Tech Mahindra Limited

NSEI:TECHM 株式レポート

時価総額:₹1.2t

Tech Mahindra マネジメント

マネジメント 基準チェック /24

Tech Mahindraの CEO はMohit Joshiで、 Dec2023年に任命され、 の在任期間は 2.5年です。 の年間総報酬は₹ 539.00Mで、 21.2%給与と78.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.023%を直接所有しており、その価値は₹ 282.41M 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と5.4年です。

主要情報

Mohit Joshi

最高経営責任者

₹539.0m

報酬総額

CEO給与比率21.15%
CEO在任期間2.5yrs
CEOの所有権0.02%
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間5.4yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 17

TECHM: Richer P E Leaves Little Cushion If New Alliances Disappoint

Analysts have inched their consolidated price target for Tech Mahindra slightly lower to about ₹1,271, reflecting small shifts in fair value, discount rate, revenue growth assumptions and profit margin expectations in their updated models. Analyst Commentary Recent price target adjustments on Tech Mahindra indicate that analysts are taking a more measured stance on the stock, with the revised consolidated target around ₹1,271 reflecting a tighter margin of safety around valuation and execution risks.
ナラティブの更新 Jun 03

TECHM: AI Alliances And Margin Discipline Will Support Future Upside

Analysts have reduced their fair value estimate for Tech Mahindra from ₹2,196.47 to ₹1,897.03, reflecting slightly lower assumed revenue growth, profit margins, and future P/E, along with a modestly adjusted discount rate. Analyst Commentary Even with a lower fair value estimate, bullish analysts still see room for Tech Mahindra to execute on its plans and support the revised valuation.
ナラティブの更新 May 18

TECHM: Richer P E And Partnerships Will Shape Balanced Future Returns

Analysts have lifted Tech Mahindra's fair value estimate from ₹1,214 to ₹1,272, citing a lower discount rate and higher future P/E assumptions, even as they factor in more moderate revenue growth and profit margin expectations. Analyst Commentary Recent commentary around Tech Mahindra highlights a mix of optimism on valuation assumptions and caution around the company’s ability to deliver on growth and profitability expectations.
ナラティブの更新 May 03

TECHM: AI Alliances And Dividend Strength Will Support Balanced Medium Term Outlook

Analysts have revised their fair value estimate for Tech Mahindra to ₹1,583 from ₹1,686. This reflects slightly softer assumptions for revenue growth, profit margins and future P/E.
ナラティブの更新 Apr 19

TECHM: Higher Discount Rate And Richer P/E Will Constrain Future Returns

Analysts have made a modest upward revision to Tech Mahindra's fair value estimate, lifting the implied price target by about ₹9 as they refresh assumptions around growth, margins, discount rate, and future P/E expectations. Analyst Commentary Bearish analysts are treating the latest tweak to Tech Mahindra's fair value as a relatively minor adjustment rather than a strong conviction call, and they are framing it within a broader set of execution and growth risks that they see across IT and technology services names.
ナラティブの更新 Apr 05

TECHM: Higher Discount Rate And Lower P E Multiple Will Pressure Returns

Narrative Update on Tech Mahindra Analysts have reduced the updated fair value estimate for Tech Mahindra from about ₹1,327 to roughly ₹1,205. This reflects recalibrated expectations around discount rates, revenue growth, profit margins and future P/E multiples.
ナラティブの更新 Mar 21

TECHM: AI And Telecom Partnerships Will Support Medium Term Upside Potential

Analysts have increased Tech Mahindra's fair value estimate from ₹1,577.74 to ₹1,686.33, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple. Analyst Commentary Recent changes to Tech Mahindra's fair value estimate reflect a mix of optimism and caution around how the company can execute on its revenue, profitability, and valuation assumptions over time.
ナラティブの更新 Mar 06

TECHM: AI Partnerships And Margin Discipline Will Support Future Upside

Analysts have inched up their fair value estimate for Tech Mahindra to ₹2,196 from ₹2,182, reflecting slightly higher assumptions for revenue growth, profit margins and the future P/E multiple in their updated price target work. Analyst Commentary Bullish analysts are reading the recent tweak to Tech Mahindra's fair value estimate as a sign that assumptions around growth, profitability and the P/E multiple still support a constructive view on the stock.
ナラティブの更新 Feb 20

TECHM: Tighter P E Multiple Will Likely Undercut The Margin Story

Analysts have trimmed their price target for Tech Mahindra by about ₹20 to reflect a slightly lower fair value and P/E assumption, even as they factor in marginally higher revenue growth and profit margin expectations. Analyst Commentary Bearish analysts appear to be using the recent trim in Tech Mahindra's fair value and P/E assumptions as a reminder of the execution and growth risks that can sit behind headline numbers.
ナラティブの更新 Feb 05

TECHM: AI Partnerships And Execution On Margin Discipline Will Support Future Upside

The updated analyst price target for Tech Mahindra has increased from ₹2,043.82 to ₹2,182.48, with analysts citing adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the main drivers of this change. Analyst Commentary Recent updates to Tech Mahindra’s price target reflect a more constructive tone from bullish analysts, who are reassessing the company’s potential execution on growth, profitability and valuation.
ナラティブの更新 Jan 22

TECHM: Higher Margin Assumptions Will Likely Prove Too Optimistic

Narrative Update Analysts have raised their price target on Tech Mahindra to ₹1,347 from about ₹1,171, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that collectively support a higher fair value estimate. Analyst Commentary While the higher fair value estimate for Tech Mahindra reflects more constructive assumptions on growth and profitability, bearish analysts would still flag several risks that could cap valuation if execution does not line up with these inputs.
分析記事 Jan 21

Tech Mahindra Limited Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next

Investors in Tech Mahindra Limited ( NSE:TECHM ) had a good week, as its shares rose 3.9% to close at ₹1,679 following...
ナラティブの更新 Jan 08

TECHM: AI Partnerships And Margin Discipline Will Drive Future Earnings Upside

Narrative Update Analysts have raised their fair value estimate for Tech Mahindra from ₹1,947.93 to ₹2,043.82 as they factor in slightly higher growth, stronger profit margins, and a modestly richer future P/E multiple in their models. Analyst Commentary Recent research activity around Tech Mahindra signals that bullish analysts are willing to recognize higher fair value when they see a combination of improving growth assumptions, firmer margins, and support for a richer P/E multiple.
ナラティブの更新 Dec 14

TECHM: AI And 5G Solutions Will Drive Earnings Upside Ahead

Analysts have modestly reduced their fair value estimate for Tech Mahindra, trimming the target by roughly ₹70 to about ₹1,948, as slightly lower valuation multiples offset improved expectations for revenue growth and profitability. Analyst Commentary Bullish analysts remain constructive on Tech Mahindra despite the modest trimming of fair value, highlighting improving fundamentals and a more supportive demand backdrop across key verticals.
分析記事 Dec 01

These 4 Measures Indicate That Tech Mahindra (NSE:TECHM) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Nov 29

TECHM: Revenue Momentum And Market Recovery Will Shape Medium-Term Outlook

Narrative Update on Tech Mahindra Analysts have raised Tech Mahindra's fair value estimate from ₹1,568.60 to ₹1,577.74, citing improving fundamentals and steady expectations for revenue growth and profit margin expansion. Analyst Commentary Recent analyst updates reflect a mixed outlook for Tech Mahindra, with both optimism and caution shaping expectations for the company’s performance and valuation.
ナラティブの更新 Nov 15

TECHM: Future Profitability And New Partnerships Will Support Resilience Ahead

Analysts have slightly lowered their price target for Tech Mahindra to ₹1,568.60, citing minor adjustments to growth and discount rate assumptions. They also noted stable future profitability metrics.
分析記事 Nov 09

Returns On Capital At Tech Mahindra (NSE:TECHM) Have Stalled

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
ナラティブの更新 Oct 31

TECHM: Future Partnerships And Digital Expansion Will Sustain Balanced Performance

Analysts maintained their price target for Tech Mahindra at ₹1,570.83, citing stable forecasts for revenue growth and profit margin as supporting factors behind their unchanged outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Tech Mahindra's consistent revenue growth projections provide a solid foundation for its current valuation.
分析記事 Oct 18

Earnings Miss: Tech Mahindra Limited Missed EPS By 6.0% And Analysts Are Revising Their Forecasts

Last week saw the newest second-quarter earnings release from Tech Mahindra Limited ( NSE:TECHM ), an important...
ナラティブの更新 Oct 17

BFSI And Healthcare Expansion Will Unlock Global Opportunities

The analyst price target for Tech Mahindra was revised slightly downward from ₹1,605 to ₹1,571, as analysts cited a minor increase in the discount rate. However, they noted projected improvements in revenue growth and profit margin that support the updated outlook.
ナラティブの更新 Oct 03

BFSI And Healthcare Expansion Will Unlock Global Opportunities

The analyst price target for Tech Mahindra has been slightly reduced to ₹1,605 from ₹1,626. Analysts cite modest adjustments in projected growth rates and profit margins as key factors behind the revision.
ナラティブの更新 Sep 05

BFSI And Healthcare Expansion Will Unlock Global Opportunities

With both the consensus analyst price target and key valuation metrics such as Future P/E and discount rate remaining essentially unchanged, analysts see little change to Tech Mahindra's fair value, which stays at ₹1626. What's in the News Tech Mahindra launched TechM Orion, an AI agent development platform powered by NVIDIA, enabling rapid deployment of agentic AI solutions with strong governance, integration capabilities, and industry-specific applications.
分析記事 Aug 08

Investors Met With Slowing Returns on Capital At Tech Mahindra (NSE:TECHM)

NSEI:TECHM 1 Year Share Price vs Fair Value Explore Tech Mahindra's Fair Values from the Community and select yours Did...
分析記事 Jul 02

Tech Mahindra's (NSE:TECHM) Earnings Are Weaker Than They Seem

Tech Mahindra Limited ( NSE:TECHM ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
分析記事 Jun 28

Here's What Analysts Are Forecasting For Tech Mahindra Limited (NSE:TECHM) After Its Annual Results

As you might know, Tech Mahindra Limited ( NSE:TECHM ) recently reported its full-year numbers. Tech Mahindra reported...
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新しいナラティブ Nov 08

Revving Up Growth With Tactical Alliances AI Investments And Cloud Innovations

Strategic partnerships and project initiatives are driving improved margins and expected profitability through operational excellence and cost-efficiency.

CEO報酬分析

Tech Mahindra の収益と比較して、Mohit Joshi の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

₹48b

Dec 31 2025n/an/a

₹46b

Sep 30 2025n/an/a

₹45b

Jun 30 2025n/an/a

₹45b

Mar 31 2025₹539m₹114m

₹43b

Dec 31 2024n/an/a

₹37b

Sep 30 2024n/an/a

₹33b

Jun 30 2024n/an/a

₹25b

Mar 31 2024₹232m₹141m

₹24b

報酬と市場: Mohitの 総報酬 ($USD 5.71M ) は、 Indian市場 ($USD 1.14M ) の同規模の企業の平均を上回っています。

報酬と収益: Mohitの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Mohit Joshi (52 yo)

2.5yrs
在職期間
₹539,000,000
報酬

Mr. Mohit Joshi serves as Chief Executive Officer, Managing Director and Director at Tech Mahindra Limited since December 20, 2023 and served as its Additional Director from June 20, 2023 to December 20, 2...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Mohit Joshi
CEO, MD & Director2.5yrs₹539.00m0.023%
₹ 282.4m
Rohit Anand
Chief Financial Officer4yrs₹65.00mデータなし
Atul Soneja
Chief Operating Officer2.8yrs₹71.00mデータなし
Ruchie Khanna
Company Secretary & Compliance Officer1.8yrs₹3.00mデータなし
Pallavi Katiyar
Chief Information Officer2.4yrsデータなしデータなし
Kaustubh Vaidya
Head of Investor Relationsno dataデータなしデータなし
Abhilasha Gupta
Head of Corporate Communications & Public Affairsno dataデータなしデータなし
Ram Ramachandran
Head of Specialist Sales1.1yrsデータなしデータなし
Peeyush Dubey
Chief Marketing Officer2.6yrsデータなしデータなし
Richard Lobo
Chief People Officer2.4yrsデータなしデータなし
Marcus Schüler
Senior Vice President of MBT GmbHno dataデータなしデータなし
Andy Ranaweera
Senior Vice President of Peoplecareno dataデータなしデータなし
2.5yrs
平均在職期間

経験豊富な経営陣: TECHMの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Mohit Joshi
CEO, MD & Director3yrs₹539.00m0.023%
₹ 282.4m
Anand Mahindra
Non-Executive Chairman30.8yrs₹13.68m0.024%
₹ 293.4m
Haigreve Khaitan
Independent Director6.8yrs₹8.83mデータなし
Neelam Dhawan
Independent Director2.1yrs₹6.27mデータなし
Shikha Sharma
Lead Independent Director6.8yrs₹7.84mデータなし
Tarun Bajaj
Independent Director2.1yrs₹7.41mデータなし
Mukti Khaire
Independent Director7.2yrs₹10.26mデータなし
Puneet Renjhen
Non-Executive Director1.7yrs₹4.18mデータなし
Anish Shah
Non-Executive Director6.8yrs₹7.27mデータなし
Penelope Fowler
Independent Director4.1yrs₹9.69mデータなし
5.4yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: TECHMの 取締役会経験豊富 であると考えられます ( 5.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/20 14:33
終値2026/06/19 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Tech Mahindra Limited 40 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。64

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