Mastek Ltd
Mastek Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 is expected to be a positive growth year, outperforming FY26 with stronger order backlog execution. FY27 is expected to be a positive growth year with better performance than FY26, supported by a stronger 12-month order backlog and improving lead indicators.
From Mastek Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 is expected to be a positive growth year, outperforming FY26 with stronger order backlog execution.
- North America business shows positive sequential order book growth and is anticipated to stabilize and grow.
- AMEA business is turning around with a reset focus on healthcare, BFSI, and manufacturing, expected to grow in FY27 despite geopolitical uncertainties.
- U.K. business continues to perform well, with growth in new government departments and private sector healthcare and financial services.
- The shift from project-based to fixed bid/outcome-based contracts is expected to support stable long-term revenues.
2 more points from Mastek Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Mastek Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Mastek is actively considering M&A as part of its capital allocation strategy, focusing on acquisitions that enhance vertical and domain-specific capabilities, especially in core business areas rather than peripheral digital activities.
- The company is also looking at smaller strategic AI investments and partnerships with significant AI players to bolster their AI capabilities.
- Current focus for M&A and investments is tightly aligned with verticalization and AI-driven business transformation.
2 more points from Mastek Ltd's call on capex
Pro opens every point from 15K+ earnings calls
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
See what Mastek Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The 12-month order backlog has increased significantly, providing a much stronger foundation entering FY27.
- Order book growth is positive, particularly in the U.K. business, while North America shows improvement but limited 12-month backlog growth.
- The North America business has seen sequential order book growth across Q2, Q3, and Q4.
- The order backlog includes:
- Longer-term orders in the U.K. public sector with tenures of 3-5 years.
- Project-driven orders in Salesforce and Oracle businesses with execution periods of 1 to 1.5 years.
- Ramp-up of three deals announced in March (ATLAS, FCA, Biometric):
- FCA deal ramping up with over 60 onsite resources; full ramp-up expected by end of Q1 FY27.
2 more points from Mastek Ltd's call on order book
Pro opens every point from 15K+ earnings calls
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.
Full financials →Continue your research
What Mastek's management said in earlier quarters
Others in IT - Software this season
- Systango Tech (Q4 FY26)
For FY26 (full year), Revenue from Operations is reported at INR 904 million, up 34.72% year-on-year from INR 671 million in FY25 (Page 26). Key investor presen
- Cybertech Sys. (Q4 FY26)
Q4FY26 Operating Revenue: ₹623.3 million, up 1.4% YoY (Q4FY25 Operating Revenue: ₹614.9 million) . Key investor presentation takeaways from Cybertech Systems &
- ASM Technologies (Q4 FY26)
Revenue from Operations for Q4 FY26: ₹135.1 Cr, up 18.0% YoY from ₹114.5 Cr in Q4 FY25 (Page 8). Key concall takeaways from ASM Technologies Ltd's Q4 FY26…
- 3i Infotech Ltd (Q4 FY26)
77 crore. Key concall takeaways from 3i Infotech's Q4 FY26 earnings call — and how it ranks against sector peers.
Arthneeti Pro · Annual
Mastek Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Mastek Ltd Q4 FY26 results?
FY27 is expected to be a positive growth year, outperforming FY26 with stronger order backlog execution. FY27 is expected to be a positive growth year with better performance than FY26, supported by a stronger 12-month order backlog and improving lead indicators.
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 considering M&A as part of its capital allocation strategy, focusing on acquisitions that enhance vertical and domain-specific capabilities, especially in core business areas rather than peripheral digital activities.
Keep Mastek Ltd on your radar — track it to get its next earnings analysis in your feed.
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.