• Financial performance: Annual revenue reached $1,233 million, up 8.3% year-on-year, while Q4 net income rose 24% year-on-year to ₹347 crore. The company closed $200 million in large deal wins for the sixth consecutive quarter, including a $75 million total contract value deal.
• Five-year guidance: Management targets a 13% to 15% revenue CAGR over the next five years, with EBIT margins projected to remain between 16.5% and 17.5%. Growth is expected to be driven by rising demand in physical AI, engineering intelligence, and software-defined technologies.
• Large deal pipeline: The deal pipeline expanded by 31% year-on-year, with large deal wins up 40% for the year. Management aims to stabilize the $200 million quarterly run rate before targeting $300 million, supported by internal reorganization to focus on growth markets.
• Mobility segment: The mobility business is strengthening following a strong Q4 performance in US auto. Both revenue and margins in the mobility division are expected to improve further quarter-on-quarter.