TECHMNSE20 November 2025

Tech Mahindra Limited has informed the Exchange about Investor Presentation

Tech Mahindra Limited

111111111111111 TECH ...... mal,indra

20th November, 2025

To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 Scrip Code: 532755

Tech Mahindra Ltd Sharda Centre, Off Karve Road, Erandwane, Pune 411 004 Tel: +91 20 66018100 www.techmahindra.com

National Stock Exchange of India Limited Exchange Plaza, 5th floor, Plot No. – C/1, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400 051 NSE Symbol: TECHM

Sub: Intimation under Regulation 30 of the Securities and Exchange Board of India (Listing (“SEBI and Disclosure Requirements) Regulations, Obligations Listing_Regulations”) – Presentation to be made at the Analyst/Institutional Investor Meeting

2015

This is further to our letter dated 4th September, 2025 wherein we had given you an advance intimation of the Schedule of Analyst or Institutional Investor Meeting(s) with the Company in terms of Regulation 30(6) read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

In this regard, a Presentation, which is enclosed, would also be made during the aforesaid Mahindra Group Investor Day scheduled to be held today in Mumbai.

The same is also being uploaded on the Company’s website and can be accessed at the weblink: https://insights.techmahindra.com/investors/mahindra-group-investor-day-deck_tml-20112025.pdf

Please note that no unpublished price sensitive information is proposed to be shared by the Company during the aforesaid Conference.

Kindly take the same on record.

Thanking you,

For Tech Mahindra Limited

Ruchie Khanna

Company Secretary

Enclosure: As above

Regd. Office: Gateway Building, Apollo Bunder, Mumbai 400 001 India | CIN: L64200MH1986PLCO41370

TECH MAHINDRA

Tech Mahindra

ASPIRATION

Turnaround to be completed by FY27

Long-term aspiration is to drive profitable and sustainable growth higher than peer average

GROWTH VECTORS

Growth Strategy

Operations Strategy

Organization Strategy

~1.3x Growth in Revenue during FY20 to FY27

FY27 Goals :

Recap

Revenue Growth

Topline growth > Peer

average

EBIT Margin

15%

ROCE

> 30%

Capital Return

> 85% of FCF

3 - Year Roadmap :

Stabilization Phase Underway

Q4 FY24 Q4 FY24

FY25 FY25

FY26 FY26

FY27 FY27

The Beginning The Beginning

Turnaround Phase Turnaround Phase

Stabilization Phase Stabilization Phase

Reaping Returns Reaping Returns

Structure and Structure and strategy definition strategy definition

Ground the new org Ground the new org

Investment in Investment in accounts, key markets, accounts, key markets, service lines service lines

Front-end integration Front-end integration of portfolio companies of portfolio companies

Turbocharge program Turbocharge program for key account growth for key account growth

Project Fortius for cost Project Fortius for cost

Continue above Continue above normal investments normal investments

Full integration of Full integration of portfolio companies portfolio companies

Project Fortius – Project Fortius – further progress on further progress on cost savings cost savings

Improved long term Improved long term structural mix structural mix

Continuous Continuous improvement in improvement in pyramid pyramid

Accelerate Revenue Growth Margin Expansion

Tech Mahindra

: Growth Strategy

Revenue y-o-y (in CC)

Vectors

Key Metrics

Actuals

Stated Goal

. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

... , ..... . ...

...........

····••'

•••••

••••

• • • • • •

. . ...

.... *

.....

Peer Average

FY24

FY25

FY26

FY27

-4.7%

• Prioritized Markets

• Balanced Industry Mix /

Focussed Verticals

• Turbocharge Program

• Large Deal Program

• Narrowing growth gap with peers

• NPS Score –Top Quartile

• Built verticalized sales team within regions

• BFSI, Retail, Logistics & Transport, Healthcare – Faster growth

• Broad-based large deal wins – up 57% on LTM y-o-y

• $20 million+ accounts growth > company’s average

• Must Have Accounts

AI Delivered Right

Right Foundation

Right Strategy

Right Acceleration

One of the first SIs to launch Comprehensive platform for Agentic AI development–TechM Orion - July 2025

First GSI to develop LLM from scratch–2024

First to launch a comprehensive GenAI Studio–Apr 2023

Productivity

Tech Mahindra AI

Transformation

Tech Mahindra named Emerging Leader in Gartner® GenAI Services Magic Quadrant

Innovation

Assurance

DELIVERED RIGHT

IndiaAI Mission: Govt selects 8 players including Tech Mahindra

Tech Mahindra and NVIDIA to deliver Agentic AI Innovation to customers

Selected as part of the WEF’s MINDS Program

Tech Mahindra launches AI model in 38 Indian languages and dialects

Tech Mahindra :

Operations Strategy

Earnings Before Interest & Taxes (EBIT%)

Vectors

Key Metrics

• Deepen Capabilities

• Consistent margin expansion towards FY27 target

• Delivery Excellence

• Delivery led growth

• Productivity Gains

• Operational rigor → high FCF and dividend expansion

• High-margin Service Lines

• Analyst ratings improvement

• Savings delivered through Project Fortius

• Strengthening TechM Consulting

• Key Service Line Contribution – up 1% (FY25)

Transforming Tech Mahindra into a Learning Organization

High-Impact Learning Interventions in FY26: Future Leadership

Future Skilling

Impact

Zenith : Immersive, Personalized Leadership Program at INSEAD, France Velocity : Sales Leadership at INSEAD, ISB ELITE : Academy for PMs, PGMs, Large Deal Team Women Leadership Program

AI Skilling Hyperscalers Domain Certification

Fulfilment : Accelerated ‘re-purposing’ of talent Future-proofing : Right-skilling associates for sustained growth Succession : Build leadership muscle to Scale at Speed Diversity : Developing women leadership strength

Key Focus Areas for FY27:

New-Age Competency Framework

Career- architecture-led learning journey

Super-agile demand fulfilment

Hyper-Contextualized Learning, LXP

Create ‘Grassroot Innovation Mindset’

Tech Mahindra :

Organization Strategy

Talent Management & Culture Building

Group Synergy

ESG Leadership

• Stable Leadership team

• TechM x Mahindra University – R&D Facility/ Makers

• Only Indian IT company to receive the highest "A" rating

Lab/ Research Projects/ Latest Technology

across all three CDP categories

• Hired leadership across service lines –

Consulting, Design Services, CTO

• Inclusive, Innovation-focused, Performance-

• Synergy with group to enhance wallet share and win

• First Indian company to be awarded the Sustainable Markets

new logos

Initiative’s Terra Carta Seal

based culture

• Innovation and Co-creation in key next gen areas

• Only Indian company included in the Top 5% in the IT Services

sector and a member of S&P Global Yearbook 2025

Comprehensive Brand Refresh : Uniquely Tech Mahindra

Unmistakably Mahindra,

Brand Architecture

Orbit Model

Master Brand Sub Brands Endorsed Brands Independent Brands

EVP Limitless Together

Brand Platform

Purpose Promise – Scale at SpeedTM Mission Values

Visual Identity

Symbol Color palette Typography Art direction

Patterns Illustrations Iconography Gradients

Verbal Identity The Ascending Force

Bold Human Straightforward

A Bold Evolution Designed for Tomorrow • Reinforce positioning as a future-ready

transformation partner

• Inspire a renewed sense of pride and

belonging among associates worldwide • Create a unified, modern identity across

portfolio companies and markets

Impact • Positive feedback from clients & analysts • 52K+ new followers, 1.3Mn+ Impressions,

30% jump in user engagement on social media

Next months journey …

Deepening Client Relationships to expand wallet share

Drive automation and Delivery excellence for continued margin expansion

Consistent policy of returning cash to shareholders > 85% of FCF

Consulting and Gen AI are the significant areas of investment

Scaling High-Growth Service Lines: Engineering Services, Cloud, Data & AI, Consulting

Tech Mahindra

ASPIRATION

Turnaround to be completed by FY27

Long-term aspiration is to drive profitable and sustainable growth higher than peer average

GROWTH VECTORS

Growth Strategy

Operations Strategy

Organization Strategy

~1.3x Growth in Revenue during FY20 to FY27

← All Transcripts TECHM Stock Page →

Tech Mahindra Limited has informed the Exchange about Investor Presentation

Market Movers