MPS Ltd (NSE:MPSLTD)

Q1 2027 MPS Ltd Earnings Call Transcript

Jul 22, 2026 / 11:00 AM GMT

Release Date Price: ₹2564.5 (+20.00%)

Transcript

Key Points

Positve

MPS Ltd (BOM:532440) reported its strongest first quarter in history with a 20.4% increase in revenue to INR224.24 crores.
EBITDA grew by 53% to INR76.96 crores, with margins expanding to 34.3% from 27% a year ago.
Profit after tax increased by 43% to INR50.39 crores, and basic EPS reached an all-time Q1 high of INR29.7.
The company has successfully leveraged operating leverage, with headcount rising less than 3% while achieving significant growth.
MPS Ltd (BOM:532440) is shifting towards outcomes-based revenue, enhancing profitability and creating a structural moat with AI integration.

Negative

The number of clients billed during the quarter decreased from 906 to 841, indicating potential client rationalization or account pruning.
There have been management changes and exits, raising questions about operational and cultural continuity across global acquisitions.
The corporate learning segment, although showing growth, had previously carried stress and required restructuring to improve margins.
Despite strong financial performance, there is a push for higher organic growth, particularly in the corporate learning segment.
The company faces challenges in maintaining quality while reducing headcount and increasing reliance on AI and gig workers.

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

MPSL.NS - MPS Ltd
Q1 2027 MPS Ltd Earnings Call
Jul 22, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q1FY27 Earnings Conference Call of MPS Limited.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal no later by pressing star and zero on your touchstone phone. Please note that this conference is been recorded.

I now hand the conference over to Mr. Rahul Arora, Chairman and CEO.

Thank you and over to you, sir.

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Unidentified_2 [2]
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