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Earnings Call

L&T Technology Services Earnings Call: Key Takeaways

LTTS reported Q4FY26 revenue of $305.9M and ₹28,579M. FY26 total revenue reached $1,321M with an EBIT margin of 14.1% following strategic portfolio recalibration.

Highlights
Revenue growthFY26 growth of 8.3% (continuing) and 5% (total) USD.
MarginsQ4FY26 EBIT margin improved to 15.2%.
Order bookLarge deals TCV of $855M in FY26, up 40% YoY.
Demand visibilityStrong momentum in Mobility, Sustainability, and Tech segments.
Management confidenceConfident in Lakshya 31-Plan for medium-term growth.

Growth

Continuing operations FY26 revenue grew 8.3% USD YoY. Q4 net income from continuing operations rose 23.6% YoY to ₹3,467M.

Outlook

Lakshya 31-Plan targets 13–15% CAGR and 16–17% EBIT margins over 5 years. Final dividend of ₹40 announced.

Risks

Near-term cautious optimism noted. Impact of restructuring costs (₹27 Cr) and wage code changes (₹26.5 Cr) mentioned.

Source

Earnings Call filed with NSE, NSE: LTTS. Summary written with AI assistance from the document.

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L&T Technology Services Ltd: key numbers

Share price
₹3,211.60
Market cap
₹34,071 Cr
Revenue (annual)
₹10,996 Cr
Net profit (annual)
₹1,279 Cr
P/E (TTM)
25.8×Sector 21.9×
Promoter holding
73.52%-0.05% QoQ
FII holding
4.13%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
₹452.0 Cr