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Top BFSI account recovery slower than decline
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LTM Ltd — Q4 FY26
LTM reported Q4 FY26 revenue of $1.22B (+8.1% YoY) and EBITDA margin of 15.1% (-100bps QoQ due to wage hikes).
bullish
high
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2-Minute Summary
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LTM reported Q4 FY26 revenue of $1.22B (+8.1% YoY) and EBITDA margin of 15.1% (-100bps QoQ due to wage hikes). Full-year revenue reached $4.76B (+6% YoY) with EBITDA margin of 15.4% (+90bps YoY). PAT for the quarter was ₹1,387Cr. Growth was broad-based with four of five verticals posting double-digit YoY growth. Order inflow remained strong at $1.7B, marking the sixth consecutive quarter above $1.5B. Management expressed confidence in sustaining growth momentum into FY27, citing a robust pipeline and the Lakshya 5-year strategy targeting revenue doubling. Key risks include slower-than-expected ramp-up in the top BFSI account and extended transition timelines for large deals like CBDT.
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Order Inflow (Q4)
$1.7B
Flat QoQ
Sixth consecutive quarter above $1.5B, indicating sustained demand.
Total Order Inflow (FY26)
$6.66B
+10.3% YoY
Includes six $100M+ deals, reflecting strong large deal momentum.
Headcount
87,950
+3,643 YoY
Net addition of 3,643 employees; 6,729 freshers added during the year.
Attrition (TTM)
13.3%
-50bps QoQ
Improved from 13.8% in Q3, indicating better retention.
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Guidance and risk preview
Management targets doubling revenue over five years, implying a ~15% CAGR, with inorganic contributions planned.
The top BFSI account's growth recovery may not match the speed of its decline, potentially weighing on near-term revenue.
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