MASTEKNSEMASTEK LTD· Computers - SoftwareMediumNeutral
Announced Tue, 21 Jul · 22:15 IST

Mastek Limited has informed the Exchange regarding a press release dated July 21, 2026, titled "Press Release/ Media Release".

Order Pipeline DisclosedInvestor Communications View source PDF

MASTEK · price

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Price reaction · full curve 14 horizons · vs prior close
-3.3%1-day move
₹1743.20
prior close
₹1740.20
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AI summary

Mastek reported Q1FY27 revenue of Rs 985.3 crore, up 5.0% quarter-on-quarter and 7.7% year-on-year in rupee terms, though dollar revenue dipped 2.4% YoY to $104.8 million. Operating EBITDA stood at Rs 151.4 crore with margin of 15.4%, down 71 basis points sequentially due to delayed collections in the Middle East, though up 35 bps YoY. Net profit grew 15.0% YoY to Rs 105.9 crore. The 12-month order backlog rose 25.0% YoY to Rs 2,935.2 crore, with 40+ new AI deals signed and ~45% of new orders coming from AI. Cash and investments position strengthened to Rs 945.4 crore. Management flagged geopolitical uncertainty in the Middle East as a near-term headwind, while UK & Europe and North America both delivered 6%+ sequential growth.

Likely market impact

Mixed quarter: strong order backlog growth and AI deal momentum are positives for future revenue visibility, but sequential margin compression and Middle East geopolitical concerns may weigh on near-term sentiment. Watch margin recovery and Middle East deal pipeline.