LTMNSELTM LimitedMediumNeutral
Announced Wed, 29 Apr · 13:08 IST

LTM Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

LTM · price

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

Price reaction · full curve 14 horizons · vs prior close
-1.8%1-day move
₹4350.00
prior close
₹4361.20
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AI summary

LTM Limited reported FY2026 revenue of USD 4.76 billion (6% YoY growth) with operating margins at 15.4%, up 90 basis points from FY2025. Q4 revenue was USD 1.22 billion (8.1% YoY growth) but margins declined 100 basis points sequentially to 15.1% due to partial wage hikes. The company secured USD 6.6 billion in total order inflow with 300% increase in large deals including six USD 100 million+ deals. Cash balance reached an all-time high of USD 1.63 billion. Management announced the Lakshya'31 five-year strategy targeting doubling of revenues, positioning itself as a Business Creativity Partner. BFSI vertical (excluding top account) performed well with 3.7% overall growth; management stated the top account decline has bottomed out with recovery expected from Q1 FY2027. Europe grew 12.4% outpacing Americas at 4.0%.

Likely market impact

The company demonstrated solid execution with margin improvement for the full year despite Q4 wage impact. The five-year doubling target signals ambitious growth plans. BFSI account stabilization and strong deal pipeline provide visibility for FY2027. However, no specific guidance was given despite analyst questioning on growth rates.