MphasiS Limited — PPTs, 31-10-2025: Investor Presentation

Mphasis achieved its highest-ever Revenue and EPS for the quarter and half-year. Business performance showed Q2FY26 revenue reaching $445 Mn, a 7.9% YoY growth (Direct). Key growth drivers included Insurance and TMT verticals, both seeing over 25% YoY Direct growth, and BFS maintaining momentum with 17.3% YoY Direct growth. The Americas segment grew 2.1% sequentially, while ITO increased by 7.0% sequentially.

The company's core strategy is a strong focus on AI, marked by the launch of NeoIP™, a unified AI platform. This investment in AI has fueled a record pipeline, up 97% YoY and 69% AI-led, and secured strong TCV wins of $528 Mn in Q2FY26. Notably, H1FY26 TCV has already exceeded the full-year FY25 TCV, with LTM TCV at $2.03 Bn, including a $100+ Mn deal with a new BFS client.

Financially, operating margin held steady at 15.3%, and EPS rose 6.2% QoQ to INR 24.7. Net operating cash flow was $46 Mn.

Management anticipates Mphasis will grow more than twice the industry average, buoyed by H1 performance and the conversion of recent large deal wins. They expect operating (EBIT) margins to remain within 14.75% - 15.75%.