View Future GrowthNIIT 過去の業績過去 基準チェック /06NIITの収益は年間平均-43.9%の割合で減少していますが、 Consumer Services業界の収益は年間 増加しています。収益は年間26.2% 30.3%割合で 減少しています。 NIITの自己資本利益率は0.6%であり、純利益率は1.4%です。主要情報-43.89%収益成長率-43.30%EPS成長率Consumer Services 業界の成長30.43%収益成長率-30.35%株主資本利益率0.57%ネット・マージン1.41%次回の業績アップデート21 Jul 2026最近の業績更新お知らせ • Jul 13NIIT Limited to Report Q1, 2027 Results on Jul 21, 2026NIIT Limited announced that they will report Q1, 2027 results on Jul 21, 2026Reported Earnings • May 16Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹0.41 (down from ₹3.52 in FY 2025). Revenue: ₹4.57b (up 28% from FY 2025). Net income: ₹54.9m (down 89% from FY 2025). Profit margin: 1.2% (down from 13% in FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 146%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings.お知らせ • May 06NIIT Limited to Report Q4, 2026 Results on May 14, 2026NIIT Limited announced that they will report Q4, 2026 results on May 14, 2026Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹0.30 (down from ₹1.00 in 3Q 2025). Revenue: ₹1.22b (up 25% from 3Q 2025). Net income: ₹40.3m (down 70% from 3Q 2025). Profit margin: 3.3% (down from 14% in 3Q 2025). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 38% per year.お知らせ • Jan 22NIIT Limited to Report Q3, 2026 Results on Jan 30, 2026NIIT Limited announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 05NIIT's (NSE:NIITLTD) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that NIIT Limited's ( NSE:NIITLTD ) recent earnings didn't contain any surprises...すべての更新を表示Recent updatesお知らせ • Jul 13NIIT Limited to Report Q1, 2027 Results on Jul 21, 2026NIIT Limited announced that they will report Q1, 2027 results on Jul 21, 2026Buy Or Sell Opportunity • Jun 16Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to ₹106. The fair value is estimated to be ₹84.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 678% in the next 2 years.New Risk • Jun 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 247% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 247% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • May 16Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹0.41 (down from ₹3.52 in FY 2025). Revenue: ₹4.57b (up 28% from FY 2025). Net income: ₹54.9m (down 89% from FY 2025). Profit margin: 1.2% (down from 13% in FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 146%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings.お知らせ • May 06NIIT Limited to Report Q4, 2026 Results on May 14, 2026NIIT Limited announced that they will report Q4, 2026 results on May 14, 2026Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹59.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Services industry in India. Total returns to shareholders of 71% over the past three years.New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.99b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.1% net profit margin). Market cap is less than US$100m (₹8.99b market cap, or US$97.6m).Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹0.30 (down from ₹1.00 in 3Q 2025). Revenue: ₹1.22b (up 25% from 3Q 2025). Net income: ₹40.3m (down 70% from 3Q 2025). Profit margin: 3.3% (down from 14% in 3Q 2025). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 38% per year.お知らせ • Jan 22NIIT Limited to Report Q3, 2026 Results on Jan 30, 2026NIIT Limited announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 05NIIT's (NSE:NIITLTD) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that NIIT Limited's ( NSE:NIITLTD ) recent earnings didn't contain any surprises...New Risk • Oct 29New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.7% net profit margin).Reported Earnings • Oct 29Second quarter 2026 earnings released: EPS: ₹0.10 (vs ₹0.97 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.10 (down from ₹0.97 in 2Q 2025). Revenue: ₹1.05b (up 16% from 2Q 2025). Net income: ₹14.3m (down 89% from 2Q 2025). Profit margin: 1.4% (down from 14% in 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.お知らせ • Oct 17NIIT Limited to Report Q2, 2026 Results on Oct 28, 2025NIIT Limited announced that they will report Q2, 2026 results on Oct 28, 2025お知らせ • Sep 24NIIT Limited Approves Re-Designation of Parappil Rajendran as Non-Executive Non-Independent DirectorNIIT Limited in its Annual General Meeting held on September 24, 2025 approved to re-designate Mr. Parappil Rajendran (DIN:00042531), Joint Managing Director as a Non-Executive Non-Independent Director of the Company.分析記事 • Aug 26NIIT's (NSE:NIITLTD) Dividend Will Be Increased To ₹1.00NIIT Limited's ( NSE:NIITLTD ) dividend will be increasing from last year's payment of the same period to ₹1.00 on 24th...お知らせ • Aug 25NIIT Limited, Annual General Meeting, Sep 24, 2025NIIT Limited, Annual General Meeting, Sep 24, 2025, at 10:00 Indian Standard Time.Declared Dividend • Aug 25Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 4th September 2025 Payment date: 24th October 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 24% over the next year, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 13NIIT Limited Just Missed Earnings - But Analysts Have Updated Their ModelsNSEI:NIITLTD 1 Year Share Price vs Fair Value Explore NIIT's Fair Values from the Community and select yours The...Price Target Changed • Aug 12Price target decreased by 13% to ₹130Down from ₹150, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ₹113. Stock is down 1.0% over the past year. The company is forecast to post earnings per share of ₹4.20 for next year compared to ₹3.52 last year.Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: ₹0.32 (down from ₹0.58 in 1Q 2025). Revenue: ₹1.08b (up 31% from 1Q 2025). Net income: ₹44.3m (down 44% from 1Q 2025). Profit margin: 4.1% (down from 9.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 38%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance.お知らせ • Jul 29NIIT Limited to Report Q1, 2026 Results on Aug 08, 2025NIIT Limited announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • Jul 02Niit Limited Appoints Harsh Kundra as Senior Management Person of the Company Effective from July 1, 2025NIIT Limited appointed Harsh Kundra as Senior Management Person of the Company w.e.f. July 1, 2025. Education: Mr. Kundra holds M.S. in Human-Computer Interaction from Carnegie Mellon University and a B.E. in Computer Science from Delhi College of Engineering. Career Journey: He is a seasoned technology leader with over 20 years of experience building scalable, high-performance technology solutions. He previously served as CTO of India's largest SchoolTech company, scaling systems from 300 to 9,000+ schools. His expertise spans EdTech, mobile and web development, and microservices. He has built and led high-performing teams, implemented rigorous processes, and delivered exceptional products in complex, fast-paced environments. He has held leadership roles at Future Group, Jabong, MeritNation, and startups. He is proficient in a wide range of development tools, programming languages, databases, and cloud platforms.お知らせ • Jun 13NIIT Limited (BSE:500304) completed the acquisition of an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders.NIIT Limited (BSE:500304) agreed to acquire an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders on April 19, 2025. In a related transaction, NIIT Limited is acquiring 18.79% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from ICICI Bank Limited. Upon completion of the transactions, NIIT Limited will own 100% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. A combined cash consideration of INR 65.8 million will be paid by NIIT Limited. The transaction is subject to approval of offer by the board of NIIT Limited. The deal has been approved by the board. The expected completion of the transaction is on or before September 30, 2025. NIIT Limited (BSE:500304) completed the acquisition of an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders on June 11, 2025.分析記事 • May 18NIIT Limited Just Recorded A 8.4% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in NIIT Limited ( NSE:NIITLTD ) had a good week, as its shares rose 7.9% to close at ₹139 following the...Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₹3.52 (up from ₹2.88 in FY 2024). Revenue: ₹4.38b (up 44% from FY 2024). Net income: ₹476.2m (up 23% from FY 2024). Profit margin: 11% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 8.4%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.お知らせ • May 02NIIT Limited to Report Q4, 2025 Results on May 13, 2025NIIT Limited announced that they will report Q4, 2025 results on May 13, 2025お知らせ • Apr 21+ 1 more updateNIIT Limited (BSE:500304) agreed to acquire an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders.NIIT Limited (BSE:500304) agreed to acquire an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders on April 19, 2025. In a related transaction, NIIT Limited is acquiring 18.79% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from ICICI Bank Limited. Upon completion of the transactions, NIIT Limited will own 100% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. A combined cash consideration of INR 65.8 million will be paid by NIIT Limited. The transaction is subject to approval of offer by the board of NIIT Limited. The deal has been approved by the board. The expected completion of the transaction is on or before September 30, 2025.お知らせ • Apr 18NIIT Limited (BSE:500304) acquired an unknown minority stake in Iamneo Edutech Private Limited from the promoters for approximately INR 510 million.NIIT Limited (BSE:500304) acquired an unknown minority stake in Iamneo Edutech Private Limited from the promoters for approximately INR 510 million on April 17, 2025. A cash consideration of INR 513 million will be paid by NIIT Limited. As part of consideration, INR 513 million is paid towards common equity of Iamneo Edutech Private Limited. In a related transaction NIIT Limited has also completed a subscription of fresh equity shares of Iamneo Edutech Private Limited. NIIT Limited has acquired an aggregate of 70% stake in Iamneo Edutech Private Limited through both subscription of fresh equity shares and secondary acquisition for a total consideration of INR 613 million. The consideration includes primary investment of approx. INR 100 million. The remaining 30% shareholding of the Company will be acquired by NIIT Limited from the promoters of the Iamneo Edutech Private Limited in subsequent tranches, over a period of next 5 (five) years, subject to certain terms & conditions. For the period ending March 31, 2025, Iamneo Edutech Private Limited reported total revenue of INR 276 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. NIIT Limited (BSE:500304) completed the acquisition of an unknown minority stake in Iamneo Edutech Private Limited from the promoters on April 17, 2025.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹127, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 126% over the past three years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹131, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Consumer Services industry in Asia. Total returns to shareholders of 141% over the past three years.分析記事 • Feb 12NIIT Limited's (NSE:NIITLTD) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioThe NIIT Limited ( NSE:NIITLTD ) share price has fared very poorly over the last month, falling by a substantial 26...Buy Or Sell Opportunity • Jan 29Now 24% overvaluedOver the last 90 days, the stock has fallen 3.4% to ₹150. The fair value is estimated to be ₹121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last 3 years. Earnings per share has declined by 64%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.分析記事 • Jan 29NIIT Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThere's been a notable change in appetite for NIIT Limited ( NSE:NIITLTD ) shares in the week since its quarterly...Reported Earnings • Jan 25Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹1.00 (down from ₹1.08 in 3Q 2024). Revenue: ₹1.15b (up 35% from 3Q 2024). Net income: ₹134.9m (down 6.7% from 3Q 2024). Profit margin: 12% (down from 17% in 3Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance.お知らせ • Jan 13NIIT Limited to Report Q3, 2025 Results on Jan 24, 2025NIIT Limited announced that they will report Q3, 2025 results on Jan 24, 2025New Risk • Jan 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Significant insider selling over the past 3 months (₹6.2m sold).Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹224, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 474% over the past three years.分析記事 • Nov 25Earnings Not Telling The Story For NIIT Limited (NSE:NIITLTD) After Shares Rise 27%NIIT Limited ( NSE:NIITLTD ) shareholders have had their patience rewarded with a 27% share price jump in the last...Recent Insider Transactions • Nov 22Insider recently sold ₹950k worth of stockOn the 19th of November, Yogesh Bhatt sold around 5k shares on-market at roughly ₹190 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹26m more than they bought in the last 12 months.Recent Insider Transactions • Nov 20Insider recently sold ₹4.0m worth of stockOn the 11th of November, Yogesh Bhatt sold around 20k shares on-market at roughly ₹199 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹25m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹193, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 503% over the past three years.Reported Earnings • Oct 26Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹0.97 (up from ₹0.80 in 2Q 2024). Revenue: ₹1.13b (up 39% from 2Q 2024). Net income: ₹130.8m (up 22% from 2Q 2024). Profit margin: 12% (down from 13% in 2Q 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.お知らせ • Oct 15NIIT Limited to Report Q2, 2025 Results on Oct 25, 2024NIIT Limited announced that they will report Q2, 2025 results on Oct 25, 2024Recent Insider Transactions • Sep 05Insider recently sold ₹8.2m worth of stockOn the 29th of August, Rajan Venkataraman sold around 50k shares on-market at roughly ₹163 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.分析記事 • Aug 28NIIT Limited's (NSE:NIITLTD) Shares Climb 38% But Its Business Is Yet to Catch UpNIIT Limited ( NSE:NIITLTD ) shares have continued their recent momentum with a 38% gain in the last month alone. The...New Risk • Aug 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.8% average weekly change).お知らせ • Aug 26NIIT Limited, Annual General Meeting, Sep 24, 2024NIIT Limited, Annual General Meeting, Sep 24, 2024, at 14:00 Indian Standard Time.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹128, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Consumer Services industry in Asia. Total returns to shareholders of 329% over the past three years.お知らせ • Aug 07NIIT Ltd. Appoints Anshumaan Prasad as Head of MarketingNIIT Ltd. has announced the appointment of Anshumaan Prasad as its new Head of Marketing. In his role, Anshumaan will lead NIIT Limited's marketing strategy and initiatives, driving growth and enhancing the brand's presence in the industry. Anshumaan comes with more than 13 years of experience across FMCG, FMCD, and Tech sectors, having worked with organizations such as HUL and Amazon. Anshumaan has a rich and diverse background, holding a dual degree from IIT Kharagpur and an MBA from IIM Bangalore. Before joining NIIT, he was a Senior Brand Manager at Amazon India where he led the mass-marketing initiatives for Amazon Prime membership and Amazon Specials, driving substantial business growth over three years.Reported Earnings • Aug 03First quarter 2025 earnings released: EPS: ₹0.58 (vs ₹0.17 in 1Q 2024)First quarter 2025 results: EPS: ₹0.58 (up from ₹0.17 in 1Q 2024). Revenue: ₹992.3m (up 59% from 1Q 2024). Net income: ₹78.4m (up 237% from 1Q 2024). Profit margin: 7.9% (up from 3.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹128, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 310% over the past three years.お知らせ • Jul 23NIIT Limited to Report Q1, 2025 Results on Aug 02, 2024NIIT Limited announced that they will report Q1, 2025 results on Aug 02, 2024お知らせ • May 26NIIT Limited Provides Earnings Guidance for the Financial Year 2025NIIT Limited provided earnings guidance for the financial year 2025. For the year, the company expects revenue next year to be in the range of INR 3,800 million to INR 4,000 million.Reported Earnings • May 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹2.88 (up from ₹0.44 in FY 2023). Revenue: ₹3.68b (up 7.9% from FY 2023). Net income: ₹387.8m (up ₹328.4m from FY 2023). Profit margin: 11% (up from 1.7% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • May 17NIIT Limited to Report Q4, 2024 Results on May 24, 2024NIIT Limited announced that they will report Q4, 2024 results on May 24, 2024お知らせ • Apr 28NIIT Limited Announces Bimaljeet Singh Bhasin, President - Enterprise Business IndiaNIIT Limited announced that Mr. Bimaljeet Singh Bhasin, President - Enterprise Business India, a Senior Management Personnel of the Company has tendered his resignation from services of the Company to pursue new opportunity. Effective April 26, 2024.お知らせ • Mar 16NIIT Limited Announces Board AppointmentsNIIT Limited approved appointment of Mr. Sanjiv Kumar Chaudhary and Ms. Sonu Halan Bhasin as an Independent Director of the Company.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹102, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 527% over the past three years.分析記事 • Feb 07NIIT Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearNIIT Limited ( NSE:NIITLTD ) shareholders are probably feeling a little disappointed, since its shares fell 5.3% to...Reported Earnings • Feb 04Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ₹1.08 (down from ₹4.11 in 3Q 2023). Revenue: ₹1.02b (down 78% from 3Q 2023). Net income: ₹144.5m (down 74% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Jan 23NIIT Limited to Report Q3, 2024 Results on Feb 02, 2024NIIT Limited announced that they will report Q3, 2024 results on Feb 02, 2024Recent Insider Transactions • Nov 17CEO & Executive Director recently sold ₹16m worth of stockOn the 13th of November, Sapnesh Lalla sold around 138k shares on-market at roughly ₹116 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sapnesh's only on-market trade for the last 12 months.Price Target Changed • Nov 03Price target decreased by 36% to ₹270Down from ₹425, the current price target is an average from 2 analysts. New target price is 128% above last closing price of ₹118. The company is forecast to post earnings per share of ₹3.00 for next year compared to ₹0.44 last year.Upcoming Dividend • Nov 03Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 10 November 2023. Payment date: 30 November 2023. The company last paid an ordinary dividend in July 2013. The average dividend yield among industry peers is 1.9%.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹0.80 (vs ₹2.95 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.80 (down from ₹2.95 in 2Q 2023). Revenue: ₹962.0m (down 76% from 2Q 2023). Net income: ₹107.5m (down 73% from 2Q 2023). Profit margin: 11% (up from 10% in 2Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Nov 02NIIT Limited Declares Interim Dividend for the Financial Year 2023-2024NIIT Limited declared an Interim Dividend of INR 0.50/- per Equity Share of face value of INR 2/- each fully paid-up for the financial year 2023-2024.お知らせ • Oct 20NIIT Limited to Report Q2, 2024 Results on Oct 31, 2023NIIT Limited announced that they will report Q2, 2024 results on Oct 31, 2023Recent Insider Transactions • Sep 15Insider recently sold ₹2.1m worth of stockOn the 11th of September, Rajiv Arora sold around 23k shares on-market at roughly ₹90.21 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹101m more than they bought in the last 12 months.分析記事 • Sep 12Is NIIT (NSE:NIITLTD) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Aug 26NIIT Limited, Annual General Meeting, Sep 27, 2023NIIT Limited, Annual General Meeting, Sep 27, 2023, at 11:30 Indian Standard Time.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ₹0.17 (vs ₹3.42 in 1Q 2023)First quarter 2024 results: EPS: ₹0.17 (down from ₹3.42 in 1Q 2023). Revenue: ₹783.2m (down 81% from 1Q 2023). Net income: ₹23.2m (down 95% from 1Q 2023). Profit margin: 3.0% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Aug 03NIIT Limited to Report Q1, 2024 Results on Aug 10, 2023NIIT Limited announced that they will report Q1, 2024 results on Aug 10, 2023Recent Insider Transactions • Jun 12Insider recently sold ₹23m worth of stockOn the 7th of June, Sanjay Mal sold around 60k shares on-market at roughly ₹391 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹110m more than they bought in the last 12 months.New Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 22% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.7% net profit margin). Significant insider selling over the past 3 months (₹5.7m sold).Price Target Changed • May 31Price target increased by 7.6% to ₹425Up from ₹395, the current price target is an average from 2 analysts. New target price is 6.1% above last closing price of ₹400. Stock is down 16% over the past year. The company posted earnings per share of ₹0.45 last year.Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹0.45 (vs ₹17.12 in FY 2022)Full year 2023 results: EPS: ₹0.45 (down from ₹17.12 in FY 2022). Revenue: ₹3.79b (down 73% from FY 2022). Net income: ₹59.4m (down 97% from FY 2022). Profit margin: 1.6% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 63% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 61% per year, which means it is well ahead of earnings.お知らせ • May 23NIIT Limited to Report Q4, 2023 Results on May 29, 2023NIIT Limited announced that they will report Q4, 2023 results on May 29, 2023Recent Insider Transactions • Mar 11President of GPS & Learning Delivery recently sold ₹5.4m worth of stockOn the 9th of March, Udai Singh sold around 15k shares on-market at roughly ₹359 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹15m. Insiders have been net sellers, collectively disposing of ₹119m more than they bought in the last 12 months.Recent Insider Transactions • Feb 18Insider recently sold ₹15m worth of stockOn the 14th of February, Rajan Venkataraman sold around 43k shares on-market at roughly ₹355 per share. This transaction amounted to 86% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹138m more than they bought in the last 12 months.Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: ₹4.11 (vs ₹4.18 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.11 (down from ₹4.18 in 3Q 2022). Revenue: ₹4.55b (up 19% from 3Q 2022). Net income: ₹552.7m (down 1.2% from 3Q 2022). Profit margin: 12% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.お知らせ • Jan 24NIIT Limited to Report Q3, 2023 Results on Jan 31, 2023NIIT Limited announced that they will report Q3, 2023 results on Jan 31, 2023Recent Insider Transactions • Dec 15President of GPS & Learning Delivery recently sold ₹8.3m worth of stockOn the 13th of December, Udai Singh sold around 25k shares on-market at roughly ₹337 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹173m more than they bought in the last 12 months.Recent Insider Transactions • Dec 01Insider recently sold ₹4.6m worth of stockOn the 24th of November, Gaurav Nigam sold around 15k shares on-market at roughly ₹307 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.9m. Insiders have been net sellers, collectively disposing of ₹164m more than they bought in the last 12 months.Recent Insider Transactions • Nov 20Insider recently sold ₹3.2m worth of stockOn the 16th of November, Bimal Jain sold around 10k shares on-market at roughly ₹303 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.9m. Insiders have been net sellers, collectively disposing of ₹167m more than they bought in the last 12 months.Price Target Changed • Nov 16Price target decreased to ₹355Down from ₹420, the current price target is an average from 2 analysts. New target price is 16% above last closing price of ₹305. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₹13.40 for next year compared to ₹17.12 last year.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Ravi Garikipati was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹331, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the IT industry in India. Total returns to shareholders of 269% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹250 per share.Reported Earnings • Oct 31Second quarter 2023 earnings released: EPS: ₹2.95 (vs ₹3.92 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.95 (down from ₹3.92 in 2Q 2022). Revenue: ₹3.92b (up 25% from 2Q 2022). Net income: ₹397.2m (down 24% from 2Q 2022). Profit margin: 10% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the IT industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Sep 10Insider recently sold ₹8.9m worth of stockOn the 8th of September, Bimaljeet Bhasin sold around 25k shares on-market at roughly ₹355 per share. This transaction amounted to 83% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹189m more than they bought in the last 12 months.Reported Earnings • Jul 14Full year 2022 earnings released: EPS: ₹17.12 (vs ₹11.28 in FY 2021)Full year 2022 results: EPS: ₹17.12 (up from ₹11.28 in FY 2021). Revenue: ₹13.8b (up 45% from FY 2021). Net income: ₹2.30b (up 44% from FY 2021). Profit margin: 17% (in line with FY 2021). Over the next year, revenue is forecast to grow 27%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jun 26President of GPS & Learning Delivery recently sold ₹3.0m worth of stockOn the 21st of June, Udai Singh sold around 8k shares on-market at roughly ₹396 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹16m. Insiders have been net sellers, collectively disposing of ₹229m more than they bought in the last 12 months.Recent Insider Transactions • Jun 10Insider recently sold ₹12m worth of stockOn the 3rd of June, Devenderjit Chadha sold around 25k shares on-market at roughly ₹478 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹217m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹467, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the IT industry in India. Total returns to shareholders of 428% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹205 per share.Reported Earnings • May 26Full year 2022 earnings released: EPS: ₹17.12 (vs ₹11.28 in FY 2021)Full year 2022 results: EPS: ₹17.12 (up from ₹11.28 in FY 2021). Revenue: ₹13.8b (up 45% from FY 2021). Net income: ₹2.30b (up 44% from FY 2021). Profit margin: 17% (in line with FY 2021). Over the next year, revenue is forecast to grow 27%, compared to a 15% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₹473, the stock trades at a trailing P/E ratio of 32.2x. Average forward P/E is 28x in the IT industry in India. Total returns to shareholders of 438% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹250 per share.Price Target Changed • Apr 27Price target increased to ₹590Up from ₹435, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₹565. Stock is up 228% over the past year. The company posted earnings per share of ₹11.28 last year.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Ravi Garikipati was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Mar 25NIIT (NSE:NIITLTD) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...収支内訳NIIT の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NSEI:NIITLTD 収益、費用、利益 ( )INR Millions日付収益収益G+A経費研究開発費31 Mar 263,902551,344031 Dec 253,7672311,462030 Sep 253,7353261,425030 Jun 253,5924421,175031 Mar 253,5764761,298031 Dec 243,4564571,144030 Sep 243,3274661,075030 Jun 243,234443849031 Mar 243,035388903031 Dec 232,8921791,045030 Sep 232,9721891,059030 Jun 233,098131823031 Mar 233,413591,264031 Dec 2216,2672,0833,689030 Sep 2215,5672,0893,504030 Jun 2214,8002,2173,233031 Mar 222,506280958031 Dec 2112,7432,1432,310030 Sep 2111,4412,0462,008030 Jun 2110,4881,8241,860031 Mar 219,5971,4611,749031 Dec 208,8521,1631,976030 Sep 208,7571,0311,987030 Jun 208,8922,8741,642031 Mar 208,89213,5802,065031 Dec 199,39213,5182,345030 Sep 199,17213,4552,278030 Jun 199,06211,5892,209031 Mar 198,6539862,239031 Dec 188,9338292,209030 Sep 188,7508332,302030 Jun 188,5497001,648031 Mar 188,5056252,433031 Dec 179,8937295,744030 Sep 1710,4725925,744030 Jun 1711,8767474,747031 Mar 178,4524092,439031 Dec 1610,6505274,230030 Sep 1610,6006044,230030 Jun 1610,3415964,230031 Mar 1610,0696724,220031 Dec 159,915-1,0175,426030 Sep 159,774-1,1365,4260質の高い収益: NIITLTDには₹109.5M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: NIITLTDの現在の純利益率 (1.4%)は、昨年(13.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: NIITLTDの収益は過去 5 年間で年間43.9%減少しました。成長の加速: NIITLTDは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: NIITLTDは過去 1 年間で収益成長率がマイナス ( -88.5% ) となったため、 Consumer Services業界平均 ( 23.3% ) と比較することが困難です。株主資本利益率高いROE: NIITLTDの 自己資本利益率 ( 0.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/18 19:57終値2026/07/17 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NIIT Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Atul ThakkarAnand Rathi Shares and Stock Brokers LimitedRavi MenonCentrum Broking LimitedBhavtosh VajpayeeCLSA6 その他のアナリストを表示
お知らせ • Jul 13NIIT Limited to Report Q1, 2027 Results on Jul 21, 2026NIIT Limited announced that they will report Q1, 2027 results on Jul 21, 2026
Reported Earnings • May 16Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹0.41 (down from ₹3.52 in FY 2025). Revenue: ₹4.57b (up 28% from FY 2025). Net income: ₹54.9m (down 89% from FY 2025). Profit margin: 1.2% (down from 13% in FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 146%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings.
お知らせ • May 06NIIT Limited to Report Q4, 2026 Results on May 14, 2026NIIT Limited announced that they will report Q4, 2026 results on May 14, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹0.30 (down from ₹1.00 in 3Q 2025). Revenue: ₹1.22b (up 25% from 3Q 2025). Net income: ₹40.3m (down 70% from 3Q 2025). Profit margin: 3.3% (down from 14% in 3Q 2025). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 38% per year.
お知らせ • Jan 22NIIT Limited to Report Q3, 2026 Results on Jan 30, 2026NIIT Limited announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 05NIIT's (NSE:NIITLTD) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that NIIT Limited's ( NSE:NIITLTD ) recent earnings didn't contain any surprises...
お知らせ • Jul 13NIIT Limited to Report Q1, 2027 Results on Jul 21, 2026NIIT Limited announced that they will report Q1, 2027 results on Jul 21, 2026
Buy Or Sell Opportunity • Jun 16Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to ₹106. The fair value is estimated to be ₹84.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 678% in the next 2 years.
New Risk • Jun 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 247% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 247% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).
New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • May 16Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹0.41 (down from ₹3.52 in FY 2025). Revenue: ₹4.57b (up 28% from FY 2025). Net income: ₹54.9m (down 89% from FY 2025). Profit margin: 1.2% (down from 13% in FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 146%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings.
お知らせ • May 06NIIT Limited to Report Q4, 2026 Results on May 14, 2026NIIT Limited announced that they will report Q4, 2026 results on May 14, 2026
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹59.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Services industry in India. Total returns to shareholders of 71% over the past three years.
New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.99b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.1% net profit margin). Market cap is less than US$100m (₹8.99b market cap, or US$97.6m).
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹0.30 (down from ₹1.00 in 3Q 2025). Revenue: ₹1.22b (up 25% from 3Q 2025). Net income: ₹40.3m (down 70% from 3Q 2025). Profit margin: 3.3% (down from 14% in 3Q 2025). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Consumer Services industry in India. Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 38% per year.
お知らせ • Jan 22NIIT Limited to Report Q3, 2026 Results on Jan 30, 2026NIIT Limited announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 05NIIT's (NSE:NIITLTD) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that NIIT Limited's ( NSE:NIITLTD ) recent earnings didn't contain any surprises...
New Risk • Oct 29New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.7% net profit margin).
Reported Earnings • Oct 29Second quarter 2026 earnings released: EPS: ₹0.10 (vs ₹0.97 in 2Q 2025)Second quarter 2026 results: EPS: ₹0.10 (down from ₹0.97 in 2Q 2025). Revenue: ₹1.05b (up 16% from 2Q 2025). Net income: ₹14.3m (down 89% from 2Q 2025). Profit margin: 1.4% (down from 14% in 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 17NIIT Limited to Report Q2, 2026 Results on Oct 28, 2025NIIT Limited announced that they will report Q2, 2026 results on Oct 28, 2025
お知らせ • Sep 24NIIT Limited Approves Re-Designation of Parappil Rajendran as Non-Executive Non-Independent DirectorNIIT Limited in its Annual General Meeting held on September 24, 2025 approved to re-designate Mr. Parappil Rajendran (DIN:00042531), Joint Managing Director as a Non-Executive Non-Independent Director of the Company.
分析記事 • Aug 26NIIT's (NSE:NIITLTD) Dividend Will Be Increased To ₹1.00NIIT Limited's ( NSE:NIITLTD ) dividend will be increasing from last year's payment of the same period to ₹1.00 on 24th...
お知らせ • Aug 25NIIT Limited, Annual General Meeting, Sep 24, 2025NIIT Limited, Annual General Meeting, Sep 24, 2025, at 10:00 Indian Standard Time.
Declared Dividend • Aug 25Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 4th September 2025 Payment date: 24th October 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 24% over the next year, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 13NIIT Limited Just Missed Earnings - But Analysts Have Updated Their ModelsNSEI:NIITLTD 1 Year Share Price vs Fair Value Explore NIIT's Fair Values from the Community and select yours The...
Price Target Changed • Aug 12Price target decreased by 13% to ₹130Down from ₹150, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ₹113. Stock is down 1.0% over the past year. The company is forecast to post earnings per share of ₹4.20 for next year compared to ₹3.52 last year.
Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: ₹0.32 (down from ₹0.58 in 1Q 2025). Revenue: ₹1.08b (up 31% from 1Q 2025). Net income: ₹44.3m (down 44% from 1Q 2025). Profit margin: 4.1% (down from 9.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 38%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 29NIIT Limited to Report Q1, 2026 Results on Aug 08, 2025NIIT Limited announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • Jul 02Niit Limited Appoints Harsh Kundra as Senior Management Person of the Company Effective from July 1, 2025NIIT Limited appointed Harsh Kundra as Senior Management Person of the Company w.e.f. July 1, 2025. Education: Mr. Kundra holds M.S. in Human-Computer Interaction from Carnegie Mellon University and a B.E. in Computer Science from Delhi College of Engineering. Career Journey: He is a seasoned technology leader with over 20 years of experience building scalable, high-performance technology solutions. He previously served as CTO of India's largest SchoolTech company, scaling systems from 300 to 9,000+ schools. His expertise spans EdTech, mobile and web development, and microservices. He has built and led high-performing teams, implemented rigorous processes, and delivered exceptional products in complex, fast-paced environments. He has held leadership roles at Future Group, Jabong, MeritNation, and startups. He is proficient in a wide range of development tools, programming languages, databases, and cloud platforms.
お知らせ • Jun 13NIIT Limited (BSE:500304) completed the acquisition of an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders.NIIT Limited (BSE:500304) agreed to acquire an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders on April 19, 2025. In a related transaction, NIIT Limited is acquiring 18.79% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from ICICI Bank Limited. Upon completion of the transactions, NIIT Limited will own 100% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. A combined cash consideration of INR 65.8 million will be paid by NIIT Limited. The transaction is subject to approval of offer by the board of NIIT Limited. The deal has been approved by the board. The expected completion of the transaction is on or before September 30, 2025. NIIT Limited (BSE:500304) completed the acquisition of an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders on June 11, 2025.
分析記事 • May 18NIIT Limited Just Recorded A 8.4% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in NIIT Limited ( NSE:NIITLTD ) had a good week, as its shares rose 7.9% to close at ₹139 following the...
Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₹3.52 (up from ₹2.88 in FY 2024). Revenue: ₹4.38b (up 44% from FY 2024). Net income: ₹476.2m (up 23% from FY 2024). Profit margin: 11% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 8.4%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.
お知らせ • May 02NIIT Limited to Report Q4, 2025 Results on May 13, 2025NIIT Limited announced that they will report Q4, 2025 results on May 13, 2025
お知らせ • Apr 21+ 1 more updateNIIT Limited (BSE:500304) agreed to acquire an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders.NIIT Limited (BSE:500304) agreed to acquire an additional 0.49% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from individual shareholders on April 19, 2025. In a related transaction, NIIT Limited is acquiring 18.79% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. from ICICI Bank Limited. Upon completion of the transactions, NIIT Limited will own 100% stake in NIIT Institute of Finance, Banking & Insurance Training Ltd. A combined cash consideration of INR 65.8 million will be paid by NIIT Limited. The transaction is subject to approval of offer by the board of NIIT Limited. The deal has been approved by the board. The expected completion of the transaction is on or before September 30, 2025.
お知らせ • Apr 18NIIT Limited (BSE:500304) acquired an unknown minority stake in Iamneo Edutech Private Limited from the promoters for approximately INR 510 million.NIIT Limited (BSE:500304) acquired an unknown minority stake in Iamneo Edutech Private Limited from the promoters for approximately INR 510 million on April 17, 2025. A cash consideration of INR 513 million will be paid by NIIT Limited. As part of consideration, INR 513 million is paid towards common equity of Iamneo Edutech Private Limited. In a related transaction NIIT Limited has also completed a subscription of fresh equity shares of Iamneo Edutech Private Limited. NIIT Limited has acquired an aggregate of 70% stake in Iamneo Edutech Private Limited through both subscription of fresh equity shares and secondary acquisition for a total consideration of INR 613 million. The consideration includes primary investment of approx. INR 100 million. The remaining 30% shareholding of the Company will be acquired by NIIT Limited from the promoters of the Iamneo Edutech Private Limited in subsequent tranches, over a period of next 5 (five) years, subject to certain terms & conditions. For the period ending March 31, 2025, Iamneo Edutech Private Limited reported total revenue of INR 276 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. NIIT Limited (BSE:500304) completed the acquisition of an unknown minority stake in Iamneo Edutech Private Limited from the promoters on April 17, 2025.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹127, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 126% over the past three years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹131, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Consumer Services industry in Asia. Total returns to shareholders of 141% over the past three years.
分析記事 • Feb 12NIIT Limited's (NSE:NIITLTD) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioThe NIIT Limited ( NSE:NIITLTD ) share price has fared very poorly over the last month, falling by a substantial 26...
Buy Or Sell Opportunity • Jan 29Now 24% overvaluedOver the last 90 days, the stock has fallen 3.4% to ₹150. The fair value is estimated to be ₹121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last 3 years. Earnings per share has declined by 64%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.
分析記事 • Jan 29NIIT Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThere's been a notable change in appetite for NIIT Limited ( NSE:NIITLTD ) shares in the week since its quarterly...
Reported Earnings • Jan 25Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹1.00 (down from ₹1.08 in 3Q 2024). Revenue: ₹1.15b (up 35% from 3Q 2024). Net income: ₹134.9m (down 6.7% from 3Q 2024). Profit margin: 12% (down from 17% in 3Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 13NIIT Limited to Report Q3, 2025 Results on Jan 24, 2025NIIT Limited announced that they will report Q3, 2025 results on Jan 24, 2025
New Risk • Jan 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Significant insider selling over the past 3 months (₹6.2m sold).
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹224, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 474% over the past three years.
分析記事 • Nov 25Earnings Not Telling The Story For NIIT Limited (NSE:NIITLTD) After Shares Rise 27%NIIT Limited ( NSE:NIITLTD ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Recent Insider Transactions • Nov 22Insider recently sold ₹950k worth of stockOn the 19th of November, Yogesh Bhatt sold around 5k shares on-market at roughly ₹190 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹26m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 20Insider recently sold ₹4.0m worth of stockOn the 11th of November, Yogesh Bhatt sold around 20k shares on-market at roughly ₹199 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.2m. Insiders have been net sellers, collectively disposing of ₹25m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹193, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 503% over the past three years.
Reported Earnings • Oct 26Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹0.97 (up from ₹0.80 in 2Q 2024). Revenue: ₹1.13b (up 39% from 2Q 2024). Net income: ₹130.8m (up 22% from 2Q 2024). Profit margin: 12% (down from 13% in 2Q 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 15NIIT Limited to Report Q2, 2025 Results on Oct 25, 2024NIIT Limited announced that they will report Q2, 2025 results on Oct 25, 2024
Recent Insider Transactions • Sep 05Insider recently sold ₹8.2m worth of stockOn the 29th of August, Rajan Venkataraman sold around 50k shares on-market at roughly ₹163 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.
分析記事 • Aug 28NIIT Limited's (NSE:NIITLTD) Shares Climb 38% But Its Business Is Yet to Catch UpNIIT Limited ( NSE:NIITLTD ) shares have continued their recent momentum with a 38% gain in the last month alone. The...
New Risk • Aug 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.8% average weekly change).
お知らせ • Aug 26NIIT Limited, Annual General Meeting, Sep 24, 2024NIIT Limited, Annual General Meeting, Sep 24, 2024, at 14:00 Indian Standard Time.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹128, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Consumer Services industry in Asia. Total returns to shareholders of 329% over the past three years.
お知らせ • Aug 07NIIT Ltd. Appoints Anshumaan Prasad as Head of MarketingNIIT Ltd. has announced the appointment of Anshumaan Prasad as its new Head of Marketing. In his role, Anshumaan will lead NIIT Limited's marketing strategy and initiatives, driving growth and enhancing the brand's presence in the industry. Anshumaan comes with more than 13 years of experience across FMCG, FMCD, and Tech sectors, having worked with organizations such as HUL and Amazon. Anshumaan has a rich and diverse background, holding a dual degree from IIT Kharagpur and an MBA from IIM Bangalore. Before joining NIIT, he was a Senior Brand Manager at Amazon India where he led the mass-marketing initiatives for Amazon Prime membership and Amazon Specials, driving substantial business growth over three years.
Reported Earnings • Aug 03First quarter 2025 earnings released: EPS: ₹0.58 (vs ₹0.17 in 1Q 2024)First quarter 2025 results: EPS: ₹0.58 (up from ₹0.17 in 1Q 2024). Revenue: ₹992.3m (up 59% from 1Q 2024). Net income: ₹78.4m (up 237% from 1Q 2024). Profit margin: 7.9% (up from 3.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹128, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 310% over the past three years.
お知らせ • Jul 23NIIT Limited to Report Q1, 2025 Results on Aug 02, 2024NIIT Limited announced that they will report Q1, 2025 results on Aug 02, 2024
お知らせ • May 26NIIT Limited Provides Earnings Guidance for the Financial Year 2025NIIT Limited provided earnings guidance for the financial year 2025. For the year, the company expects revenue next year to be in the range of INR 3,800 million to INR 4,000 million.
Reported Earnings • May 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹2.88 (up from ₹0.44 in FY 2023). Revenue: ₹3.68b (up 7.9% from FY 2023). Net income: ₹387.8m (up ₹328.4m from FY 2023). Profit margin: 11% (up from 1.7% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • May 17NIIT Limited to Report Q4, 2024 Results on May 24, 2024NIIT Limited announced that they will report Q4, 2024 results on May 24, 2024
お知らせ • Apr 28NIIT Limited Announces Bimaljeet Singh Bhasin, President - Enterprise Business IndiaNIIT Limited announced that Mr. Bimaljeet Singh Bhasin, President - Enterprise Business India, a Senior Management Personnel of the Company has tendered his resignation from services of the Company to pursue new opportunity. Effective April 26, 2024.
お知らせ • Mar 16NIIT Limited Announces Board AppointmentsNIIT Limited approved appointment of Mr. Sanjiv Kumar Chaudhary and Ms. Sonu Halan Bhasin as an Independent Director of the Company.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹102, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 527% over the past three years.
分析記事 • Feb 07NIIT Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearNIIT Limited ( NSE:NIITLTD ) shareholders are probably feeling a little disappointed, since its shares fell 5.3% to...
Reported Earnings • Feb 04Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ₹1.08 (down from ₹4.11 in 3Q 2023). Revenue: ₹1.02b (down 78% from 3Q 2023). Net income: ₹144.5m (down 74% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 23NIIT Limited to Report Q3, 2024 Results on Feb 02, 2024NIIT Limited announced that they will report Q3, 2024 results on Feb 02, 2024
Recent Insider Transactions • Nov 17CEO & Executive Director recently sold ₹16m worth of stockOn the 13th of November, Sapnesh Lalla sold around 138k shares on-market at roughly ₹116 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sapnesh's only on-market trade for the last 12 months.
Price Target Changed • Nov 03Price target decreased by 36% to ₹270Down from ₹425, the current price target is an average from 2 analysts. New target price is 128% above last closing price of ₹118. The company is forecast to post earnings per share of ₹3.00 for next year compared to ₹0.44 last year.
Upcoming Dividend • Nov 03Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 10 November 2023. Payment date: 30 November 2023. The company last paid an ordinary dividend in July 2013. The average dividend yield among industry peers is 1.9%.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹0.80 (vs ₹2.95 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.80 (down from ₹2.95 in 2Q 2023). Revenue: ₹962.0m (down 76% from 2Q 2023). Net income: ₹107.5m (down 73% from 2Q 2023). Profit margin: 11% (up from 10% in 2Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 02NIIT Limited Declares Interim Dividend for the Financial Year 2023-2024NIIT Limited declared an Interim Dividend of INR 0.50/- per Equity Share of face value of INR 2/- each fully paid-up for the financial year 2023-2024.
お知らせ • Oct 20NIIT Limited to Report Q2, 2024 Results on Oct 31, 2023NIIT Limited announced that they will report Q2, 2024 results on Oct 31, 2023
Recent Insider Transactions • Sep 15Insider recently sold ₹2.1m worth of stockOn the 11th of September, Rajiv Arora sold around 23k shares on-market at roughly ₹90.21 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹101m more than they bought in the last 12 months.
分析記事 • Sep 12Is NIIT (NSE:NIITLTD) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Aug 26NIIT Limited, Annual General Meeting, Sep 27, 2023NIIT Limited, Annual General Meeting, Sep 27, 2023, at 11:30 Indian Standard Time.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ₹0.17 (vs ₹3.42 in 1Q 2023)First quarter 2024 results: EPS: ₹0.17 (down from ₹3.42 in 1Q 2023). Revenue: ₹783.2m (down 81% from 1Q 2023). Net income: ₹23.2m (down 95% from 1Q 2023). Profit margin: 3.0% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 03NIIT Limited to Report Q1, 2024 Results on Aug 10, 2023NIIT Limited announced that they will report Q1, 2024 results on Aug 10, 2023
Recent Insider Transactions • Jun 12Insider recently sold ₹23m worth of stockOn the 7th of June, Sanjay Mal sold around 60k shares on-market at roughly ₹391 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹110m more than they bought in the last 12 months.
New Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 22% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.7% net profit margin). Significant insider selling over the past 3 months (₹5.7m sold).
Price Target Changed • May 31Price target increased by 7.6% to ₹425Up from ₹395, the current price target is an average from 2 analysts. New target price is 6.1% above last closing price of ₹400. Stock is down 16% over the past year. The company posted earnings per share of ₹0.45 last year.
Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹0.45 (vs ₹17.12 in FY 2022)Full year 2023 results: EPS: ₹0.45 (down from ₹17.12 in FY 2022). Revenue: ₹3.79b (down 73% from FY 2022). Net income: ₹59.4m (down 97% from FY 2022). Profit margin: 1.6% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 63% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the IT industry in India. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 61% per year, which means it is well ahead of earnings.
お知らせ • May 23NIIT Limited to Report Q4, 2023 Results on May 29, 2023NIIT Limited announced that they will report Q4, 2023 results on May 29, 2023
Recent Insider Transactions • Mar 11President of GPS & Learning Delivery recently sold ₹5.4m worth of stockOn the 9th of March, Udai Singh sold around 15k shares on-market at roughly ₹359 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹15m. Insiders have been net sellers, collectively disposing of ₹119m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 18Insider recently sold ₹15m worth of stockOn the 14th of February, Rajan Venkataraman sold around 43k shares on-market at roughly ₹355 per share. This transaction amounted to 86% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹138m more than they bought in the last 12 months.
Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: ₹4.11 (vs ₹4.18 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.11 (down from ₹4.18 in 3Q 2022). Revenue: ₹4.55b (up 19% from 3Q 2022). Net income: ₹552.7m (down 1.2% from 3Q 2022). Profit margin: 12% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 24NIIT Limited to Report Q3, 2023 Results on Jan 31, 2023NIIT Limited announced that they will report Q3, 2023 results on Jan 31, 2023
Recent Insider Transactions • Dec 15President of GPS & Learning Delivery recently sold ₹8.3m worth of stockOn the 13th of December, Udai Singh sold around 25k shares on-market at roughly ₹337 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹173m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 01Insider recently sold ₹4.6m worth of stockOn the 24th of November, Gaurav Nigam sold around 15k shares on-market at roughly ₹307 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.9m. Insiders have been net sellers, collectively disposing of ₹164m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 20Insider recently sold ₹3.2m worth of stockOn the 16th of November, Bimal Jain sold around 10k shares on-market at roughly ₹303 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.9m. Insiders have been net sellers, collectively disposing of ₹167m more than they bought in the last 12 months.
Price Target Changed • Nov 16Price target decreased to ₹355Down from ₹420, the current price target is an average from 2 analysts. New target price is 16% above last closing price of ₹305. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₹13.40 for next year compared to ₹17.12 last year.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Ravi Garikipati was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹331, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the IT industry in India. Total returns to shareholders of 269% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹250 per share.
Reported Earnings • Oct 31Second quarter 2023 earnings released: EPS: ₹2.95 (vs ₹3.92 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.95 (down from ₹3.92 in 2Q 2022). Revenue: ₹3.92b (up 25% from 2Q 2022). Net income: ₹397.2m (down 24% from 2Q 2022). Profit margin: 10% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the IT industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Sep 10Insider recently sold ₹8.9m worth of stockOn the 8th of September, Bimaljeet Bhasin sold around 25k shares on-market at roughly ₹355 per share. This transaction amounted to 83% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹189m more than they bought in the last 12 months.
Reported Earnings • Jul 14Full year 2022 earnings released: EPS: ₹17.12 (vs ₹11.28 in FY 2021)Full year 2022 results: EPS: ₹17.12 (up from ₹11.28 in FY 2021). Revenue: ₹13.8b (up 45% from FY 2021). Net income: ₹2.30b (up 44% from FY 2021). Profit margin: 17% (in line with FY 2021). Over the next year, revenue is forecast to grow 27%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jun 26President of GPS & Learning Delivery recently sold ₹3.0m worth of stockOn the 21st of June, Udai Singh sold around 8k shares on-market at roughly ₹396 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹16m. Insiders have been net sellers, collectively disposing of ₹229m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 10Insider recently sold ₹12m worth of stockOn the 3rd of June, Devenderjit Chadha sold around 25k shares on-market at roughly ₹478 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹217m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹467, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the IT industry in India. Total returns to shareholders of 428% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹205 per share.
Reported Earnings • May 26Full year 2022 earnings released: EPS: ₹17.12 (vs ₹11.28 in FY 2021)Full year 2022 results: EPS: ₹17.12 (up from ₹11.28 in FY 2021). Revenue: ₹13.8b (up 45% from FY 2021). Net income: ₹2.30b (up 44% from FY 2021). Profit margin: 17% (in line with FY 2021). Over the next year, revenue is forecast to grow 27%, compared to a 15% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₹473, the stock trades at a trailing P/E ratio of 32.2x. Average forward P/E is 28x in the IT industry in India. Total returns to shareholders of 438% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹250 per share.
Price Target Changed • Apr 27Price target increased to ₹590Up from ₹435, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₹565. Stock is up 228% over the past year. The company posted earnings per share of ₹11.28 last year.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Ravi Garikipati was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Mar 25NIIT (NSE:NIITLTD) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...