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Created: 2025-07-18 09:12:31 UTC

📊 LTIMindtree Ltd | Broker Report | 𝘚𝘌𝘓𝘓 𝘊𝘢𝘭𝘭 🔴

🏢 𝘙𝘦𝘥𝘶𝘤𝘦 𝘓𝘛𝘐𝘔𝘪𝘯𝘥𝘵𝘳𝘦𝘦; 𝘵𝘢𝘳𝘨𝘦𝘵 𝘰𝘧 𝘙𝘴 4740: 𝘐𝘊𝘐𝘊𝘐 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴
📈 𝘙𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯: SELL
🏛️ 𝘉𝘳𝘰𝘬𝘦𝘳𝘢𝘨𝘦: ICICI Securities

LTIMindtree: Brokerage Report

LTIMindtree's revenue saw a XXX% QoQ increase, driven by recovery in the consumer and healthcare segments, along with consistent momentum in BFSI. 📊 Deal TCV was healthy at $XXXX billion, up XXXX% YoY, but this has not yet fully translated into revenue growth. ICICI Securities maintains a REDUCE rating.

- 𝗕𝗿𝗼𝗸𝗲𝗿𝗮𝗴𝗲 𝗙𝗶𝗿𝗺: ICICI Securities Limited
- 𝗥𝗮𝘁𝗶𝗻𝗴: REDUCE
- 𝗧𝗮𝗿𝗴𝗲𝘁 𝗣𝗿𝗶𝗰𝗲: ₹4,740 (Previous ₹4,790) -X%
- 𝗥𝗮𝘁𝗶𝗼𝗻𝗮𝗹𝗲: Challenging macro environment and higher exposure to discretionary portfolio constraining growth.

- 𝗞𝗲𝘆 𝗠𝗲𝘁𝗿𝗶𝗰𝘀:
  ▪ Revenue Growth: XXX% QoQ CC (2% QoQ USD growth)
  ▪ TCV: $XXXX billion, up XXXX% YoY
  ▪ EBIT Margin: Improved by ~50bps QoQ

𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

- 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲:
  ▪ Consumer vertical recovered (+6.2% QoQ USD), driven by ramp-up of a large $XXX million deal and broad-based growth.
  ▪ BFSI (+1.6% QoQ USD) continued its growth momentum.
  ▪ Healthcare recovered with XXX% QoQ USD growth.
  ▪ Weakness in RoW (-5.7% QoQ USD) was led by seasonality.

- 𝗗𝗲𝗮𝗹 𝗪𝗶𝗻𝘀:
  ▪ LTIM won its largest-ever deal - multi-service line vendor consolidation deal with a global agri-business leader with TCV USD 450mn over seven years. The deal is expected to ramp-up to steady state across Q1 and Q2.

- 𝗠𝗮𝗿𝗴𝗶𝗻𝘀 𝗮𝗻𝗱 𝗢𝘂𝘁𝗹𝗼𝗼𝗸:
  ▪ EBIT margin came in at 14.3%, up 52bps QoQ.
  ▪ Management aims to improve margins to XXXX% by Q4FY27.
  ▪ Utilisation improved by 230bps QoQ to 88.1%.

- 𝗔𝗜 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲𝘀:
  ▪ LTIM launched BlueVerse - an AI ecosystem with over XXX industry-specific agents.

- 𝗥𝗶𝘀𝗸𝘀:
  ▪ AI-led gain sharing may deflate revenue for the IT services industry.
  ▪ Prolonged macro weakness.

- 𝗨𝗽𝘀𝗶𝗱𝗲:
  ▪ Pick-up in TCV conversion to revenue.
  ▪ Improved large deal wins.

🔗 𝘙𝘦𝘢𝘥 𝘍𝘶𝘭𝘭 𝘙𝘦𝘱𝘰𝘳𝘵:

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XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946135987056427231/c:line.svg)

**Related Topics**
[coins healthcare](/topic/coins-healthcare)
[$ltimbo](/topic/$ltimbo)

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