NIIT (NIITLTD) Q4 24/25 earnings summary

Executive summary

• Achieved resilient growth in FY25, with consolidated revenue reaching INR 3,576 million, up 18% year-on-year, driven by customer base expansion and partial recovery in training consumption.

• Q4 FY25 revenue was INR 863 million, up 16% year-on-year but down 12% sequentially due to seasonal weakness.

• PAT for FY25 was INR 461 million, up 20% year-on-year; Q4 PAT was INR 131 million.

• Completed a strategic acquisition of 70% of iamneo Edutech for INR 613 million, with the remainder to be acquired by FY 2030, and announced buyout of ICICI Bank’s stake in IFBI.

• Audited consolidated and standalone financial results for FY25 were approved, with a recommended final dividend of INR 1 per equity share.

Financial highlights

• FY25 consolidated revenue was INR 3,575.83 million, up from INR 3,034.72 million in FY24.

• Q4 EBITDA was INR 4 million; full-year EBITDA was INR 115 million, up from INR 48 million last year.

• PAT for FY25 was INR 461 million, up 20% year-on-year; consolidated net profit after tax was INR 480.16 million.

• Basic EPS for FY25 was INR 3.41–3.52, up from INR 2.85–2.88 last year.

• Net cash position at year-end was INR 7,580 million, an increase of INR 395 million year-on-year.

Outlook and guidance

• Expecting over 25% revenue growth in FY26, with improvement anticipated from Q2 as local uncertainties resolve.

• Medium- to long-term outlook remains positive, with a focus on leveraging AI, deep skilling, and industry-integrated offerings.

• IT services sector faces near-term uncertainty due to reduced discretionary spending, but demand for AI, data science, and cybersecurity roles is expected to drive growth.