LTM NSE filing

LTM Limited Q4 & FY26 Earnings Call Transcript Released; Appoints Vipul Chandra as Whole-Time Director

The RealCase readHigh impact Positive

LTM Limited released its Q4 & FY26 earnings call transcript. Vipul Chandra was appointed Whole-Time Director & CFO. FY26 revenue grew 6% to USD 4.76 billion, with PAT up 17% to ₹5,379 Crores. Order intake rose 10.3% to USD 6.6 billion. A final dividend of ₹53 per share was recommended.

Why it matters

The announcement includes key financial results, strategic direction (Lakshya’31), and a significant management appointment, all of which are material to investors. The release of the earnings call transcript also provides detailed insights into the company's performance and outlook.

The market read

The company reported steady growth in revenue and profit, a significant increase in order intake, and a substantial rise in large deal wins. The appointment of a new Whole-Time Director and CFO is a routine corporate action. The recommended dividend further supports a positive sentiment.

LTM Limited (formerly LTIMindtree Limited) has released the transcript of its Earnings Conference Call held on April 23, 2026. During the call, the company announced that the Board of Directors, upon recommendation of the Nomination and Remuneration Committee and subject to shareholder approval, has approved the appointment of Vipul Chandra as the Whole-Time Director and Chief Financial Officer.

For the full fiscal year 2026, LTM reported a revenue of USD 4.76 billion, reflecting a growth of 6% in dollar terms and 5.3% in constant currency. Operating margins stood at 15.4%, a 90 basis points improvement year-over-year. Adjusted Profit After Tax (PAT) was ₹5,379 Crores, up 17% year-over-year. Total order inflow reached USD 6.6 billion, a 10.3% year-over-year increase, with a significant 300% rise in large deal wins, including six deals exceeding USD 100 million.

In the fourth quarter of FY2026, revenues were USD 1.22 billion, an 8.1% year-over-year growth. Operational EBIT margins were 15.1%. Order inflow remained strong at USD 1.7 billion, marking the sixth consecutive quarter with inflows exceeding USD 1.5 billion. The company highlighted several key deal wins, including modernizing India's national direct tax analytics platform, a multi-year product development engagement with a European MedTech company, and enterprise-wide AI-led reimagination projects with a US-based global financial institution and a US-based global enterprise software provider.

LTM's strategy, Lakshya’31, focuses on business creativity and an AI-led foundation, with three key pivots: domain technology convergence, reimagined capabilities (iRun, iTransform, Business AI), and a reimagined partner ecosystem. The company will consolidate its reporting into four business segments starting Q1 FY2027: Banking, Financial Services, and Insurance (BFSI); Technology, Media, and Communication; Production; and Consumer. LTM also announced an Investor Day on June 3, 2026, in Mumbai.

Financially, for Q4 FY2026, revenue was USD 1.22 billion, with a year-on-year growth of 8.1% in dollar terms. The Board recommended a final dividend of ₹53 per share, bringing the total for the full financial year to ₹75 per share. The company also achieved an 'Excellent' ESG score of 82 out of 100 under the Achilles ESG framework.

Filing to action

What to do with a filing like this

LTM Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by LTM Limited. Read the original for the full detail.

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