Key takeaway: MPS Limited reported its earnings presentation for the first quarter (Q1) ended June 30, 2026, highlighting record revenue, EBITDA, and profit after tax (PAT). The company achieved a revenue of INR 22,424 Lakhs, reflecting a year-on-year increase of 20.38%. The research solutions segment, excluding AJE, saw a revenue growth of 26.33%, while the education solutions segment grew by 42.21% due to the contribution from Unbound Medicine. EBITDA increased by 53.03% to INR 7,696 Lakhs, with an EBITDA margin of 34.32%. PAT rose by 42.99% to INR 5,039 Lakhs, marking an all-time high for Q1 EPS at INR 29.70. The presentation emphasized strong underlying demand and operational efficiencies, with a focus on client diversification and improved collection efficiency. Management reiterated a goal of exceeding INR 300 Crores in EBITDA for FY27.

Key takeaway: MPS Limited reported that FY’26 was the most profitable year in its history, with group revenue of INR 768 crores, an 11.8% increase in EBITDA to INR 236 crores, and a profit after tax growth of 16.3% to INR 173 crores. The fourth quarter specifically saw a revenue increase of 12.7% year-over-year to INR 205 crores, with EBITDA growing 20.5% to INR 67.5 crores. Management highlighted the strong performance of the Research Solutions and Education segments, with significant growth driven by AI-enabled services. The Corporate Learning segment showed signs of recovery, with Q4 revenue growth of 2.4%. Management set a goal of exceeding INR 300 crores in EBITDA for FY’27, supported by ongoing operational improvements and strategic initiatives. The company emphasized its AI-first approach and the importance of trust in its knowledge solutions.

Key takeaway: MPS Limited's investor presentation detailed the audited financial results for the fourth quarter and financial year ending March 31, 2026. The presentation highlighted a record FY26 earnings per share (EPS) of ₹102.11, reflecting a 16.3% year-over-year increase. The company reported an EBITDA of ₹236 crore for FY26, with a margin of 30.7%. Management noted a strong revenue growth of 12.66% year-over-year for Q4 FY26, amounting to ₹20,516 lakhs. The research segment contributed significantly, with a 23.04% increase in revenue excluding AJE. The company outlined a goal to achieve over ₹300 crore in EBITDA by FY27, supported by a multi-pronged growth strategy focusing on market expansion and acquisitions. The presentation also emphasized the company's commitment to corporate social responsibility initiatives, investing ₹300 lakhs in various educational and health programs.

Key takeaway: MPS Limited held its Q3 FY'26 earnings conference call on February 2, 2026, where management discussed the company's financial performance and strategic initiatives. CFO Prarthana Agarwal reported a year-to-date revenue of INR 563.2 crores, with Q3 revenue slightly dipping to INR 182.5 crores but maintaining a healthy EBITDA margin of 31.6%. The Education Solutions segment showed significant growth of over 38% year-to-date, while Research Solutions contributed 61.1% of total revenue. Corporate Learning faced challenges, prompting management to shift focus towards higher-value capabilities. CEO Rahul Arora highlighted the acquisition of Unbound Medicine as a transformative step, aiming to enhance revenue synergies and expand capabilities. Management set a goal of surpassing an EPS of INR 100 for FY'26, emphasizing a disciplined approach to cost optimization and operational efficiency. The call concluded with a Q&A session addressing various investor concerns.