L&T Technology Services Limited — Investor Meet, 20-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

L&T Technology Services (LTTS) delivered strong Q1 FY27 results: ₹2,940 Cr revenue (1.5% sequential CC growth), EBIT margin expanded to 15.7%, and Net Income at ₹352 Cr (+17.4% YoY). Free cash flow was robust at ₹540 Cr (153% of net income). Mobility and Sustainability segments drove growth, while Tech is set for Q2 rebound with significant deal closures.

Management highlighted "Engineering Intelligence" (EI) and Lakshya 31 strategy, winning ~ $100 Mn in large deals. LTTS partners with Anthropic and focuses on AI integration for clients. The company aims for 13-15% revenue CAGR over five years and 16-17% EBIT margins, with sequential margin improvement expected. Sentiment is confident about strategic execution and market position from EI.