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Earnings Call

Tech Mahindra Earnings Call: Key Takeaways

Tech Mahindra's Analyst Day 2026 highlights a successful stabilization phase, targeting a 15% EBIT margin and >30% ROCE for FY27 through AI-led delivery and Project Fortius.

Highlights
Revenue growthImproved to 2.4% CC in Q4 FY26; 340 bps YoY improvement.
MarginsTargeting 15% EBIT margin in FY27, up from 12.6% in FY26.
Order book$3.8Bn large deal wins (LTM) as of Q4 FY26.
Demand visibilityStrong cohort of new Forbes Global 2000 logos.
Management confidenceConfident in transformation progress despite macroeconomic challenges.

Growth

FY26 exit EBIT reached 13.8%. Net new deals achieved $3.8Bn (+41.6% YoY) with revenue growth improving to 2.4% CC in Q4 FY26.

Outlook

FY27 targets: 15% EBIT margin, >30% ROCE, revenue growth exceeding peer average, and capital returns >85% of FCF.

Risks

Challenges include macroeconomic headwinds, regulatory changes like H-1B, cybersecurity risks, and the transition from chatbots to agentic AI.

Source

Earnings Call filed with NSE, NSE: TECHM. Summary written with AI assistance from the document.

Read the document ↗

Tech Mahindra Ltd: key numbers

Share price
₹1,542.20
Market cap
₹1,51,160 Cr
Revenue (annual)
₹56,815 Cr
Net profit (annual)
₹4,811 Cr
P/E (TTM)
29.4×Sector 21.9×
Promoter holding
34.97%+0.00% QoQ
FII holding
18.66%Current quarter

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

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