MphasiS Limited — Investor Meet, 04-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Mphasis reported Q4 FY26 revenue of $463 Mn (+7.1% YoY CC) and record FY26 TCV of $2.1 Bn (+68% YoY), with 69% of pipeline now AI-led. Direct business grew 9.2% YoY CC. EBIT margin stood at 15.4%; FY26 EPS was INR 26.7, with a INR 62 dividend. Management highlighted an AI-first strategy, accelerating through its NeoIP platform and Continuum AI acquisition, driving business transformation beyond IT. The company expects high single-digit to low double-digit growth in FY27, maintaining 14.75%-15.75% EBIT margins. Strong client additions and BFSI growth continue, supported by strategic investments enabling value-based deals. Sentiment: Confident in sustained growth.