Investor Presentation

July 21, 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 to be 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 June 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 Q1 FY27 July 21, 2026 Environment Overall 1 2 3 4 BFSI hiring has GCCs continue to AI Anxiety has become become more selective IT freshers hiring under outperform traditional IT Demand: 40% of workers Overall hiring moderated strain hiring now fear AI could replace despite business growth. Top-5 IT firms cut 7,389 Demand is concentrated their job, up from 28% in Hiring shifting from volume jobs in FY26. FY27 freshers around AI, Data, Product 2024. Reskilling is now a to specialist roles (AI, hiring outlook cut to 25K. Engineering and Digital bigger priority than hiring. cyber, compliance and capabilities. wealth management). 5 6 7 Enterprise hiring remains subdued: AI and Workforce: Growth in edtech remains 1. Productivity gains continue Demand is shifting towards to take precedence over muted; consolidation AI-enabled workforce headcount expansion. wave continues:Sector is transformation, AI 2. Learning investments starting to see active engineering and agentic increasingly expected to consolidation. workflows. demonstrate measurable business ROI. Sources: National Dailies, Sectoral reports, earnings outlook commentary, targeted AI prompting Helping people realize their true potential 22 The Three-Part AI Talent Opportunity | GSIs, GCCs and Indian Enterprises AI-augmented teams are already running 40–70% smaller. One engagement: 150-person team compressed to 42. >50% of roles face displacement in 36 months. 01 - Reskill 02 - Retool 03 - Onboard Existing employees whose roles are Staff displaced by AI productivity New early-career talent into AI-era evolving gains roles AI is driving significant role transitions — As AI compresses team sizes, displaced Entry level work most displaced by AI. Fresh employees need new capabilities to stay workers need transition into new AI-era hires need Simulated Practice with Synthetic relevant in AI-augmented workflows roles, not redundancy. In-house L&D needs Work and AI coaching to accelerate support to scale and stay on pace with this experience. NIIT's response: transformation • GenAI + Agentic AI programs; AI NIIT's response: coaching for banks, GCCs & Indian NIIT's response: • Iamneo adds College to Corporate enterprises • Unified StackRoute + RPS -deep bridge • Outcome-led role redesign:beyond reskilling at scale, not course catalogues • Synthetic Work platform + Architect on certifications, built for AI-era job • Capability orchestration:Judgment, AI Graduation product are purpose-built performance output verification, agentic workflow for AI-era onboarding design FY27 Priority: Scale AI programs + expand GCC/Indian AI Programsgrowing rapidly; ~9% of revenue in enterprise penetration through outcome-led reskilling & role Q1FY27 redesign. Helping people realize their true potential 3 Q1 FY27: Financial Performance • Revenue at INR 957 Mn, up 14% YoY. • Product Mix • Revenue fromTechnology programs at INR 680 Mn, up 16% YoY. • Revenue fromBFSI & Other programs at INR 277 Mn, up 9% YoY. • GTM Mix • Revenue fromEnterprise GTM at INR 618 Mn, up 8% YoY. • Revenue fromConsumer GTM at INR 339Mn, up 27% YoY. • EBITDA at INR (14) Mn vs INR (63) Mn in Q1 FY26. • Treasury Income at INR 175 Mn vs INR 176 Mn in Q1 FY26. • PAT at INR 81 Mn vs INR 44 Mn in Q1 FY26, up 85% YoY. • EPS at INR 0.6, higher from INR 0.3 in Q1 FY26. • Order Intake at INR 953 Mn. Reflections Investments in Go-To-Market and AI portfolio continue to drive growth Helping people realize their true potential 4 Q1 FY27: Business Highlights • New AI offerings launched including Forward Deployed Engineers (FDEs), Site Reliability Engineers (SREs) and AI Auditors. Along with programs for AI Engineering, Agentic AI and AI Fluency, portfolio now address the full lifecycle of enterprise AI adoption - building, deploying, operating, and governing AI solutions at scale. • RPS Consulting namedGoogle Partnerof the Yearfor the fourth consecutive year for the Asia PacificRegion. • Completed merger of RPS Consulting and IFBI with NIIT Limited in Q1; strengthens NIIT’s Enterprise and Consumer portfolios. • Hosted the fourth edition of the World Digital Architect Conclave (WDAC) 2026, themed ‘Architecting for Tomorrow’s Experiences in an AI-First World,’with 177 externalattendees from 57 companies. • Strengthened customer engagement through BAL&NCE 4.0 in Chennai (31 leaders, 22 organisations) and enterprise AI webinars drawing 821 attendeesfrom 74 organisations. • Unveiled the India Skills Gap Report 2026 with YouGov, based on 3,500+ respondents, highlighting rising demand for AI, data and cybersecurity skills and a shift to skills-firsthiring. Reflections Continuing investments in Go-to-Market and in AI portfolio Helping people realize their true potential 5 Key Financials INR Mn Q1 FY27 Q4 FY26 QoQ Q1 FY26 YoY Net Revenue 9 57 9 97 -4% 8 41 14% Operating Expenses 9 71 9 98 -3% 9 04 7% EBITDA (14) ( 0.2) (14) mn ( 63) 48 mn Depreciation 96 74 29% 67 44% Net Other Income / (Expense) 1 80 58 212% 1 79 1% Operational PBT 70 ( 17) 520% 5 0 40% Tax (6) 18 -135% 8 -182% Profit/ (loss) from discontinued (1) (0) (0.9) mn (1) (0.5) mn Operations & Assets held for Sale Non Controlling Interests 6 (9) 15 mn 2 4 mn PAT 81 ( 44) 283% 44 85% EPS (INR) 0.6 ( 0.3) 284% 0 .3 84% • Cost rationalizationandoperating leverage ledto improvementinmargin. • Net Other Income/ (Expense) includes Treasury income of INR 175 Mn and other miscellaneous income of INR 24 Mn, offset by Exceptional expense of INR 15 Mn, Net Finance Cost and Charges of INR 3 Mn and forex loss of INR0.3 Mn. Helping people realize their true potential 6 Revenue Mix Q1 FY27 Q1 FY26 Current Year Last Year BFSI & BFSI & Others Consumer Others Consumer 30% 35% Enterprise Technology Enterprise Technology 68% Technology programs saw overall growth across Enterprise and Consumer GTMs. Growth in BFSI & Other programs driven by partial recovery in Consumer GTM. Helping people realize their true potential 7 People 940 939 # of People Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Headcount down 65 QoQ and down 19 YoY * excludes project retainers Helping people realize their true potential 8 Shareholding Pattern 39.4% 40.0% 40.6% 41.7% 39.9% 11.3% 11.2% 11.2% 11.2% 11.2% 12.2% 11.8% 11.3% 10.1% 8.1% 40.9% 37.2% 37.0% 37.0% 37.0% Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Promoters FPIs DIIs Individuals and Corporates * Includes impact of dilution in shareholding percentage due to exercise of ESOPs Helping people realize their true potential 9 Helping people realize their true potential 10