Mastek · forward-looking guidance across the available source record.
Guidance tracker
Management expects North America EBITDA margins to reach double-digit levels once the geography approaches $28-30 million revenue run-rate, up from current lower base. Investments are being held steady as the business scales.
With ~dozen customer AI transformation roadmaps in progress, management anticipates entering execution phase for AI for business wave (delivering business transformation) in part of FY27 or early FY27.
Management expressed confidence that operational efficiency focus and AI-driven improvements will drive continuous EBITDA margin expansion quarter-on-quarter going forward.
Management expects FY27 to be a positive growth year, faster than FY26's 3.1% USD revenue growth, driven by stronger order backlog.
Management guided for stable EBITDA margin around 16-16.1% in FY27, balancing cost efficiencies, pricing pressure, and AI investments.
Positive order book growth for two consecutive quarters; management expects North America revenue growth in FY27.
CFO guided for effective tax rate in the range of 24.5% to 24.7% going forward.