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Earnings Call

LTM Earnings Call: Key Takeaways

LTM announces the proposed acquisition of Randstad's tech and consulting business in Europe and Australia for €160M Enterprise Value to drive AI-led transformation.

Why this was an Alfa AlertNot a filter event. Presentation covers a proposed acquisition without reporting a material beat against prior guidance.
Highlights
Revenue growthUSD 500M+ annual revenue potential
Order bookMulti-year relationships with marquee clients
Demand visibility15+ scale accounts with $10M+ revenue
Management confidenceStrategic rationale to win in AI era

Growth

Targeting USD 500M+ (€469M) annual revenue from acquired business; 78% Europe, 22% Australia.

Outlook

€160M EV acquisition on cash/debt-free basis; 5-year IT partnership with Randstad India GCC.

Risks

Integration of 2900 talent; minimal customer overlap; operating in highly regulated verticals.

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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