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Earnings Call

Mphasis Earnings Call: Key Takeaways

Mphasis Q4 FY26 revenue reached $463 Mn, growing 7.1% YoY CC. The company achieved record annual net new TCV of $2.12 Bn, driven by an AI-first strategy and NeoIP platform adoption.

Why this was an Alfa AlertREVENUE BEAT: Guided 'better-than-industry' (~3% growth), delivered 6.7% CC for FY26, more than 2x the industry growth rate as explicitly confirmed by management.
Highlights
Revenue growth7.1% YoY CC in Q4; 6.7% for FY26.
MarginsQ4 EBIT margin at 15.4%; stable full-year at 15.3%.
Order bookRecord $2.12 Bn annual net new TCV; $407 Mn in Q4.
Demand visibilityStrong; 69% of pipeline is now AI-led.
Management confidenceHigh; citing 10th year of leadership and AI momentum.

Growth

Direct revenue grew 9.2% YoY CC in Q4; full-year revenues up 6.7% CC. FY26 PAT resulted in EPS of INR 26.7.

Outlook

Guidance for high single-digit to low double-digit growth in FY27. EBIT margin target band maintained at 14.75%-15.75%.

Risks

Softness in TMT vertical due to macro uncertainty; system-related delays in customer remittances impacted quarterly cash flow.

Source

Earnings Call filed with BSE, NSE: MPHASIS. Summary written with AI assistance from the document.

Read the document ↗

Mphasis Ltd: key numbers

Share price
₹2,234.00
Market cap
₹42,463 Cr
Revenue (annual)
₹15,880 Cr
Net profit (annual)
₹1,863 Cr
P/E (TTM)
22.2×Sector 22.1×
Promoter holding
30.54%-0.01% QoQ
FII holding
19.50%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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