NIIT Ltd. — Investor Presentation 2025

Oct 28, 2025

October 28, 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 September 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: 2025.10.28 MALHOTRA 13:45:35 +05'30' Arpita Bisaria Malhotra Company Secretary & Compliance Officer

Encls.: a/a

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Financial Results Q2 FY26

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Oct 28, 2025

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Environment

1

Growth prospects for India’s economy remain strong. RBI increased its FY26 GDP growth forecast to 6.8% , (vs 6.5% earlier) while lowering CPI Inflation forecast to 2.5% (vs 3.1%).

2

U.S. uncertainty dominates – multiple headwinds @ trade tariffs, debt worries, inflation, dampening business confidence, esp. in tech.

3

Private-bank hiring at multi-year lows as attrition falls and digital transition lowers branch FTE needs.

Wealth management becoming a critical business vertical for most of the Private Banks and NBFCs

4

Banks talent team battles with hiring challenges as business requires them to be Day 1 productive. At least 6-12 months experience preferred over freshers (with limited hiring plans)

5

Global client demand is soft, leading to expectations of singledigit growth for Indian IT firms again; Muted to slightly positive hiring in H2 FY26

6

Tier-2 GCC expansion beyond metros: New centers in Thiruvananthapuram, Trichy; overall GCC base in India growing ; evident shift to high-value roles (AI/engineering/product)

7

Data science, digital marketing, and full-stack development, continues to be most sought-after domains for upskilling with high demand for specializations like AI, ML, and Cybersecurity

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Skill churn and reskilling : Wave of consolidations and layoffs underscores an emerging urgent mid-career reskilling opportunity.

9 Top 5 sectors reshaping workforce needs in India- Technology, healthcare, fintech, renewable energy, e- commerce

10 Focus area 1 @ EV : Flagship initiatives like FAME II, PM E-Drive, PLI schemes, and PM e-Bus Sewa are steering investment, localization, and large-scale EV adoption

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Focus area 2 @ Cybersecurity : Only ~7 % of Indian organisations have reached a “mature” level of readiness; 92 % cite shortage of skilled cybersecurity professionals as a key challenge

BFSI hiring still impacted with lower attrition, Tech industry muted, AI continues to be a large Reflections Helping people realize their true potential opportunity , new opportunities emerging across reskilling, EV and Cybersecurity.

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Q2 FY26: In Perspective

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• Overall Revenue at INR 1,049 Mn (up 25% QoQ and16% YoY); iamneo , AI-powered deep skilling SaaS platform, contributed INR 111 Mn .

• Revenue from Technology programs at INR 761 Mn ; up 30% QoQ and 31% YoY

• Revenue from BFSI & Other programs at INR 288 Mn ; up 14% QoQ and down 12% YoY

• Order Intake (OI) of INR 1,454 Mn ; up 37% QoQ and 14% YoY. Tech OI at INR 1,103 Mn, up 21% YoY and up 50% QoQ. BFSI & Others at INR 351 Mn, down 3% YoY and up 7% QoQ

• EBITDA at INR 13 Mn vs INR 21 Mn in Q2FY25;

• Treasury Income at INR 85 Mn vs INR 165 Mn in Q2 FY25; lower treasury income in Q2 due to mark-to-market (MTM) impact on fixed income investments caused by volatility in interest rates

• PAT at INR 14 Mn ; EPS at INR 0.10

NIIT’s Tech business benefitted from increased sales activities. BFSI & Others saw growth from new Reflections accounts in the India Enterprise sector.

Helping people realize their true potential

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Key Financials
INR Mn Q2 FY26 Q1 FY26 QoQ Q2 FY25 YoY
Order Intake 1,454 1,065 37% 1,274 14%
Net Revenue 1,049 841 25% 907 16%
Operating Expenses 1,036 904 15% 886 17%
EBITDA 13 (63) (76) mn 21 (-7) mn
Depreciation 72 67 9% 57 28%
- -
Net Other Income / (Expense) 82 179 54% 188 56%
Operational PBT 23 50 -53% 152 -85%
-
Tax 16 8 116% 18 10%
Profit/ (loss) from discontinued
(1) (1) 0 mn (12) 11.9 mn
Operations & Assets held for Sale
Non Controlling Interests 7 2 5 mn (3) 10 mn
PAT 14 44 -69% 118 -88%
EPS (INR) 0.1 0.3 -69% 0.9 -89%
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Key Financials

Note:

• Net Other Income includes treasury income INR 85 Mn (INR 165 mn in Q2 FY25 & INR 176 mn in Q1 FY26), lower due to mark to market impact.

• Includes Exceptional Expenses of INR 26 Mn towards strategic and Inorganic actions.

Reflections In a continued volatile environment, we saw our investments in sales teams and products play out

Helping people realize their true potential

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Revenue Mix

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Q2 FY26 Q2 FY25
BFSI &
BFSI &
Others
Others
Consumer
Consumer 27% 36%
30%
33%
Technology Technology
Enterprise
Enterprise 73% 64%
70%
67%
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Helping people realize their true potential

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People

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940
885
735
720 722
Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26
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Increase in headcount on account of iamneo to address growth opportunities

* excludes project retainers

Helping people realize their true potential

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Share Holding Pattern

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37.7% 37.8% 38.8% 39.4% 40.0%
11.5% 11.5% 11.5% 11.3% 11.2%
13.6% 13.5% 12.5% 12.2% 11.8%
37.3% 37.2% 37.2% 37.2% 37.0%
Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26
Promoters * FPIs DIIs Individuals and Corporates
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* Includes impact of exercise of ESOPs

Helping people realize their true potential

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