NSE: LTM · BSE: 540005 · ISIN INE214T01019
LTM Limited stock analysis
LTM Limited ranks #493 in the TickerSutra evidence-ranked universe with a score of 64/100 and 95% data confidence. The latest captured fundamentals show ROCE of 29.6%, quarterly sales growth of 18.0% and quarterly profit growth of 16.9%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 29.6%
- Low debt/equity of 0.1×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹26,109cr | ₹5,249cr | ₹3,950cr | 20.0% |
| 2023 | ₹33,183cr | ₹6,108cr | ₹4,410cr | 18.0% |
| 2024 | ₹35,517cr | ₹6,387cr | ₹4,585cr | 18.0% |
| 2025 | ₹38,008cr | ₹6,495cr | ₹4,602cr | 17.0% |
| 2026 | ₹42,308cr | ₹7,555cr | ₹4,983cr | 18.0% |
| TTM | ₹44,075cr | ₹7,966cr | ₹5,197cr | 18.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
LTM Limited has informed the Exchange regarding a press release dated September 23, 2026, titled "LTM Launches BlueVerseTM SovereignSphereTM Models to Help Enterprises Own Their AI Advantage".
RoutineLTM Ltd - 540005 - Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseBSE · 23 Sept 2026Intimation attached
RoutineLTM Ltd - 540005 - Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseBSE · 21 Sept 2026Intimation attached.
RoutinePress ReleaseNSE · 21 Sept 2026LTM Limited has informed the Exchange regarding a press release dated September 21, 2026, titled "LTM Collaborates with Shekhar Kapur to Reimagine AI-Powered Storytelling".
RoutinePress ReleaseNSE · 9 Sept 2026LTM Limited has informed the Exchange regarding a press release dated September 09, 2026, titled "LTM Collaborates with IBM and Red Hat on Lightwell to Advance AI-Driven Open-Source Software Remediation".
MANAGEMENT COMMENTARY
Signals from filed documents
Net profit for the year stood at INR 49,827 Million (FY25: INR 46,020 Million), representing a year-on-year increase of 8.3%, with PAT margin at 11.8% (FY25: 12.1%) mainly due to a one-time provisioning impact of new labor codes enacted from Q3FY26. Our focus remains on improving the quality of earnings by strengthening the proportion of recurring revenues and enhancing operating leverage across the business. Capital
→ Expanding presence in high-growth markets such as Saudi Arabia and the UAE → Co-innovating with ServiceNow to develop next-generation solutions → Strengthening field and executive alignment through structured governance → Building AI agents to support AI-enabled workflows We maintain a comprehensive 360 -degree partnership with ServiceNow, combining capabilities as an elite partner, a top-tier customer, and a globa
Future focus includes scaling MCP engineering capabilities, advancing A2A orchestration patterns, and deepening AI adoption in both development and operational support environments. Additional growth opportunities are expected from AI-led modernization and consolidation deals, development of industry specific agentic solutions, and geographic expansion across Europe, the Middle East, ANZ, and GCC regions. To fully ca
From a strengths-perspective, the service line demonstrates consistent execution excellence through proven delivery of large-scale modernization and vendor consolidation programs. It has strong capabilities in regulated and high-volume environments and maintains a balanced portfolio across greenfield initiatives, modernization programs, and AMS engagements that support long-term stability for enterprise clients. The
His entrepreneurial mindset propelled L&T into untapped geographies, including the Middle East, Africa, and ASEAN, establishing the Company's credentials globally. This has led to L&T being recognized among Asia’s Most Honored Companies by Institutional Investor, the Company of the Year by Business Standard in 2020, among the world's best employers on the Forbes' list and as a certified 'Great Place to Work' for the
Social Limited progress in community development initiatives or diversity and inclusion could affect innovation, teamwork, and workplace culture, potentially impacting business performance. Governance Failure to maintain transparency in ESG reporting or respond to regulatory requirements may result in compliance risks and reputational impact. Inadequate budget planning, rising resource costs, and inflationary pressur
→ Margin and Levers: Expand margins structurally through AI-led productivity and New Horizons. → Capital Discipline: Balance margin expansion with reinvestment in growth and capabilities. Activities to Sustain Value 1 1 Please refer p.44 for awards and accolades representing outcomes towards value-creation for stakeholders.
Failures in these areas have immediate and measurable consequences for customer engagement and brand equity, making trust a critical lever for sustained value creation. Digital Engineering and Connected Systems Digital engineering is transforming how enterprises design, build, and operate complex products and platforms, shifting from siloed development to integrated, digital- first ecosystems. This shift is driven by
Whether your entity’s policy/ policies cover each principle and its core elements of the NGRBCs. Has the policy been approved by the Board? Web link of the policies, if available Y Y Y Y Y Y Y Y Y Principle 1 1.
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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