Q2 FY27 earnings call: margin recovery target and pipeline growth
MASTEK · price
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On the reaction day the stock moved 4.2 pts less than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Q2 FY27 revenue was $107.3 million, up 2.4% sequentially, with operating margin before depreciation and amortisation at 14.4%. The 12-month backlog fell 7.7% to $286.2 million but rose 2.3% year on year; AI deals were almost 45% of the order book. Management sees UK and US pipeline deals above $100 million and expects FY27 above FY26. It targets 160 basis points of medium-term margin improvement, despite delays and Middle East weakness.
Mixed near term: profit growth, AI wins and strong net cash support sentiment, but soft backlog, project delays and margin pressure may cap stock gains.