NIIT Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

There's been a notable change in appetite for NIIT Limited (NSE:NIITLTD) shares in the week since its quarterly report, with the stock down 14% to ₹142. Revenues were in line with forecasts, at ₹981m, although statutory earnings per share came in 12% below what the analyst expected, at ₹0.97 per share. This is an important time for investors, as they can track a company's performance in its report, look at what expert is forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analyst is expecting for next year.

View our latest analysis for NIIT

After the latest results, the sole analyst covering NIIT are now predicting revenues of ₹4.34b in 2026. If met, this would reflect a huge 26% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to surge 28% to ₹4.30. Before this earnings report, the analyst had been forecasting revenues of ₹4.64b and earnings per share (EPS) of ₹5.10 in 2026. The analyst seem less optimistic after the recent results, reducing their revenue forecasts and making a real cut to earnings per share numbers.

What's most unexpected is that the consensus price target rose 15% to ₹150, strongly implying the downgrade to forecasts is not expected to be more than a temporary blip.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. For example, we noticed that NIIT's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 20% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 20% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 13% per year. So it looks like NIIT is expected to grow faster than its competitors, at least for a while.

The Bottom Line

The most important thing to take away is that the analyst downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. They also downgraded NIIT's revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analyst believes the intrinsic value of the business is likely to improve over time.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.

And what about risks? Every company has them, and we've spotted 4 warning signs for NIIT (of which 1 is significant!) you should know about.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.