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Earnings Call

LTM Earnings Call: Key Takeaways

LTM Investor Day 2026: Management targets doubling revenue by FY31 (Lakshya 2031) while expanding EBIT margins by ~200bps through AI-led 'Outcreate' strategy and a major proposed acquisition of Randstad's technology services.

Why this was an Alfa AlertNot a filter event. Management confirmed performance was in line with strategic milestones; no material 10% guidance beat reported.
Highlights
Revenue growth6% USD Revenue growth in FY26.
MarginsTargeting ~200 bps EBIT expansion by FY31.
Order book$6.6Bn highest-ever order inflow in FY26.
Demand visibilityStrong; 10 large deals won, 100% YoY growth.
Management confidenceHigh; launching 5-year 'Lakshya 2031' growth program.

Growth

FY26 USD revenue grew 6% with PAT increasing 11.3%. Order inflow reached a record $6.6Bn, up 100% YoY in large deals.

Outlook

Lakshya 2031 targets ~2x revenue and ~200bps EBIT expansion. Proposed Randstad acquisition adds $500M+ annual revenue.

Risks

Geopolitical volatility, tariff restrictions, and immigration policy changes impacting workforce mobility and supply chains.

Source

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

Read the document ↗

LTM Limited: 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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