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Tech Mahindra Limited

NSEI:TECHM 株式レポート

時価総額:₹1.4t

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
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    • 配当金
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Tech Mahindra 過去の業績

過去 基準チェック /36

Tech Mahindraの収益は年間平均-4.3%の割合で減少していますが、 IT業界の収益は年間 増加しています。収益は年間21.3% 5.8%割合で 増加しています。 Tech Mahindraの自己資本利益率は17.2%であり、純利益率は8.7%です。

主要情報

-4.34%

収益成長率

-4.60%

EPS成長率

IT 業界の成長24.33%
収益成長率5.80%
株主資本利益率17.17%
ネット・マージン8.68%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

User avatar
ナラティブ更新 • Aug 26

TECHM: Rich Multiple Will Face Test If New Alliances Disappoint

Analysts have raised their fair value estimate for Tech Mahindra to ₹1,256.65 from ₹1,184.98, citing slightly improved profit margin assumptions and a modestly lower future P/E multiple. These changes together offset a higher discount rate in their valuation models.
User avatar
ナラティブ更新 • Aug 12

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

Analysts have modestly lifted their fair value estimate for Tech Mahindra to ₹1,951 from ₹1,897, reflecting updated assumptions on revenue growth, profit margins, and a slightly different forward P/E framework. Analyst Commentary Recent Street research around Tech Mahindra sits against a backdrop of busy corporate activity in the wider technology and life sciences space.
User avatar
ナラティブ更新 • Jul 29

TECHM: AI Partnerships And Margins Will Support Measured Medium Term Outlook

Analysts have raised their price target for Tech Mahindra to ₹1,615 from ₹1,528, pointing to updated assumptions for slightly higher revenue growth, a modestly improved profit margin, and a broadly similar future P/E multiple. Together, these factors support a higher fair value estimate despite a marginally higher discount rate.
分析記事 • Jul 19

Tech Mahindra Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a good week for Tech Mahindra Limited ( NSE:TECHM ) shareholders, because the company has just released its...
User avatar
ナラティブ更新 • Jul 15

TECHM: AI Partnerships And Dividend Payout Will Support Measured Medium Term Outlook

Analysts have reduced their fair value estimate for Tech Mahindra, with the target moving from ₹1,583 to ₹1,528. This change reflects slightly softer revenue growth and a modestly lower future P/E assumption, partly offset by a small uplift in expected profit margins and a reduced discount rate.
User avatar
ナラティブ更新 • Jul 01

TECHM: Higher Risk Premium Leaves Little Cushion If Alliances Underperform

Analysts have trimmed their fair value estimate for Tech Mahindra from ₹1,271.27 to ₹1,184.98, reflecting a slightly higher discount rate and lower assumed future P/E multiple, even as they update revenue growth and profit margin assumptions. Analyst Commentary Recent fair value adjustments for Tech Mahindra signal that analysts are taking a more measured view on the stock.
分析記事 • Jun 27

Earnings Miss: Tech Mahindra Limited Missed EPS By 6.2% And Analysts Are Revising Their Forecasts

Tech Mahindra Limited ( NSE:TECHM ) last week reported its latest yearly results, which makes it a good time for...
User avatar
ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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.
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ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
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.

収支内訳

Tech Mahindra の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NSEI:TECHM 収益、費用、利益 ( )INR Millions
日付収益収益G+A経費研究開発費
30 Jun 26591,76151,3545,5670
31 Mar 26568,15448,1095,5670
31 Dec 25551,23346,2383,5060
30 Sep 25540,15744,8503,5060
30 Jun 25533,34045,4063,5060
31 Mar 25529,88342,5153,5060
31 Dec 24524,75637,4585,6760
30 Sep 24522,91332,7305,6760
30 Jun 24518,42025,1685,6760
31 Mar 24519,95523,5785,6760
31 Dec 23528,42428,1454,5050
30 Sep 23534,75736,0074,5050
30 Jun 23537,41343,9224,5050
31 Mar 23532,90248,3134,5050
31 Dec 22516,88352,1932,8320
30 Sep 22494,04552,9122,8320
30 Jun 22471,56353,4452,8320
31 Mar 22446,46055,6612,8320
31 Dec 21422,59651,4173,6410
30 Sep 21404,55950,8303,6410
30 Jun 21389,46448,0893,6410
31 Mar 21378,55144,2803,6410
31 Dec 20376,15441,5064,6570
30 Sep 20376,22939,8674,6570
30 Jun 20373,21040,4604,6570
31 Mar 20368,67740,3304,6570
31 Dec 19362,69843,6167,8700
30 Sep 19355,58944,1867,8700
30 Jun 19351,18843,5907,8700
31 Mar 19347,42142,9767,5760
31 Dec 18339,04343,8716,9170
30 Sep 18327,36641,2736,9170
30 Jun 18317,13138,9916,9170
31 Mar 18307,72937,9986,9170
31 Dec 17302,13431,3998,6140
30 Sep 17299,94930,5288,6140
30 Jun 17295,56028,6228,6140
31 Mar 17291,40828,1299,1700
31 Dec 16285,29532,1895,6530
30 Sep 16276,73231,1425,6530
30 Jun 16271,21332,4565,7480
31 Mar 16264,94229,9295,7020
31 Dec 15258,70726,92933,8520
30 Sep 15249,21327,39026,1690

質の高い収益: TECHMは 高品質の収益 を持っています。

利益率の向上: TECHMの現在の純利益率 (8.7%)は、昨年(8.5%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: TECHMの収益は過去 5 年間で年間4.3%減少しました。

成長の加速: TECHMの過去 1 年間の収益成長率 ( 13.1% ) は、5 年間の平均 ( 年間-4.3%を上回っています。

収益対業界: TECHMの過去 1 年間の収益成長率 ( 13.1% ) IT業界15.3%を上回りませんでした。


株主資本利益率

高いROE: TECHMの 自己資本利益率 ( 17.2% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/19 13:21
終値2026/09/18 00:00
収益2026/06/30
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
  • SECフォーム10-K
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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
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
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主な進展10年
  • 会社からのお知らせ
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* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

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。68

アナリスト機関
Pulkit Chawla360 ONE Capital Market Private Limited
null null360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital

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