NIIT Learning Systems Limited (NIIT MTS) has reported a strong financial performance for the second quarter, with significant growth in revenue and advancements in its AI-first strategy.

Financial Highlights

NIIT Learning Systems reported revenue of INR 4,757 million for the quarter, representing a robust 20% year-on-year growth and a 5% quarter-on-quarter increase. In constant currency terms, revenue grew by 15% year-on-year and 3% quarter-on-quarter.

The company's EBITDA for the quarter stood at INR 966 million, with a healthy margin of 20.3%. This performance demonstrates NIIT's ability to maintain profitability while investing in growth and innovation.

AI-Enabled Revenue and Strategic Positioning

A significant milestone for NIIT Learning Systems is the growth of its AI-enabled revenue, which now represents approximately 10% of the business. This marks substantial progress in the company's AI-first strategy and positions NIIT as a leader in leveraging artificial intelligence for learning and development solutions.

Sapnesh Lalla, CEO of NIIT Learning Systems, commented on the AI-enabled revenue, stating, "We are starting to track this metric. We have been tracking it for a couple of quarters now and we thought that it will be useful to share it with our analysts and stakeholders."

Client Acquisition and Retention

NIIT Learning Systems continues to demonstrate strong customer traction, securing three new Managed Training Services (MTS) contracts during the quarter. The company also renewed three existing contracts and expanded the scope with one large client, maintaining its impressive 100% renewal record.

The total MTS client count reached 104, bolstered by the addition of seven clients through the recent acquisition of MST Group in Germany.

MST Group Acquisition

In July, NIIT Learning Systems completed the acquisition of MST Group, a strategic move that strengthens the company's presence in the DACH region (Germany, Austria, and Switzerland) and enhances its capabilities in the industrial vertical. This acquisition is expected to contribute to the company's growth and expand its service offerings in Europe.

Outlook and Guidance

For the third quarter, NIIT Learning Systems expects constant currency growth of 2-3% quarter-on-quarter. The company has maintained its full-year guidance, projecting constant currency growth of 12.5-13% year-on-year.

Margins are expected to remain in the 20-21% range for both Q3 and the full year, reflecting the company's commitment to balancing profitability with investments in growth and innovation.

Industry Recognition

NIIT Learning Systems and its client nominees have earned seven Chief Learning Officer Learning in Practice Awards, including recognition for its AI-powered tool, NVERSE, which received a Silver Award for Excellence in Technology Innovation. This accolade further validates the company's leadership in the learning and development industry.

Conclusion

NIIT Learning Systems' strong quarterly performance, coupled with its strategic initiatives in AI and expansion through acquisitions, positions the company well for continued growth in the global learning and development market. As organizations increasingly focus on upskilling and reskilling their workforce, NIIT's innovative solutions and strong client relationships are likely to drive further success in the coming quarters.

NIIT Learning Systems Limited (NIIT MTS), a global leader in managed learning services, has announced a significant achievement in the learning and development industry. The company and its client nominees have collectively won seven Chief Learning Officer Learning in Practice Awards for 2025, showcasing their excellence in employee development programs and innovative learning solutions.

Award Highlights

NIIT MTS's AI-powered tool, NVERSE, received a Silver Award for Excellence in Technology Innovation, highlighting the company's commitment to leveraging advanced technologies in learning solutions. This recognition underscores NIIT's strategic vision and reinforces its position as an industry leader in the L&D sector.

Additionally, NIIT's client nominees secured six awards across multiple categories:

• John Kusi-Mensah at MetLife and Mark Slaga at Kyndryl won Gold and Silver awards in Innovation
• Gold and Silver awards in Strategy
• Gold award in Technology
• Gold award in Trailblazing Leadership

These accolades demonstrate the effectiveness of NIIT MTS's partnerships and the impact of their learning solutions on client organizations.

Industry Recognition

The Chief Learning Officer Learning in Practice Awards, established in 2003, recognize learning leaders who excel in designing and delivering employee development programs. The awards evaluate qualities such as leadership, vision, business acumen, and strategic alignment.

DJ Chadha, Chief Customer Officer at NIIT MTS, expressed the company's delight in the recognition: "We are delighted to be recognized for our AI innovation, NVERSE, and congratulate all our nominees for their achievements. At NIIT, we continually innovate by leveraging advanced technologies such as AI and data analytics to deliver personalized, future-ready learning solutions."

NIIT MTS: A Leader in Managed Learning Services

NIIT Learning Systems Limited, operating as NIIT Managed Training Services (NIIT MTS), has established itself as a trusted L&D and talent partner for leading companies across 32 countries. The company boasts impressive credentials:

• A Net Promoter Score of 9/10
• 100% client renewal rate
• Expertise in managed learning and strategic consulting services

NIIT MTS focuses on solving complex challenges in learning, talent, skills, and workforce transformation, helping companies reimagine their learning ecosystems while increasing the business value and impact of learning.

Looking Ahead

As NIIT MTS continues to innovate and expand its AI-enabled services, the company is well-positioned to capitalize on the growing demand for advanced learning solutions. The recent awards and recognitions serve as a testament to NIIT's commitment to excellence and its ability to deliver impactful learning outcomes for its clients.

With the learning and development landscape evolving rapidly, NIIT MTS's focus on AI-powered tools and personalized learning solutions places it at the forefront of the industry, ready to meet the future needs of global organizations in employee development and skills transformation.