NIIT Ltd. — Investor Presentation 2026

Jan 30, 2026

January 30, 2026

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 December 31, 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: 2026.01.30 13:38:31 MALHOTRA +05'30'

Arpita Bisaria Malhotra Company Secretary & Compliance Officer

Encls.: a/a

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Financial Results Q3 FY26

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Jan 30, 2026

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Macro Environment

• 1) India GDP growth slowing: 7.3% → 6.4% (FY27)

• 2) US uncertainty: trade tariffs, inflation dampening tech confidence

Industry Shifts

• 1) IT Services: Single-digit growth expected, muted hiring in H2 FY26

• 2) Manufacturing PMI at 2-year low, expected FY27 rebound

• 3) BFSI hiring muted because of low attrition

Market Signals

• 3) China structural weaknesses but "extraordinary efforts" in tech innovation

Emerging Focus Areas

• 1) EV & Green Tech: PM E-DRIVE extended to 2028, 38k+ e-buses

• 2) Cybersecurity: Only 7% orgs at mature readiness, 92% cite talent shortage

• 3) Reskilling Wave: Consolidations & layoffs driving mid-career reskilling demand

Education Evolution

• 1) Hybrid learning gaining traction alongside online growth

• 2) Universities adopting flexible, multidisciplinary programs (NEP 2020)

• 3) Government AI initiatives: National AI Mission, SOAR, ₹500 crore AI CoEs

The Business environment has been volatile, IT and BFSI have significantly reduced hiring

Helping people realize their true potential

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India Deep-Tech Opportunity

Banking and Financial Services

1. Automotive Software: Expected to be $100B+ in India by 2034

2. Semiconductors: $1T by 2030; 85,000+ talent gap

3. Agentic AI: $7B → $200B by 2034; need 1M

India developers by 2027

1. Private banks: Hiring expected to be muted

2. Wealth management: 12-15% CAGR growth

3. Attrition declining: 18-22% range, expected to stabilize

Opportunity Stack Learning and Talent Trends

Regional Dynamics

1. 90%+ students using GenAI tools

2. Mobile-first, bite-sized learning (3-10 min modules)

3. 1M+ shortage in AI/ML/Data Analytics roles

4. India: Hybrid learning increasingly gaining traction 2. China: 1M+ AI specialist deficit, 30M+ workers training by 2027

5. SEA: $10Bn EdTech market @ 14% CAGR, acute mid-high skill gaps

New emerging opportunities beyond GSIs and Banks

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Financial Performance

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Q3FY26

• Revenue at INR 1,014 Mn (up 3% YoY and lower by 3% QoQ);

• Revenue from Technology programs at INR 766 Mn; up 20% YoY

• Revenue from BFSI & Other programs at INR 248 Mn; lower 27% YoY

• Revenue Mix: Technology: BFSI & Other Programs at 76:24 versus 65:35 last year

• Revenue from Enterprise GTM at INR 629 Mn, up 8% YoY; contributed 62% to quarter revenue vs 60% last year; Consumer GTM contributed the balance 38%

• iamneo scaling well; contributed INR 128 million to Q3 revenue

• Order Intake at INR 822 Mn; similar to last year

• EBITDA at INR 10 Mn vs INR 13 Mn in Q2FY26;

• Treasury Income at INR 101 Mn vs INR 85 Mn in Q2 FY26;

• PAT at INR 39 Mn; EPS at INR 0.29

9MFY26

• Revenue at INR 2,904 Mn, up 7% YoY

• Order Intake at INR 3340 Mn, up 16% YoY

The business was impacted by the volatility in the environment with compression in fresh hire training Reflections from banks and IT companies

Helping people realize their true potential

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Key Financials

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INR Mn Q3 FY26 Q2FY26 QoQ Q3 FY25 YoY
Order Intake 822 1,454 -43% 821 0%
Net Revenue 1,014 1,049 -3% 981 3%
Operating Expenses 1,004 1,036 -3% 889 13%
EBITDA 10 13 (-4) mn 92 (-83) mn
Depreciation 76 73 5% 61 25%
Net Other Income / (Expense) 132 82 60% 143 -7%
Operational PBT 66 23 179% 174 -62%
Tax 19 16 16% 33 -42%
Profit/ (loss) from discontinued
(1) (1) -0.3 mn (1) 0.2 mn
Operations & Assets held for Sale
Non Controlling Interests (6) 7 -13 mn (6) 0 mn
PAT 39 14 188% 134 -71%
EPS (INR) 0.3 0.1 190% 1.0 -71%
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Net Other Income includes :

• Treasury income INR 101 Mn (INR 85 Mn in Q2 FY26 & INR 118 Mn in Q3 FY25) ; and

• Exceptional Expenses of INR 54 Mn towards impact of New Wage Code & Strategic action.

Helping people realize their true potential

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Revenue Mix

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Q3 FY26 Q3 FY25
BFSI & BFSI &
Others Others
Consumer 24% Consumer 35%
38% 40% Technology
Enterprise
Enterprise
Technology 65%
60%
62%
76%
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Technology programs gained traction aided by pivot towards work-pros, although fresher hiring remained muted. Compression in fresh hire training volume in BFSI this quarter.

Helping people realize their true potential

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People

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940 939
885
720 722
Q3 FY 25 Q4 FY 25 Q1 FY 26 Q2 FY 26 Q3 FY 26
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* excludes project retainers

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Share Holding Pattern

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* Includes impact dilution of shareholding percentage due to exercise of ESOPs

Helping people realize their true potential

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