NIIT , a global skills and talent development corporation, has announced its financial results for the quarter ended September 30, 2025, demonstrating strong revenue growth and improved profitability.

Revenue Growth

NIIT reported a significant increase in its Q2 revenue:

The company's revenue grew by 16% year-over-year and 25% quarter-over-quarter, indicating a positive trend in its top-line performance.

Business Segment Performance

NIIT's revenue growth was driven by strong performance across its business segments:

• Consumer Business: Contributed 33% to total revenue with 29% YoY growth
• Enterprise Business: Accounted for 67% of revenue with 10% YoY growth
• Technology Programs: Generated Rs. 761.00 million (73% of revenue) with 31% YoY growth
• BFSI & Other Programs: Contributed Rs. 288.00 million

Order Intake

The company's order intake showed robust growth:

Profitability

NIIT's profitability improved significantly compared to the previous quarter:

The company turned its EBITDA positive, reporting Rs. 13.00 million compared to a negative Rs. 63.00 million in the previous quarter.

Strategic Developments

1. Acquisition: NIIT acquired a 70% equity shareholding in iamneo Edutech Private Limited for Rs. 608.90 million.
2. Subsidiary Ownership: NIIT Institute of Finance Banking and Insurance Training Limited became a wholly-owned subsidiary.
3. Employee Stock Options: Under the Employee Stock Option Plan 2005, 680,000 options were granted at Rs. 130.65 per option, with 563,664 equity shares issued during the quarter.

Analysis

NIIT's Q2 FY26 results demonstrate a strong recovery and growth trajectory. The significant revenue increase across all business segments, coupled with improved profitability, indicates effective execution of the company's strategies. The substantial growth in order intake suggests a positive outlook for future quarters.

The strategic acquisition and consolidation of subsidiaries reflect NIIT's commitment to expanding its capabilities and market presence. The company's ability to turn EBITDA positive is a promising sign, although investors may want to monitor the sustainability of this trend in the coming quarters.

Overall, NIIT's performance in Q2 FY26 shows resilience and adaptability in a dynamic market environment, positioning the company for potential continued growth and improved financial health.

NIIT Limited , a global skills and talent development corporation, has taken a significant step towards corporate restructuring by filing an application with the National Company Law Tribunal (NCLT) for the amalgamation of two of its subsidiaries.

Amalgamation Details

The company has submitted an application to the NCLT for the amalgamation of NIIT Institute of Finance Banking and Insurance Training Limited and RPS Consulting Private Limited into NIIT Limited. This move follows the approval of the scheme of amalgamation by NIIT Limited's Board of Directors.

Key Points of the Amalgamation

Implications and Next Steps

The amalgamation, once approved by the NCLT, is expected to streamline NIIT Limited's corporate structure. This consolidation may lead to operational synergies and potentially enhance the company's market position in the skills and talent development sector.

Shareholders and investors should note that the process is still in its early stages, with the NCLT yet to review and approve the application. The company will likely provide further updates as the amalgamation process progresses through the regulatory channels.

Investors are advised to keep an eye on further announcements from NIIT Limited regarding this corporate action.