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Earnings Call

LTM Earnings Call: Key Takeaways

LTM reported Q1 FY2027 revenue of USD 1.22B (6.4% YoY CC) and EBIT margin of 15.5%. Strategy centers on an AI-centric reorganization with USD 150M quarterly run-rate from AI services.

Guidance and delivery
Management target Revenue 100.0% 5 years
Highlights
Revenue growth6.4% YoY in constant currency.
MarginsEBIT margin up 40bps QoQ to 15.5%; aiming for further expansion.
Order bookStable at USD 1.7 billion, including two large deal wins.
Demand visibilityStrong order book and large deal pipeline, especially in AI workloads.
Management confidenceHigh; 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)
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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