MphasiS Limited has informed the Exchange about Investor Presentation
MPHASIS · price
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MphasiS shared its Q1FY26 (quarter ended June 2025) investor presentation ahead of its analyst call on 25 July. Revenue grew 1.0% QoQ to $437M, with direct business up 8.1% YoY. The company reported its highest-ever quarterly deal wins of $760M in total contract value, including four large deals (three over $100M and one over $50M). Operating margin held steady at 15.3%, within the guided band. Pipeline grew 16% QoQ and 84% YoY, with 68% of it AI-led. BFS, Insurance and TMT verticals delivered over 20% YoY direct growth, while Logistics & Transportation saw a sharp 54.7% YoY decline due to a customer-specific issue.
Strong deal momentum and a record pipeline suggest healthy future revenue conversion, which is positive for shareholders. However, the steep drop in the Logistics vertical and flat sequential revenue indicate uneven growth across segments. Margin guidance of 14.75%–15.75% and a target of 2x industry growth point to steady but not breakout performance.