T

Tech Mahindra Limited

TECHMNSE
Market snapshot · 2026-08-11 12:42 UTC

1,643.00

+₹3.00 (+0.18%)

MARKET CAP

₹1.46L Cr

STOCK P/E

28.4x

52W HIGH

₹1,854.00

52W LOW

₹1,304.10

BOOK VALUE

₹334.41

EPS

₹57.88

ROE

SECTOR

Information Technology

DEBT/EQUITY

7.27

VOLUME

19.22L

P/B RATIO

4.91x

PEG RATIO

1.86

Sector

Information Technology

Themes

IT Services & ConsultingMahindra Group5GCloud Computing
D
Dividend
E
Earnings
₹1,673.80₹1,579.84₹1,485.89₹1,391.93₹1,297.97VolumeEDEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for TECHM.

40.00 analysts

Price Forecast

Current
₹1,643
High Target
₹1,951
▲ +18.7%
Median Target
₹1,660
▲ +1.0%
Low Target
₹1,080
▼ -34.3%
Now₹1,643High ₹1,951Median ₹1,660Low ₹1,080Aug '25Now12M Target
Price history (1Y)
Analyst target range
40 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹1,374 - ₹1,95580%
6M₹1,273 - ₹2,09880%
12M₹1,142 - ₹2,31580%
Realized vol: +27.6% · Drift: +2.8%

Revenue Forecast

₹ Cr
Mar '26Current₹12,956.0
Sep 2026 ETrend estimate range
High₹14,376.7Base₹13,311.8Low₹12,246.8
Jun '25: ₹11,595.0 · Sep '25: ₹12,068.0 · Dec '25: ₹12,308.0 · Mar '26: ₹12,956.0 · Sep '26: ₹13,311.8 · Dec '26: ₹13,576.5
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E11,595.012,068.012,308.012,956.013,311.813,576.5
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Mar '26Current₹5.52
Sep 2026 ETrend estimate range
High₹12.54Base₹11.19Low₹9.85
Jun '25: ₹12.02 · Sep '25: ₹11.99 · Dec '25: ₹9.83 · Mar '26: ₹5.52 · Sep '26: ₹11.19 · Dec '26: ₹9.18
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E12.0211.999.835.5211.199.18
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Mixed
51%
Analyst Consensus
Weakening

From 40 analysts

Mean upside-1.4%

Fundamentals

Moderate

Fundamentals institutional score is 57 using growth durability 56.6.

Valuation

Premium valuation

Valuation institutional score is 34 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Weakening

Analyst View institutional score is 36 using mean target upside -1.4%; dispersion penalty 21.5; recommendation breadth from available consensus.

Technical Structure

Strong Trend

Technicals institutional score is 75 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 8 recent ticker-linked news items.

Signal Summary

Market intelligence remains Mixed. technical structure provide support, while valuation and analyst consensus remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals ModerateValuation Premium valuationAnalyst Consensus WeakeningTechnical Structure Strong TrendMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price1,620.1 target
Mean Upside-1.4%
Technical Score75%
Fundamental Score57%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 16.5% above historical median. Valuation is stable — currently in the strongly overvalued zone (z-score: +1.48). Confidence: 87%.

Live forward EPS implies next-12-month EPS of ₹86.87. Applying the stock's normalized valuation corridor produces a fair range of ₹1,828.61 to ₹2,303.79, with base value near ₹2,116.15 (+28.8% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹86.87

Forward P/E

18.9x

Base Fair Value

₹2,116.15

Fair Range

₹1,828.61 - ₹2,303.79

Upside To Base

+28.8%

Estimate Source

Live forward EPS

Growth Estimate

+28.3%

P/E
Strongly Overvalued

5Y Average

21.74

Current

28.39

Overvalued

26.52

Undervalued

21.05

P/S
Strongly Overvalued

5Y Average

1.88

Current

2.46

Overvalued

2.17

Undervalued

1.60

EV/EBITDA
Strongly Overvalued

5Y Average

11.53

Current

15.06

Overvalued

13.29

Undervalued

9.43

Peers & Comparison

Sector: Information Technology · Theme: IT Services & Consulting

IT Services & Consulting Peers5 peers
Avg P/E: 22.5x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
MPHASIS LIMITED
MPHASISIT Services & Consulting
+17.5%11.6%
25.0x
Fair
+11% vs avg
-6.1%
WIPRO LTD
WIPROIT Services & Consulting
+10.6%13.9%
14.8x
Undervalued
-34% vs avg
-23.3%
INFOSYS LIMITED
INFYIT Services & Consulting
+2.9%16.4%
15.3x
Undervalued
-32% vs avg
-16.9%
COFORGE LIMITED
COFORGEIT Services & Consulting
+49.9%9.6%
36.4x
Premium
+62% vs avg
+12.2%
HCL TECHNOLOGIES LTD
HCLTECHIT Services & Consulting
+3.0%13.0%
21.2x
Fair
-6% vs avg
-8.8%
WHY THESE PEERS

TECH MAHINDRA LIMITED trades at a premium (28.4x vs peer avg 22.5x), implying higher growth or quality expectations from the It Services & Consulting cohort. Peers include MPHASIS LIMITED, WIPRO LTD, INFOSYS LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹12.96K CrMar 2026

Latest net profit

₹1.12K CrMar 2026

Latest EPS

₹5.52Mar 2026

Net margin

11.4%Mar 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.0%3.0%6.0%9.0%12.0%0.00 Cr3.50K Cr7.00K Cr10.50K Cr14.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.00 Cr3.50K Cr7.00K Cr10.50K Cr14.00K Cr₹0₹4₹8₹12₹16
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitInterestProfitbefore taxTax & otherNet Profit0.00 Cr3.50K Cr7.00K Cr10.50K Cr14.00K Cr

Latest reported period: Mar 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
202120222023202420250.00 Cr2.00K Cr4.00K Cr6.00K Cr8.00K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales10,93810,69710,44010,69910,58410,78011,07711,17611,58411,59512,06812,30812,956
Expenses9,7619,9119,89910,0899,7359,77710,0319,99910,37110,17810,51110,64611,249
Operating Profit9755823354026357938349609961,2061,3441,4431,477
OPM %8.91%5.44%3.2%3.76%6%7.35%7.53%8.59%8.6%10.4%11.13%11.73%11.4%
Other Income79.6201514258198125420175163394246135
Interest56.954.357.776.560.251.66659.861.258.856.672.573.6
Depreciation202205206208213211212217216211213219230
Profit before tax9987297905837738661,1881,0751,0981,5411,5331,5061,403
Tax %18.77%23.21%11.31%11.32%26.26%24.14%30.13%20.17%18.85%23.54%23.33%19.72%20.45%
Net Profit8105607015175706578308588911,1781,1761,2091,116
EPS in Rs6.935.725.685.284.916.7113.078.767.2512.0211.999.835.52

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters35.01%35.00%34.98%34.98%34.97%
FII22.95%23.28%20.60%17.94%18.59%
DII32.29%32.29%34.80%37.95%37.50%
Government0.17%0.17%0.17%0.17%0.17%
Public7.93%7.65%7.82%7.39%7.15%
Others1.65%1.61%1.63%1.57%1.62%
Mar 2026
Promoters
FII
DII
Government
Public
Others

Events Timeline

Concall Transcript - FY2027

Jul 24, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 22, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 16, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jun 30, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jun 10, 2026PDFKnowledge Base Open