LTM
LTM Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
LTM Limited aims to double its revenue in five years, targeting approximately 15% CAGR growth, incorporating both organic and inorganic growth strategies. The company aims to double its revenue over the next five years with a targeted 15% CAGR, including an inorganic growth component (Page 31). - Management is confident in continuing the growth momentum into FY2027, supported by a strong deal pipeline and execution strategy (Pages 31, 29, 18). - Q4 FY2026 showed 8.1% YoY revenue growth and operating EBIT margin at 15.1%, impacted by partial wage hikes (Page 13). - EBIT margin improvement to 15.4% for FY2026, up 90 basis points YoY, and PAT margin excluding exceptional items stood at 12.7% (Page 11). - No specific margin or EPS guidance is provided, but focus remains on cost optimization and efficiencies under the New Horizons program (Page 18). - Management expects some quarter-to-quarter variability but overall sustained growth and performance through FY2027 (Page 17, 29). - Basic EPS for Q4 FY2026 was Rs.
From LTM's Q4 FY26 earnings-call transcript · updated 3 Sept 2026.
Revenue & Sales Performance
- LTM Limited aims to double its revenue in five years, targeting approximately 15% CAGR growth, incorporating both organic and inorganic growth strategies.
- Management is confident of continuing growth momentum into FY2027, building on FY2026’s 6-8% quarterly growth rates.
- Tech and media verticals are expected to maintain momentum, supported by faster-than-expected cloud acceleration programs.
- BFSI top accounts have bottomed out, with growth anticipated from Q1 FY2027 onwards, supported by strong AI-driven transformation plans.
- Growth will be driven by a balanced portfolio approach: doubling down on core verticals (BFSI, tech), expanding emerging verticals (healthcare, consumer, production), and targeting white spaces, especially in Europe and Americas.
2 more points management made on revenue & sales performance
Profitability & Margins
See what LTM said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- LTM Limited plans strategic inorganic growth as part of its five-year plan to double revenue, which includes acquisitions to gain access to new competencies, technologies, and market white spaces such as sovereign solutions in Europe and new verticals like aerospace, defense, and automotive (page 31-32).
- The company is investing in AI transformation capabilities including talent transformation, partnerships with institutes like IIT Kharagpur and MIT, and development of its BlueVerse™ ecosystem and skills marketplace to support AI adoption and domain-specific solutions (page 24-25).
- It launched the ‘New Horizons’ program from FY2027 with four tracks focused on growth, competency building, operational efficiency, and scaling the AI pivot, indicating ongoing capital deployment toward strategic initiatives (page 11).
- No explicit mention of traditional capital expenditure figures, but emphasis is on capability building, partnerships, acquisitions, and AI-led transformation investments.
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 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-on-year increase.
- Large deal wins surged by 300%, including six deals valued above USD 100 million.
- Q4 order inflow remained stable at USD 1.7 billion, the sixth consecutive quarter exceeding USD 1.5 billion in inflows.
- Strong pipeline supports confidence in continuing growth momentum into FY2027.
2 more points management made on order book & pipeline
LTM — 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
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q4 FY26 earnings call →
- Q2 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 →
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Frequently Asked Questions
What were LTM Q4 FY26 results?
LTM Limited aims to double its revenue in five years, targeting approximately 15% CAGR growth, incorporating both organic and inorganic growth strategies. The company aims to double its revenue over the next five years with a targeted 15% CAGR, including an inorganic growth component (Page 31). - Management is confident in continuing the growth momentum into FY2027, supported by a strong deal pipeline and execution strategy (Pages 31, 29, 18). - Q4 FY2026 showed 8.1% YoY revenue growth and operating EBIT margin at 15.1%, impacted by partial wage hikes (Page 13). - EBIT margin improvement to 15.4% for FY2026, up 90 basis points YoY, and PAT margin excluding exceptional items stood at 12.7% (Page 11). - No specific margin or EPS guidance is provided, but focus remains on cost optimization and efficiencies under the New Horizons program (Page 18). - Management expects some quarter-to-quarter variability but overall sustained growth and performance through FY2027 (Page 17, 29). - Basic EPS for Q4 FY2026 was Rs.
What is LTM share price analysis?
LTM currently shows a neutral. The stock trades at a P/E of 23.7 with a market cap of ₹133,118 Cr. Investors should review the full earnings analysis for detailed insights.
Is LTM planning capital expenditure?
LTM Limited plans strategic inorganic growth as part of its five-year plan to double revenue, which includes acquisitions to gain access to new competencies, technologies, and market white spaces such as sovereign solutions in Europe and new verticals like aerospace, defense, and automotive (page 31-32).
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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.