LTM Ltd

LTM Limited reported Q2 FY2027 revenues of USD 1.24 billion, reflecting 1.1% sequential growth and 5.1% year-over-year growth in constant currency. EBIT margins improved by 10 basis points to 15.6%. AI revenue contributed 13.4% of total revenue, up 40% year-over-year. The company highlighted significant AI-driven deal wins across financial services, construction, insurance, and consumer sectors. Order inflow reached USD 1.3 billion, driven by short-tenured AI-centric deals. The BFSI segment returned to year-over-year growth, while tech services faced seasonal declines. The company emphasized its AI-centric transformation, including new capabilities like BlueVerse™ OneToken and SovereignSphere™ Models. Management guided toward continued growth, with expectations of stronger sequential performance in H2 FY2027 and FY2028. The company also noted challenges from the Middle East conflict and forex losses, though it remains optimistic about long-term AI-driven revenue acceleration. The Board approved an interim dividend increase of 13.6%.

The document emphasizes growth in AI revenue, strategic deal wins, and confidence in future performance despite challenges.