MphasiS Limited — Q1FY27 Earnings Call Summary

MPHASIS · Q1FY27 · Filed 28 Jul 2026

Key Takeaways

• Margin impacted by ramp-up costs and TAP acquisition; expected normalization over year
• FY27 guidance maintained: high single-digit to low double-digit growth, EBIT margin 14.75%-15.75%
• Q1 FY27 revenue $471M, +2.1% sequential, +8.3% YoY constant currency
• Operating cash flow conversion expected ~80% of net income in FY27
• Competitive intensity rising; focus on AI deployment and outcome-based pricing
• Pipeline grew 8% sequentially, 28% YoY; AI-led deals now 70% of pipeline
• Net new TCV $461M in Q1; three large deals including one >$100M
• BFS segment grew 9.4% YoY; Insurance and TMT strong growth drivers
• Platform Mphasis Tria™ gaining traction with faster deal closures and recurring revenue
• Client base expanding with wallet-share gains; top 11-30 accounts grew 21% YoY

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.