57	1.89	1.66	1.48	4.23	0.93	0.99

How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.

What they filed

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