Q4 2026 LTM Ltd Earnings Call Transcript
Key Points
- LTM Ltd (BOM:540005) reported a revenue of USD4.76 billion for FY26, reflecting a growth of 6% in dollar terms and 5.3% in constant currency.
- The company achieved a 17% year-over-year increase in adjusted PAT, reaching INR5,371 crores.
- LTM Ltd secured some of the largest deals in its history, with a 300% increase in large deal wins, including six USD100 million plus deals.
- The company launched Blueverse, an AI ecosystem, which is accelerating clients' concept to value journey.
- LTM Ltd's new identity and positioning as a business creativity partner aligns with its strategic shift towards AI-centric capabilities.
- The tech, media, and communication vertical saw a decline of 0.7% in FY26.
- Operational EBIT margins in Q4 declined by 100 basis points sequentially to 15.1% due to partial wage hikes.
- The company's PAT margin, excluding exceptional items, was at 12.7% for FY26, slightly lower than the previous year.
- The BFSI vertical reported a modest growth of 3.7% for the full year, indicating challenges in this segment.
- LTM Ltd's top accounts showed slower growth, impacting overall performance, with a need for recovery in FY27.
(audio in progress) Today on the call, we have with us Mr. Venu Lambu, Chief Executive Officer and Managing Director; and Mr. Vipul Chandra, Chief Financial Officer. We'll begin by providing a brief overview of the company's quarter 4 and full year FY26 performance, after which, we'll open the floor for question and answers.
During the call, we could make forward-looking statements. These statements consider the environment as we see to date and carry risks and uncertainties that could cause our actual results to differ materially from those expressed in today's call. We do not undertake to update any forward-looking statements made on this call.
I now turn the call over to Venu for his opening remarks.
Thank you, Vikas. Hello, everyone. Thank you for joining us today. Before we start, I'm pleased to share that upon recommendation of the Nomination and Remuneration Committee and subject to the approval of
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