MphasiS Ltd.

NSE: MPHASIS | BSE: 526299 | ISIN: INE356A01018 | Industry: IT Consulting & Software
| Mid-range Performer
2800.0000 -2.50 (-0.09%)
NSE Jun 27, 2025 15:31 PM
Volume: 967.9K
 

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MphasiS Ltd.
19 Oct 2018
2800.00
-0.09%
Motilal Oswal
EBIT margin of 16.4% (-20bp QoQ) came in below our estimate of 17.2% due to pressure in Digital Risk and costs associated with ramp-up of new deals. PAT of INR2.7b (+5% QoQ) was in line with our estimate; miss on operating margins was made up for by higher other income. Growth in 2Q at 14.8% YoY CC was strong, driven by the HP channel (+25% YoY CC) and Direct Core (+14% YoY CC). Digital Risk, however, continued exhibiting weakness, pulling Direct International growth lower (10% YoY CC). Business mix continued improving, as New-Gen Services grew 48% YoY to form 46% of Direct Core. Continued momentum in HP and sustenance of mid-teen growth in Direct Core are expected to keep growth buoyant. Deal wins of USD210m of which 77% was from New-Gen Services reinforces momentum. On profitability, MPHL effective 3QFY19 and [2] Fully hedged net exposures imply no gains from weak INR.
MphasiS Ltd. has an average target of 2647.80 from 5 brokers.
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