Q2 2026 Mphasis Ltd Earnings Call Transcript

Oct 30, 2025 / 03:00 AM GMT

Release Date Price: ₹2763.15 (-4.55%)

Transcript

Key Points

Positve

Mphasis Ltd (BOM:526299) reported its highest ever quarterly revenue of $445 million, growing 2% sequentially and 6% year over year in constant currency terms.
The company achieved strong TCV wins of $528 million for the quarter, marking the second successive quarter with over half a billion dollars in TCV.
Mphasis Ltd (BOM:526299) launched a new AI platform, New IP, which integrates multiple AI solutions for continuous enterprise transformation.
The BFS pipeline grew by 45% year over year, and the non-BFS pipeline increased by 139% year over year, indicating strong future growth potential.
The company reported a stable operating margin of 15.3%, with operating profit growing 4.4% sequentially and 9.5% year over year.

Negative

The BFS segment showed some sequential softness, partly due to the impact of the ATM business.
The logistics and transportation vertical experienced a margin decline, turning into losses this quarter due to specific investments.
There is uncertainty regarding the impact of macroeconomic factors and potential seasonality effects on future quarters.
The company faces challenges in deal conversion timelines, with some deals requiring 3 to 6 months for ramp-up.
Currency fluctuations have impacted financials, with hedge losses expected to continue due to the depreciating rupee.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MBFL.NS - Mphasis Ltd
Q2 2026 Mphasis Ltd Earnings Call
Oct 31, 2025 / 03:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and thank you for joining the emphasis Q2 FY 2026 earnings conference call.

I'm Mira, your moderator for the day.

We have with us today Mr. Nitan Rakesh, CEO of Emphasis.

Mr. Aravan Vishwanathan, CFO, and Mr. Vinay Gangara, head of investor relations.

As a reminder, there is a webcast link in the call in white mail that the emphasis management team will be referring to today.

The same presentation is also available on the Emphasis website www.emphasis.com in the investor section on financial and filing as well as on both BSC and NSC websites. Requested to have the presentation handy.

As a reminder, all participant lines will be in the listen-only mode, and

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