L&T Technology Services Limited — Investor Meet, 20-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

LTTS Q3 FY26 revenue reached ₹2,924 crore (+10.2% YoY), with EBIT margins improving to 14.6% (+120 bps QoQ). This reflects a strategic pivot, as the company actively rebalances its portfolio by shedding lower-margin offerings to focus on high-growth Engineering Intelligence (EI) solutions. While this impacted Q3 revenue sequentially, management is confident in achieving long-term profitable growth. Large deal wins remain robust at $180 Mn TCV. Mobility shows early recovery, and Sustainability grew double-digit. LTTS expects mid-single-digit overall growth for FY26, with focused areas targeting double-digit expansion, aiming for mid-16% EBIT margins by Q4 FY27/Q1 FY28.