MPS Limited Q4 & FY'26 Earnings Call Transcript Released
MPS Limited reported record FY'26 profitability with ₹768 crore revenue (up 5.7%) and ₹236 crore EBITDA (up 11.8%), achieving a 30.7% EBITDA margin. Q4 FY'26 revenue grew 12.7% to ₹205 crore. The company projects over ₹300 crore EBITDA for FY'27, reaffirming its ₹1,500 crore revenue target for FY'28. The transcript details AI strategy and segment performance.
The announcement includes detailed financial results, a strong forward-looking guidance, and strategic updates on AI integration and acquisitions, which are significant for investors and the market.
The company reported record financial performance for FY'26, exceeding previous profit and EPS milestones. Strong revenue and EBITDA growth, along with a positive outlook and reaffirmation of future targets, indicate a positive sentiment.
MPS Limited has released the transcript of its Earnings Conference Call held on May 18, 2026, to discuss the Audited Financial Results for the Fourth Quarter and Financial Year ended March 31, 2026.
During the call, the company reported that FY'26 was its most profitable year, with Group revenue reaching ₹768 crore, an increase of 5.7% over FY'25. EBITDA grew by 11.8% to ₹236 crore, with EBITDA margins expanding to 30.7%. Profit after tax saw a growth of 16.3% to ₹173 crore, and basic EPS reached a company record of ₹102.11, up 16.3% year-on-year.
Excluding exceptional items, FY'26 revenue grew 15.4% to ₹646 crore. The Research segment EBITDA margin expanded by 330 basis points to 39.9%, and Education delivered EBITDA growth of 42.6%. Q4 FY'26 was the strongest quarter, with revenue growing 12.7% to ₹205 crore and EBITDA increasing by 20.5% to ₹67.5 crore, with margins at 32.9%. Q4 PAT was ₹47 crore, up 32.5% sequentially, and Q4 EPS was ₹27.72.
The company provided guidance that it expects to comfortably cross ₹300 crore in EBITDA in FY'27, implying a 3-year EBITDA CAGR of approximately 21% from FY'24 to FY'27. The company also reaffirmed its Vision 2027 target of ₹1,500 crore top-line by FY'28, emphasizing that this includes organic momentum and selective inorganic activity.
Discussions also covered the company's AI-first knowledge solutions strategy, advancements in its Research Solutions and Education segments, and the turnaround in its Corporate Learning division. The Unbound Medicine acquisition, completed in February 2026, was highlighted as a key strategic move, contributing ₹11.78 crore in revenue in its first 50 days and expected to reach ₹750,000 to ₹950,000 monthly revenue in FY'27 with an exit EBITDA margin of 25% to 30%. The company also noted an active M&A pipeline, with several opportunities being evaluated.
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MPS Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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