NIIT Learning Systems Ltd: Is It a Deep Value Opportunity?

NIIT Learning Systems Ltd has a deep value score of 47/100 (rated Average). This score is calculated from three components

• Earnings Score: 21/40 — measures PAT growth momentum across quarters
• Underperformance Score: 20/35 — how much the stock trails Nifty 500 (deeper underperformance = higher contrarian signal)
• Quality Score: 0/25 — operational quality (margins, revenue growth, valuation)

NIIT Learning Systems Ltd's quarterly profit (PAT) growth trajectory

• Latest Quarter PAT Growth (QoQ): +4%
• Previous Quarter PAT Growth (QoQ): +58%
• 2 Quarters Ago PAT Growth (QoQ): -5%
• PAT Acceleration: +4.2pp (profits are accelerating)
• 2 consecutive quarters of positive PAT growth

NIIT Learning Systems Ltd is underperforming the market despite improving earnings — this is the core deep value thesis

• 1-Year Return vs Nifty 500: -30%
• 6-Month Return vs Nifty 500: -25%
• 3-Month Return vs Nifty 500: -33%
• Yet average quarterly PAT growth is +19% — earnings are improving
• The market often takes time to re-rate stocks with improving fundamentals. This gap between price performance and earnings improvement is what deep value research seeks to identify.

NIIT Learning Systems Ltd's earnings momentum is Steady — consistent growth.

• PAT QoQ progression: -5% → +58% → +4% (2Q ago → 1Q ago → latest)
• Acceleration: +4.2pp
• PAT YoY Growth: +57%

NIIT Learning Systems Ltd's valuation metrics

• Price-to-Earnings (PE): 13.2x
• Price-to-Book (PB): 2.1x
• PEG Ratio: 1.5x
• Margin of Safety: -61% (appears overvalued)

NIIT Learning Systems Ltd's revenue and margin trends

• Latest Quarter Revenue Growth (QoQ): +5%
• Average Quarterly Revenue Growth: +5%
• Revenue Acceleration: -0.1pp
• Latest OPM Change: -2.6pp (margins contracting)
• Average OPM Change: -1.1pp
• Revenue YoY: +22%

NIIT Learning Systems Ltd's trailing twelve month (TTM) performance

• TTM PAT: ₹247 Cr
• TTM PAT Growth: +8.3% YoY
• TTM Revenue: ₹2,000 Cr
• TTM Revenue Growth: +18.1% YoY
• TTM Operating Margin: 18.7%

NIIT Learning Systems Ltd key facts

• Sector: Computer Education
• Market Cap: ₹3.3K Cr
• Rank in Computer Education: #2 by value score
• Overall rank among all deep value stocks: #77

NIIT Learning Systems Ltd shows limited deep value signals currently — score is 47/100 (Average). Monitor for improvement.

• Value Score: 47/100 (Average)
• Earnings: Accelerating
• 1Y Underperformance: -30% vs Nifty 500

Other deep value stocks in Computer Education

• Aptech Ltd — Score 58/100, Average

Computer Education deep value sector overview

• 2 deep value stocks in this sector
• Average value score: 53/100
• Avg PAT acceleration: +1.2pp
• Top pick: Aptech Ltd

Deep value investing studies stocks that are underperforming the market despite showing improving fundamentals. The thesis is that the market has not yet recognized the earnings recovery, creating a potential valuation gap. It requires patience — recovery can take several quarters.

The deep value score (0-100) combines three factors:

- Earnings (0-40 pts): PAT growth across last 3 quarters, acceleration, and consecutive growth - Underperformance (0-35 pts): How much the stock trails Nifty 500 over 1Y, 6M, 3M (deeper underperformance = higher score) - Quality (0-25 pts): Revenue growth, margin trends, and valuation metrics (PEG, P/B)

Higher score indicates a stronger contrarian research signal.