NIIT Ltd. - Interim / Quarterly Report 2026

August 8, 2025

The Manager BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001

The Manager

National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

Subject: Presentation made to the Analysts and / or Institutional Investors

Scrip Code: BSE - 500304; NSE - NIITLTD

Dear Sir,

Pursuant to the requirement of Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the presentation to be made to the Analysts and/or Institutional Investors on the Unaudited Financial Results of the Company for the quarter ended June 30, 2025.

The same shall be available on our website i.e. www.niit.com.

This is for your information and records.

Thanking you,

Yours sincerely,

For NIIT Limited

ARPITA Digitally signed by ARPITA BISARIA BISARIA MALHOTRA Date: 2025.08.08 MALHOTRA 14:02:11 +05'30' Arpita Bisaria Malhotra Company Secretary & Compliance Officer

Encls.: a/a

Financial Results Q1 FY26

Aug 8, 2025

Environment

India’s FY26 growth is projected at 6.3% , down 0.4 points from January, while a strong manufacturing PMI of 59.1 signals continued expansion— demanding B2B solution-selling and industrial product expertise . 1

Indian EdTech is undergoing changes, shutting offline sales channels while offering hybrid experiences ; high level of disillusionment across employee base of the sector.

IT sector remains weak : TCS, Infosys, Wipro, and HCL Tech cut 42K+ jobs in two years, including TCS’s 12K layoff ; WorkPro segment in ITeS hit hardest as clients stay cautious amid trade tensions and tech spend slowdown. 3

Banking Q1 was tough (Axis, Kotak, HDFC, SBI, ICICI) with margin pressures and muted hiring amid lower attrition ; weakness spilled over to insurance (slower premium growth) and NBFCs (retail/personal loan moderation).

Tier-2 GCCs add 82K+ hires in Coimbatore, Surat, Kochi; ops roles shrink as AI, cyber, data science, crypto-risk surge. ER&D shifts to digital twins , with Tata, Micron, Foxconn anchoring semiconductor hubs in Gujarat and Assam. 5

Helping people realize their true potential Reflections The environment has been turbulent across sectors, including Tech and BFSI

Q1 FY26: In Perspective

Overall Revenue at INR 841 Mn (up 2% YoY and down 3% QoQ); organic revenue at INR 789 Mn (down 4% YoY and 9% QoQ).
NIIT acquired 70% stake in iamneo, and raised stake in NIIT Institute of Finance Banking and Insurance Limited (IFBI) to 100% during the quarter
Product Mix
Revenue from Technology programs at INR 587 Mn ; up 7% YoY
Revenue from BFSI & Other programs at INR 254 Mn ; down 9% YoY
Business Mix
Enterprise up 7% YoY; contributed 68% to revenue
Consumer down 8% YoY; contributed the balance 32%
Order Intake of INR 1,065 Mn in Q1; up 37% YoY and 44% QoQ
EBITDA at INR (63) Mn vs INR (2) Mn LY
PAT at INR 44 Mn lower from INR 78 Mn last year; EPS at INR 0.3 down from INR 0.6 last year.

Multiple adverse environmental factors led to an un-anticipated impact on quarter for NIIT, OI was Reflections robust but delays in decision making and clearance for order execution resulted in lower revenue