NIIT (NIITLTD) Q4 24/25 earnings summary

Executive summary

• FY25 revenue reached INR 3,576 million, up 18% year-on-year, with Q4 revenue at INR 863 million, up 16% year-on-year but down 12% sequentially.

• Profit after tax for FY25 was INR 461 million, up 20% year-on-year; Q4 PAT was INR 131 million, up 18% year-on-year.

• Audited consolidated and standalone results for FY25 were approved, with a recommended final dividend of INR 1 per share, subject to shareholder approval.

• Strategic acquisition of a 70% stake in iamneo, an AI-powered SaaS platform, to enhance deep skilling capabilities.

• Statutory auditors issued unmodified opinions on both consolidated and standalone results.

Financial highlights

• FY25 EBITDA was INR 115 million, up from INR 48 million last year; Q4 EBITDA was INR 4 million, consistent with guidance.

• Net other income for FY25 was INR 707 million, mainly from treasury and asset income.

• EPS for FY25 was INR 3.41, up from INR 2.85 last year; Q4 EPS was INR 0.97.

• Cash and cash equivalents at year-end stood at INR 7,580 million.

• Consolidated net profit after tax for FY25 was INR 480.16 million, up from INR 394.96 million in FY24.

Outlook and guidance

• Q1 FY26 expected to see some impact from ongoing volatility, but year-on-year growth is projected to improve from Q2.

• Full-year FY26 growth is expected to exceed 25%, with quarterly reviews due to persistent uncertainty.

• Demand for AI, data science, and cybersecurity roles is expected to drive growth.

• Significant upskilling opportunities exist, with many graduates entering the job market without offers.