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Earnings Call

LTM Earnings Call: Key Takeaways

LTM announced the acquisition of Randstad's Technology and Consulting business in Europe and Australia for €160 million, alongside a 5-year GCC partnership.

Why this was an Alfa AlertNot a filter event. The document discusses an acquisition and strategic partnership, not a material beat against prior guidance.
Highlights
Revenue growthAnnualized revenue of €469M; Australia to exceed $100M revenue.
MarginsAcquired business has better onsite gross margins than LTM's current average.
Order bookInitial GCC scope valued at $55M-$60M TCV.
Demand visibilityStrong interest from marquee aerospace, auto, and utility clients.
Management confidenceHigh; confident in 360-degree value creation and AI-led synergy.

Growth

Targeted asset has €469M annualized revenue but saw 10% recent decline due to macro headwinds and account trimming.

Outlook

Aims to double revenue in 5 years; Europe business to exceed $1B post-closure; GCC deal TCV of $55-60M.

Risks

Short-term revenue 'haircut' possible from further tail account rationalization; macroeconomic challenges in Europe.

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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