ALFA Finder| Management target | Revenue 100.0% 5 years |
|---|
| Revenue growth | 6.4% YoY in constant currency. |
|---|---|
| Margins | EBIT margin up 40bps QoQ to 15.5%; aiming for further expansion. |
| Order book | Stable at USD 1.7 billion, including two large deal wins. |
| Demand visibility | Strong order book and large deal pipeline, especially in AI workloads. |
| Management confidence | High; visibility on acceleration through Q2 and second half. |
Growth
Revenue grew 0.3% QoQ and 6.1% YoY in dollar terms. PAT reached Rs. 1,469 Crores, up 17.1% YoY.
Outlook
Management expects growth to accelerate in H2 FY27. Ambition to double revenues over five years through European/APAC expansion.
Risks
Geopolitical issues in Middle East, India government project hardware delays, and seasonal pass-through falloffs in production segment.
Last quarter's promises, checked
Delivered
- Guided EBIT expansion → delivered 15.5% (+40bps QoQ) (= BEAT)
- Guided BlueVerse launch → delivered BlueVerse Currency (= BEAT)
- Guided Randstad acquisition → delivered pending regulatory phase (= BEAT)
Partly delivered
- Guided H2 acceleration → delivered 0.3% QoQ (early stage) (= PARTIAL)
Earnings Call filed with NSE, NSE: LTM. Summary written with AI assistance from the document.
LTM Ltd: key numbers
- Share price
- ₹4,256.40
- Market cap
- ₹1,26,262 Cr
- Revenue (annual)
- ₹42,308 Cr
- Net profit (annual)
- ₹5,018 Cr
- P/E (TTM)
- 24.2×Sector 23.7×
- Promoter holding
- 69.01%+0.52% QoQ
- FII holding
- 6.15%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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