| Demand visibility | Strong demand for AI-integrated engineering services. |
|---|---|
| Management confidence | High focus on pioneering AI in engineering. |
Growth
Focus on AI-driven efficiency; mention of 75% of enterprises seeking AI service partners. No specific quarterly financial growth figures provided.
Outlook
Strategic focus on 'Engineering Intelligence' across Mobility, Sustainability, and Tech. Launch of Ainfonix platform for process industries.
Risks
Challenges include the 'skills gap' in AI and the need for certifiable outputs in regulated industries.
Last quarter's promises, checked
Delivered
- Guided Q4 EBIT margin expansion → delivered 15.2% (+40 bps seq) (= BEAT)
- Guided 13%-15% FY26 revenue growth → delivered 14% (= BEAT)
- Guided 100% FCF conversion → delivered 100% (= BEAT)
Partly delivered
- Guided mid-16% EBIT margin by Q4FY27 → current 15.2% (= PARTIAL)
Earnings Call filed with NSE, NSE: LTTS. Summary written with AI assistance from the document.
L&T Technology Services Ltd: key numbers
- Share price
- ₹4,237.60
- Market cap
- ₹44,959 Cr
- Revenue (annual)
- ₹10,996 Cr
- Net profit (annual)
- ₹1,279 Cr
- P/E (TTM)
- 29.2×Sector 23.6×
- Promoter holding
- 73.51%-0.01% QoQ
- FII holding
- 4.43%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from L&T Technology Services Ltd
All →L&T Technology Services Other Announcement
L&T Technology Services said its registrar KFin Technologies is relocating its corporate office effective December 1, 2026. It is an administrative update for shareholders.
L&T Technology Services Bags New Order from Nokia
LTTS signed a five-year engineering services contract with Nokia covering R&D, product engineering and AI infrastructure in India. The deal aligns with LTTS' Lakshya 31 strategy on next-gen compute.
- From
- Nokia
- Execution
- 5 years
L&T Technology Services Other Announcement
L&T Technology Services Limited submitted its shareholding pattern for the quarter ended September 30, 2026. This disclosure is a mandatory periodic filing under SEBI regulations.
L&T Technology Services Earnings Call Transcript: Key Takeaways
LTTS achieved its mid-16% EBIT margin target ahead of schedule while completing its SWC divestment. AI-led deals now constitute 50% of large wins, signaling a structural shift toward high-value engineering.
- Call
- Guides 15% growth
L&T Technology Services Dividend
L&T Technology Services declared an interim dividend of ₹20 per equity share. The record date for this dividend is fixed for 27-Oct-2026.
L&T Technology Services Results Update
L&T Technology Services reported 12.1% YoY revenue growth to ₹3,040.4 Crore and 66.8% net profit growth in Q2 FY27, including one-time disinvestment gains.