MPHASISNSEMphasiS Limited· Computers - SoftwareMediumNeutral
Announced Thu, 24 Jul · 12:37 IST

Mphasis Limited has informed Exchange regarding Chairperson's Speech delivered at the 34th Annual General Meeting held on 24 July 2025.

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AI summary

New Chairperson Jan Kathleen Hier addressed Mphasis shareholders at the 34th AGM, highlighting a strong FY25. The company reported TCV (Total Contract Value) wins of USD 1.27 billion and a 9.5% rise in net profit to ₹17,021 million, along with the highest quarterly growth in 12 quarters and the highest-ever full-year EPS. Over 55% of the current deal pipeline is AI-led, and 85% of deal wins in the last quarter were powered by next-gen technology. The Board has recommended a final dividend of ₹57 per equity share for FY25. Key strategic moves include new Centres of Excellence in Buenos Aires (Financial Services) and London (Quantum Technologies), a Cyber Fusion Center in Bangalore, and partnerships with AI underwriting firm Sixfold and cybersecurity firm SecPod.

Likely market impact

The speech signals continued momentum in AI-led deal wins and strong profitability, with a healthy dividend payout likely to be well-received by shareholders. The aggressive push into AI, quantum, and cybersecurity partnerships reinforces Mphasis's positioning as a tech-forward IT services player, which could support investor confidence in growth visibility.