NIIT Learning Systems FY26: revenue ₹1,952 cr, dividend ₹3.25

Stock and disclosure context

NIIT Learning Systems Ltd (NIITMTS) has been in focus after a set of quarterly updates and an FY26 annual result announcement. On a price screen snapshot dated Mon, 29 Jun 2026 (10:01:29), the stock showed levels around 225.35 (down 2.10 or 0.92%) and 227 on NSE (down 0.43 or 0.19%). Separately, the stock was also noted as closing at 299.55 on May 08, 2026 (NSE) in another data snippet.

The company has also informed exchanges that its Board of Directors meeting is scheduled for 23/07/2026, to consider and approve unaudited financial results for the quarter ended June 30, 2026, for both consolidated and standalone numbers. It also stated it would host an investor and analyst call to discuss those unaudited results on Thursday, July 23, 2026, between 5:00 PM and 6:00 PM.

FY26 annual results: top-line growth and profitability

In a press release dated May 12, 2026 (PRNewswire, Atlanta), NIIT Learning Systems Limited described itself as a global leader in managed learning services and announced annual results for the financial year ended March 31, 2026. For FY26, it reported consolidated revenue of ₹1,952 crore, up 18% year-on-year.

For the same financial year, the company reported EBITDA of ₹395.7 crore, with an EBITDA margin of 20.3%. Profit after tax (PAT) for FY26 was reported at ₹247.7 crore, and EPS at ₹18.09.

The Board recommended a final dividend of ₹3.25 per equity share, as per the same annual results release.

Q4FY26 (Jan to Mar 2026): revenue ₹525.2 crore, margin 19.1%

For the quarter described as January to March 2026, NIIT Learning Systems reported consolidated revenue of ₹525.2 crore, up 22% year-on-year, with an EBITDA margin of 19.1%. EBITDA for the quarter was stated at ₹100.2 crore, while PAT was reported at ₹77.1 crore. EPS for the quarter was stated at ₹5.61.

In addition, separate “reported consolidated quarterly numbers” for March 2026 were also cited: net sales of ₹525.22 crore (up 22.23% from ₹429.71 crore in March 2025), quarterly net profit of ₹77.11 crore (up 58.29% from ₹48.72 crore), EBITDA of ₹91.71 crore (down 1.16% from ₹92.79 crore), and EPS of ₹5.61 (up from ₹3.58).

These disclosures show that the top-line and profit figures are consistent across references for the March 2026 quarter, while EBITDA is shown at different values in different data extracts.

Standalone versus consolidated: March 2026 snapshot

Alongside consolidated numbers, the company’s standalone March 2026 update was also captured. Standalone net sales for March 2026 were reported at ₹123.88 crore, down 4.67% year-on-year.

A separate operational summary (originally presented in ₹ million) indicates that standalone revenue from operations for Q4FY26 was ₹123.884 crore (₹1,238.84 million), down 13.39% quarter-on-quarter from ₹143.038 crore (₹1,430.38 million) and down 4.67% year-on-year from ₹129.958 crore (₹1,299.58 million). Total income on a standalone basis for Q4FY26 was ₹141.603 crore (₹1,416.03 million).

On the consolidated side, revenue from operations for Q4FY26 was stated at ₹525.219 crore (₹5,252.19 million), up 5.11% QoQ from ₹499.695 crore (₹4,996.95 million) and up 22.23% YoY from ₹429.710 crore (₹4,297.10 million). Consolidated total income for Q4FY26 was reported at ₹529.352 crore (₹5,293.52 million).

Quarterly trail through FY26: Q1 to Q3 highlights

The company’s FY26 included multiple quarterly updates highlighting revenue, margins, and profits.

For Q1FY26 (April to June 2025), a press release dated Aug. 6, 2025 stated consolidated net revenue of ₹451.4 crore, up 5% QoQ and 11% YoY. It reported EBITDA of ₹95.1 crore with an EBITDA margin of 21%, and PAT of ₹49.3 crore. EPS for the quarter was reported as ₹3.62 in the release.

A separate BSE-style table for Q1FY26 listed total income of ₹464.43 crore, total expenses of ₹385.12 crore, PBT of ₹73.02 crore, tax of ₹23.72 crore, PAT of ₹49.30 crore, and EPS of ₹3.50, with QoQ and YoY percentage changes also provided.

For Q2FY26, the update listed net revenue of ₹475.7 crore versus ₹397.4 crore in Q2FY25 (change 20%), EBITDA of ₹96.6 crore versus ₹93.6 crore (change 3%), EBITDA margin of 20.3%, and PAT of ₹47.0 crore versus ₹57.0 crore.

For Q3FY26, the company reported consolidated net revenue of ₹499.7 crore, up 5% QoQ and 19% YoY. It reported EBITDA of ₹103.8 crore and an EBITDA margin of 21%. PAT was reported at ₹74.3 crore, up 58% QoQ and up 20% YoY, with EPS of ₹5.42.

Client additions, renewals, and stated revenue visibility

In Q1FY26, the company reported adding 2 new global Managed Training Services (MTS) clients, taking the tally to 95. It also stated it maintained 100% renewals, with 3 contract renewals during the quarter.

The same update noted “revenue visibility” at USD 388 million. Earlier snapshots included MTS customer and visibility figures such as a tally of 91 with USD 368 million visibility, and a tally of 89 with USD 350 million visibility. These figures were presented as part of quarterly result highlights.

The company also noted it acquired Germany-based MST Group in July 2025.

Key financial table: FY26 and recent quarters (₹ crore)

Note: Figures are taken from the provided company updates and press releases. Some sources separately list Q4FY26 EBITDA as ₹91.71 crore while keeping net sales and net profit at ₹525.22 crore and ₹77.11 crore, respectively.

Market impact: what the numbers show

The FY26 release points to double-digit growth in consolidated revenue (18% YoY) alongside an EBITDA margin of 20.3% for the full year. The March 2026 quarter showed revenue of about ₹525 crore and PAT of about ₹77 crore, with the quarter’s margin cited at 19.1% in the annual-results release.

The operational data also highlights a contrast between consolidated and standalone performance in Q4FY26. Consolidated revenue from operations rose both QoQ (5.11%) and YoY (22.23%), while standalone revenue from operations declined QoQ (13.39%) and YoY (4.67%).

On the corporate action side, the recommended final dividend of ₹3.25 per equity share is a clear, quantified shareholder payout item attached to the FY26 board recommendation.

Why the July 23, 2026 board meeting matters

The upcoming Board meeting on July 23, 2026 is scheduled to consider and approve the unaudited financial results for the quarter ended June 30, 2026, on both consolidated and standalone bases. The company has also scheduled an investor and analyst call for the same day, between 5:00 PM and 6:00 PM.

For investors tracking quarterly momentum, this event is the next dated disclosure after the FY26 annual results and Q4FY26 numbers. It also fits into a pattern of regular quarterly reporting that has included revenue, margins, PAT, EPS, and business metrics such as MTS client additions and stated revenue visibility.

Conclusion

NIIT Learning Systems’ FY26 update reported consolidated revenue of ₹1,952 crore, EBITDA of ₹395.7 crore and PAT of ₹247.7 crore, along with a recommended final dividend of ₹3.25 per share. The March 2026 quarter was reported with revenue around ₹525 crore and PAT around ₹77 crore, while standalone revenue in the same period was reported to be lower year-on-year.

The next confirmed milestone is the Board meeting on July 23, 2026 to approve the unaudited results for the quarter ended June 30, 2026, along with a scheduled investor and analyst call later that day.