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NIIT Limited Shares Down After Q3 FY26 Earnings Release

NIIT Limited (NSE: NIITLTD, BSE: 500304) shares closed at ₹74.70 on the National Stock Exchange on Friday, down roughly 1.5% on the day. The stock traded in a range between approximately ₹73.01 and ₹77.20 during the session.

Global Education Environment

Global training and corporate learning demand continues against a backdrop of sustained investment in digital learning and workforce reskilling with technology-related training spend projected to expand albeit with cost pressures. AI and digital transformation remain key drivers of enterprise learning budgets with broader macroeconomic uncertainty and shifting trade policies cited as risks to discretionary training spend.

Q3 FY26 Results

For the quarter ended December 31, 2025, NIIT Limited reported consolidated revenue of ₹1,013.7 million, up year-on-year compared with the prior year quarter. Consolidated profit after tax for the quarter was reported at ₹39.5 million, down sharply from the year-ago period. Year-over-year revenue increased modestly while profit declined materially due to higher costs and exceptional items.

The revenue mix by sector showed Technology programs contributing 76% of total revenue reflecting 20% year-over-year growth in that segment. BFSI and other programs accounted for the remaining 24% of the revenue share. From a business segment perspective, the Enterprise business contributed 62% of total revenue while the Consumer business accounted for 38%.

Business & Operations Update

During the period, NIIT continued strategic investments and operational actions aligned with its focus on deep-skilling and digital learning platforms. In FY25, the company acquired a majority stake in iamneo, an AI-powered deep skilling SaaS platform, aimed at enhancing its digital and AI-enabled education offerings. That acquisition remains part of the company’s build-out of scalable learning solutions.

NIIT’s corporate structure underwent reorganization with its corporate learning business transferred to NIIT Learning Systems Limited allowing NIIT Limited to focus on skills and careers oriented education.

Shareholding Pattern

As of the quarter ended December 2025, promoters held around 36.98% of NIIT’s equity. Foreign institutional investors accounted for approximately 11.25%, mutual funds held about 8.15%, other domestic institutions around 3.02%, and retail and other shareholders approximately 40.60% of the share capital.

Performance Summary

NIIT Ltd shares declined on earnings day, closing at ₹74.70, reflecting intraday weakness after the release of quarterly results.

•             Consolidated revenue for Q3 FY26 was ₹1,013.7 million showing a year-over-year increase.

•             Profit after tax fell to ₹39.5 million, marking a significant year-over-year decline.

•             Promoters held just under 37% of shares at the end of December 2025.

NIIT’s quarterly results reflect continued revenue generation amid cost pressures and strategic repositioning of its business segments.

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