LTM Limited Earnings Summary — Q4 FY2026
LTM Limited Reports Solid Revenue Growth in Q4, Rebounding from Q3 Anomaly
Key Takeaways
- Revenue reached a record quarterly high of 11,292 Cr in Q4 FY26, growing 15.6% YoY.
- Net Profit rebounded significantly (+44% QoQ) after an anomaly in Other Income during Q3 Dec 2025.
- Operating margins show signs of stabilization at 17-18% range, although down from historical peaks of 22%.
- EPS recovered to 46.96 per share from 32.74 in the preceding quarter.
- The balance sheet remains exceptionally strong with high reserves and manageable debt levels.
- Sales growth over the last 3 years has moderated to 8% CAGR, indicating a shift into a mature phase.
- Maintaining a consistent dividend payout policy, increasing to 44% in FY26.
- Promoter holding has stabilized around 68.5% as the company meets public shareholding norms.
Management Guidance
Management is focusing on 'BlueVerse' AI-native models and outcome-based pricing to navigate generative AI disruptions.
Sentiment Shift
Improving
A strong recovery in net profit and revenue growth in Q4 offsets the sharp dip seen in Dec 2025 caused by negative other income.
Outlook
The outlook is stable with high credit quality. Focus remains on integrating AI capabilities to combat sectoral headwinds in global IT services.
From the Annual Report (Key Quotes)
“Strategic focus on 'BlueVerse' AI-native models and outcome-based pricing suggests a proactive approach to the generative AI disruption.”
“The company maintains superior operational metrics including a ROCE of 30% and ROE of 23%.”
“Tier-1 scale post Mindtree merger provides brand trust under the Larsen & Toubro umbrella.”
Earnings Call Transcript — Q4 FY2026
Transcript is fetched on demand to save crawl credits. Click below to load the latest earnings call transcript for this quarter.
This summary is AI-generated from LTM Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.