Mastek Limited — PPTs, 16-10-2025: Investor Presentation

Mastek delivered a consistent performance for the financial results for the quarter and half-year ended September 30, 2025. Revenue from operations reached Rs 940.4 crore, marking an 8.4% year-on-year growth. Operating EBITDA was Rs 145.5 crore, up 6.0% quarter-on-quarter, with margins at 15.5%. Net Profit (PAT) grew 5.9% quarter-on-quarter to Rs 97.4 crore.

Growth was robust in the UK and Europe, driven by healthcare and government services, while the US business remained stable. A key growth driver is the strong traction in AI-led services, with over 25 new AI deals secured this quarter and nearly 100 active engagements leveraging Generative and Agentic AI.

Recent developments include significant client wins: a multi-year partnership with the UK's Central Government for immigration services, a strategic engagement with a US Gaming Control Board, and an AI-driven legacy modernization deal for a US Digital Health company. Mastek also received multiple industry recognitions from Oracle, ISG, Forrester, and Everest for its AI capabilities.

The 12-month order backlog rose 13.2% year-on-year to Rs 2,484.3 crore, showing resilient demand. Management expressed confidence in delivering sustainable and profitable long-term growth, citing improved delivery efficiencies and ongoing cost optimization efforts.