MASTEKNSEMastek Limited· IT - SoftwareHighNeutral
Announced Fri, 18 Jul, 2025 · 21:03 IST

Mastek Limited has informed the Exchange regarding a press release dated July 18, 2025, titled "Press Release and Investor Presentation".

Order Pipeline DisclosedMgmt Guided Margin PressureInvestor Communications View source PDFExplain this filing

MASTEK · price

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Price reactionminutes from the announcement price · days from the prior close
+6.8%Reaction day
₹2499.80
prior close
₹2547.70
announcement price
After-mkt
timing
Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-0.2%+7.0% vs market
Computers - Software & Consulting peers, median of 64sector-0.4%+7.2% vs sector

On the reaction day the stock moved 7.0 pts more than Nifty Microcap 250 and 7.2 pts more than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
+3.7
10m
+2.4
15m
+1.4
30m
+4.4
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
+6.8-0.2+7.0-0.4+7.2
Next day
+5.9-0.2+6.1-0.2+6.1
2d
+2.0-0.4+2.5-0.4+2.4
3d
-0.7-0.7-0.0-1.6+0.8
4d
-1.2-2.6+1.4-3.8+2.6
5d
-1.8-3.8+2.1-5.1+3.3
1w
-1.6-2.0+0.5-4.4+2.8
15d
+1.3-6.1+7.4-6.7+8.0
1m
-0.6-3.4+2.8-4.9+4.3
2m
-6.3-2.2-4.1-4.8-1.5
3m
-17.1-3.1-14.0-6.7-10.3
UpDownMarket · Nifty Microcap 250Sector · Computers - Software & Consulting peers, median of 64Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Mastek reported Q1FY26 revenue of Rs 914.7 crore, up 12.5% year-on-year (6.8% in constant currency), driven mainly by strong UK and Europe markets. Operating EBITDA rose 10.8% YoY to Rs 137.3 crore, though margin dipped 31 bps to 15.0% due to ongoing investments in talent and capabilities. Net profit jumped 28.7% YoY to Rs 92.1 crore, with PAT margin expanding to 9.9%. The 12-month order backlog grew 8.3% YoY to Rs 2,347.9 crore. The company added 12 new clients (total active clients at 323, down from 348), and reported over 10 AI deals this quarter along with a strategic partnership with Open Ana. The US business saw some account-level headwinds.

Likely market impact

Solid revenue and profit growth, especially the 28.7% PAT jump, is positive for shareholders. However, the slight margin compression and declining active client count (348 to 323) may concern investors. Strong order backlog and AI deal momentum provide forward visibility, though US headwinds remain a watchpoint.