Analysts/Institutional Investor Meet/Con. Call Updates

September 10, 2026 The Manager The Manager BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (E), Mumbai - 400 051 Subject: Presentation for NIIT Learning Investor Day | Building the AI-Ready L&D Enterprise event Scrip Code: BSE - 543952; NSE - NIITMTS Dear Sir, This is in continuation of our earlier intimation dated August 21, 2026, regarding the NIIT Learning Investor Day (Investor/ Analyst Meeting Intimation). Pursuant to the requirements of Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of the presentation being made to analysts and/or institutional investors at the said meeting. The same shall be available on our website i.e. www.niitmts.com. This is for your information and records. Thanking you, Yours sincerely, For NIIT Learning Systems Limited Deepak Bansal Company Secretary & Compliance Officer Encls.: a/a NIIT L E ARNING INV E S T OR DAY | S E P T E MB E R 10, 2026 | MU MB AI The EV Moment in L&D Sapnesh Lalla | CEO and Executive Director, NIIT Learning Safe Harbour This presentation contains “forward-looking statements” within the meaning of applicable securities laws and regulations. Statements about the industry and the Company’s objectives, projections, estimates, targets, ambitions and expectations, including those identified by words such as “expects”, “believes”, “anticipates”, “intends”, “plans”, “targets”, “will” or “may”, are forward-looking statements. Actual results could differ materially from those expressed or implied. Factors include, but are not limited to: competition and pricing pressure in learning and development outsourcing; client concentration and contract renewal risk; the pace of enterprise adoption of artificial intelligence; foreign exchange movements; completion and integration of acquisitions; technology obsolescence; availability of skilled personnel; and changes in law, regulation or taxation. Certain financial information, including EBITDA margin, ROCE, free cash flow, net cash and contracted revenue visibility, is not prepared in accordance with Ind AS or IFRS and is not audited. Quarterly figures are unaudited. These measures should be read together with, and not as a substitute for, the Company’s audited financial statements. Industry and market data, including estimates of market size, outsourcing penetration and competitive position, are derived from third-party sources and internal estimates. These have not been independently verified, and no representation is made as to their accuracy or completeness. The Company undertakes no obligation to publicly update or revise any forward-looking statement. Investors should not place undue reliance on these statements and are encouraged to refer to the Company’s audited financial statements and regulatory filings. This presentation is for information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities. Information herein is as of September 10, 2026. What We Do? We are the trusted, award-winning L&D and talent partner for the world's leading companies, and a recognized leader in AI maturity for learning and development. Content & Curriculum Established in 1981, NIIT Learning helps enterprises build the AI operating model, infrastructure, and fluency that a human+AI workforce demands, pairing AI-powered Consulting Learning managed learning with strategic consulting to solve & Advisory Administration the most complex challenges in learning, talent, skills, and workforce transformation. MANAGED * TRAINING Across 40+ countries, our experienced learning teams SERVICES help clients thrive in an AI-first world with AI-first L&D transformation solutions, reskilling employees at scale through intelligent coaching and dynamic simulations embedded directly into the workflow. Learning Strategic Delivery With a Net Promoter Score of 9.65/10 and an industry- Sourcing leading renewal rate, we help leading companies reimagine their learning ecosystems and increase the business value and impact of learning. Learning Technology NLSL At A Glance 45 40+ 3 2.5K Years of pure play Presence in over 40 Top 3 Global Learning World-class learning learning experience countries Outsourcing Company professionals 113+ 700+ 40M 21K Global Clients Industry Awards for Learners touched Hours of custom content Innovation & Impact globally developed annually 150K+ 18M+ 2.5K+ 5.5K+ Annual Training Annual learner Strong global trainer Network of L&D suppliers Days transactions network worldwide We have spread our wings. BERGEN TOULOUSE ROCHESTER MUNICH DUBLIN VANCOUVER LEIPZIG SHANGHAI LONDON MALAGA DEBRECEN GURUGRAM ST. CHARLES SHEFFIELD ATLANTA DALLAS 4 0 + COU N T R IES | 4 0 + M IL L ION L EA R N ER S | 113 + A N N U IT Y CU ST OM ER S GROWTH V ERTICAL S Six Growth Verticals: Operate and Transform at Scale Deep industry specialization, anchored by marquee clients, is how we win and expand. For each vertical, AI absorbs capability work, a fragmented learning function cannot keep up, and NIIT steps in with a dual mandate to operate and transform at scale: orchestrate capability at scale and develop the judgment clients actually depend on. 01 02 03 Banking, Industrials, Energy Technology Original Financial Services & & Mining Equipment Insurance Manufacturers 04 05 06 Technology Global Life Sciences & Professional Services Systems Integrators Pharma Don’t take our word for it. Here’s what our customers say… Responsive and Dependable NET VALUE- Customer CUSTOMER and Reliable PROMOTER ADD Focused SATISFACTION SCORE* SCORE Deep Customer Desire to Exceed -10 10 0 5 0 5 Service Ethos Expectations 9.65 4.73 4.47 Partnership Receptive to NIIT VOIC E OF C USTOMER SURVEY Mindset Feedback *average of Client response on 10-point scale We Are Consistently Recognized for Excellence in Learning 726 BRANDON 32 CLO LEARNING 10 LEARNING 2 ATD EXCELLENCE ACCREDITED GOLD STANDARD STRATEGIC LEADER IN FOSWAY 9- HALL HCM AND IN PRACTICE TECHNOLOGIES IN PRACTICE BY LPI FOR 10 CONSECUTIVE Grid FOR DIGITAL LEARNING 2026 TECH AWARDS AWARDS AWARDS AWARDS YEARS 2015-2026 AND AI MARKET ASSESSMENT TOP 20 TOP 20 TOP 20 TOP 20 TOP 20 TOP 20 TOP 20 TOP 20 COMPANIES IN COMPANIES IN COMPANIES COMPANIES IN COMPANIES IN COMPANIES IN COMPANIES IN COMPANIES IN LEARNING CONTENT IN IT & TECH EXPERIENTIAL AI COACHING AI CONTENT LEADERSHIP STAFFING AND SERVICES DEVELOPMENT TRAINING LEARNING, AND LEARNER CREATION AND TRAINING, 2026 TEMPORARY 2008-2026 2011-2026 2008-2010, 2021- 2025 SUPPORT AUTHORING RESOURCES, 2013-2025 TOOLS, 2026 TOOLS, 2026 2026 LEADER IN NELSONHALL DATABRICKS APJ HIGHLY COMMENDED IN TRAINING NEAT LEARNING SERVICES, TRAINING PARTNER INITIATIVE OF THE YEAR BY BRITISH NAMED AMONG THE NAMED AMONG THE VISIER EMEA 2025 OF THE YEAR, 2025 TRAINING AWARDS, 2025 TOP 10 MARKETING TOP 10 OPERATIONS PARTNER OF TEAMS AT THE ONCON TEAMS AT THE ONCON THE YEAR, 2026 ICON AWARDS 2025 ICON AWARDS 2025 Consistent Growth Track Record 6 Year EBITDA 19% Revenue 20% +30% ROCE Margin CAGR # of Annuity Clients Revenue in Rs. Million 19,520 16,533 15,535 13,618 80 11,323 66 8,254 6,913 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY20 FY21 FY22 FY23 FY24 FY25 FY26 REVENUE VISIBILITY* STRONG CUSTOMER ADDS CAPITAL EFFICIENCY UNIQUELY POSITIONED $462Mn from 21 new Annuity Clients High ROCE, ROE and Free to benefit from increased Existing Clients, 113 added in FY26; 3 new in Cash Flow Generation outsourcing. Growth to Annuity Customers Q1FY27 accelerate on recovery in spends *as of Jun 30, 2026 Large Market Opportunity ~ $400 Bn Global Corporate BLUE OCEAN Training Annual Spend* Others Tuition, $ RED OCEAN 48 Bn 14% Training Learning Delivery Courses, Internal, $ Tech. $ 85 Bn 244 Bn Mgmt. 31% LEARNING SERVICES Learning Tech., $ 5 Bn Training Admin. Content Dev. Cust. Edu., $ 6 15% [Showing first 8,000 characters — download PDF for full document]