LTIMindtree (LTIM) Q4 25/26 earnings summary

Executive summary

• FY26 closed with steady growth, strong execution, and expansion across verticals and geographies, with a global presence in 40+ countries and 87,950 employees.

• Strategic initiatives included cost optimization (Fit for Future), a large deals organization, and a pivot to AI-centric operations, supported by the BlueVerse/Blueworx platform.

• Rebranding to LTM was completed, with a new five-year strategy, Lakshya, focused on business creativity and domain-tech convergence.

• Major deal wins included six $100M+ contracts across tax analytics, medtech, financial services, manufacturing, and insurance.

• Appointment of Vipul Chandra as Whole Time Director & CFO and re-appointment of James Abraham as Independent Director were approved.

Financial highlights

• FY26 revenue reached $4.76Bn (₹423,076 Mn), up 6% YoY in USD and 11.3% YoY in INR; EBIT margin at 15.4% (+90bps YoY); PAT* up 16.9% YoY to ₹53,779 Mn ($606Mn).

• Q4 FY26 revenue was $1.22Bn (₹112,917 Mn), up 1.2% QoQ and 8.1% YoY in USD; Q4 net profit* at ₹13,407 Mn (+18.8% YoY).

• Order inflow for FY26 was $6.60Bn, up 10.3% YoY; Q4 order inflow at $1.69Bn, marking six consecutive quarters above $1.5Bn.

• Cash and investments at year-end were $1.63Bn (₹154,449 Mn); cash and cash equivalents at ₹23,311 Mn.

• Board recommended a final dividend of ₹53/share, totaling ₹75/share for the year.

Outlook and guidance

• Management expects continued growth momentum into FY27, driven by AI-led transformation, a robust deal pipeline, and the Fit4Future program.

• Five-year strategy aims to double revenue through both organic and inorganic growth.

• No specific numeric guidance provided, but confidence expressed in sustaining industry-leading growth.