L&T Technology Services Limited — PPTs, 24-04-2026: Investor Presentation

L&T Technology Services saw its FY26 revenue from continuing operations grow 8.3% to $1,233 million. For Q4 FY26, revenue from continuing operations was ₹2,857.9 Cr, up 8.3% YoY. EBIT margin improved to 15.2% in Q4, with Net Income from continuing operations at ₹346.7 Cr, a 23.6% YoY jump, reflecting a strategic exit from low-margin businesses.

The company is recalibrating its portfolio for profitable growth, focusing on Engineering Intelligence (EI) that blends engineering with AI and digital tech. Under its 5-year Lakshya 31-Plan, LTTS targets 13-15% CAGR and 16-17% EBIT margins, prioritizing Mobility, Sustainability, and Tech segments.

Q4 saw strong large deal momentum, averaging ~$200 million for the sixth straight quarter. FY26 large deals were up 40% to $855 million, primarily in Mobility and Sustainability. LTTS also increased its AI patent filings to over 235, bringing its total patent portfolio to 1,706.

The company declared a final dividend of ₹40 per share, resulting in a 48% dividend payout for the year. Return on Equity (ROE) stood at 20.4% for FY26, with basic EPS from continuing operations at ₹30.14 for Q4. Management remains cautiously optimistic near-term.