India · Delayed Price · Currency is INR Mphasis Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY 2026 saw robust AI-led growth, record TCV wins, and margin expansion, with direct business and BFS/insurance verticals leading performance. FY 2027 guidance targets high single- to low double-digit growth and stable margins, supported by continued investments in AI platforms.
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Q3 FY26 delivered strong revenue and margin performance, driven by AI-led transformation and robust deal wins, especially in BFSI and insurance. The AI platform NeoIP now underpins a majority of the pipeline, with large deal momentum and margin discipline supporting a positive outlook.
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Highest-ever quarterly revenue and EPS were achieved, driven by strong growth in insurance, TMD, and BFS verticals, and robust AI-led deal wins. The launch of the NeoIP AI platform and record TCV wins position the business for continued outperformance, with stable margins and a healthy, broad-based pipeline.
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Record TCV wins of $760M, 68% AI-led, drove 6.5% YoY revenue growth and stable 15.3% EBIT margin. BFS, insurance, and TMT verticals led growth, with strong deal pipeline and 2x industry growth targeted for FY26.
Fiscal Year 2025
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Q4 FY 2025 saw record sequential revenue growth, robust AI-led deal momentum, and highest-ever EPS, with strong performance in BFS and TMT. The outlook for FY 2026 is positive, targeting above-industry growth and continued margin discipline, despite macro uncertainties.
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Q3 delivered record TCV wins, stable margins, and broad-based revenue growth, led by BFS and TMT. AI-driven transformation and large deal momentum support a strong outlook, with Q4 expected to be the best sequential growth quarter in three years.
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Q2 FY25 delivered 2.4% sequential and 5.4% year-over-year revenue growth, with strong AI-led deal momentum and margin expansion to 15.4%. The pipeline remains robust, and guidance for revenue and margins is maintained, with BFS and TMT leading growth.
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Q1 FY25 saw 3.1% YoY revenue growth and a 15% EBIT margin, with strong TCV wins and a robust pipeline. AI-led platforms and modernization drive future growth, while margin guidance remains at 14.6%-16%. Healthcare is expected to recover after project completions.