NSE:HAPPSTMNDS management interview: Happiest Minds Results Boardroom: Management Decodes Margin Pressure And AI Strategy
Zee Business, 2026-05-29. Video: https://www.youtube.com/watch?v=7xQ5UZXWoPw
- Operating margin performance: Operating EBITDA margin excluding other income rose to 17.5% from 17.4% sequentially, increasing from 100 crore to 106 crore with a 30.7% year-over-year growth.
- Revenue growth guidance: The company committed to a 12.5% growth guidance with an aspirational target of 15% (including a 2.5% contingency), backed by a bottom-up account planning exercise.
- Order pipeline expansion: The deal pipeline expanded by 27% quarter-over-quarter with opportunities in the $10–20 million range over 3–4 years, while billion-dollar clients grew to 91, representing 58% of total revenue.
- AI First strategy: Revenue traction is driven by the dedicated GBS business unit, conversion of proof-of-concepts into larger contracts, and client demand for AI tools that optimize platform modernization and automate L1/L2 support.