Tech Mahindra Limited
2,839words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
1%
95%
98%
1 Billion
85%
100%
29%
142%
3x
13.1%
12.1%
Guidance — 3 items
Ref
opening
“Achieved industry-leading NPS in FY26 Focused SLs are Growing 3x faster than rest of the company ~95% accounts have AI embedded in the respective engagements of Peak and Prime Productivity gains via excess FP HC optimization, AI/Automation usage and portfolio co integrations Project Fortius moved TechM to a structured productivity and margin discipline, anchored in utilization rigor, delivery governance, and pricing control.”
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opening
“Project Fortius - Margin Improvement Earnings before Interest & Taxes (EBIT %) Ambitions ahead – FY27 & beyond 13.1% 12.1% 13.8%”
Structural margin expansion
opening
“Continue with productivity, utilization, and operational efficiency levers as steady-state capabilities Tighten & redirect subcon spends FY27 - Gearing up for New Challenges and Opportunities Changing marketplace Chatbots to agentic AI wave Rise of GCCs in India Cybersecurity risks Macro-economic challenges Regulatory changes (e.g.”
Speaking time
1
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Opening remarks
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Intimation of Quarterly Earnings Meet vide letter dated 3rd April 2026 Dear Sir/Madam, In furtherance to the Quarterly Earnings Presentation submitted as part of the detailed outcome of the Board Meeting intimated by the Company on 22 April 2026, please find enclosed the Investor Presentation on Update on Strategic Roadmap being made at the Quarterly Earnings Meeting (Analyst Day 2026) scheduled to be held today viz. Wednesday, 22 April 2026 at 5:15 p.m. (IST). Intimation is This https://www.techmahindra.com/investors/ also available on the website of the Company at the weblink: Kindly take the above on record. Thanking you, For Tech Mahindra Limited Ruchie Khanna Company Secretary Encl.: as above Regd. Office: Gateway Building, Apollo Bunder, Mumbai 400 001 India | CIN: L64200MH1986PLCO41370 1 Analyst Day 2 0 2 6 Pun e Presenters name Designation April 22, 2026 Agenda Strategic Update on Transformation AI-Led Delivery Model Financial Updates TechM Outperformance Code Q&A 2024 Winners
AI led productivity improvement
Scale AI and automation-driven delivery, pyramid optimization, and offshoring 10.5% 11.1% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Key operational metrics converging to industry benchmarks, removing structural cost overhangs Capturing synergies via Portfolio companies integrations BPS driven by operational rigor, technology-led- transformation and profitability reset across underperforming business lines COMVIVA driven by price uplifts, eliminating loss-making projects drag and disciplined G&A optimization Predictability & value focus: Sharpen pricing discipline and execution governance
Structural margin expansion
Continue with productivity, utilization, and operational efficiency levers as steady-state capabilities Tighten & redirect subcon spends FY27 - Gearing up for New Challenges and Opportunities Changing marketplace Chatbots to agentic AI wave Rise of GCCs in India Cybersecurity risks Macro-economic challenges Regulatory changes (e.g. H-1B) Top bets Investment led Turbocharge Breakout (Peak + Prime accounts) AI (Process and business consulting, Data, Agentic, Domain and Apps) Focus on new offerings (AI, renewed focus on Insurance and Banking Products) Continuous focus on mega deals Nearshore and GCC focus Within 10 months of partnering with TechM, we grew from under 30 to 350-plus. It wasn’t easy, but their team’s responsiveness, collaboration, and willingness to course-correct made all the difference. Today, we have a strong, focused team delivering real value for our customers and stakeholders. Sandeep Chakraborty, CIO & CTO, Manulife Japan AIA Australia and Tech Mahindra have successfu