Thread by @BullsforBears

@Mphasis financial result Q2fy21
Established as product challenger - ISG Next Gen Hybrid cloud data services 2020
AWS launch partner for airline,focus on healthcare,trade finance
Major contender as per Everest fr Cloud native Dev services 2020
New partnerships - Snowflake
#Nifty

Highest overall QoQ CC organic growth in over a decade
Highest quarterly revenue of $327.4mn ,crosses pre covid peak of Q4'20
Direct business : achieves $1bn annualized run rate

BCM : Consistent track record of double digit YOY growth
QoQ growth 17.4%,best in class
#stocks

Insurance: QoQ overall growth 2.5% ,strong pipeline visibility
Broad based & strong growth across verticals in direct business
Europe grew 8.2% YoY in Q2'21 in CC,direct business Europe grew 23% YoY in CC
#5G
#innovation #AI #cybersecurity #IoT #sensex

@Mphasis
Q2'21 direct TCV wins of $360mn
Highest ever quarterly TCV win for a quarter, includes one large deal of > $200mn
US$ 1BN+ TCV (TTM) ,up 74% Y/Y vs prior period, 75% increase in deal pipeline end of Q2'21
3rd consecutive quarter of $200mn TCV wins

73% of Q2'21 deal wins came from New-gen areas,95% YoY growth in New-gen TCV wins
Our new gen wins are witnessing increased deal sizes

Consistent improvement in client pyramid driven by expansion of wallet share in large clients & consistent new client wins
#mphasis

Healthy conversion of clients at each stage to the next ,50% conversion rate
Past 12 months added :
2 clients in > $75 mn
1 client in > $20mn
3 clients in > $ 10mn
4 clients in > $1mn

Strong QoQ & YoY growth in direct business
New clients revenue grew 29.4% YoY in Q2'21

Europe region delivers strong growth, growing at a healthy 3 year CAGR of 17%

Operating profit growth CAGR 18%
EPS growth CAGR 18.9%

Robust growth revenue overtaking prepandemic level
Highest sequential organic growth in over a decade
#nifty #sensex #StockMarket

Sequential double digit growth in Direct,growth supported by rising TCV trend,highest ever TCV at $360mn
TCV(TTM) crosses $1bn,up 74% over prior period
Track record winning deals improving,consistent deal wins,increasing deal sizes,$50 - $100 -$200 mn

Record deal pipeline ( up over 75% YoY) characterized by multiple large deal pursuits
Healthy 50% conversion in converting client from one bucket to the next
Building visibility in DXC beyond Sep'21,strong business & operational realignment in DXC relationships
#mphasis

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