Mastek Ltd
Mastek Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
FY'26 is seen as an important year with focus on core UK & Europe and Oracle businesses as key growth levers. FY'26 is seen as an important year with focus on core UK & Europe and Oracle business as key growth levers.
From Mastek Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY'26 is seen as an important year with focus on core UK & Europe and Oracle businesses as key growth levers.
- U.S. business is being reset to align more with Data & AI, expecting growth in these areas.
- Data & AI is expected to be the fastest-growing area, with the team expanding rapidly, including new hires and reskilling.
- UK healthcare (especially NHS) business expects significant growth, including over 100% YoY growth in FY'25 continuing into FY'26.
- Secured government services (SGS) in the UK has a healthy backlog and is expected to grow via new projects.
- Oracle business in sectors like healthcare, manufacturing & utilities is growing strongly, particularly in the U.S.
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Profitability & Margins
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Capital Expenditure Plans
- Mastek is actively investing in building Data & AI capabilities, expanding the team by adding 50-100 people quarterly, focusing on reskilling and new additions.
- The company is making strategic investments in asset accelerators by collaborating with and acquiring platforms from startups to boost technology adoption and solution building.
- There is a focus on investments in new technology adoption, especially around AI, with ongoing proof of concepts (POCs) and pilots with customers.
- Mastek aims to drive operational efficiency through AI adoption in delivery, targeting 15-20% efficiency gains.
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Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The 12-month order backlog for FY'25 grew by a modest 1.7% year-on-year.
- There was approximately $15 million in Annual Contract Value (ACV) contracts closed in early April, not included in the backlog numbers.
- Including this $15 million, the effective 12-month backlog growth is around 7-8% year-on-year and approximately 12% quarter-on-quarter.
- The backlog reflects timings of deal closings and some mismatch with outlook, but overall trend is positive.
- The company is securing long-term contracts providing steady runways, especially with existing customers like Home Office.
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Mastek Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹938 Cr, net profit ₹106 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Mastek's management said in earlier quarters
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Frequently Asked Questions
What were Mastek Ltd Q4 FY25 results?
FY'26 is seen as an important year with focus on core UK & Europe and Oracle businesses as key growth levers. FY'26 is seen as an important year with focus on core UK & Europe and Oracle business as key growth levers.
What is Mastek Ltd share price analysis?
Mastek Ltd currently shows a neutral. The stock trades at a P/E of 12.9 with a market cap of ₹5,667 Cr. Investors should review the full earnings analysis for detailed insights.
Is Mastek Ltd planning capital expenditure?
Mastek is actively investing in building Data & AI capabilities, expanding the team by adding 50-100 people quarterly, focusing on reskilling and new additions.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.