LTM (LTM) Analyst Day 2026 summary

Strategic direction and transformation

• Announced a five-year strategy focused on doubling revenue and increasing EBIT margin by 200 basis points, targeting 17–18% EBIT by FY 2031, with the Outcreate framework driving domain-tech convergence and business creativity.

• Emphasized a shift from problem-solving to delivering business outcomes, leveraging AI-led transformation and the BlueVerse ecosystem for innovation and contextual solutions.

• Reorganized business lines into iRun (operations), iTransform (modernization), and Business AI, aligning capabilities for outcome delivery and process reimagination.

• Prioritized balanced portfolio growth, scaling in Americas and Europe, and a focused push in emerging markets, supported by strategic pivots and ecosystem partnerships.

• Introduced the Outcreate framework and rebranded as a business creativity partner, driving a mindset shift among employees.

Financial performance and guidance

• Achieved 6% year-on-year USD revenue growth in FY26, with Q4 run-rate growth at 8%, $6.6 billion in order bookings, and 10 large deals won (100% YoY increase).

• Lakshya 2031 ambition targets ~2x revenue and ~200 bps EBIT margin improvement by FY31 compared to FY26.

• Margin improvement driven by cost optimization, outcome-based pricing (BlueVerse Currency), AI-led productivity, and the Fit4Future program.

• Maintained strong balance sheet and shareholder returns, with 557% total shareholder return since 2016 and dividends totaling ₹11.6K crores.

• Strategic milestones include holistic brand transformation, scaled BlueVerse AI ecosystem, and high customer satisfaction above industry median for three consecutive years.

Business and market developments

• Expanded addressable market through AI-led engineering, business AI services, and platformized transformation, with a focus on regulated, high-growth verticals.

• Announced acquisition of Randstad's Technology and Consulting Services business in Europe and Australia, adding $500M+ annual revenue and expanding near-shore delivery.

• Partnership with Randstad includes a five-year IT services agreement, strategic talent MSP, and AI-enabled transformation of Randstad's India GCC.

• Developed industry-specific SLMs and contextual AI models, monetizing new solutions in financial services, manufacturing, and consumer sectors.

• Strengthened partnerships with hyperscalers, AI model providers, and industry players to co-develop solutions.