LTM Ltd
LTM Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #34 of 38 in IT - Software
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The short version
LTM Limited is confident in continuing its growth momentum into FY2027, building on an 8.1% YoY growth in Q4 FY2026. Management is confident of continuing growth momentum into FY2027, targeting industry-leading growth without providing specific guidance numbers.
From LTM Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- LTM Limited is confident in continuing its growth momentum into FY2027, building on an 8.1% YoY growth in Q4 FY2026.
- The company targets doubling its revenue over the next five years, implying a ~15% CAGR, with both organic and inorganic growth components planned.
- Growth drivers include expansion in core verticals like BFSI and Tech & Media, alongside emerging verticals like Healthcare and Consumer markets.
- Order book is strong with significant large deals and a focus on cloud acceleration and AI-led transformations supporting near-term growth.
- Regional focus includes accelerated growth in Europe and sustained growth in the Americas.
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
- LTM Limited is actively investing in capabilities and competencies to support AI transformation and growth, as part of their “New Horizons” program focusing on growth, competency building, operational efficiency, and scaling AI pivot (Page 11).
- They are undertaking inorganic growth through acquisitions to gain access to new competencies, technology, and white spaces such as sovereign solutions in Europe, aerospace, defense, and automotive sectors (Page 32).
- Significant investments in talent transformation and partnerships (e.g., with IICT, IIT Kharagpur, MIT) to build AI-specific skills and capabilities (Page 25).
- Training over 1,000 engineers on AI skills (e.g., Claude) and 30,000 developers on GitHub Copilot, indicating capital allocation towards upskilling (Page 25).
2 more points from LTM Ltd's call on capex
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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
See what LTM Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Total order inflow for FY2026 stood at USD 6.6 billion, marking a 10.3% year-over-year increase.
- Large deal wins surged by 300%, including six deals each exceeding USD 100 million.
- Q4 order inflow remained stable at USD 1.7 billion.
2 more points from LTM Ltd's call on order book
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LTM Ltd — Quarterly revenue & net profit
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 →Continue your research
What LTM'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 →
- 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 →
Others in IT - Software this season
- Systango Tech (Q4 FY26)
For FY26 (full year), Revenue from Operations is reported at INR 904 million, up 34.72% year-on-year from INR 671 million in FY25 (Page 26). Key investor presen
- Cybertech Sys. (Q4 FY26)
Q4FY26 Operating Revenue: ₹623.3 million, up 1.4% YoY (Q4FY25 Operating Revenue: ₹614.9 million) . Key investor presentation takeaways from Cybertech Systems &
- ASM Technologies (Q4 FY26)
Revenue from Operations for Q4 FY26: ₹135.1 Cr, up 18.0% YoY from ₹114.5 Cr in Q4 FY25 (Page 8). Key concall takeaways from ASM Technologies Ltd's Q4 FY26…
- 3i Infotech (Q4 FY26)
77 crore. Key concall takeaways from 3i Infotech's Q4 FY26 earnings call — and how it ranks against sector peers.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Software
on management's own guidance
- Strong growth2
- Strong growth1
- CapitalNumbersGood 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 LTM Ltd Q4 FY26 results?
LTM Limited is confident in continuing its growth momentum into FY2027, building on an 8.1% YoY growth in Q4 FY2026. Management is confident of continuing growth momentum into FY2027, targeting industry-leading growth without providing specific guidance numbers.
What is LTM Ltd share price analysis?
LTM Ltd currently shows a neutral. The stock trades at a P/E of 24.9 with a market cap of ₹139,857 Cr. Investors should review the full earnings analysis for detailed insights.
Is LTM Ltd planning capital expenditure?
LTM Limited is actively investing in capabilities and competencies to support AI transformation and growth, as part of their “New Horizons” program focusing on growth, competency building, operational efficiency, and scaling AI pivot (Page 11).
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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.
