Investor Presentation

October 27, 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 made to the Analysts and / or Institutional Investors Scrip Code: BSE – 500304; NSE – NIITLTD Dear Sir, Pursuant to the requirement of Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the presentation to be made to the Analysts and/or Institutional Investors on the Unaudited Financial Results of the Company for the quarter ended September 30, 2026. The same shall be available on our website i.e. www.niit.com. This is for your information and records. Thanking you, Yours sincerely, For NIIT Limited Arpita B Malhotra Company Secretary & Compliance Officer Encls : a/a Financial Results Q2 FY27 October 27, 2026 Environment | Q2 FY27 1 2 3 AI reskilling demand IT Sectorhiring has is measurable: 2 Mn+ BFSI hiring is more seen marginalpickup in Q2. Indians are already AI- selective. Operations grew The top five India listed IT trained, but only 200-300K 8-9% YoY while non-banking services firms added ~14K. hold advanced skills. BPO fell 40-50%; demand is However, trends remain Industry AI revenue is $10-12 now judgement-led risk and mixed on demand Bn. compliance. headwinds. NasscomAnnual Strategic Review 2026 Han Digital IT-BPM 2026 (estimate) Company Q2 FY27 results 4 5 6 GCCs keep Enterprise hiring remains outperforming traditional IT. AI and workforce: over 1,200 subdued: 2,100+GCCs employ 2.36 GCCs have embedded AI/ML 1. Companiesprioritise Mn, from 1,900 with 1.9 Mn and 250K AI professionals redeployment over employees last year. now sit inside them. Demand headcount growth. Expected addition of 200K in is moving to AI engineering 2. Learning spend needs FY27; Cost pressures remain and agentic workflows. measurable outcomes. Nasscom-ZinnovGCC Value Orbit, Jul 2026 Nasscom-Zinnov, Jul 2026 Nasscom-Zinnov, Jul 2026 Sources: NasscomAnnual Strategic Review 2026; Nasscom-ZinnovGCC Value Orbit (Jul 2026); company Q2 FY27 results and filings Han Digital IT-BPM 2026. Helping people realize their true potential 22 Q2 FY27 Performance • Overall Revenue at INR 982 Mn; up 3% QoQ and down 6% YoY; AI revenue at 12.4% inQ2 • Product Mix: BFSI & Other programs at INR 321 Mn; up 16% QoQ and 11% YoY;TechnologyprogramsatINR661 Mn;lowerby3%QoQand13% YoY. • GTM Mix: Enterprise Business at INR 625 Mn (up 1% QoQ, down 11% YoY); ConsumerBusinessatINR357 Mn (up5%QoQ,3%YoY); • OrderIntake ofINR1,301 Mn; up36%QoQandlower11% YoY • EBITDAatINR27MnvsINR13MninQ2FY26 andINR(14) MninQ1 FY27 • TreasuryIncomeatINR41MnvsINR85MninQ2FY26,significantlyimpacteddueto market-to-marketimpactofincreaseininterestratesduringthequarter • Cash(includingfixedincomeinvestments)balance atRs6,889 millionasofSept30 • Anish Sarkar joined as CEO and Bimaljeet Singh Bhasin joined as Chief Growth OfficerinQ3 Helping people realize their true potential 3 Key Financials INR Mn Q2 FY27 Q1 FY27 QoQ Q2 FY26 YoY Net Revenue 982 9 57 3% 1 ,049 -6% Operating Expenses 955 9 71 -2% 1,036 -8% EBITDA 27 ( 14) 41 mn 1 3 14 mn Depreciation 103 9 6 8% 7 3 43% Net Other Income / (Expense) 65 1 80 -64% 8 2 -21% Operational PBT (11) 7 0 -81 mn 2 3 -35 mn Tax 6 ( 6) 197% 1 6 -63% Profit/ (loss) from discontinued ( 1) ( 1) 0.1 mn ( 1) -0.4 mn Operations & Assets held for Sale Non Controlling Interests (4) 6 -9 mn 7 -11 mn PAT (22) 8 1 -103 mn 1 4 -36 mn EPS (INR) (0.2) 0 .6 ( 0.8) 0 .1 ( 0.3)  Net Revenue stood at INR 982 Mn, up 3% QoQ while Operating expenses reduced by 2% QoQ resulting intoEBITDAimprovementatINR 27mn  Net Other Income includes Treasury income INR 41 Mn (INR 175 Mn in Q1 FY27 & INR 85 Mnin Q2 FY26). Treasury income includes market to market impact due to increase in interest rates duringthe quarter Helping people realize their true potential 4 Revenue Mix – Q2 FY27 Q2 FY27 Q2 FY26 Current Year Last Year BFSI & BFSI & Others Others Consumer Consumer 33% Technology Enterprise Enterprise Technology 64% 67% 73% Helping people realize their true potential 5 What we are excited about AI offerings are scaling GTM expansion University segment is AI contribution grew to 12.4% of Continue to expand customer base. growing revenue in Q2, up from 9% in Q1; AI BFSI and India Enterprises are Graduates need deep skilling to be solutions are finding resonance growing competitive in the job market GSI and GCC talent reset Cost initiatives are Anish Sarkar joined as CEO GSIs and GCCs are transforming and delivering Experience across global GSIs, talent reconfiguring their talent plans transformation consulting and digital Measures are in place and showing services, with deep relationships results among HR leaders in India Helping people realize their true potential 6 People 940 939 931 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Headcount down by 50 QoQ and 124 YoY * excludes project retainers -126 Helping people realize their true potential 7 Share Holding Pattern * Includes impact dilution of shareholding percentage due to exercise of ESOPs Helping people realize their true potential 8