Key takeaway: LTM Limited reported its unaudited financial results for the quarter and half-year ended September 30, 2026, with revenue from operations at ₹118,076 million, up 1.7% quarter-over-quarter and 13.6% year-over-year. The company declared an interim dividend of ₹25 per equity share. Key operational metrics include a 15.6% EBIT margin, a 13.3% TTM attrition rate, and 86.4% utilization of employees (excluding trainees). The Board approved the appointment of Anupam Kumar as an Additional Director, effective October 16, 2026. The company also announced a strategic acquisition of subsidiaries in the Netherlands, Australia, and France through a Put Option Deed with Randstad Entities, pending regulatory approvals. The consolidated financial results showed a net profit after tax of ₹13,799 million, with a 25.8% effective tax rate. The company highlighted growth in AI-centric services, with Enterprise AI and Business AI segments growing 47% year-over-year. The Board also noted the completion of Mr. Sanjeev Aga's tenure as a director. The financial results were reviewed by Deloitte Haskins & Sells, with no material misstatements identified. The company’s order inflow for the quarter was $1.26 billion, with a 4.7% year-over-year growth in USD terms. The consolidated balance sheet showed total assets of ₹384,667 million as of September 30, 2026, with equity at ₹259,425 million. The company emphasized its AI-driven transformation and strategic partnerships, including elevations to Google Cloud Global Systems Integrator status and collaborations with IBM and Red Hat. ESG initiatives included energy efficiency improvements and CSR programs engaging 10,000 students and 100 Self Help Group women. The company’s cash and cash equivalents stood at ₹20,840 million as of September 30, 2026, with a net cash outflow from financing activities of ₹2,382 million. The financial results reflect strong operational performance and strategic growth in key business segments, supported by robust client acquisition and retention metrics.

Key takeaway: LTM Limited reported its Q1 FY2027 earnings during an earnings conference call on July 11, 2026. Management highlighted a profitable growth journey in the AI sector, with revenues of USD 1.22 billion, reflecting a 0.3% sequential growth and 6.4% year-over-year growth in constant currency. EBIT margins improved to 15.5%, a 40 basis point increase sequentially. The company emphasized its AI-centric strategy, with significant contributions from its New Horizons program and a stable order book of USD 1.7 billion. Notable deal wins included partnerships with various global companies across different sectors. Management also discussed the impact of geopolitical factors on growth and expressed optimism about future performance, particularly in the North American market. The call concluded with a Q&A session addressing various operational and financial queries from analysts.

Key takeaway: LTM Limited, formerly LTIMindtree Limited, reported its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The Board of Directors approved these results during a meeting on July 11, 2026. The standalone total income was ₹110,392 million, with a net profit after tax of ₹12,411 million. The consolidated total income reached ₹118,634 million, resulting in a net profit after tax of ₹14,686 million. The company noted an increase in revenue from operations and a rise in earnings per share. Additionally, the Board approved the reclassification of Nabha Power Limited from the 'Promoter Group' to the 'Public' category, pending necessary approvals. The document included a review report from Deloitte Haskins & Sells, confirming compliance with Indian Accounting Standards and the SEBI Listing Regulations.

Key takeaway: During the earnings call on May 22, 2026, management provided an overview of a strategic acquisition of Randstad Technology and Consulting Services in Europe and Australia, which has an annualized revenue of €469 million. The proposed enterprise value for this acquisition is €160 million. Management highlighted the deal's alignment with their five-year strategy, emphasizing the opportunity to expand into white-space markets and verticals such as aerospace, defense, and automotive. Additionally, a five-year IT services partnership with Randstad Group was announced, focusing on AI transformation. Management acknowledged a recent revenue decline attributed to macroeconomic challenges and a strategic trimming of tail accounts. They expressed optimism about future growth, citing strong client relationships and the potential for cross-selling and upselling capabilities. Management indicated that the acquisition would not materially impact margins in the near term and would be EPS accretive from day one.

Key takeaway: LTM Limited's earnings conference call on April 23, 2026, highlighted the company's steady growth and strategic initiatives for FY2026. Management reported a revenue of USD 4.76 billion, marking a 6% increase year-over-year, with operating margins improving to 15.4%. The company executed three strategic programs aimed at enhancing efficiency and competitiveness, including the launch of BlueVerse™, an AI ecosystem. Significant deals were secured, including contracts with the Central Board of Direct Taxes and a leading European MedTech company. Four out of five business verticals achieved double-digit growth, with the Americas and Europe showing strong performance. Management emphasized a focus on AI-led transformation and a five-year strategy, Lakshya, aiming to double revenue. The call concluded with management expressing confidence in sustaining growth momentum into FY2027, supported by a robust pipeline and strategic partnerships.