Any current/future capex/capital investment/strategic investment?

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

Future growth expectations in sales/revenue/volumes?

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 growt

Future growth expectations in earnings/operating earnings/profits/EPS?

Management is confident of continuing growth momentum into FY2027, targeting industry-leading growth without providing specific guidance numbers. (Page 18, 21, 30) Revenue for FY2026 grew 6% in USD terms with EBIT margin at 15.4%. The company aims to sustain and possibly improve profitability through cost optimizations and operational efficiencies under the "New Horizons" program. (Pages 11-13, 18) Q4 EBIT margin declined slightly to 15.1% due to partial wage hikes but margin expansion efforts continue; no fixed margin guidance but focus remains on cost efficiency gains. (Page 13, 18) EPS e

Current/ Expected Orderbook/ Pending Orders?

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. This represents the sixth consecutive quarter with order inflows exceeding USD 1.5 billion. The strong order book underpins confidence in sustaining growth momentum into FY2027.

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LTM LtdQ1 FY26IT - Software

LTM Ltd Q1 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹3,845P/E: 23.4Market Cap: ₹1.3L CrSector: IT - Software

Management growth scorecard

Revenue

Category 4

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 4

→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.
→Management is optimistic about sustaining industry-leading growth rates despite potential volatility in quarters.
→Margin expansion efforts continue alongside growth, driven by operational efficiencies and cost optimizations.

Margin guidance

Category 3

→Management is confident of continuing growth momentum into FY2027, targeting industry-leading growth without providing specific guidance numbers. (Page 18, 21, 30)
→Revenue for FY2026 grew 6% in USD terms with EBIT margin at 15.4%. The company aims to sustain and possibly improve profitability through cost optimizations and operational efficiencies under the "New Horizons" program. (Pages 11-13, 18)
→Q4 EBIT margin declined slightly to 15.1% due to partial wage hikes but margin expansion efforts continue; no fixed margin guidance but focus remains on cost efficiency gains. (Page 13, 18)
→EPS excluding exceptional items for Q4 was Rs. 45.4, down slightly from Q3, PAT for FY2026 increased by 8.3%. The board recommended an attractive dividend reflecting confidence in cash flows. (Pages 12-13)
→Inorganic growth components are planned as part of a five-year plan to double revenues at ~15% CAGR, though timing cannot be guaranteed. (Page 30-31)
→Management sees strong deal pipelines and client relationships supporting sustained profit growth over the medium term. (Page 30, 21)

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Fundraise plans

- The provided document does not mention any current or planned fundraising activities through debt or equity. - There is no reference to issuance of new shares, debt instruments, or fundraising plans in the Q4 and FY2026 earnings call or the accompanying remarks. - The company's financial update highlights strong cash and investment balances (USD 1.63 billion) and positive free cash flow generation, indicating healthy liquidity. - Management focuses on organic growth and some inorganic growth through acquisitions but does not specify any fundraising associated with this. - No forward-looking statements indicate plans for capital raising via debt or equity in the near future. In summary, based on the disclosed information, LTM Limited has no stated plans for new fundraising through debt or equity at this time.

Order book

Yes

→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.
→This represents the sixth consecutive quarter with order inflows exceeding USD 1.5 billion.
→The strong order book underpins confidence in sustaining growth momentum into FY2027.

Capex plans

Yes

→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).
→Building and scaling the BlueVerse™ ecosystem to power business and technology services, a strategic tech investment to strengthen AI-led transformation (Pages 10, 25).
→Large deals like the CBDT contract involve longer transition periods with dependencies on hardware deliveries, implying capital outlays related to infrastructure (Page 23).

How does LTM Ltd rank vs peers in IT - Software?

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