L&T Technology Services Limited — Investor Meet, 27-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

L&T Technology Services (LTTS) reported Q4FY26 revenue of $306 Mn (0.3% YoY, -1.7% QoQ) and EBIT margin of 15.2% (up 40 bps QoQ). This performance follows strategic portfolio rationalization and the divestment of the SWC business, with the cleanup now complete. LTTS recorded its first $50 Mn+ account in the Sustainability segment. Management expects Mobility and Tech to resume sequential growth from next quarter. The company's Lakshya 31-Plan targets a 13-15% CAGR over the next five years, with EBIT margins of 16-17%, aiming for mid-16% by Q4FY27 or sooner. The strategic focus is on Engineering Intelligence and AI-led digital engineering, supported by robust deal wins.