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Investor Presentation

Mphasis Investor Presentation: Key Takeaways

Mphasis reported Q1FY27 revenue of $471Mn with a 14.8% operating margin. Strategy focuses on AI-led growth through the 'Mphasis TRIA' platform.

Guidance and delivery
EBITDA Margin: guided vs achieved 14.80% achieved Guided 14.75%–15.75%
Management target Revenue 10.0% FY27
Highlights
MarginsTargeting 14.75%-15.75% band; Q1 impacted by acquisition costs.
Order book$461Mn Net New TCV; TTM TCV at $1.8Bn+.
Demand visibilityStrong pipeline; expects best sequential growth in Q2 in 3 years.
Management confidenceHigh; citing strong pipeline and record TCV levels.

Growth

Direct revenue grew 2.2% QoQ and 9.9% YoY in constant currency. TCV wins hit $461Mn, 63% being AI-led.

Outlook

Guidance maintained for high single-digit to low double-digit growth with margins of 14.75%–15.75% for FY27.

Risks

Uncertain macro environment; operating margin declined slightly from 15.4% in Q4FY26 to 14.8% in Q1FY27.

Last quarter's promises, checked

Delivered

  • EBIT Margin 14.75%-15.75% → delivered 14.8% (= BEAT)
  • High single-digit to low double-digit growth → delivered 9.9% YoY (= BEAT)
  • Operating cash flow conversion ~80% → delivered 80% (= BEAT)
Source

Investor Presentation 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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