Tech Mahindra Limited — PPTs, 14-10-2025: Investor Presentation

Tech Mahindra delivered broad-based growth this quarter, with Revenue hitting $1,586 Mn, up 1.4% QoQ. INR Revenue rose to ₹13,995 Cr, up 4.8% QoQ. Both IT and BPS segments saw growth, with Manufacturing, BFSI, and Retail/Logistics leading vertical expansion.

The company's strategy is centered on AI acceleration, launching TechM Orion, a next-gen agentic AI platform, and its Marketplace to drive autonomous enterprise transformation. They are also a key player in the Indian AI Mission, reinforcing their AI leadership.

Recent developments include securing significant AI-native operations deals with major European banks and telcos, alongside MLOps support for e-commerce leaders. New deal wins totaled $816 Mn, and Last Twelve Months (LTM) deal wins surged 57% YoY to $3,168 Mn.

Financially, EBIT margin expanded to 12.1% (up 108 bps QoQ), with PAT margin at 8.5%. Free Cash Flow (FCF) was robust at $237 Mn, and Return on Capital Employed (ROCE) reached 24.4%.

Management emphasized this marks the eighth consecutive quarter of margin expansion, driven by operational efficiency. The Board has approved a dividend of ₹15 per share, reflecting a focus on shareholder value.