ALFA Finder| EBITDA Margin: guided vs achieved | 14.80% achieved Guided 14.75%–15.75% |
|---|---|
| Management target | Revenue 10.0% FY27 |
| Margins | Targeting 14.75%-15.75% band; Q1 impacted by acquisition costs. |
|---|---|
| Order book | $461Mn Net New TCV; TTM TCV at $1.8Bn+. |
| Demand visibility | Strong pipeline; expects best sequential growth in Q2 in 3 years. |
| Management confidence | High; 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)
Investor Presentation 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