NIIT Learning Systems will host an investor and analyst meeting on September 22, 2026, as part of the Anand Rathi G-200 Summit 2026 in Mumbai.

The company disclosed the engagement pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, read with Part A of Schedule III thereto.

Meeting Details

The session is scheduled for September 22, 2026, from 10:00 am to 1:00 pm. It will take place in person in Mumbai.

Company Attendees

Representatives attending the meeting include:

• Mr. Sapnesh Kumar Lalla – Executive Director & Chief Executive Officer
• Mr. Kapil Saurabh – Head M&A & Investor Relations

Disclosures

The presentation for the meetings is available on the company’s website at www.niitmts.com .

The schedule is subject to change due to exigencies on the part of investors or the company. No unpublished price-sensitive information will be shared during the meeting.

NIIT Learning Systems presented its strategic roadmap and financial performance at an Investor Day event held on September 10, 2026. The learning and development services provider highlighted its transition toward AI-enabled capabilities as a primary growth driver.

The company reported revenue of ₹19,520 million for FY26, marking a significant increase from ₹16,533 million in FY25. This growth trajectory follows a six-year compound annual growth rate (CAGR) of 19%. Management disclosed a contracted revenue visibility of $462 million from existing clients, supported by a base of 113 annuity customers.

Financial Performance and Market Position

NIIT Learning Systems has expanded its client base steadily over the past seven fiscal years. The number of annuity clients rose from 54 in FY20 to 110 in FY26. In the first quarter of FY27, the company added three new annuity clients.

The company maintains an EBITDA margin of 20% and a return on capital employed (ROCE) exceeding 30%. As of June 30, 2026, NIIT Learning Systems held a net cash position of ₹7,364 million, providing capacity for further investments.

What the Numbers Show

The expansion in annuity clients correlates directly with revenue growth, indicating that customer retention and contract renewals are key drivers of the top-line increase. With 110 annuity clients contributing to the FY26 revenue base, the recurring nature of these contracts supports the disclosed $462 million visibility, reducing reliance on one-off project wins for near-term stability.

Strategic Focus on AI Integration

Management emphasized that artificial intelligence is reshaping the learning and development landscape. In Q1FY27, 13% of revenue was derived from AI-enabled solutions. The company has executed more than six enterprise rollouts of these technologies in the last twelve months.

The presentation outlined a shift from traditional course delivery to capability building through simulations, intelligent coaching, and sensing technologies. This transition aims to improve deal economics by aligning training outcomes with business results, thereby attracting new buyers beyond traditional HR functions.

Vision 2032

NIIT Learning Systems articulated a long-term vision targeting $600 million in revenue by 2032. The company plans to achieve this through investments in technology platforms, workforce expansion, and inorganic growth opportunities. The employee headcount stood at 2,496, reflecting a year-over-year increase of 106 personnel focused on AI, consulting, and go-to-market roles.