Tech Mahindra Limited

NSEI:TECHM Stok Raporu

Piyasa değeri: ₹1.3t

Tech Mahindra Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 3/6

Tech Mahindra şirketinin kazançları yıllık ortalama -5.4% oranında azalırken, IT sektörünün kazançları yıllık 25% oranında artan oldu. Gelirler yıllık ortalama 6.3% oranında artan oldu. Tech Mahindra şirketinin öz sermaye getirisi 16% olup, net marjı 8.5% dir.

Anahtar bilgiler

-5.44%

Kazanç büyüme oranı

-5.72%

EPS büyüme oranı

IT Sektör Büyümesi24.33%
Gelir büyüme oranı6.32%
Özkaynak getirisi15.98%
Net Marj8.47%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi Jun 10

We Think Tech Mahindra (NSE:TECHM) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
Yeni Analiz 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.

Gelir ve Gider Dağılımı

Tech Mahindra nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NSEI:TECHM Gelir, gider ve kazançlar (INR Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26568,15448,10900
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
30 Jun 15237,93626,73125,9330

Kaliteli Kazançlar: TECHM yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: TECHM 'nin mevcut net kar marjları (8.5%) geçen yılın (8%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: TECHM şirketinin kazançları son 5 yılda yılda 5.4% oranında azaldı.

Büyüme Hızlandırma: TECHM 'un son bir yıldaki kazanç büyümesi ( 13.2% ) 5 yıllık ortalamasını (yıllık -5.4% ) aşıyor.

Kazançlar vs. Sektör: TECHM geçen yılki kazanç büyümesi ( 13.2% ) IT sektörünün 16.3% performansını geride bırakmadı.


Özkaynak Getirisi

Yüksek ROE: TECHM 'nin Özsermaye Getirisi ( 16% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 07:33
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tech Mahindra Limited 63 Bu analistlerden 41, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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