NIIT Limited

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May 14, 2026 The Manager BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 The Manager National Stock Exchange of India Limited Exchange Pla

6.5%

ise CFO focus sharpening on cost discipline; Training budgets becoming ROI-linked 01 • FY27 GDP 6.5% (IMF) with manufacturing rebound; risks rising from oil, currency pressure, weak monsoon outlook

18%

uctural 05 premium for certified talent. • Pilot-to-production conversion doubled in 6 months (18% → 31%). 80% of enterprise apps now embed an AI agent. Sources: National Dailies, Sectoral reports

31%

05 premium for certified talent. • Pilot-to-production conversion doubled in 6 months (18% → 31%). 80% of enterprise apps now embed an AI agent. Sources: National Dailies, Sectoral reports, earni

80%

premium for certified talent. • Pilot-to-production conversion doubled in 6 months (18% → 31%). 80% of enterprise apps now embed an AI agent. Sources: National Dailies, Sectoral reports, earnings ou

14%

ontline, advisory & risk talent. E ME R G I NG O P P O R T U NI T I E S GCC Q4 REBOUND Hiring +12-14% QoQ; 40% replacement as Gen Z tenure drops <24 months. 06 DATA CENTRE / CLOUD TAX HOLIDAY 20-yr t

40%

advisory & risk talent. E ME R G I NG O P P O R T U NI T I E S GCC Q4 REBOUND Hiring +12-14% QoQ; 40% replacement as Gen Z tenure drops <24 months. 06 DATA CENTRE / CLOUD TAX HOLIDAY 20-yr tax exempt

43%

exemption till 2047. Yotta, L&T, NVIDIA building gigawatt AI factories. ANXIETY HAS BECOME DEMAND 43% of workers fear AI displacement within 2 years. Reskilling is now CXOs' #1 priority — above hiring

70%

AI Talent Opportunity | GSIs, GCCs and Indian Enterprises AI-augmented teams are already running 40–70% smaller. One engagement: 150-person team compressed to 42. >50% of roles face displacement in 36 m

50%

mented teams are already running 40–70% smaller. One engagement: 150-person team compressed to 42. >50% of roles face displacement in 36 months. 01 - Reskill 02 - Retool 03 - Onboard Existing emplo

8%

tect on Graduation product are purpose-built for AI-era onboarding AI Programs growing rapidly; ~8% of revenue in Q4FY26 FY27 Priority: Scale AI programmes + expand GCC/Indian enterprise penetrati

INR 997

redesign Helping people realize their true potential 3 Q4 FY26 Highlights • Overall Revenue at INR 997 Mn (up 16% YoY and lower by 2% QoQ); Organic, revenue was at INR 875 Mn (higher by 1% YoY and lower

“10 million in Q4, primarily legal & professional expenses Treasury income lower vs INR 162 Mn in Q4 last year due to MTM impact of changes in interest rates during the quarter • Helping people realize their true potential 6 Revenue Mix – FY26 FY26 Current Year FY25 Last Year Consumer 35% Enterprise 65% BFSI & Others 28% Technology 72% Consumer 35% Enterprise 65% BFSI & Others 34% Technology 66% Reflections Tech growth driven by GTM expansion and pivot to work pro.”

NIIT's response

3

NIIT's response

• GenAI + Agentic AI programs; AI coaching for banks, GCCs & Indian enterprises • Outcome-led role redesign: beyond certifications, built for AI-era job performance Staff displaced by AI productivity gains As AI compresses team sizes, displaced workers need transition into new AI-era roles, not redundancy. In-house L&D needs support to scale and stay on pace with this transformation

NIIT's response

• Unified StackRoute + RPS - deep reskilling at scale, not course catalogues • Capability orchestration: Judgment, AI output verification, agentic workflow design New early-career talent into AI-era roles Entry level work most displaced by AI. Fresh hires need Simulated Practice with Synthetic Work and AI coaching to accelerate experience.

NIIT's response

• • Iamneo adds College to Corporate bridge Synthetic Work platform + Architect on Graduation product are purpose-built for AI-era onboarding AI Programs growing rapidly; ~8% of revenue in Q4FY26 FY27 Priority: Scale AI programmes + expand GCC/Indian enterprise penetration through outcome-led reskilling & role redesign Helping people realize their true potential 3 Q4 FY26 Highlights • Overall Revenue at INR 997 Mn (up 16% YoY and lower by 2% QoQ); Organic, revenue was at INR 875 Mn (higher by 1% YoY and lower by 1% QoQ). • Revenue from Technology programs at INR 699 Mn; up 22% YoY. • Revenue from BFSI & Other programs at INR 298 Mn; up 4% YoY. • Revenue from Enterprise Business at INR 630 Mn (up 13% YoY) and Consumer Business at INR 367 Mn (up 21% YoY); • Order Intake of INR 869 Mn; up 18% YoY and 6% QoQ . • Launched 4 new AI programs during the quarter • Launched Agent Smith, a unified AI assistant that consolidates intelligence across coding practice, placement automation, and hiring