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Earnings Call

Mphasis Earnings Call: Key Takeaways

Mphasis reported steady FY26 growth, largely driven by AI-led transformation and BFSI recovery, while navigating logistics segment restructuring and currency headwinds.

Highlights
Revenue growth6.7% FY26 growth in constant currency terms.
MarginsStable margins within the targeted 14.75% to 15.75% band.
Order bookRecord TCV of $2.12B in FY26, up 68% YoY.
Demand visibilityStrong visibility in AI-led transformation and BFSI modernization.
Management confidenceConfident, highlighting 10th-year leadership milestone and AI-first strategy.

Growth

Direct revenue grew 8.7% FY26 in CC; BFSI and Insurance showed strong double-digit momentum.

Outlook

Guided high single-digit to low double-digit growth for FY27 with 14.75-15.75% margins.

Risks

Logistics segment remains a drag; reliance on high-ticket BFSI clients creates concentration risk.

Source

Earnings Call filed with NSE, 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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