NIITLTD: Generative AI programs

 


  • NIITLTD: Generative AI programs
  • Q1 FY26: In Perspective • Overall Revenue at INR 841 Mn (up 2% YoY and down 3% QoQ); organic revenue at INR 789 Mn (down 4% YoY and 9% QoQ). 
  • • NIIT acquired 70% stake in iamneo, and raised stake in NIIT Institute of Finance Banking and Insurance Limited (IFBI) to 100% during the quarter 
  • • Product Mix • Revenue from Technology programs at INR 587 Mn; up 7% YoY 
  • • Revenue from BFSI & Other programs at INR 254 Mn; down 9% YoY 
  • • Business Mix 
    • • Enterprise up 7% YoY; contributed 68% to revenue 
    • • Consumer down 8% YoY; contributed the balance 32% 
    • • Order Intake of INR 1,065 Mn in Q1; up 37% YoY and 44% QoQ 
    • • EBITDA at INR (63) Mn vs INR (2) Mn LY 
    • • PAT at INR 44 Mn lower from INR 78 Mn last year; EPS at INR 0.3 down from INR 0.6 last year.
  • In FY24, NIIT Ltd announced the integration of Generative AI in its existing Digital Marketing and Full Stack Software Engineering programs which is aimed at equipping learners with a competitive edge in today’s rapidly evolving job market thereby making them industry-ready.
  • Recovery was led by increased penetration in BFSI, GCCs/ Tier II GSIs and India Enterprise segment 
  • Revenue from BFSI & Other programs at INR 935 Mn up 39% YoY; contributes 31% vs 20% last year 
  • Revenue from Technology programs at INR 2,100 Mn down 23% YoY; contributes 69% 
  • Change in Business mix has resulted in a more balanced portfolio with contribution from both Early Careers and Work Pros at 50% each
  • Despite negative growth in Revenue, EBITDA at INR 48 Mn vs INR 10 Mn in FY23 driven by rationalization of operating expenses 
  • PAT at INR 384 Mn up from INR 32 Mn last year
  • Net Cash of INR 7,185 Mn 

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