Ltimindtree · forward-looking guidance across the available source record.
Guidance tracker
Management maintains target of reaching closer to double-digit YoY growth entering Q4, supported by improving deal momentum and AI solution traction. Confidence stems from consistent sequential improvement in YoY growth rates over three consecutive quarters.
Despite wage hike impact (~1% per quarter for Q4 and Q1) and fewer working days in Q4, management is confident of closing FY26 with improved EBIT margins versus FY25, aided by New Horizons cost discipline initiatives.
Annual compensation review deferred from Q3 to Q4 with staggered implementation: 50% of workforce receiving hikes in Q4, balance in Q1 FY27. Net margin impact estimated at ~1% per quarter for affected quarters.
One remaining top-5 BFSI client undergoing productivity transformation; management expects this account to complete its cycle in Q4, after which the top-five bucket decline will approach zero. Four of five accounts have already transitioned.