LTM/Information Technology/Q4 FY26/1 May 2026

Positive

LTM Ltd.Record Deals Fuel 5-Year Revenue Doubling Plan

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LTM Ltd. concluded FY2026 with revenue of USD 4.76 billion, marking 6% year-over-year growth and operating margin expansion of 90 basis points to 15.4%.

The company demonstrated robust performance with adjusted PAT surging 17% to ₹5,379 crore and record order inflow of USD 6.6 billion, including six deals exceeding USD 100 million each. Four of five verticals achieved double-digit growth in Q4, led by Consumer Business at 13.2% and Manufacturing at 12.7%. Europe significantly outpaced Americas with 12.4% growth versus 4.0%. Management unveiled the ambitious Lakshya'31 strategy targeting revenue doubling over five years, supported by strategic rebranding as a 'Business Creativity Partner' and the launch of BlueVerse agentic AI ecosystem.

CEO Venu Lambu expressed strong confidence in sustaining growth momentum into FY2027, citing strong pipeline and differentiated AI-led capabilities. The company achieved all-time high cash position of USD 1.63 billion and delivered 21.3% return on equity, demonstrating strong capital efficiency and balance sheet strength.