LTM Ltd

Quick check

The five things to look at first. Open one for more.

• DebtHighest safetyRated AAA by 2 agencies.
• ResultsMixedIn the Sep 2026 quarter, sales rose 14% and profit fell 0.1% from a year earlier.
• DilutionNo new sharesNo new shares issued in the last year, so existing shareholders' slices were not cut.
• PromotersSteadyThe promoters (founders or parent) own 68% of the company, about the same as in Jun 2025.
• ValuationCheap vs its pastThe share trades at 21.9 times its yearly earnings (P/E), cheaper than 95% of the time in the last 5 years. Its usual P/E is about 28.

LTM Ltd against the typical company in its industry. The rank is out of the companies that report each figure; green means the better quarter of the pack, red the worse quarter.

• Valuation (P/E)21.9 against a typical 21.9: in line than most peers (1st = cheapest).54th of 108
• Sales growth+13.6% against a typical +10.6% from a year earlier.39th of 90
• Profit growth−0.1% against a typical +1.1% from a year earlier.42nd of 75
• Share price, 3 months−8.2% against a typical −8.4%.48th of 97
• Size₹ 1,22,709.3 Cr. market value against a typical ₹ 218.6 Cr. (1st = largest).5th of 101

Exchange filings and their impact on the company.

• 28 Oct 2026Press ReleaseLow impactPositivePrice +1.1% so far today
  LTM launched a standalone AI-led GCC business unit to drive future growth with small near-term revenue and upfront investment.

  LTM on October 28, 2026 launched GCC Origin, a standalone business unit to help enterprises set up, operate, scale and transform Global Capability Centers in India. The unit will have dedicated leadership under Shailendra Singh, sales and delivery teams, and an integrated model covering strategy, talent, AI agents via BlueVerse with 300+ agents, operations and transfer across Tier-1 and Tier-2 cities. It is a strategic growth bet on AI-native GCC demand with no near-term revenue or investment numbers disclosed, so financial impact over the next year is expected to be small.

  Full analysisFiling
• 27 Oct 2026Press ReleaseLow impactPositivePrice −0.4% that day
  LTM won a 2-year up to $100m BFSI preferred-partner deal adding ~1% to annual revenue.

  LTM secured a strategic 2-year engagement with a large global banking and financial services firm, already underway, with an option to extend for a third year and potential value of up to USD 100 million. Under the deal, LTM will act as a preferred partner for technology requirements across wealth, personal banking and global functions, supporting supplier consolidation and transformation. The win strengthens BFSI revenue visibility but adds only about 1% to annual revenue, so near-term financial impact is modestly positive.

  Full analysisFiling
• 23 Oct 2026Press ReleaseLow impactPositivePrice −3.3% that day
  LTM opened an Industrial AI Lab in Chennai to drive AI for factories and smart products, a small pipeline positive.

  LTM Limited launched its BlueVerse Industrial AI Lab in Chennai on October 23, 2026. The lab is aimed at helping enterprises scale AI across physical operations like factories and plants, and for intelligent products. It is a capability and go-to-market investment with no contract value disclosed, expected to support future industrial AI deals rather than immediate revenue.

  Full analysisFiling
• 21 Oct 2026Press ReleaseLow impactPositivePrice +0.8% that day
  LTM launched BlueVerse ValueMesh to industrialize AI across Oracle transformations, a small positive for pipeline and delivery efficiency.

  LTM on October 21, 2026 launched BlueVerse ValueMesh, an AI execution fabric to help enterprises scale AI across the Oracle transformation lifecycle from strategy to operations. Built on its Oracle expertise and BlueVerse portfolio, it combines Enterprise AI, Business AI and Industrial AI with a 4S framework of Sense, Shape, Stand Up and Sustain. The launch strengthens LTM's AI and Oracle positioning but carries no disclosed deal size, so near-term financial impact is expected to be small.

  Full analysisFiling
• 15 Oct 2026Press ReleaseLow impactPositivePrice +0.2% that day
  LTM won a 3-year multi-million-dollar AI-led managed services consolidation deal in North America.

  LTM announced a multi-million-dollar, 3-year agreement with a leading North American specialty engineering and construction company on October 15, 2026. The deal consolidates infrastructure, cybersecurity and application administration managed services from multiple vendors to LTM under an AI-led, outcome-driven operating model with observability and automation. While positive for backlog and manufacturing vertical momentum, the deal is small relative to LTM's ~Rs 44,000 crore annual revenue scale.

  Full analysisFiling
• 7 Oct 2026Press ReleaseLow impactPositivePrice −1% that day
  LTM deepened its Google Cloud tie-up for Gemini Enterprise, a small near-term revenue positive with upfront CoE costs.

  LTM on October 7, 2026 expanded its collaboration with Google Cloud to accelerate adoption of Gemini Enterprise. The plan includes a dedicated Gemini Enterprise Center of Excellence, forward-deployed engineers and specialized training, plus industry solutions for BFSI, manufacturing, retail, media and energy to be showcased at an upcoming Customer Experience Center. No deal value was disclosed, so the near-term financial impact is likely small but directionally positive for AI-led pipeline and growth.

  Full analysisFiling

Results dates and other board meetings. Full calendar

Compounded yearly rates over each period.

Listed companies in the same business.

Venugopal Lambu

Chief Executive Officer, Managing Director, Whole Time Director

Vipul Chandra

Chief Financial Officer, Whole Time Director

Angna Arora

Company Secretary, Compliance Officer