MphasiS Limited has released an investor presentation detailing its financial results for the quarter ended December 31, 2025 (Q3FY26). The presentation, shared on January 22, 2026, highlights the company's AI-led momentum and its impact on driving growth across various segments. The company showcased strong performance with direct revenue growing 1.9% sequentially and 9.6% year-on-year. Growth was primarily led by the BFS (Banking and Financial Services) and Insurance verticals, with BFS Direct growing 2.5% QoQ and Insurance growing 8% QoQ in constant currency. BFSI combined saw a 3.7% sequential growth in constant currency. Key to the company's strategy is its focus on AI, with 69% of its pipeline being AI-led. The pipeline itself experienced significant growth, up 66% year-on-year, with a substantial increase in the large deals pipeline by 91% year-on-year. MphasiS sustained strong Total Contract Value (TCV) wins at $428 million in Q3FY26, including two deals exceeding $50 million. The LTM TCV stands at $2.1 billion, having doubled over the past year. The company expects to achieve more than double the industry growth rate, driven by its Q1-Q3FY26 performance and the steady conversion of its strong TCV wins into revenue. MphasiS targets an operating (EBIT) margin within the band of 14.75% - 15.75%. The presentation also detailed the Mphasis NeoIPTM Agentic Platform, emphasizing its role in modernizing operations and driving value through AI and autonomous workflows.
