Mphasis Limited

BSE:526299 Rapport sur les actions

Capitalisation boursière : ₹423.9b

Mphasis Gestion

Gestion contrôle des critères 3/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Nitin Rakesh

Directeur général

₹526.8m

Rémunération totale

Pourcentage du salaire du PDG11.81%
Durée du mandat du directeur général9.3yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction7yrs
Durée moyenne du mandat des membres du conseil d'administration4.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour de l'analyse Apr 26

526299: Flagstar Infrastructure Modernization And AI Roadmap Will Support Future Earnings

Analysts have maintained their overall fair value estimate for Mphasis at ₹2,716.83 per share, while modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions explain the minor adjustment in their price target narrative. What's in the News Mphasis reported the successful completion of a large-scale technology modernization program for Flagstar Bank, N.A., including the consolidation of six legacy data centers into two next generation facilities in roughly twelve months, creation of a new cloud platform, and migration of hundreds of business critical applications with zero downtime (Key Developments).
Mise à jour de l'analyse Apr 11

526299: Data Center Overhaul And AI Plans Will Support Future Earnings

Analysts have adjusted the Mphasis price target from ₹2,880.86 to ₹2,716.83, reflecting updated views on its fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Mphasis completed a large technology modernization program with Flagstar Bank, N.A., including building a next generation data center and cloud platform and overhauling core technology infrastructure supporting Flagstar's regional banking operations (Key Developments).
Mise à jour de l'analyse Mar 26

526299: AI And Quantum Solutions Will Support Future Earnings Despite Modest Assumption Tweaks

Analysts have trimmed their fair value estimate for Mphasis from about ₹3,106 to around ₹2,881. This reflects updated views on slightly lower revenue growth expectations, a modestly higher discount rate, and a marginally lower future P/E assumption, partly balanced by a small uplift in projected profit margin.
Nouvelle analyse Mar 17

AI Modernization Pipeline Will Shape Banking Exposure And Margin Stability

Catalysts About Mphasis Mphasis is an IT services company that provides application, infrastructure and AI led solutions to global clients, with a large presence in banking, financial services and insurance. What are the underlying business or industry changes driving this perspective?
Nouvelle analyse Mar 02

AI Agent Adoption In BFSI Will Transform This IT Services Leader

Catalysts About Mphasis Mphasis is an IT services company focused on application development, modernization, cloud and AI led transformation for global enterprises, with a strong presence in BFSI and insurance. What are the underlying business or industry changes driving this perspective?
Mise à jour de l'analyse Feb 25

526299: AI And Quantum Solutions Will Support Future Earnings Despite Modest Assumption Tweaks

Analysts have trimmed their price target for Mphasis by about ₹90 to reflect slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E, while keeping their overall thesis intact. What's in the News Mphasis has scheduled a Board Meeting on Jan 22, 2026, at 10:15 Indian Standard Time to consider and approve audited standalone and consolidated financial results for the quarter ended Dec 31, 2025, along with the Auditor's Report and other agenda items (Key Developments).
Mise à jour de l'analyse Feb 10

526299: AI And Quantum Solutions Will Support Future Earnings Resilience

Analysts have made a small downward adjustment to their fair value estimate for Mphasis to ₹3,196.86 from ₹3,198.49, reflecting slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News Mphasis has scheduled a Board Meeting on Jan 22, 2026, at 10:15 Indian Standard Time to consider and approve audited standalone and consolidated financial results for the quarter ended Dec 31, 2025, along with the Auditor's Report and other matters (Key Developments).
Mise à jour de l'analyse Jan 24

526299: AI And Quantum Solutions Will Strengthen Future Earnings Quality

Analysts have lifted their fair value estimate for Mphasis from ₹3,156.57 to ₹3,198.49, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as key drivers behind the change. What's in the News Mphasis has scheduled a board meeting on Jan 22, 2026 at 10:15 Indian Standard Time to consider and approve audited standalone and consolidated financial results for the quarter ended Dec 31, 2025, along with the auditor's report and other matters (Key Developments).
Mise à jour de l'analyse Jan 08

526299: AI And Quantum Offerings Will Drive Future Earnings Quality

Analysts have nudged their fair value estimate for Mphasis from ₹3,064.34 to ₹3,156.57, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Mphasis has scheduled a board meeting on January 22, 2026, to consider and approve audited standalone and consolidated financial results for the quarter ended December 31, 2025, along with the auditor's report and other matters (company filing).
Mise à jour de l'analyse Dec 24

526299: AI And Quantum Offerings Will Shape A Balanced Future Outlook

Analysts have slightly raised their price target on Mphasis by approximately ₹6 to around ₹3,064, citing marginal improvements in fair value estimates and forward valuation assumptions despite minimal changes in growth and profitability forecasts. What's in the News Mphasis has scheduled a board meeting on January 22, 2026 to consider and approve audited standalone and consolidated financial results for the quarter ended December 31, 2025, among other matters (company filing).
Mise à jour de l'analyse Dec 09

526299: AI And Quantum Offerings Will Shape A Measured Outlook

Analysts have modestly raised their price target on Mphasis to ₹3,058 from ₹3,006, citing slightly stronger expectations for revenue growth and a still robust long term earnings multiple that more than offset a minor trim to projected profit margins. What's in the News Mphasis launched its global brand campaign, "AI Without Intelligence Is Artificial," to position its next generation AI platform Mphasis NeoIP as a contextual, outcome driven partner for enterprises across banking, healthcare, insurance, and hi tech (company announcement) The new campaign focuses on intelligent engineering and continuous learning AI systems, aiming to differentiate Mphasis in a crowded AI market and highlight real world business and IT transformation use cases (company announcement) Mphasis introduced NeoIP, a unified AI platform that connects data, systems, and processes to automate complex decisions, predict and prevent issues, and enable continuous modernization across application development, ITOps, and business operations (company announcement) Early NeoIP deployments reportedly delivered up to 60 percent improvement in development and modernization efficiency and about 50 percent reduction in incident detection and resolution times for clients, strengthening the company’s value proposition in large transformation deals (company announcement) The company also unveiled quantum focused offerings qCryptsec for quantum safe cryptography and QOptiDecision for quantum enhanced decision optimization, targeting use cases such as route optimization, bin packing, and crew scheduling (company announcement) Valuation Changes Fair Value: Raised slightly to ₹3,058 from ₹3,006, reflecting a modestly higher intrinsic value estimate for Mphasis shares.
Mise à jour de l'analyse Sep 05

AI And Cloud Modernization Will Transform IT And BFSI Services

Given the negligible changes in both the discount rate and future P/E ratio, analysts have left Mphasis’s fair value estimate effectively unchanged at ₹3006. What's in the News Mphasis achieved a key milestone with Flagstar Bank by establishing a new data center facility, supporting Flagstar’s transformation into a top regional bank through technology modernization, enhanced security, operational improvements, cost efficiencies, and stronger risk management.
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Nouvelle analyse Dec 02

AI Transformation With NeoZeta And NeoCrux Set To Skyrocket Revenue And Margins

Mphasis is leveraging AI advancements and platforms to enhance revenue growth, reduce labor costs, and improve net margins and earnings.

Analyse de la rémunération des PDG

Comment la rémunération de Nitin Rakesh a-t-elle évolué par rapport aux bénéfices de Mphasis?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

₹19b

Dec 31 2025n/an/a

₹18b

Sep 30 2025n/an/a

₹18b

Jun 30 2025n/an/a

₹17b

Mar 31 2025₹527m₹62m

₹17b

Dec 31 2024n/an/a

₹16b

Sep 30 2024n/an/a

₹16b

Jun 30 2024n/an/a

₹16b

Mar 31 2024₹441m₹124m

₹16b

Dec 31 2023n/an/a

₹16b

Sep 30 2023n/an/a

₹16b

Jun 30 2023n/an/a

₹16b

Mar 31 2023₹592m₹52m

₹16b

Dec 31 2022n/an/a

₹16b

Sep 30 2022n/an/a

₹16b

Jun 30 2022n/an/a

₹15b

Mar 31 2022₹351m₹112m

₹14b

Dec 31 2021n/an/a

₹14b

Sep 30 2021n/an/a

₹13b

Jun 30 2021n/an/a

₹13b

Mar 31 2021₹116m₹37m

₹12b

Dec 31 2020n/an/a

₹13b

Sep 30 2020n/an/a

₹12b

Jun 30 2020n/an/a

₹12b

Mar 31 2020₹123m₹46m

₹12b

Rémunération vs marché: La rémunération totale de Nitin ($USD 5.59M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Indian ($USD 724.19K ).

Rémunération et revenus: La rémunération de Nitin a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Nitin Rakesh (54 yo)

9.3yrs
Titularisation
₹526,800,000
Compensation

Mr. Nitin Omprakash Rakesh has been the Chief Executive Officer of Marble II Pte. Ltd. since January 2017.He serves as Managing Director at Mphasis Limited since 2021. Mr. Rakesh has been Chief Executive...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Nitin Rakesh
CEO, MD & Executive Director9.3yrs₹526.80mpas de données
Aravind Viswanathan
Chief Financial Officer1.8yrspas de donnéespas de données
Eric Winston
Executive VP8.5yrspas de données0.017%
₹ 70.7m
Veda Iyer
Global Chief Marketing Officer5.3yrspas de données0.0018%
₹ 7.4m
Ravi Davuluri
Senior Vice President - Salesno datapas de donnéespas de données
Ayaskant Sarangi
Chief Human Resource Officer2.6yrspas de donnéespas de données
Andres Ricaurte
Senior VP & Global Head of Payments7.3yrspas de donnéespas de données
Ravi Vasantraj
Global Delivery Head7yrspas de donnéespas de données
Kumar Sridhar
VP & Delivery Head SAGEno datapas de donnéespas de données
Parimal Pandit
VP & Delivery Head Enterpriseno datapas de donnéespas de données
Vassilis Constantopoulos
Senior Vice Presidentno datapas de donnéespas de données
Vivek Jasuja
Senior Vice Presidentno datapas de donnéespas de données
7.0yrs
Durée moyenne de l'emploi
52.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de 526299 est chevronnée et expérimentée (7 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Nitin Rakesh
CEO, MD & Executive Director9.3yrs₹526.80mpas de données
Amit Dixit
Non-Executive Non Independent Director9.7yrspas de donnéespas de données
Girish Paranjpe
Independent Chairperson1.6yrs₹3.31mpas de données
Sunil Gulati
Independent Director2.1yrs₹6.82mpas de données
Punit Sood
Independent Directorless than a year₹1.90mpas de données
Kabir Mathur
Non-Independent Non-Executive Director4.4yrspas de donnéespas de données
Marshall Lux
Non Executive Non-Independent Director7.8yrs₹6.50mpas de données
David Johnson
Non-Executive Non Independent Director9.7yrs₹6.43mpas de données
Amit Dalmia
Non-Executive Non Independent Director9.7yrspas de donnéespas de données
Maureen Erasmus
Independent Director4.4yrs₹7.28mpas de données
Pankaj Sood
Non-Independent Non-Executive Director4.4yrspas de donnéespas de données
4.4yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de 526299 sont considérés comme expérimentés (ancienneté moyenne 4.4 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/06 08:45
Cours de l'action en fin de journée2026/05/06 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Mphasis Limited est couverte par 64 analystes. 36 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Pulkit Chawla360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital
Sushovon NayakAnand Rathi Shares and Stock Brokers Limited