Tech Mahindra Q2 FY27 earnings call transcript filed

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF Explain this filing

TECHM · price

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

Price reactionminutes from the announcement price · days from the prior close

-0.3%Reaction day

₹1834.70

prior close

₹1829.00

announcement price

After-mkt

timing

Nifty 100market-0.5%+0.2% vs market

Computers - Software & Consulting peers, median of 62sector-1.5%+1.2% vs sector

On the reaction day the stock moved 0.2 pts more than Nifty 100 and 1.2 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.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.7

10m

-0.2

15m

+0.1

30m

+0.2

Sessions after the filingfrom the prior close

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Reaction day

-0.3-0.5+0.2-1.5+1.2

Next day

-2.4-1.3-1.2-3.2+0.8

-2.2-0.5-1.6-3.1+1.0

-1.3-0.3-1.0-2.3+1.1

-3.1pendingpending-3.4+0.4

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UpDownMarket · Nifty 100Sector · Computers - Software & Consulting peers, median of 62Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Tech Mahindra filed its Q2 FY27 earnings call transcript. Revenue was USD 1.69 billion, up 6.8% year-on-year. EBIT margin hit 14.8%, the 12th straight quarter of expansion, with the 15% full-year target reiterated. Deal wins were USD 1.02 billion. The board recommended a 1:1 bonus share issue and an interim dividend of INR 15 per share. Management detailed Project Helix AI progress and will begin AI revenue reporting in H2 FY27, with the next 3-year growth roadmap also in focus.

Likely market impact

Solid Q2 with 12th straight margin gain, USD 1B deals, 1:1 bonus issue, and INR 15 dividend. AI roadmap and next 3-year plan are key catalysts.