NIIT Q4 Results Review: Revenue Miss, OPM, Net Profit Above Estimate; Dolat Capital Revises Rating To 'Reduce'

Dolat Capital retains its FY26E/FY27E EPS estimates at Rs 4.3/Rs 5.3, but revises the rating to ‘Reduce’ with target price of Rs 150, valued at 28x FY27E EPS.

Dolat Capital

14 May 2025, 06:13 PM IST i

<div class="paragraphs"><p>NIIT reported revenue growth of -12.1% QoQ due to weakness in BFSI driven by year-end slowdown, while tech declined 9% QoQ.  (Photo Source Company's official fb page)</p></div>

NIIT reported revenue growth of -12.1% QoQ due to weakness in BFSI driven by year-end slowdown, while tech declined 9% QoQ. (Photo Source Company's official fb page)

NIIT continues to reposition its brand through newer offerings like GenAI Labs and digital skilling programs under GNIIT. While initial adoption has been encouraging, especially among uni and GCC cohorts, scale remains modest. The GNIIT program, revamped to include AI, data science, and cloud tracks, is being piloted with select campuses but lacks national deployment. Management reiterated its intention to build a digital learning fl...