NIIT Limited Reports Q2 FY26 Revenue at ₹1,049 Million, up 16% YoY, driven by AI-First Strategy and Strong Order Intake
NIIT Limited reported Q2 FY26 consolidated revenue of ₹1,049 million, up 16% YoY, with strong order intake of ₹1,454 million. The company noted growth in both consumer and enterprise segments, driven by its AI-First strategy.
The announcement of quarterly financial results, especially with positive growth figures and strategic business expansions, is a material event that can influence investor perception and stock performance. The improved EBITDA and increased order intake are particularly noteworthy.
The company reported significant year-over-year and quarter-over-quarter revenue growth, a positive EBITDA turnaround, and strong order intake, indicating improving business performance and a positive outlook from management despite macro headwinds.
* NIIT Limited announced its unaudited consolidated financial results for the second quarter ended September 30, 2025 (Q2 FY26). * Net Revenue for Q2 FY26 stood at ₹1,049 million, reflecting a 16% increase year-over-year (YoY) and a 25% increase quarter-over-quarter (QoQ). * EBITDA for the quarter was ₹13 million, a significant improvement compared to ₹(63) million in Q1 FY26 and ₹21 million in Q2 FY25. * Profit After Tax (PAT) was ₹14 million. * The company's AI-First strategy led to an order intake of ₹1,454 million, up 14% YoY and 37% QoQ. * Consumer business revenue grew 29% YoY and 30% QoQ, contributing 33% to total revenue. * Enterprise business revenue grew 10% YoY and 22% QoQ, contributing 67% to total revenue. * Technology programs, comprising 73% of revenue, grew 31% YoY and 30% QoQ. * BFSI & Other programs contributed 27% to revenue and grew 14% QoQ. * Vijay K Thadani, Vice Chairman & Managing Director, highlighted that NIIT capitalized on its AI position, leading to stronger order intake and revenue growth despite macro headwinds. * Pankaj Jathar, CEO, noted that early investments in sales, product, and platform development are driving growth across both enterprise and consumer portfolios, giving confidence for continued growth in the second half of the year. * Key business highlights include: * Expansion of India Enterprise portfolio through strategic partnerships in mobility and energy sectors, including a business transformation project with a leading two-wheeler manufacturer and training programs for a major oil and gas organization. * StackRoute achieved strong growth in enterprise partnerships across GSIs, GCCs, and consulting firms. * Launched initiatives with a global cybersecurity organization and a leading Quick Service Restaurant (QSR) brand. * Chosen as a preferred capability development partner by a global logistics organization and collaborated with a leading tyre manufacturer. * NIIT's BFSI vertical partnered with a Public Sector Bank for Wealth Advisors training and with a Small Finance Bank and Broking Firm for employee upskilling. * NIIT IFBI added a new partner campus to expand residential programs for BFSI clients. * RPS Consulting, an NIIT subsidiary, strengthened its portfolio with GCC partnerships and earned the Microsoft Superstar Award for FY25. * Launched 10 globally benchmarked AI and technology certification programs to address skills gaps.
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NIIT Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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