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MphasiS Limited — PPTs, 22-01-2026: Investor Presentation
Mphasis delivered strong Q3FY26 results, with revenue up 1.5% QoQ and 7.4% YoY in constant currency. Direct revenue jumped 9.6% YoY. Growth was primarily fueled by Banking & Financial Services (+2.5% QoQ) and Insurance (+8.1% QoQ), with BFSI combined rising 3.7% sequentially across all geographies. 🚀
The company's AI-first strategy is a key driver, with 69% of the pipeline now AI-led, growing 66% YoY, driven by the NeoIP™ platform. This focus is unlocking new opportunities and supersizing deals.
Recent Total Contract Value (TCV) wins hit $428 Mn this quarter, including two deals over $50 Mn. The Last Twelve Months (LTM) TCV doubled to $2.1 Bn, showing strong revenue correlation. Client base strengthened with new clients in higher revenue bands.
Key financial highlights: Revenue stood at $451 Mn, operating margin was a stable 15.2%, and EPS reached ₹24.6.
Outlook is bullish: Management anticipates >2X industry growth, powered by AI momentum and continued ramp-up of large deals. They target an operating margin of 14.75-15.75%. #Mphasis #AI #TechStocks