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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, driven by strong performance in insurance, TMD/TMT, and BFS verticals, with BFS growth of 13.8% year-over-year.
Launched Neo IP/Mphasis NeoIP™, a unified AI platform, and continued investments in AI-driven growth, resulting in a record pipeline and strong TCV wins.
H1 FY26 TCV exceeded full-year FY25 TCV, with TTM TCV at $2.03 billion and $528 million in new TCV wins for the quarter.
Direct revenue increased 5.5% QoQ and 13.4% YoY; 87% of new TCV wins were in new-gen services.
Notable client wins include major US-based airline, hi-tech device manufacturer, and US wireless telecom company.
Financial highlights
Q2 FY26 revenue reached $445 million, up 2% sequentially and 6% year-over-year in constant currency, marking the highest quarterly revenue.
Operating margin remained stable at 15.3%; operating profit grew 4.4% sequentially and 9.5% year-over-year.
EPS for Q2 FY26 was 24.7, up 10.2% year-over-year; net profit for Q2 FY26 was ₹4,691 million, up 10.8% YoY.
Operating cash flow for Q2 FY26 was $54 million.
DSO increased to 89 days, reflecting a shift to fixed price contracts and milestone-based billing.
Outlook and guidance
Targeting growth of more than 2x industry average, supported by strong H1 performance and robust TCV conversion.
Operating EBIT margin guidance maintained at 14.75%–15.75%.
Continued focus on scaling AI-led propositions and expanding Neo IP suite.
Expect steady ramp-up of large deals in upcoming quarters.
How do you differentiate your AI platforms?
Is current TCV run rate sustainable?
Explain Logistics vertical margin decline
Neo IP: How will it impact margins?
DSO normalization: What's the timeline?
Sustaining Insurance & TMD growth drivers?
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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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