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L&T Services (LTTS) investor relations material
L&T Services Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary17 Oct, 2025
Executive summary
Achieved record large deal TCV of nearly $300 million in Q2, including $100M and $60M deals, reflecting strong client engagement and robust order book despite market and geopolitical challenges.
Revenue grew 1.3% sequentially and 10.4% year-over-year in USD constant currency; Sustainability and Tech segments delivered double-digit annual growth.
Launched AI-first delivery model, filed 216 AI/GenAI patents, and began early monetization of proprietary AI platforms, with 1% of trailing 12-month revenue from licenses.
Strengthened leadership with new segment heads and global large deals head, and deepened partnerships with technology and research institutions.
Board approved unaudited consolidated and standalone financial results for Q2 and H1 FY26, with unmodified auditor opinion.
Financial highlights
Q2 revenue: INR 30,451 million (consolidated), up 15.8% YoY and 4% sequentially; USD revenue: $337.1 million, up 1.3% sequentially and 10.4% YoY in constant currency.
Net income for Q2: INR 3,292 million, up 4.1% sequentially, with an 11% margin.
EBIT margin improved to 13.4%; EBITDA for the quarter was INR 4,908 million, up 6.1% QoQ.
Free cash flow for Q2: INR 445 crores; cash and investments at INR 2,883 crores; cash and cash equivalents as of September 30, 2025: INR 11,992 million (consolidated).
Interim dividend of INR 18 per share declared, record date October 27, 2025.
Outlook and guidance
H2 FY26 expected to outperform H1 in both revenue and EBIT margin; Q4 anticipated as a strong growth quarter across all segments.
Double-digit growth targeted for FY26; medium-term revenue aspiration of $2 billion reaffirmed.
EBIT margin guidance maintained at mid-16% by Q4 FY27–Q1 FY28, with sequential improvement expected.
Board and management remain focused on growth across all segments, with recent acquisitions expected to contribute.
Strategy to scale AI license revenue to 5%
What specific factors drive Mobility's Q4 recovery?
Beyond client support, what drives margin to mid-16%?
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Next L&T Services earnings date
Q3 25/2614 Jan, 2026
Next L&T Services earnings date
Q3 25/2614 Jan, 2026
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Frequently asked questions
L&T Technology Services Limited provides engineering and research and development services to global companies. The firm operates in sectors such as transportation, industrial products, medical devices, telecom, and plant engineering, offering digital and engineering solutions. It is headquartered in Vadodara, Gujarat, and its shares are listed on the NSE.
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