MPS Limited — Investor Meet, 29-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

MPS Ltd. reported strong Q1 FY27 results: Revenue INR 224.24 Cr (+20.4% YoY), EBITDA INR 76.96 Cr (+53.0% YoY), and PAT INR 50.39 Cr (+43.0% YoY). EBITDA margin expanded to 34.3%. The company reaffirmed its FY27 EBITDA outlook to comfortably cross INR 300 Cr.

Management highlighted a strategic shift towards outcomes-based revenue, driving margin expansion. AI is embedded across segments, ensuring accuracy where "AI cannot afford to be wrong," notably in medical content (Unbound Intelligence), research integrity (DigiCore), and corporate learning solutions. MPS is prioritizing organic growth and targeting larger, strategically aligned acquisitions, aiming for a Rule of 50 performance (revenue growth + EBITDA margin > 50). Management expressed high confidence in the business's compounding growth trajectory.