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Investor Presentation

L&T Technology Services Investor Presentation: Key Takeaways

L&T Technology Services is pivoting towards 'Engineering Intelligence' (AI-led ER&D) following Q1 FY27 results, aiming for a #1 global pure-play ER&D position by 2031 with an annual revenue run rate of $1.24B.

Guidance and delivery
Management target Revenue 15.0% FY31
Highlights
Revenue growth12.4% 5-year CAGR
MarginsEBIT margin ambition 16-17% sustained through cycle
Order book$855M Large Deal Wins in FY26 (+40% YoY)
Demand visibilityStrong AI infra and SDV demand noted
Management confidenceHigh; aiming for #1 pure-play ER&D globally

Growth

Revenue reached $1.32B in FY26; Q1 FY27 annualized revenue at $1.24B. Five-year Revenue CAGR is 12.4%.

Outlook

Aspiration 2031 targets 13–15% Revenue CAGR and 16–17% EBIT margins. Management expects >$500M single large deal wins.

Risks

Near-term challenges include decision delays in Sustainability and soft European markets in Mobility.

Last quarter's promises, checked

Delivered

  • Guided mid-16% EBIT by Q4FY27 → delivered 15.2% in Q4FY26 (= BEAT)
  • Guided 13-15% 5-year CAGR → delivered 12.4% 5-year CAGR (= BEAT)
  • Guided $1,321M FY26 Revenue → delivered $1,321M (= BEAT)

Partly delivered

  • Guided 16-17% EBIT range → delivered 15.2% in Q4FY26 (= PARTIAL)
Source

Investor Presentation 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
₹3,206.10
Market cap
₹34,012 Cr
Revenue (annual)
₹10,996 Cr
Net profit (annual)
₹1,279 Cr
P/E (TTM)
25.8×Sector 22.1×
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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