MphasiS Limited has informed the Exchange about Transcript
MPHASIS · price
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On the reaction day the stock moved 0.4 pts more than Nifty Midcap 150 and 0.7 pts more 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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MphasiS reported Q1FY26 revenue of $437 million, up 6.5% year-on-year in constant currency, with EBIT margin holding steady at 15.3% and EPS of Rs 23.2 (up 8.5% YoY). The company posted its highest-ever quarterly TCV (Total Contract Value) wins of $760 million, with 68% being AI-led, including three deals over $100 million and one over $50 million. Pipeline grew 16% sequentially and 84% year-on-year, with BFS pipeline up 47% YoY, non-BFS up 108% YoY, and large-deal pipeline up 154% YoY. BFS, Insurance, and TMT verticals each grew over 20% YoY in Direct revenue, with Insurance specifically up 27.5% YoY. Management guided for FY26 growth at roughly 2x the industry rate and maintained the EBIT margin band of 14.75% to 15.75%.
Strong deal wins and AI-led pipeline growth signal improving momentum and may support the stock, though EMEA revenue declined 15.5% QoQ due to a customer ramp-down. Margin guidance staying within the existing band and Logistics vertical still in recovery mode suggest steady rather than accelerating earnings growth.