Information Technology · NSE/BSE: LTM
LTM Limited
Computers - Software & Consulting
Market Cap ₹1.19L Cr
Verdict: Average
Quality Scores
Multi-Bagger
74/100
Compounder Quality
91/100
Management Credibility
90/100
Governance
96/100
Cash Flow Quality
95/100
AI Summary
LTM Limited (LTIMindtree) is a leading Indian technology consulting firm that has undergone significant transformation following the merger of L&T Infotech and Mindtree. Over the last decade, the company has scaled from a 4,978 Cr revenue entity in FY15 to over 42,000 Cr in FY26, representing a massive 22% CAGR. While the company maintains superior operational metrics including a ROCE of 30% and ROE of 23%, recent years have shown a deceleration in growth momentum, with 3-year sales CAGR dropping to 8%. The company's balance sheet remains robust with minimal debt and high cash reserves,…
Top Opportunities
- Zero net debt status maintained over a decade
- High ROCE (>30%) consistently over 10 years
- Strong parentage of Larsen & Toubro provides brand trust
Top Risks
- Operating margin contraction from 22% peak to 17-18%
- Significant slowdown in 3-year sales/profit CAGR (7-8%)
- Dec 2025 negative other income anomaly
Latest report: Read the annual report summary →
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