LTIMindtree (LTIM) Q1 25/26 earnings summary

Executive summary

• Q1 FY26 revenue reached $1.15 billion, up 2% sequentially and 5.2% year-over-year in USD terms, with consolidated revenue at ₹98,406 million.

• EBIT margin improved to 14.3%, up 50 bps sequentially, driven by operational efficiency.

• Net profit after tax for Q1 FY26 was ₹12,546 million, with basic EPS at ₹42.33.

• Order inflow was $1.63 billion, up 17% year-over-year, with major deal wins and strategic alliances across industries.

• All industry verticals showed sequential growth in dollar terms, led by consumer and healthcare.

Financial highlights

• Revenue grew 2% quarter-on-quarter and 5.2% year-on-year in USD; constant currency growth was 0.8% QoQ and 4.4% YoY.

• EBIT margin improved to 14.3%, up from 13.8% in Q4 FY25.

• Profit after tax was INR 12,546 million, up 11.2% QoQ, with basic EPS at INR 42.33.

• Cash and investments stood at $1.5 billion post-dividend payout.

• Dividend of ₹45 per share for FY25 was paid.

Outlook and guidance

• Management remains confident in sustaining growth and improving profitability, with a robust deal pipeline and disciplined execution.

• Growth momentum is expected to continue into Q2, but no full-year guidance was provided due to macroeconomic uncertainties.

• Results reflect continued growth across key business segments.