LTM Limited (LTM) Financial Results — Revenue ₹1,220 Cr

Revenue: ₹1,220 CrNet Profit: ₹1,469 Cr

📢 Key Event
LTM Limited reported Q1 FY2027 revenue of USD 1.22 billion, up 6.4% YoY in constant currency and 18% YoY in INR to Rs 11,608 crores, with EBIT margin expanding to 15.5% (up 120 bps YoY).

🔄 What Changed
Revenue grew 6.4% YoY in constant currency and 18% YoY in INR; EBIT margin improved 120 bps YoY to 15.5%; PAT increased 17.1% YoY to Rs 1,469 crores; order book stands at $1.7 billion; AI revenue run rate reached $150 million+; organic growth expected to accelerate in Q2 and H2 FY2026.

🔮 What's Next
Organic growth expected to accelerate in Q2 and continue through H2 FY2026, improving upon FY2026's 6% growth foundation; FY2027 growth anticipated above FY2026; double-digit growth targeted; major deal expected to ramp in Q3; margin expansion supported by operational efficiencies.

💡 Investor Takeaway
LTM Limited is leveraging AI adoption to drive revenue growth, margin expansion, and order book strength, with expectations of accelerating growth in upcoming quarters despite macro headwinds.

LTM Limited reported Q1 FY2027 revenue of USD 1.22 billion, up 6.4% YoY in constant currency and 18% YoY in INR to Rs 11,608 crores, with EBIT margin expanding to 15.5% (up 120 bps YoY). PAT rose 17.1% YoY to Rs 1,469 crores. The company highlighted a $1.7 billion order book, AI-driven growth across Business, Industrial, and Creative AI segments, and a $150 million+ quarterly AI revenue run rate. Management expects organic growth to accelerate in Q2 and H2 FY2026, targeting double-digit growth. Margin expansion is supported by operational efficiencies from the Fit4Future and New Horizons programs, though forex and wage hike impacts partially offset gains. Vendor consolidation deals are categorized into two types with varying subcon usage impacts. The Randstad integration is progressing per plan with no significant margin impact anticipated.

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