Tech Mahindra Limited · NSE:TECHM
Tech Mahindra — Investor Day (November 2025)
13 slides from Tech Mahindra's investor day presentation, Nov 20, 2025
Slide 1: Investor Day
INVESTOR Day TECH MAHINDRA
Slide 2: Aspiration: Turnaround to be completed by FY27
Tech Mahindra ASPIRATION Turnaround to be completed by FY27 Long-term aspiration is to drive profitable and sustainable growth higher than peer average GROWTH VECTORS Growth Strategy Operations Strategy Organization Strategy ~1.3x Growth in Revenue during FY20 to FY27
Slide 3: FY27 Goals: Recap
FY27 Goals : Recap Revenue EBIT ROCE Capital Growth Margin Return Topline growth > Peer 15% > 30% > 85% of FCF average Company Confidential | Copyright © 2025 Tech Mahindra. All rights reserved. 3
Slide 4: 3-Year Roadmap: Stabilization Phase Underway
3 - Year Roadmap : Stabilization Phase Underway Q4 FY24 FY25 FY26 FY27 The The Beginning Beginning Turnaround TurnaroundPhase Phase Stabilization Phase Reaping ReapingReturns Returns Structure and Ground the new org Continue above Improved long term strategy definition normal investments structural
Slide 5: Tech Mahindra: Growth Strategy
Tech Mahindra : Growth Strategy Revenue y-o-y (in CC) Vectors Key Metrics • Prioritized Markets • Narrowing growth gap with peers Actuals Stated Goal • Balanced Industry Mix / • NPS Score –Top Quartile Peer Average Focussed Verticals FY24 FY25 FY26 FY27 • Built verticalized sales team within regions
Slide 6: AI Delivered Right
AI Delivered Right Right Foundation Right Strategy Right Acceleration One of the first SIs to launch Productivity Tech Mahindra AI Comprehensive platform for Agentic AI development–TechM Orion - July 2025 Transformation Tech Mahindra named Emerging Leader in Gartner® GenAI Services Magic Quadrant In
Slide 7: Tech Mahindra: Operations Strategy
Tech Mahindra : Operations Strategy Earnings Before Interest & Taxes Vectors Key Metrics (EBIT%) • Deepen Capabilities • Consistent margin expansion towards FY27 target • Delivery Excellence • Delivery led growth • Productivity Gains • Operational rigor → high FCF and dividend expansion • High-margi
Slide 8: Transforming Tech Mahindra into a Learning Organization
Transforming Tech Mahindra into a Learning Organization High-Impact Learning Interventions in FY26: Future Leadership Future Skilling Impact Zenith : Immersive, Personalized Leadership Program at INSEAD, France AI Skilling Fulfilment : Accelerated ‘re-purposing’ of talent Velocity : Sales Leadership
Slide 9: Tech Mahindra: Organization Strategy
Tech Mahindra : Organization Strategy Talent Management & Culture Group Synergy ESG Leadership Building • Stable Leadership team • TechM x Mahindra University – R&D Facility/ Makers • Only Indian IT company to receive the highest "A" rating Lab/ Research Projects/ Latest Technology across all three
Slide 10: Comprehensive Brand Refresh: Unmistakably Mahindra, Uniquely Tech Mahindra
Comprehensive Brand Refresh : Unmistakably Mahindra, Uniquely Tech Mahindra Brand Architecture Orbit Model A Bold Evolution Designed for Tomorrow Master Brand Sub Brands • Reinforce positioning as a future-ready Endorsed Brands EVP Limitless Together transformation partner Independent Brands • Inspi
Slide 11: Next months journey
Next months journey … Deepening Client Drive automation and Delivery Consistent policy of returning cash to Relationships to expand excellence for continued shareholders > 85% of FCF wallet share margin expansion Consulting and Gen AI Scaling High-Growth are the significant areas Service Lines: Engi
Slide 12: Aspiration: Turnaround to be completed by FY27
Tech Mahindra ASPIRATION Turnaround to be completed by FY27 Long-term aspiration is to drive profitable and sustainable growth higher than peer average GROWTH VECTORS Growth Strategy Operations Strategy Organization Strategy ~1.3x Growth in Revenue during FY20 to FY27
Slide 13: Rise
Rise mahindra