Mastek Q2 FY26 Highlights and Strategy Focus
Mastek delivered solid performance in Q2 FY26 with revenue up 8.4% YoY and margin improvement. The company continues to lean into AI, global diversification, and strengthening its Oracle partnership to drive growth across its verticals.
Here are the key operational and financial metrics for Q2:
| Metric | Value / Change | Notes |
|---|---|---|
| Revenue | ₹940 Cr (↑ 8.4% YoY, ↑2.8% QoQ) | Constant currency growth ~0.2% |
| Operational EBITDA | ₹145.5 Cr (↑ 6% QoQ) | Margin up ~50 bps to 15.5% |
| Net Profit (Normalized) | ₹97.4 Cr (↑ 6% QoQ, ↑ 14% YoY) | |
| Order Backlog | US$ 280 million | |
| Cash & Cash Equivalents | ₹656 Cr | |
| DSO | 80 days |
Strategically, Mastek is pushing AI adoption, deeper global presence across UK, North America & AMEA, and stronger alignment with Oracle’s Health Cloud & managed services offerings.
Regional & Vertical Updates
In the UK, Mastek secured marquee AI/engineering contracts in public & private sectors. In North America, the leadership team was restructured to better target healthcare & life sciences clients. AMEA also won a ~$7M AI healthcare deal, though margins were impacted this quarter due to timing delays.
The company’s AI strategy extends to internal operations, automating engineering, QA, and managed services. Mastek is positioning itself as a transformation partner with outcome-based pricing models, reinvesting efficiency gains into new AI projects.
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Related Queries on Mastek Performance
- How Did Mastek Improve Margins in Q2 FY26?
- What Is Mastek’s AI Strategy and Global Play?
- Which Regions Are Driving Mastek’s Growth Post Q2?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
