L&T Technology Services Ltd
L&T Technology Services Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #29 of 39 in IT - Services
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The short version
The company aspires to deliver a 13%-15% CAGR in revenue over the next 5 years, largely organic with some tuck-in acquisitions. The company aspires to deliver a revenue CAGR of 13%-15% over the next 5 years as part of its Lakshya FY31 strategy.
From L&T Technology Services Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company aspires to deliver a 13%-15% CAGR in revenue over the next 5 years, largely organic with some tuck-in acquisitions.
- Sustainability segment showed strong double-digit growth and is expected to continue growing forward.
- Mobility segment stabilized in Q4FY26 and is expected to start growing quarter-on-quarter from Q1FY27.
- Tech segment, including MedTech, Media & Tech, and Software, is anticipated to see growth starting next quarter.
- The firm expects a better-than-industry growth rate and aims to accelerate deal wins and expand large accounts, including $50 Mn+ and eventually $100 Mn+ clients.
- The company plans to increase headcount to support anticipated deal ramp-ups, signaling confidence in future growth.
2 more points from L&T Technology Services Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Continued investments in AI and Data Centers within the Sustainability segment, focusing on physical AI solutions.
- Doubling down on Connectivity and Software-Defined Vehicle (SDV) solutions within the Mobility segment.
- Building software and AI horizontal capabilities, led by Munjay Singh, emphasizing AI-driven productivity improvements, client process embedding, and product AI integration.
- Heavy investment in uplifting talent, building AI tools, and forming strategic alliances to support evolving AI technology stacks.
- Funding tuck-in acquisitions to build software capability and expand strategic bets, though no large acquisitions currently planned.
2 more points from L&T Technology Services Ltd's call on capex
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Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
2 more points from L&T Technology Services Ltd's call on order book
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L&T Technology Services Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹3.0K Cr, net profit ₹549 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What L&T Technology's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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- Orient Tech. (Q4 FY26)
Total Income for FY 25-26: ₹8,706.66 Million, reflecting an increase of ₹243.79 Million Year-on-Year (YoY) (Page 15) . Key investor presentation takeaways from
- Enfuse Solutions (Q4 FY26)
Revenue from Operations (Consolidated) for Q4 FY25-26: ₹2,683.69 Lakhs . Key investor presentation takeaways from Enfuse Solutions's Q4 FY26 investor presentati
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were L&T Technology Services Ltd Q4 FY26 results?
The company aspires to deliver a 13%-15% CAGR in revenue over the next 5 years, largely organic with some tuck-in acquisitions. The company aspires to deliver a revenue CAGR of 13%-15% over the next 5 years as part of its Lakshya FY31 strategy.
What is L&T Technology Services Ltd share price analysis?
L&T Technology Services Ltd currently shows a neutral. The stock trades at a P/E of 28.2 with a market cap of ₹37,926 Cr. Investors should review the full earnings analysis for detailed insights.
Is L&T Technology Services Ltd planning capital expenditure?
Continued investments in AI and Data Centers within the Sustainability segment, focusing on physical AI solutions.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.