LTIMindtree Ltd (LTM) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported a strong quarter with broad-based performance, achieving a sequential revenue growth of 2.4% in constant currency and 2.3% in USD terms.
- A significant highlight was the EBIT margin expansion of 160 basis points to 15.9%, driven by the 'Fit for Future' margin improvement program and favorable foreign exchange movements.
- Order inflow remained robust at USD 1.59 billion, marking the fourth consecutive quarter of inflows around the USD 1.6 billion level and reflecting a 22% year-on-year increase.
- The company is aggressively pursuing an AI-centric strategy, evidenced by the launch of BlueVerseTM studios, new AI-powered frameworks, and the training of over 80,000 employees in GenAI fundamentals.
- Growth was observed across all verticals for the second consecutive quarter, with standout performances from the Consumer business (9.1% QoQ) and Healthcare, Life Sciences, & Public Services (10.2% QoQ).
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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