MphasiS Ltd.

NSE: MPHASIS | BSE: 526299 | ISIN: INE356A01018 | Industry: IT Consulting & Software
| Mid-range Performer
2456.1000 -4.60 (-0.19%)
NSE May 05, 2025 15:31 PM
Volume: 267.1K
 

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MphasiS Ltd.
08 Feb 2020
2456.10
-0.19%
Motilal Oswal
3QFY20 revenue growth of Mphasis (MPHL) (4% QoQ, CC) was largely in line with estimates; however, growth within key offerings like Application Development and Maintenance (~61% of revenue) remained tepid. We downgrade our FY20-22E EPS by 5-12%, driven by (a) continued uncertainty in growth trajectory of DXC channel, and (b) adjustments to our Revenue in CC terms grew 4.0% QoQ (v/s est. Growth was driven by Direct International (5% QoQ, CC) while DXC revenues remained largely Mphasis largest vertical, BFS, grew 5% QoQ, while Insurance was up ~6% QoQ. The restructuring that is underway at DXC seems to be impacting revenue growth in the channel. Growth was driven by Direct International (5% QoQ, CC) while DXC revenues remained largely BFS, Mphasis largest vertical grew 5% QoQ, while Insurance grew ~6% QoQ. Even non-core geographies like ROW made healthy contribution to segments reported strong growth (~6% / 15%, QoQ).
Anand Rathi decreased Buy price target of MphasiS Ltd. to 3008.0 on 28 Apr, 2025.
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