LTMBSELTM LtdMediumNeutral
Announced Fri, 22 May · 12:15 IST

Investor Presentation for the Investor Call scheduled at 12.30 PM IST on May 22, 2026 is attached.

Promoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

LTM · price

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Price reaction · full curve 14 horizons · vs prior close
-3.2%1-day move
₹4134.90
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₹4083.70
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AI summary

LTM Limited announced a strategic 5-year IT services partnership with Randstad and a proposed acquisition of Randstad's technology and consulting services business in Europe and Australia. The acquisition targets USD 500M+ (€469M) in annual revenue at an enterprise value of €160M on a cash and debt-free basis. The deal includes ~2,900 onshore and nearshore billable employees with delivery centers in Romania and Portugal. LTM will drive AI-enabled transformation of Randstad's India GCC while Randstad supports LTM's global workforce expansion. The acquired business serves marquee clients including top French banks, European automotive manufacturers, and leading aerospace firms across France, Germany, Belgium, Luxembourg, and Australia.

Likely market impact

This acquisition is positioned as a key step toward LTM's five-year ambition to scale in Europe and become a business creativity partner. It adds domain expertise in regulated verticals (Aerospace & Defence, Auto, Utilities, BFS) and provides onshore/nearshore delivery capabilities, potentially enhancing LTM's ability to win large deals in these segments.