Tech Mahindra Limited — PPTs, 16-07-2025: Investor Presentation

**1. Financial Highlights:**

Tech Mahindra's latest quarter saw revenue reach $1.56 billion, marking a 1.0% QoQ increase. EBIT margin rose to 11.1% (up 50 bps QoQ), reflecting disciplined execution and seven consecutive quarters of expansion. Net profit was $133 million. New deal wins totaled $809 million, and free cash flow stood at $86 million for the quarter.

**2. Strategic Initiatives & Growth Drivers:**

A key focus is on AI, with an AI Consulting Practice, a patent-filed VerifAI, and 200+ enterprise-grade AI agents in use with clients. The "Project Fortius" program continues to drive operational improvements and margin expansion. The company also made strategic leadership hires in transformation and key geographies.

**3. Business Developments:**

Strategic collaborations include alliances with KOGO AI and mimik for Agentic AI solutions, CrateDB for automotive AI, and partnerships with Red Hat, Cisco, Nuix, and ServiceNow for various tech and security offerings, enhancing service delivery and market reach.

**4. Market Position & Competitive Advantage:**

Recognized as a 'Leader' by ISG, Everest Group, and Quadrant Knowledge Solutions across multiple sectors like AI, Automotive, and Cloud, highlights strong market standing. Growth in $50 million+ clients to 26 further solidifies its competitive position and client stickiness.

**5. Investor Implications:**

The significant deal wins and sustained EBIT margin expansion present positive growth potential. The strong emphasis on AI and strategic partnerships could unlock new revenue streams and operational efficiencies. Investors should monitor the slight dip in PAT margin and uptick in attrition.