Mastek Ltd
📈 Mastek Reports Solid Growth: Order Book Hits $300.4M, Revenue Up 3.1% YoY
• Order backlog grew to $300.4 million, up 1.5% sequentially and 13.5% year-on-year
• Q4 FY26 revenue of $103.5 million, up 1.4% sequentially
• Full-year FY26 revenue was $421.2 million, up 3.1% year-on-year
• EBITDA margin of 16.1% in Q4 FY26
• Full-year EBITDA margin of 15.8%
• Healthcare and Life Sciences saw Q4 dip due to timing gaps but maintains positive demand outlook
• Financial services performed well with new orders from North America, UK, and AMEA
• AI-focused projects increased with over 27 new programs added in Q4
• U.K. & Europe business grew 11% in pound terms and 21.8% in INR terms for FY26
• North America business resetting with new leadership and focus on healthcare, BFSI, and retail
• AMEA business stabilized with healthcare focus
• Revenue per resource increased by over 12% in FY26 due to AI-led efficiency gains
• Cash and equivalents were INR938 crores, up 51% year-on-year
• Employee headcount was 4,730 with utilization improving to 80% in Q4
• Shifting focus to outcome-based contracts from time-and-materials due to AI advancements