MphasiS Limited has informed the Exchange about Transcript
MPHASIS · price
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MphasiS reported Q4 FY2026 revenue of $463 million (7.1% YoY growth in constant currency) with EBIT margin expanding 20 basis points sequentially to 15.4%. Full-year net new TCV reached a record $2.1 billion, representing 68% YoY growth, with 64% of wins being AI-led. The company's pipeline grew 38% YoY to an all-time high, with 69% now AI-led. BFS vertical delivered strong 17.4% YoY growth in Direct revenues, while Insurance grew 46.5% YoY. The company acquired Theory and Practice to strengthen its AI stack with a Decision Intelligence platform called Continuum AI. Management guided for high single-digit to low double-digit growth in FY27 while maintaining margins within the 14.75%-15.75% target band.
MphasiS is demonstrating strong execution with record deal wins and accelerating AI adoption driving growth, positioning it favorably against peers despite macro uncertainty. The margin expansion and strong cash generation (operating cash flow to net income conversion of ~80%) indicate financial discipline while investing for growth.