NewsLTM Limited Q4FY26 Results: Revenue $4.76B, PAT Rs.5,379 Cr, Plans to Double Revenue in 5 YearsLTM Limited Q4FY26 Results: Revenue $4.76B, PAT Rs.5,379 Cr, Plans to Double Revenue in 5 Years
LTM Limited reported FY2026 revenue of USD 4.76 billion, up 6% year-on-year, with operating margins improving 90 basis points to 15.4%. Adjusted PAT increased 17% to Rs.5,379 Crores, while total order inflow grew 10.3% to USD 6.6 billion, including six deals exceeding USD 100 million. Q4 revenue reached USD 1.22 billion with 8.1% year-on-year growth. The company announced its Lakshya'31 strategy to double revenue in five years through organic growth, AI-led transformation, and strategic acquisitions. The Board recommended a final dividend of Rs.53 per share, taking total FY26 dividend to Rs.75 per share.
*this image is generated using AI for illustrative purposes only.
LTM Limited conducted its Q4 and FY2026 earnings conference call on April 23, 2026, announcing comprehensive financial results and unveiling its ambitious five-year strategy called Lakshya'31. The company reported revenue of USD 4.76 billion for FY2026, reflecting growth of 6% in dollar terms and 5.3% in constant currency. Operating margins improved by 90 basis points year-over-year to 15.4%, while adjusted profit after tax stood at Rs.5,379 Crores, up 17% compared to the previous year.
Financial Performance Summary
| Parameter | FY2026 | FY2025 | Growth |
|---|---|---|---|
| Revenue | USD 4.76 billion | - | 6% (USD), 5.3% (CC) |
| Operating Margin | 15.4% | 14.5% | +90 bps |
| Adjusted PAT | Rs.5,379 Crores | - | 17% YoY |
| Reported PAT | Rs.4,983 Crores | - | 8.3% YoY |
| Total Order Inflow | USD 6.6 billion | - | 10.3% YoY |
| Large Deal Wins | 6 deals > USD 100 million | - | 300% increase |
For Q4 FY2026, revenue stood at USD 1.22 billion, delivering 1.2% sequential growth and 8.1% year-on-year growth in dollar terms. The corresponding constant currency growth was 1.2% quarter-on-quarter and 7% year-on-year. In rupee terms, Q4 revenue reached Rs.11,292 Crores, representing growth of 4.7% quarter-on-quarter and 15.6% year-on-year. Q4 operating EBIT margin declined by 100 basis points sequentially to 15.1%, primarily due to partial wage hikes implemented from January 1, 2026.
Strategic Initiatives and AI Transformation
During the earnings call, management highlighted three strategic programs executed during FY2026: Fit4Future for cost optimization, establishment of a dedicated Large Deals organization, and the pivot to becoming an AI-centric enterprise. The company launched BlueVerse™, its agentic AI ecosystem, and expanded it with three purpose-built platforms—AgentIQ, AppIQ, and FusionIQ. LTM also launched Skillet Weave, a skills marketplace for AI agents with over 700 skills ready for deployment.
The company secured significant deals during the quarter, including engagements with the Central Board of Direct Taxes to modernize India's national direct tax analytics platform, a leading European MedTech company for product development, a US-based global financial institution for AI-led business process transformation, and a US-based global enterprise software provider for AI-driven digital transformation.
Lakshya'31 Five-Year Strategy
LTM Limited's management unveiled the Lakshya'31 strategy framework aimed at doubling the company's revenue within five years. This comprehensive plan incorporates both organic growth initiatives and strategic inorganic components through targeted acquisitions. The strategy is anchored in an AI-led foundation built on future-ready talent, reimagined delivery, and structurally improved productivity.
The company is executing across three focused AI pivots: domain technology convergence, reimagined capabilities structured through three integrated lines of business (iRun, iTransform, and Business AI), and a reimagined partner ecosystem. Starting Q1 FY2027, LTM will consolidate its reporting under four business segments: banking, financial services, and insurance; Technology, media, and communication; Production; and Consumer.
Geography and Vertical Performance
From a geography perspective, the Americas grew by 4.0%, Europe by 12.4%, and the rest of the world by 11.6% during FY2026. Four out of five business verticals achieved double-digit growth for Q4 compared to the same period last year, while three out of five business verticals recorded double-digit growth over the full year. BFSI reported growth of 3.7%, Manufacturing and Resources grew 12.7%, Tech, Media, and Communication declined 0.7%, Consumer business grew 13.2%, and Healthcare, life science, and public services grew 9.6%.
Capital Allocation and Dividend
The Board of Directors has recommended a final dividend of Rs.53 per share subject to shareholders' approval, taking the overall dividend for the full financial year to Rs.75 per share. The company closed FY2026 with an all-time high cash and investment balance of USD 1.63 billion, or Rs.15,445 Crores, up from Rs.13,346 Crores in FY2025. Return on equity stood at 21.3% for the year. Management invited investors to LTM's Investor Day scheduled for June 3, 2026, in Mumbai, where they will share more details about the Lakshya'31 strategy execution.
Historical Stock Returns for LTM
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +1.23% | -6.63% | -11.15% | -31.69% | -21.17% | +10.28% |
What specific acquisition targets is LTM considering to achieve its revenue doubling goal under the Lakshya'31 strategy?
How will the declining Tech, Media & Communication vertical impact LTM's overall growth trajectory in FY27?
What market conditions could challenge LTM's ambitious five-year revenue doubling plan?
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