Guidance ledger · Q4 FY26

Mphasis Limited MPHASIS

3 revisions on record · 0 lowered · 2 raised — the strikethrough is what management used to say

directional guidance only · shifted across quarters

Holding view → · latest concall · The pulse

↑ raised Revenue growth guidance Q4 FY25 → Q4 FY26

~~better-than-industry (refused to quantify)~~ → high single-digit to low double-digit for FY27

“we expect to deliver high single -digit to low double -digit growth, supported by disciplined execution and increasing demand for AI -led transformation in FY27.”

↑ raised Annual TCV wins Q4 FY25 → Q4 FY26

~~$390Mn quarterly run rate as of Q4FY25~~ → $2.12 Bn LTM for FY26 (68% YoY)

“Consistent conversion of this pipeline has resulted in a record net new TCV of $2.12 Bn, representing 68% growth over the prior year.”

→ narrowed EBIT margin band Q4 FY25 → Q4 FY26

~~14.75% to 15.75%~~ → 14.75% to 15.75% (held across all 4 quarters)

“we remain committed to operating within our target band of 14.75% to 15.75%, while continuing to invest in platforms and capabilities.”

Method. Revisions come from management's own stated numbers, compared quarter over quarter across the covered concalls; each carries the verbatim quote. “No revisions” can also mean guidance too vague to pin down — see the posture chip above. Not investment advice.