Mastek Limited has informed the Exchange about Investor Presentation
MASTEK · price
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Mastek reported Q1FY27 revenue of Rs 985.3 crore, up 5.0% Q-o-Q and 7.7% Y-o-Y (1.8% Q-o-Q in constant currency). Operating EBITDA was Rs 151.4 crore at a 15.4% margin, down 71bps Q-o-Q largely due to delayed collections in the Middle East, though up 35bps Y-o-Y. Net profit rose 15% Y-o-Y to Rs 105.9 crore, with diluted EPS at Rs 33.9. The 12-month order backlog grew strongly at 25.0% Y-o-Y to Rs 2,935.2 crore ($310.1 million), driven by 40+ new AI deals that made up roughly 45% of new order intake, including a $25 million AI-led Salesforce win in North America. UK & Europe grew 6.5% Q-o-Q and North America 6.2% Q-o-Q, while the Middle East faced geopolitical headwinds. Cash and investments rose to Rs 945.4 crore after adding about Rs 200 crore over the past two quarters.
The robust 25% Y-o-Y order backlog growth and deepening AI deal momentum are positive signals for future revenue, but the near-term EBITDA margin dip from Middle East delays and ongoing geopolitical uncertainty in that region may weigh on investor sentiment until collections normalize.