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Investor Presentation

MPS Investor Presentation: Key Takeaways

MPS reports record Q1 FY27 results with 20.38% revenue growth and 53.03% EBITDA surge, driven by the Unbound Medicine acquisition and AI-enabled workflows.

Highlights
Revenue growth20.38% YoY
MarginsEBITDA margin expanded to 34.32% from 27.00%
Order bookNew mandates and higher volumes cited
Demand visibilityStrong underlying demand in Research Solutions
Management confidenceHigh; reiterating INR 300Cr EBITDA target

Growth

Reported Revenue grew 20.38% YoY to INR 22,424 Lakhs; PAT increased 42.99% YoY to INR 5,039 Lakhs.

Outlook

Management reiterated FY27 EBITDA guidance of INR 300+ Crores, implying a ~21% three-year CAGR.

Risks

Potential integration risks of acquisitions and broader regulatory/economic conditions affecting the industry.

Last quarter's promises, checked

Delivered

  • Guided record FY26 profitability → delivered record INR 236Cr EBITDA and INR 173Cr PAT (= BEAT)
  • Guided Education growth via Unbound → delivered 42.21% YoY segment growth (= BEAT)
  • Guided Research margin expansion → delivered 39.9% FY26 EBITDA margin (= BEAT)

Partly delivered

  • Guided FY27 Unbound revenue $750k-$950k/mo → current Q1 revenue INR 2,476L (~$990k/mo) (= BEAT)
Source

Investor Presentation filed with BSE, NSE: MPSLTD. Summary written with AI assistance from the document.

Read the document ↗

MPS Ltd: key numbers

Share price
₹2,666.90
Market cap
₹4,562 Cr
Revenue (annual)
₹768.4 Cr
Net profit (annual)
₹173.2 Cr
P/E (TTM)
24.2×Sector 41.4×
Promoter holding
68.34%+0.00% QoQ
FII holding
1.38%Current quarter

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

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