NIIT MTS Reports Q2 FY26 Revenue Up 20% YoY to ₹475.7 Cr, Acquires MST Group and Forms Strategic Partnership
NIIT MTS reported Q2 FY26 revenue of ₹475.7 Cr, up 20% YoY, with EBITDA at ₹96.6 Cr. The company acquired Germany-based MST Group and partnered with Sana, adding new clients and expanding market presence.
The announcement includes robust quarterly financial results, a major strategic acquisition that expands market reach and capabilities, and a significant partnership. These factors are likely to have a substantial positive influence on the company's valuation and future growth trajectory.
The company achieved significant year-on-year revenue growth, maintained a strong EBITDA, successfully completed a strategic acquisition expanding its European presence, added new clients, and entered a key strategic partnership in AI, all indicating strong business performance and future growth prospects.
* NIIT Learning Systems Limited (NIITMTS) announced its unaudited financial results for the second quarter of Financial Year 2025-2026, which ended on September 30, 2025. * Consolidated Net Revenue for Q2 FY26 was ₹475.7 crore, marking a 5% increase quarter-on-quarter (QoQ) and a 20% increase year-on-year (YoY). * EBITDA stood at ₹96.6 crore, showing a 2% QoQ rise and a 3% YoY increase, with an EBITDA margin of 20.3%. * Profit After Tax was ₹47.0 crore, including the impact of transaction-related expenses. * Earnings Per Share (EPS) for the quarter was ₹3.43. * The company added 3 new global Managed Training Services (MTS) clients during the quarter, bringing the total MTS client tally to 104. It also achieved 100% renewals with 3 contract renewals and expanded its scope of work with 1 large client. * Revenue visibility reached USD 409 million (approximately ₹3,402 crore). * On July 9, 2025, NIIT MTS completed the acquisition of Munich, Germany-based MST Group, a leader in managed learning services in the DACH region. This acquisition expands NIIT MTS's presence in Europe, increases market penetration in automotive and industrial segments, strengthens its portfolio, adds 7 new MTS customers, and establishes Hungary as a nearshore capability center. * In August 2025, NIIT MTS announced a strategic partnership with Sana (part of Workday) to establish a dedicated NIIT-Sana Center of Excellence (CoE). This CoE will deliver professional services for Sana Learn, an AI-native learning platform. * Vijay K. Thadani, Co-founder, Vice Chairman & Managing Director, highlighted that AI-enabled revenue contributed about 10% of the business this quarter, reaffirming NIIT MTS's leadership in AI for learning and development. * Sapnesh Lalla, CEO and Executive Director, commented on the solid quarter performance amidst a volatile macro environment, attributing it to broad-based execution, new logo additions, and expanding revenue visibility. He emphasized the scaling of AI-first strategies and the strengthening of DACH presence through the MST Group acquisition. * NIIT MTS received multiple awards and accreditations, including 81 Brandon Hall Excellence in HCM awards, recognition as a Market Leader in Fosway AI Market Assessment 2025, Gold Standard by the Learning and Performance Institute (for the tenth consecutive year), and inclusion in the 2025 Top 20 Companies in AI Content Creation & Authoring Tools and AI Coaching & Learner Support Tools by Training Industry, Inc.
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