LTM Limited — Q2FY27 earnings call summary

Filed 22 October 2026 · Official transcript

FY27 growth expected to strengthen in H2; margin guidance stable vs last year
Multiple analyst queries on AI deal tenure, margin profile, and growth outlook addressed by management
Q2 FY27 revenue USD 1.24bn, +1.1% q-q, +5.1% y-y in constant currency
Interim dividend ₹0.25/share, +13.6% y-y; Randstad digital acquisition approvals expected Q3
EBIT margin 15.6%, +10 bps q-q; PAT margin 11.7%, down due to one-time gain in Q1
AI revenue 13.4% of total, +40% y-y; order inflow USD 1.3bn with AI-led short-tenure deals
BFSI segment returned to growth, added $100mn+ client; Tech down q-q due to seasonality and Saudi impact
Headcount 88,835 with 1,743 freshers; AI talent program progressing well