ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 8.3% YoY growth in constant currency; 2.1% sequential growth. |
|---|---|
| Margins | EBITDA margin at 15.0%, impacted by acquisition and ramp-up costs. |
| Order book | Q1 TCV at $461M; fifth consecutive quarter above $400M. |
| Demand visibility | Strong pipeline at $2.8x previous size; TMT and BFSI recovering. |
| Management confidence | High; emphasizing AI-led deals and strong pipeline conversion. |
Growth
Revenue grew 8.3% YoY in constant currency, driven by the Americas and BPO segments.
Outlook
Projecting best sequential CC growth in three years for Q2; FY27 growth high-single to low-double digits.
Risks
Margin compression due to acquisition costs and lower utilization; macro volatility in logistics/transportation.
Last quarter's promises, checked
Delivered
- Guided 'better-than-industry' growth → delivered 6.7% FY26 CC growth (= BEAT)
- Guided 14.75%-15.75% EBIT margin → delivered 15.3% FY26 EBIT margin (= BEAT)
- Guided ~80% OCF/Net Income conversion → delivered ~80% FY26 conversion (= BEAT)
Partly delivered
- Guided TMT recovery → delivered 16.4% QoQ growth but noted prior softness (= PARTIAL)
Missed
- Guided ITO service line growth → delivered 21.6% YoY decline (= MISS)
Earnings Call Transcript filed with BSE, NSE: MPHASIS. Summary written with AI assistance from the document.
Mphasis Ltd: key numbers
- Share price
- ₹2,398.90
- Market cap
- ₹45,598 Cr
- Revenue (annual)
- ₹15,880 Cr
- Net profit (annual)
- ₹1,863 Cr
- P/E (TTM)
- 22.8×Sector 23.6×
- Promoter holding
- 30.53%-0.01% QoQ
- FII holding
- 19.39%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Mphasis Ltd
All →Mphasis Investor Presentation: Key Takeaways
Q2 FY27: Direct revenue +11.3% YoY cc, +3.5% QoQ; net new TCV $466M; pipeline +23% YoY. FY27 revenue guidance raised to low double digits; margins ~14.8%.
Mphasis Employee Stock Options
Mphasis allotted 1,52,891 equity shares on exercise of ESOPs and RSUs under its 2016 and 2021 plans. No share price or cash consideration is stated, so no rupee value is attached.
Mphasis Business Update
Mphasis's board approved amendments to its Code of Practices and Procedures for Fair Disclosure of UPSI. The amended code is published on the company website.
Mphasis Q2 FY27 Results: Net Profit ₹561.1 Cr, Up 19.6% YoY
Mphasis Ltd reported revenue from operations of ₹4,581 Cr (+17.4% YoY) and net profit of ₹561.1 Cr (+19.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹561.1 Cr · +19.6% YoY
Mphasis Other Announcement
Mphasis received SBTi validation of its near-term and net-zero emissions targets. The company targets net-zero GHG by FY 2050 with 66% Scope 1+2 cuts by FY 2036.
Mphasis Legal & Regulatory
Mphasis reported a revised income tax demand of ₹2,417.80 crore following a rectification order, up from the previously disclosed ₹2,286.86 crore.
- Value
- ₹2,418 Cr