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Earnings Call

LTM Earnings Call: Key Takeaways

LTM reported solid FY26 results with 6% USD revenue growth and 15.4% EBIT margins. Management unveiled 'Lakshya 31' strategy aiming to double revenue in five years through AI-centric 'Business Creativity'.

Why this was an Alfa AlertNot a filter event. Performance was in line with expectations; no explicit guidance beat of >5% was stated.
Highlights
Revenue growthFY26 $4.76B (+6% USD); Q4 $1.22B (+8.1% YoY).
MarginsFY26 EBIT 15.4%; Q4 15.1% impacted by wage hikes.
Order bookFY26 inflow $6.6B (+10.3% YoY); Q4 $1.7B.
Demand visibilityStrong pipeline; continued demand for AI-led transformation.
Management confidenceHigh; confident in sustaining momentum and 'doubling down' on revenue.

Growth

FY26 Revenue: $4.76B (+6% USD, 5.3% CC). Q4 Revenue: $1.22B. Adjusted FY26 PAT: ₹5,379 Cr (+17% YoY).

Outlook

Targets doubling revenue in five years. FY27 focuses on 'New Horizons' program for growth and operational efficiency.

Risks

BFSI vertical volatility, top client concentration, transition delays in large deals, and potential macroeconomic softness.

Source

Earnings Call filed with NSE, 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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