Mastek Limited — Investor Meet, 25-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Mastek delivered solid Q1 FY26 with INR 915 Cr revenue (up 12.5% YoY) and INR 92.1 Cr Net Profit (up 28.7% YoY). UK & Europe drove growth (up 27% YoY), fueled by Health and a new major BFSI client, navigating a large client discount. US faced headwinds, resulting in flat revenue, but shows green shoots with a 25% order book increase and H2 recovery outlook. AMEA focuses on profitable growth. Operating EBITDA was 15%. Mastek is confident in AI-led opportunities and strategic investments, aiming for stable to upward margin performance. The 12-month order backlog is $274 million.