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Earnings Call

LTM Earnings Call: Key Takeaways

LTM Ltd (formerly LTIMindtree) reported FY26 revenue of $4.76B (6% growth) with EBIT margins at 15.4%. Company pivoted to an 'AI-centric' identity under 'Lakshya' five-year strategy.

Why this was an Alfa AlertNot a filter event. Performance was in line with strategic commentary; no material beat over management's own specific prior numerical guidance range was disclosed.
Highlights
Revenue growth6% USD growth in FY26; 8.1% YoY growth in Q4.
MarginsFY26 EBIT 15.4% (up 90bps YoY); Q4 EBIT 15.1% due to wage hikes.
Order bookTotal FY26 order inflow $6.6B, up 10.3% YoY. Q4 inflow $1.7B.
Demand visibilityStrong AI-led transformation demand; robust pipeline entering FY27.
Management confidenceHigh; confident in sustaining growth momentum and industry-leading growth for FY27.

Growth

FY26 Revenue grew 6% USD; Adjusted PAT at ₹5,379Cr, up 17% YoY. Q4 revenue grew 8.1% YoY.

Outlook

Guidance to double revenue in 5 years (15% CAGR). FY27 growth momentum expected to continue via 'New Horizons' program.

Risks

BFSI vertical saw sharp decline in top client; impact of wage hikes on Q4 EBIT margins (down 100bps).

Source

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

Read the document ↗

LTM Ltd: key numbers

Share price
₹4,083.00
Market cap
₹1,21,110 Cr
Revenue (annual)
₹42,308 Cr
Net profit (annual)
₹5,018 Cr
P/E (TTM)
23.2×Sector 22.1×
Promoter holding
68.49%-0.03% QoQ
FII holding
6.31%Current quarter

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

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