Q4 2026 L&T Technology Services Ltd Earnings Call Transcript

Apr 22, 2026 / 02:30PM GMT

Release Date Price: ₹3550.2 (-2.53%)

Transcript

Key Points

Positve

L&T Technology Services Ltd (BOM:540115) reported a revenue growth of 8.3% from continued operations, reflecting a strategic focus on core business areas.
The company achieved a significant increase in large deal wins, totaling $855 million for FY26, marking a 40% increase over the previous year.
The sustainability segment showed strong performance with a 12.8% growth, driven by strategic partnerships and robust execution of deals.
The company has successfully improved its EBIT margins by 40 basis points sequentially to 15.2%, indicating enhanced operational efficiency.
L&T Technology Services Ltd (BOM:540115) has a clear strategic plan, Lakshya31, focusing on six large technology bets to drive future growth and innovation.

Negative

The divestment of the SWC business indicates challenges in internationalizing certain segments, such as smart cities, which could not be expanded globally.
The mobility segment showed flat revenue growth sequentially, indicating potential challenges in achieving momentum in certain subsegments.
The tech segment experienced subdued revenues due to a conscious exit from nonstrategic businesses, impacting overall growth.
Despite strong deal wins, the company has faced revenue leakage, which has been a drag on achieving higher growth rates.
The company has not provided specific annual guidance, creating uncertainty about short-term growth expectations.

Operator

Ladies and gentlemen, good day, and welcome to the Q4 FY26 conference call of L&T Technology Services Limited. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Sandesh Naik, Head of Investor Relations. Thank you, and over to you, Mr. Sandesh.

Sandesh Naik

L&T Technology Services Ltd - Head of Investor Relations

Thank you, Sagar. Hello, everyone. I'm Sandesh, and welcome to the earnings call of L&T Technology Services for the fourth quarter of FY26. Our financial results, investor release and press release have been filed on the stock exchanges and are also available on our website, www.ltts.com. I hope you have had a chance to go through them.

This call is for 60 minutes. We will try to wrap up the management remarks in 20 minutes and then open up for Q&A. The audio recording of this call will be available on our website about an hour after the call ends.

With that, let me introduce the

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