Mastek Limited — PPTs, 21-07-2026: Investor Presentation

Mastek reported Q1FY27 revenue of Rs 985.3 Cr, marking a 5.0% quarter-on-quarter (QoQ) and 7.7% year-on-year (YoY) increase in Rupee terms. Constant currency revenue grew 1.8% QoQ. Operating EBITDA stood at Rs 151.4 Cr (15.4% margin), while Net Profit was Rs 105.9 Cr, with diluted EPS at Rs 33.9. Both UK & Europe and North America businesses showed strong sequential growth, although geopolitical issues impacted the Middle East.

A core growth driver is the "Lead with AI" strategy, with about 45% of new order bookings coming from AI deals. Management is focused on operational efficiency, cost management, and AI-led productivity.

Key recent developments include securing over 40 new AI deals, notably an AI-led Salesforce $25mn deal in North America. The 12-month order backlog expanded 25.0% YoY in Rupee terms to Rs 2,935.2 Cr. Cash and investments strengthened to Rs 945.4 Cr, adding approximately Rs 200 Cr in the last two quarters. The long-term growth outlook remains positive.