Q2 2025 MPS Ltd Earnings Call Transcript
Key Points
- MPS Ltd (BOM:532440) reported robust revenue growth of 37.42% year-on-year in Q2 FY25, reaching INR 177.9 crores.
- EBITA margins improved to 30.11% in Q2 FY25, with overall EBITA growing by 31.9% compared to the previous year.
- The company's top 10 customers now contribute to 48% of revenue, indicating a lower customer concentration risk.
- The platform business, boosted by the acquisition of AJE, grew by approximately 67% in revenue in Q2 FY25.
- The e-learning business saw a revenue increase of 8.8% in Q2 FY25, with EBITA margins recovering to 19%.
- Despite improvements, the e-learning business is still not back to previous levels, indicating ongoing challenges.
- Currency fluctuations had a one-time negative impact on quarterly results, affecting EBITA margins.
- The company is facing slower decision-making processes from clients, requiring more effort to maintain order books.
- There is a significant reduction in headcount in the e-learning segment, reflecting a shift towards a more flexible workforce model.
- The integration of acquisitions and the shift in operating models may present short-term operational challenges.
Ladies and gentlemen, good day. And welcome to the Q2 and H1 F 525 earnings conference call of MP S Limited. (Operator Instructions) Please note that this conference is being recorded and I'll hand the conference over to Mr Rahul Arora Chairman and CEO. Thank you and over to you Sir.
Thank you d good morning from New York and warm welcome to our Q2 and H1 sy 25 on this call today on the call I have with me Prama Aar who is the CFO of MP S Limited Suk Onean Singh, Chief Operating Officer India at MP S Limited Tony as senior Vice President and head of product management at High Wire, which is our platform division, Arsa Jar Raj, Chief Operating Officer of MP S Interactive and PS Europe.
Rasma joins us from our corporate office in Neura Suku from their zone Tony from the greater Boston area, and Sna from Chennai.
This global representation underscores our commitment to serving our diverse stakeholders across the world.
Prasa will kick things off in the
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