LTM Ltd
LTM Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
LTIMindtree aims to sustain and build on the momentum in the second half of FY2026, targeting near double-digit growth in revenue at some point during H2. Management is optimistic about sustaining profitable growth driven by strong deal wins and AI investments (Page 7).
From LTM Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- LTIMindtree aims to sustain and build on the momentum in the second half of FY2026, targeting near double-digit growth in revenue at some point during H2.
- The company views FY2027 as premature to forecast but plans to reassess and provide clearer guidance around January 2026.
- Deal pipeline is robust with a mix of new large deals and vendor consolidation within existing accounts, supporting growth.
- Growth acceleration is expected especially beyond Q2 FY2026, contributed by a balanced portfolio across verticals.
- The transitional phase in some top accounts due to AI-driven productivity gains may impact short-term growth but is expected to resolve by Q3/Q4 FY2026.
- AI adoption in over 40-50 client accounts is driving new revenue streams and renewal expansions, supporting medium-term growth.
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Profitability & Margins
See what LTM Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The transcript does not explicitly mention any specific current or planned capital expenditures (capex) or strategic investments.
- Focus is highlighted on investments in AI adoption and upskilling employees, such as the GenAI Foundation Training Program completed by over 80,000 employees.
- Strategic investments seem oriented towards AI and digital transformation solutions (e.g., BlueVerseTM AI platform) and expanding client engagements across key verticals.
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Top-ranked in IT - Software
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
- LTIMindtree's order inflow for the quarter stood at USD 1.59 billion, up 22% year-on-year.
- This marks the fourth consecutive quarter with order inflow around USD 1.6 billion.
- The company has signed large deals across all five verticals, indicating a strong and diverse order book.
- The robust pipeline includes a mix of existing scope expansions, vendor consolidation deals, and new account wins.
- Deal momentum is expected to continue with ongoing discussions and a strong pipeline supporting growth into the second half of the fiscal year.
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LTM Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹11.3K Cr, net profit ₹1.4K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What LTM Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were LTM Ltd Q2 FY26 results?
LTIMindtree aims to sustain and build on the momentum in the second half of FY2026, targeting near double-digit growth in revenue at some point during H2. Management is optimistic about sustaining profitable growth driven by strong deal wins and AI investments (Page 7).
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.
Is LTM Ltd planning capital expenditure?
The transcript does not explicitly mention any specific current or planned capital expenditures (capex) or strategic investments.
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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.