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LTM Ltd

Q1 FY27IT - Software

LTM Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹4,390
Market cap₹1.3L Cr
P/E23.2
Updated16 Oct 2026
Read4 min read

What the Q1 FY27 call signalled

1 of 4 strong

RevenueSlow growth
MarginMargins steady
CapexCapex planned
Order bookOrder book flat

The short version

Management expects growth to accelerate from Q2 FY2027 onward, improving on the 6% growth baseline of FY2026. Management expects growth to accelerate from Q2 FY2027 onward, building on strong momentum in large segments like Financial Services, Technology, and Consumer.

From LTM Ltd's Q1 FY27 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

Slow growth
  • Management expects growth to accelerate from Q2 FY2027 onward, improving on the 6% growth baseline of FY2026.
  • Strong sequential growth seen in key verticals like Financial Services (+3.2%), Technology (+3.4%), and Consumer (18.2% YoY) provides confidence for sustained momentum.
  • New deals are priced based on updated productivity levels incorporating AI technologies, implying the "new book" of business fuels incremental growth without negative comparisons to older contracts.
  • The large deal pipeline remains robust, with expectations of consistent deal wins around USD 1.7 billion, factoring in natural deflation.
  • Management aims for ambitious five-year targets to double revenues by FY2031, focusing on growth in Europe and Asia Pacific markets.

2 more points from LTM Ltd's call on revenue

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Profitability & Margins

See what LTM Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • The company is undertaking strategic initiatives such as the AI 1,000 program to train deployment engineers, reflecting investment in AI capability building and talent skilling (Page 43).
  • There is an ongoing acquisition of Randstad Technology and Consulting Services business in Europe and Australia, pending regulatory approvals, indicating a strategic expansion investment (Page 14).
  • The company’s five-year plan involves ambitious growth targeted via organic means and acquisitions, including investments in AI technologies and geographic expansion, particularly in Europe and Asia Pacific (Pages 27, 46).

Top-ranked in IT - Software

Ranked on what management guided this quarter

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3
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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

Order book flat
  • The current order book for FY2027 in Q1 stands steady at approximately USD 1.7 billion, consistent with the last five to six quarters.
  • The apparent flat order book value includes an embedded AI-driven productivity deflation of around 15-20%, indicating more work is being delivered for the same order book value compared to last year.
  • The company maintains steady order wins without letting the order book decline despite geopolitical and macroeconomic headwinds.
  • Large deal pipeline remains strong, focusing on consistent order book momentum rather than volatile spikes.
  • Incremental business/new deals are priced according to updated productivity and AI integration levels, representing a "new book" with a new pricing reference point.

2 more points from LTM Ltd's call on order book

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LTM Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹11.8K Cr, net profit ₹1.4K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What LTM's management said in earlier quarters

Others in IT - Software this season

  • Delaplex (Q1 FY27)

    H2 FY26 total income (quarterly equivalent): ₹340.4 Mn vs ₹328.4 Mn in H2 FY25, a 3.66% YoY increase. Key investor presentation takeaways from Delaplex Ltd's Q1

  • Xelpmoc Design (Q1 FY27)

    Q1 FY27 Revenue from Operations: Rs 9.6 million, up 22.5% YoY from Rs 7.8 million in Q1 FY26 (Page 27). Key investor presentation takeaways from Xelpmoc Design'

  • Cybertech Sys. (Q1 FY27)

    Total Revenue: ₹766.3 million, up 17.5% YoY (Page 3, 15, 19) . Key investor presentation takeaways from Cybertech Systems & Software Ltd's Q1 FY27 investor pres

  • Workmates Core2 (Q1 FY27)

    FY26 total revenue: ₹143 Cr (Page 10) . Key concall takeaways from Workmates Core2cloud Solution Ltd's Q1 FY27 earnings call — and how it ranks against sector…

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Frequently Asked Questions

What were LTM Ltd Q1 FY27 results?

Management expects growth to accelerate from Q2 FY2027 onward, improving on the 6% growth baseline of FY2026. Management expects growth to accelerate from Q2 FY2027 onward, building on strong momentum in large segments like Financial Services, Technology, and Consumer.

What is LTM Ltd share price analysis?

LTM Ltd currently shows a neutral. The stock trades at a P/E of 23.2 with a market cap of ₹130,217 Cr. Investors should review the full earnings analysis for detailed insights.

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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.