LTM Limited enters the new fiscal year under its rebranded identity, focusing on the execution of its five-year Lakshya’31 strategy to double revenue. Investors will be looking for early indicators of success in this roadmap, specifically the recovery of its core BFSI segment and the margin impact of recent workforce wage hikes.
| Results date | July 11, 2026 |
|---|---|
| Quarter | Q1 FY 2026-2027 |
| Previous quarter revenue | Rs. 11,292 Cr |
| Previous quarter PAT | Rs. 1,341 Cr |
| Previous quarter EBITDA margin | 15.1% |
| Market cap | Rs. 114,098.38 Cr |
| CMP | Rs. 3846.6 |
The company has scheduled a board meeting for July 11, 2026, to consider the audited financial results and recommend dividend for FY2026.
LTM Limited begins Q1 FY27 with a strategic emphasis on its Lakshya’31 roadmap, which targets doubling revenue over five years through a focus on core verticals and AI-led delivery. The company is navigating a transitionary period marked by the recalibration of client spend due to AI productivity gains, which management expects to normalize over 1-2 quarters. Following a 100 bps sequential margin decline to 15.1% in Q4 FY26 due to wage hikes and productivity commitments, the market will monitor the efficacy of the New Horizons program in offsetting these costs. Management has expressed confidence in industry-leading growth for FY27, contingent upon increased order booking consistency and the recovery of the primary BFSI account, which contributes 35.1% of revenue.
Performance vs Guidance Tracking: Tracking management's directional commitments for the new fiscal year.
Strategic Execution and Segment Reporting: Monitoring the transition to the new organizational structure.
Operating Metric Trajectory: Key performance indicators to assess operational health.
Risks and Headwinds to Monitor: Factors impacting margin and revenue visibility.
Management stated the primary BFSI account bottomed out in Q4 FY2026. A recovery is expected to begin in Q1 FY2027.
In Q4 FY26, LTM Limited reported revenue of Rs. 11,292 Cr, representing 4.7% QoQ growth. The operating EBIT margin was 15.1%, impacted by wage hikes and productivity commitments.
Lakshya’31 is a five-year strategic roadmap aiming to double revenue by FY31. It focuses on scaling the European market, deepening US presence, and leveraging the BlueVerse AI ecosystem.
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