LTIMindtree Limited has informed the Exchange about Transcript
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LTIMindtree reported FY25 revenue of US$4.5 billion, up 4.8% in dollar terms and 5% in constant currency, with EBIT margin at 14.5% (down 120 bps YoY) and PAT of INR 4,602 crores. Q4 revenue was US$1.13 billion (up 5.8% YoY in USD) but declined 0.7% sequentially, as expected ramp-ups on signed deals got delayed and some deal closures slipped into Q1 FY26. FY25 order inflow stood at US$6 billion (up 6.1% YoY), with Q4 inflow at US$1.6 billion marking a second straight quarter above US$1.5 billion. The company announced a final dividend of INR 45 per share, taking FY25 total to INR 65 per share. Incoming CEO Venu Lambu outlined three FY26 priorities — sales transformation, an AI-led go-to-market strategy, and a 'Fit4Future' cost optimisation programme expected to drive margin improvement from Q1 FY26.
Management sounded cautiously optimistic, pointing to a robust deal pipeline, deferred deals flowing into Q1, and a dedicated cost programme to recover margins, which may support near-term stock sentiment. However, the Q4 sequential revenue dip and persistent macro uncertainty remain overhangs, and no formal revenue or margin guidance was given.