LTIMindtree Limited — PPTs, 19-01-2026: Investor Presentation

LTIMindtree delivered a solid Q3FY26, with revenue growing 11.6% YoY to ₹10,781 Cr ($1,208 million, up 6.1% YoY). Net profit surged 29% YoY to ₹1,401.3 Cr, excluding a one-time ₹590.3 Cr impact from new Labor Codes. Strong segment growth came from Manufacturing & Resources (+20.3% YoY) and Consumer Business (+21.05% YoY). Geographically, Europe (+13.8% YoY) and Rest of the World (+14.4% YoY) were key drivers.

The company's strategic AI pivot and focus on large deals are clearly driving performance. Expanding partnerships, especially with Microsoft on Azure and AI, are crucial. Management emphasizes disciplined execution, deep tech-domain expertise, and differentiated AI-led offerings.

LTIMindtree secured multiple significant deals, including a $155 million 5-year contract with a US insurance firm and multi-year agreements with a leading manufacturer and a global financial institution, all leveraging an AI-led delivery model. The company also earned recognition as AWS Global Winner for Application Modernization Consulting Partner of the Year.

Key financial metrics for Q3FY26 include an Operating EBIT margin expansion of 20 bps QoQ to 16.1%, and diluted EPS of ₹47.6. Order inflow for the quarter stood at $1.69 billion. Management is focused on driving profitable growth and delivering tangible client outcomes by building a resilient and balanced portfolio.