शुभ दीपावलीDiwali offer: 3 months free on yearly plans · ends 11 NovSee plans
LTMNSELTM Limited· IT - SoftwareHighPositive
Announced Thu, 7 Aug, 2025 · 10:59 IST

LTIMindtree Limited has informed the Exchange about Bagging/Receiving of orders/contracts

Govt Defence OrderBusiness Updates View source PDFExplain this filing

LTM · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
+0.1%Reaction day
₹5038.00
prior close
₹5062.00
announcement price
In-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.1%+0.0% vs market
Computers - Software & Consulting peers, median of 62sector+0.7%-0.5% vs sector

On the reaction day the stock moved in line with Nifty 100 and 0.5 pts less than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
-0.1
10m
-0.1
15m
-0.2
30m
-0.8
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
+0.1+0.1+0.0+0.7-0.5
Next day
-0.5-0.9+0.4-0.4-0.1
2d
+0.0+0.1-0.0-0.3+0.4
3d
+1.6-0.3+1.9-0.4+2.0
4d
+1.2+0.3+1.0+0.1+1.1
5d
+1.4+0.3+1.2+0.1+1.4
1w
+1.6+1.8-0.2+1.0+0.6
15d
+3.5+0.3+3.2+2.0+1.5
1m
+1.3+1.0+0.3+0.9+0.4
2m
+4.5+2.4+2.0-1.1+5.6
3m
+10.7+3.9+6.7-1.3+11.9
UpDownMarket · Nifty 100Sector · Computers - Software & Consulting peers, median of 62Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

LTIMindtree has won a ₹792 Crore mandate from the Government of India's Central Board of Direct Taxes (CBDT) to build and operate the PAN 2.0 platform. The project will unify all PAN and TAN services into a single, AI-powered digital platform as part of the government's e-governance push. LTIMindtree will handle end-to-end delivery — from infrastructure setup (data centre, disaster recovery, security operations) to AI-led data deduplication, Aadhaar integration, multilingual helpdesk, and long-term operations and maintenance. The rollout is planned over the next 18 months, making it a multi-year revenue engagement rather than a one-time deal.

Likely market impact

This is a landmark government contract that strengthens LTIMindtree's public sector and e-governance portfolio, providing revenue visibility over multiple years. While the deal size (~2% of annual revenue) is moderate, the strategic value of being chosen for a flagship national digital infrastructure project should boost sentiment around the stock and its government business pipeline.