MPHASISNSEMPHASIS LIMITED· Computers - SoftwareMediumNeutral
Announced Tue, 28 Jul · 13:30 IST

Q1 FY27 earnings call transcript filed; Tria traction strong, FY27 guidance maintained

Order Pipeline DisclosedMgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

MPHASIS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

MphasiS filed transcript of Q1 FY27 earnings call held July 24, 2026. Revenue at 471 million dollars, up 8.3 percent YoY in constant currency. Net new TCV at 461 million dollars, fifth straight quarter above 400 million dollars. Pipeline at all-time high, with AI-led deals at 70 percent, up from 12 percent. New Tria platform launched 7 weeks ago showing strong demand compression. FY27 guidance maintained at high single-digit to low double-digit constant currency growth and 14.75 to 15.75 percent EBIT margin band. Q2 guided to deliver best sequential constant currency growth in three years.

Likely market impact

Strong deal momentum and record pipeline support FY27 growth. Near-term margin pressure from ramp and acquisition costs; Tria traction signals platform-led recurring revenue shift.