NIIT Ltd Q1 FY27: Revenue up 14% to ₹957 million, PAT up 85% to ₹81 million
NIIT Limited reported Q1 FY27 revenue of ₹957 million, up 14% YoY, and PAT of ₹81 million, up 85% YoY. Enterprise revenue grew 8% and consumer revenue surged 27%. Order intake was ₹953 million. The company expects double-digit revenue growth in Q2 FY27 and near EBITDA breakeven, targeting positive margins in H2.
The significant year-on-year growth in revenue and profit, coupled with a positive outlook and strategic focus on AI, indicates a substantial positive impact on the company's financial performance and future prospects.
The company reported strong year-on-year growth in revenue and profit, improved EBITDA, and provided a positive outlook for the upcoming quarters, driven by AI initiatives and business growth.
NIIT Limited announced its financial results for the first quarter of FY27, reporting a robust 14% year-on-year revenue growth to ₹957 million. The company's Profit After Tax (PAT) surged by 85% to ₹81 million, with Earnings Per Share (EPS) increasing by 84% to ₹0.60.
Enterprise revenue stood at ₹618 million, a 8% increase year-on-year, primarily driven by enterprise tech training which grew 16% to ₹498 million. Consumer revenue saw a significant jump of 27% year-on-year to ₹339 million, with consumer tech growing 15% to ₹182 million. The revenue mix shifted from 68-32 to 65-35 in favor of consumer business compared to the same period last year. Technology revenue grew 16% to ₹680 million, while BFSI and other programs revenue increased by 9% to ₹277 million.
Order intake for the quarter was ₹953 million. Despite a 7% increase in operating expenses, which were higher due to investments in new AI offerings and go-to-market capacity, the company improved its EBITDA to a negative ₹14 million from a negative ₹63 million in the prior year's quarter. Net other income was ₹180 million, mainly from treasury income of ₹175 million. Exceptional expenses of ₹15 million were incurred due to a legacy tax matter and costs related to the amalgamation scheme.
Looking ahead, NIIT expects double-digit revenue growth in Q2 FY27 and anticipates near breakeven at the EBITDA level, with positive margins expected in the second half of the year. The company highlighted the significant opportunity in AI, with AI programs now contributing 9% of total revenue. They are focusing on AI-led skilling, reskilling, and retooling initiatives, particularly for AI-enabled role redesign and GenAI capabilities. The company also noted the integration of StackRoute and RPS Consulting into NIIT has strengthened its go-to-market strategy and operational efficiency.
NIIT continues to emphasize outcome-based learning, focusing on building demonstrable capabilities rather than just credentials. They are expanding their reach into sectors like auto and telecom, alongside their core BFSI and technology segments. The company is also actively collaborating with universities through its iamneo division to integrate AI into their curricula.
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