• The document is an intimation regarding an Investor/Analyst Meeting (NIIT Learning Investor Day) held on September 10, 2026 in Mumbai, following up on a previous intimation dated August 21, 2026.
  • The event featured a presentation titled "The EV Moment in L&D" by Sapnesh Lalla, CEO and Executive Director of NIIT Learning, focusing on building the AI-Ready L&D enterprise.
  • The stated purpose was to discuss the company's AI-enabled learning transformation strategy, market position, growth vectors, and financial outlook, including Vision 2032.
  • The presentation included forward-looking statements with appropriate safe harbour disclosures regarding factors that could cause actual results to differ materially.
  • Management participant: Sapnesh Lalla (CEO and Executive Director).
  • The presentation was made available on the company's website (www.niitmts.com) as required by SEBI LODR Regulations.
  • The document does not explicitly state that no unpublished price sensitive information (UPSI) will be shared, but it contains disclosed financial metrics and strategic updates.

Financial and Operational Highlights

  • Q1 FY27 Performance: AI-enabled revenue reached 13% of total revenue.
  • Employee Count: 2,496 employees as of latest data, representing an increase of 106 year-over-year.
  • Financial Position: Net cash of ₹7,364 million as of June 30, 2026.
  • Market Presence: Operations across 40+ countries, serving 40+ million learners with 113+ annuity customers.
  • Growth Verticals: Six specialized verticals: Banking/Financial Services/Insurance; Industrials/Energy/Mining; Technology OEM; Technology Global Systems Integrators; Life Sciences/Pharma; Professional Services.
  • Recent Acquisitions: Mention of Eagle Productivity Solutions, St. Charles Consulting Group, MST Group, and SweetRush as part of their expanded platform.
  • Technology Investments: Development of AI Coach, Simulation Manager, and Signal Engine platforms, now deployed with multiple clients.

Strategic Outlook

  • Vision 2032: Bold new vision leveraging early mover advantage in AI-enabled L&D opportunity.
  • Growth Vectors: Market expansion through higher outsourcing propensity, new buyers, decentralized buying, and improved deal economics with larger deals, better pricing, and recurring revenue models.
  • Investment Priorities: Three key areas - Technology (AI platforms), People (hiring in AI, consulting, go-to-market), and Inorganic expansion (programmatic M&A with strong balance sheet capacity).
  • Industry Recognition: Cited as Market Leader in Fosway AI Market Assessment 2026 with positive analyst commentary.

Additional Notes

  • The document includes the full investor presentation deck as an enclosure.
  • Presentation contains detailed information about the company's transformation model, market opportunity, and competitive positioning in AI-enabled learning.
  • The document was digitally signed by Deepak Balsal, Company Secretary & Compliance Officer, on September 10, 2026.