Mastek Limited - Midsize IT company

Mastek Appoints Marilyn (Mamie) Jones to Its Board of Directors

Management change-restructuring ?


Her linked profile - https://www.linkedin.com/in/mamie-f-jones-865a981/

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Can anyone share their insights on recent collaboration of company with Nvidia for AI rollout. What could be the market size, future prospects of the business etc please.

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What is the expectation of EPS delivery in FY25 and FY26? I think the stock trades at a comfortable valuation.

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Mastek | Management Interview

a. Says Aspiration is to improve mara. gin by 200 bps to 19% in the next 2 yrs

b. Expecting Q4 to have better growth than Q3

c. FY26 growth profile should be moderately better than FY25

d. Wage hikes impacted Q3 margins by 160 bps

e. We are looking at investing in UK/ Europe geography via tuck in acquisitions

Watch the interview here - https://youtu.be/09LsNJf4F7Q

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