MphasiS Limited — PPTs, 29-04-2026: Investor Presentation

Mphasis closed FY26 with strong momentum. Q4 revenue reached $463 Mn, growing 2.5% QoQ and 7.1% YoY (constant currency), largely driven by its Direct business. Banking & Financial Services and Insurance segments showed robust growth. For the full FY26, revenue was $1,796 Mn, growing 6.7% YoY (constant currency), outperforming initial expectations.

AI is a core growth driver, with Mphasis's NeoIP™ platform and recent TAP acquisition central to its "Intelligent Engineering" strategy. The company reported its highest-ever pipeline, with 69% being AI-led. Mphasis secured $407 Mn in Total Contract Value (TCV) wins in Q4, pushing annual TTM TCV over $2.1 billion. The client base strengthened, adding more clients in higher revenue bands.

Q4 operating margin stood at 15.4% with EPS of INR 26.7. For the full FY26, operating margin was 15.3% and EPS of INR 99.2. Management anticipates high single-digit to low double-digit growth for FY27, maintaining operating margins within 14.75%-15.75% despite macro uncertainties.