Q1 2027 LTM Ltd Earnings Call Transcript

Jul 11, 2026 / 02:30 PM GMT

Transcript

Key Points

Positve

LTM Ltd (BOM:540005) reported a year-over-year revenue growth of 6.4% in constant currency terms, indicating strong performance.
The company's EBIT margins improved by 40 basis points sequentially to 15.5%, showcasing operational efficiency.
LTM Ltd's AI revenue across creative, industrial, and business AI contributed approximately $150 million on a quarterly run rate basis.
The order book remains stable at $1.7 billion, including two large deal wins, reflecting strong deal momentum.
The company received several industry recognitions, including the Golden Peacock Award for Excellence in Artificial Intelligence 2026, highlighting its leadership in AI adoption.

Negative

The consumer segment experienced a sequential decline of 0.7%, attributed to delayed ramp-ups and projects in India and the Middle East.
Production segment reported a decline of 5.7% due to seasonal pass-through falloff, indicating volatility in certain segments.
The company's OCF to PAT ratio decreased to 79% from 96% in the previous quarter, indicating a decline in cash flow efficiency.
There was an increase in subcontractor usage, rising by 130 basis points QoQ and 320 basis points YoY, which may impact cost management.
The geopolitical situation in the Middle East poses potential risks, although it currently accounts for less than 3% of revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LTIM.NS - LTM Ltd
Q1 2027 LTM Ltd Earnings Call
Jul 11, 2026 / 02:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the LTM Limited Q1 FY27 earnings call.

Please note all participants are currently in listen-only mode and there will be an opportunity to ask questions following the conclusion of the management's opening remarks.

Please note that this call is being recorded.

I now hand the conference over to Mr. Vikas Jadhav, Head of Investor Relations Team. Over to you, sir.

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Unidentified_2 [2]
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Thanks, Vamil.

Good day, everyone, and welcome to LTM's Q1 FY27 earnings conference call.

Today on the call

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