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Mphasis Limited (526299) investor relations material
Mphasis Limited Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary31 Oct, 2025
Executive summary
Achieved highest-ever quarterly revenue and EPS in Q2 FY26, led by strong growth in insurance, TMD/TMT, and BFS verticals, with robust AI-led deal wins and a record pipeline.
Launched NeoIP, a unified AI platform, and continued investments in AI-driven growth, resulting in significant TCV wins and expanded AI platform suite.
H1 FY26 TCV exceeded full-year FY25, with $528M in new TCV wins for Q2 and TTM TCV at $2.03Bn.
Client pyramid improved with notable additions in $100M+, $75M+, $50M+, $20M+, and $10M+ categories, driven by wallet share gains and new account ramp-ups.
Notable client wins included major US-based airline, hi-tech device manufacturer, and US wireless telecom company.
Financial highlights
Q2 FY26 revenue reached $445M, up 2% sequentially and 6% YoY in constant currency, marking the highest quarterly revenue.
Direct business contributed 97.5% of revenue; direct revenue grew 2.2% sequentially and 7.9% YoY in constant currency.
EBIT/operating margin stable at 15.3%; operating profit grew 4.4% sequentially and 9.5% YoY to $5,959M.
EPS increased 10.2% YoY to 24.7; operating cash flow at $54M for the quarter.
DSO at 89 days, up 5 days QoQ, due to increased debtors from milestone contracts and shift to fixed price contracts.
Outlook and guidance
Focus on converting pipeline to TCV and TCV to revenue, with expected growth greater than 2x industry growth, supported by strong H1 performance and large deal ramp-ups.
Targeting operating EBIT margin in the 14.75%-15.75% band.
Anticipates continued strong growth in BFS and expects logistics and transportation vertical to return to sequential growth from Q3.
Scaling AI-led propositions and expanding the NeoIP suite of agents.
Management highlights strong positioning in AI and digital transformation, with continued investments in AI-driven platforms and services.
How do you differentiate your AI platforms?
Is current TCV run rate sustainable?
Explain Logistics vertical margin decline
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Next Mphasis Limited earnings date
Q3 25/2623 Jan, 2026
Next Mphasis Limited earnings date
Q3 25/2623 Jan, 2026
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Frequently asked questions
Mphasis Limited is an information technology services company providing digital solutions, cloud computing, and business process outsourcing (BPO) services. The company specializes in application development, cybersecurity, artificial intelligence, and data analytics, serving industries such as banking, financial services, insurance, healthcare, and logistics. Mphasis focuses on delivering IT transformation and automation solutions to enhance operational efficiency for global enterprises. The company is headquartered in Bengaluru, India, and its shares are listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE).
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