NIIT Learning Systems Limited

Miscellaneous Commercial Services/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

NIITMTS

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹240 today

BEAR

₹462

+93%

30.7% a year · 19.6x exit

BASE

₹729

+204%

31.1% a year · 30.9x exit

BULL

₹1,344

+460%

33.7% a year · 55.8x exit

Where the market has priced it

15x13x today — outside the range136x

this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 20 Miscellaneous Commercial Services peers
FY27 one quarter filed — the pace is shown, not judged: guided +8.0%, filed +25.3% across 1 quarter(s)
at 13x its FY26 earnings the stock trades below the bottom of its own ten-year range (20x)
the range is unusually wide — read it as the span of management's own claim, not as a forecast

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹18 (screener)
Guided growth	34.5% a year, said on the call of 30-Jul-2026 · transcript
Read across as	operating: revenue growth x margin change — high confidence
Delivery calibration	0.89x / 0.9x / 1x of what was guided — this company's own record
Exit multiple	19.64x / 30.88x / 55.82x, this company’s own p20 / median / p80 across 20 filed years
Filed-industry peers	median 30.88x across 20 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from NSE earnings-call filings · extracted, not interpreted

margin 18%revenue growth 8%generic growth 8%ebitda margin 18%

For the full year, we continue to expect an EBITDA margin of 18% to 20%, reflecting continued delivery discipline and phased margin build in SweetRush.

Call 30-Jul-2026 · bridge confidence high · transcript PDF

Pace against its own guidance

FY27 one quarter filed — the pace is shown, not judged

guided 8.0% filed 25.3% 1 of 4 quarters

Coverage

SectorMiscellaneous Commercial Services

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

NIIT LEARNING SYSTEMS : LAUNCHES COMPREHENSIVE AI-READY ENTERPRISE SOLUTIONS 🤖🎓

Capacity / capex23 Jun 08:13

NIIT LEARNING: Strengthens AI learning leadership; expands global annuity client base to 110.

Capacity / capex12 May 13:29

cals, Nazara Technologies, Jain Resource Recycling, Nelcast, Jindal Stainless, Neuland Laboratories, Jindal Steel, NHPC, JSW Cement, NIIT Learning Systems, JSW Energy, Nippon Life India Asset Management, JSW Steel, NOCIL, Jubilant Pharmova, Northern Arc Capital, Juniper Hotels, Nuvoco Vistas Corporation, Kalpataru Projects International

Mention only01 Jun 12:03

NIIT USA tax audit demand for $600k; no operational impact. #NIITMTS - 1 minute ago

AI-curated filing alert · Not investment advice

Commentary31 Jul 16:57