LTIMindtree Limited — Investor Meet, 23-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

LTIMindtree reported a strong Q2 FY2026. Revenue reached USD 1.18B (2.4% CC growth) and ₹10,394 Cr. EBIT margins expanded 160bps sequentially to 15.9%, with Profit after Tax at ₹1,381 Cr (10.1% QoQ growth). Order inflow stood at USD 1.59B, the fourth consecutive quarter near this level, including significant deals across all five verticals. Management is confident of H2 USD growth approaching double-digits, despite AI productivity recalibration in top accounts, which is seen as a transitional phase. Margin expansion is expected to continue, supported by the 'Fit for Future' program and AI adoption. Wage hikes will be staggered over Q3 and Q4.