MPS Ltd (MPSLTD) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company demonstrated strong revenue growth of 9.42% YoY, primarily driven by the healthy performance of its Research and Education verticals.
- Profitability saw significant improvement, with EBITDA growing 13.03% YoY and PBT increasing by 43.92% YoY, reflecting successful cost discipline and operating leverage.
- The company has achieved a more balanced and resilient business portfolio, with diversification across geographies reducing reliance on North America, which now constitutes about 50% of revenue.
- Working capital management has been enhanced, evidenced by the material improvement in Days Sales Outstanding (DSO) from 45 days in the previous quarter to 37 days in Q2 FY26.
- The company maintains a strong financial position with a debt-free balance sheet and total cash and cash equivalents of INR 117 crores as of September 2025.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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