Tech Mahindra Limited has informed the Exchange about Investor Presentation
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Tech Mahindra shared its Q4 FY25 and full-year FY25 results alongside a 'Vision FY27' strategic roadmap. Q4 revenue came in flat at $1,549 Mn, but EBIT margin expanded 310 bps to 10.5% and PAT jumped ~71% YoY to $136 Mn. Full-year FY25 revenue dipped 0.2% to $6,264 Mn, while EBIT margin grew 360 bps to 9.7% and PAT rose 76.7% to $502 Mn. Deal wins hit $2.7 Bn for the year (up 42.5% YoY), free cash flow was $613 Mn (122% of PAT), and ROCE improved to 22.6% from 14.6% a year ago. Management outlined a 3-year plan targeting top-line growth above peer average and 'industry standard margins' (15% EBIT) by FY27, driven by Project Fortius cost savings, AI-led growth, portfolio integration, and the Turbocharge account program. A final dividend of Rs 30/share (Rs 45 total for FY25) was declared, with a stated policy to return at least 85% of FCF to shareholders.
Margin expansion, sharp PAT growth, strong deal pipeline, and a clear multi-year roadmap to 15% EBIT margin by FY27 are positives for the stock, but flat-to-slightly negative revenue and rising attrition (11.8%) remain watch points. The committed 85% FCF payout policy supports shareholder returns.