Tech Mahindra
Tech Mahindra Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 growth is expected to be higher than FY26, underpinned by mega telecom deals and a growing diversified portfolio. Tech Mahindra expects growth in FY27 to be higher than FY26, driven by mega telecom deals and diversification into manufacturing, BFSI, and retail sectors (pg.
From Tech Mahindra's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 growth is expected to be higher than FY26, underpinned by mega telecom deals and a growing diversified portfolio.
- Expansion in manufacturing verticals such as aerospace, defense, and gradual recovery in US auto are key drivers.
- Financial services and retail CPG sectors are also expected to contribute meaningfully with new client additions.
- Pipeline of large deals in BFS (Banking, Financial Services) and manufacturing expected to convert in FY27.
- Despite industry growth forecasted between 2%-5%, Tech Mahindra is confident of outperforming industry averages.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Tech Mahindra said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Tech Mahindra plans very significant investments in AI, including Large Language Models (LLMs), platform ecosystem, and people.
- Continuous investments in Generative AI for long-term success.
- Investments have been made in technology platforms like AI-enabled demand and supply management platforms to improve responsiveness and fulfillment time.
- The company plans to continue investing in service line capabilities, leadership, and internal tools/platforms.
- Focus on tuck-in acquisitions to supplement capability, moving beyond predominantly organic growth.
- Investments also target improvements in sales and marketing capabilities and learning & development.
2 more points management made on capital expenditure plans
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 Tech Mahindra said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Tech Mahindra — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹15.1K Cr, net profit ₹1.4K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Tech Mahindra Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Tech Mahindra Q4 FY26 results?
FY27 growth is expected to be higher than FY26, underpinned by mega telecom deals and a growing diversified portfolio. Tech Mahindra expects growth in FY27 to be higher than FY26, driven by mega telecom deals and diversification into manufacturing, BFSI, and retail sectors (pg.
What is Tech Mahindra share price analysis?
Tech Mahindra currently shows a neutral. The stock trades at a P/E of 29.2 with a market cap of ₹155,245 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tech Mahindra planning capital expenditure?
Tech Mahindra plans very significant investments in AI, including Large Language Models (LLMs), platform ecosystem, and people.
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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.