NSE:NIITMTS management interview: NIIT Learning Systems Slips 3% As Q4FY26 Margin Contracts | CNBC TV18
CNBC-TV18, 2026-05-12. Video: https://www.youtube.com/watch?v=rPf090oL2yY
- Margin and profit: EBITDA margins remained below the 20% mark due to integration and ramp-up periods for recent acquisitions, while net profit increased by 58% year-on-year.
- Revenue growth outlook: Management expects double-digit organic constant-currency growth, supported by a revenue visibility of $459 million, net revenue retention above 100%, and five new client wins.
- Acquisitions integration: Integration of Germany's MST Group and US-based SweetRush remains on track to meet annual targets, despite slower revenue conversion caused by spending pressures in the German market.
- AI revenue contribution: AI-led services accounted for approximately 12% of quarterly revenue as the company transitioned its learning and development AI use cases from pilot phase to mainstream deployment.