LTM Limited · NSE:LTM

LTM — LTIMindtree — Q3 FY2026 Earnings Presentation

15 slides from LTM's earnings presentation, Jan 19, 2026

  1. Slide 1: Earnings Release & Fact Sheet Third Quarter, Fiscal 2026

    Earnings Release & Fact Sheet Third Quarter, Fiscal 2026 January 19, 2026

  2. Slide 2: Contents and Safe Harbour

    Contents Press Release .......................................................................................... 3 Key Metrics ............................................................................................ 8 Financial Statements ........................................................

  3. Slide 3: LTIMindtree Delivers Solid Q3 Performance Driven by Strategic AI Pivot and Strong Deal Momentum

    LTIMindtree Delivers Solid Q3 Performance Driven by Strategic AI Pivot and Strong Deal Momentum Operating EBIT margin expands by 230 bps YoY to 16.1% Adjusted PAT up 29% YoY Mumbai, January 19, 2026: LTIMindtree [NSE: LTIM, BSE: 540005], a global technology consulting and digital solutions company,

  4. Slide 4: Other highlights: Clients and People

    Other highlights: Clients: - 746 active clients as of December 31, 2025 - $5 million+ clients increased by 10 on a Y-o-Y basis, total 162 - $10 million+ clients increased by 7 on a Y-o-Y basis, total 97 - $20 million+ clients increased by 8 on a Y-o-Y basis, total 47 People: - 87,958 professionals a

  5. Slide 5: Deal Wins

    Deal Wins • LTIMindtree has been selected as a strategic partner by a leading U.S. insurance and financial services company for a multi-year engagement covering application management, infrastructure operations, and end-user services, driven by an AI-led delivery model. This is a $ 155 million Total

  6. Slide 6: Recognitions

    360° partnership, helping enterprises move from pilots to productivity and unlock innovation, resilience, and growth at scale. Recognitions • LTIMindtree recognized as a Leader & Star Performer in Everest Group’s Banking IT Services PEAK Matrix® Assessment 2025. • LTIMindtree recognized as a Leader

  7. Slide 7: About LTIMindtree and Earnings Conference Call

    About LTIMindtree LTIMindtree is a global technology consulting and digital solutions company that partners with enterprises across industries to reimagine business models, accelerate innovation, and drive AI- centric growth. Trusted by more than 700 clients worldwide, we use advanced technologies t

  8. Slide 8: Key Financial Metrics

    Key Financial Metrics Growth (%) Revenue Q3 FY25 Q2 FY26 Q3 FY26 Q-o-Q Y-o-Y Revenue - $ Mn 1,138.7 1,180.1 1,208.0 2.4% 6.1% Revenue – Constant Currency (CC) 2.4% 5.2% Growth (%) Financials Q3 FY25 Q2 FY26 Q3 FY26 Q-o-Q Y-o-Y Revenue - ₹ Millions 96,609 1,03,943 1,07,810 3.7% 11.6% Gross Margin % 2

  9. Slide 9: Key Revenue Metrics

    Key Revenue Metrics USD Growth (%) Revenue by Industry Q3 FY25 Q2 FY26 Q3 FY26 Q-o-Q Y-o-Y Banking, Financial Services & 36.4% 36.2% 35.1% (0.7%) 2.3% Insurance Technology, Media & 23.7% 22.7% 22.2% 0.0% (0.6%) Communications Manufacturing & Resources 19.3% 19.5% 20.8% 9.4% 14.1% Consumer Business 1

  10. Slide 10: Key Client Metrics, Effort and Utilization, Key Employee Metrics

    Key Client Metrics Revenue Contribution Q3 FY25 Q2 FY26 Q3 FY26 Active Clients 742 749 746 New Clients added 23 23 26 Revenue Contribution 1 Million Dollar + 401 402 399 5 Million Dollar + 152 158 162 10 Million Dollar + 90 93 97 20 Million Dollar + 39 45 47 50 Million Dollar + 13 14 12 100 Million

  11. Slide 11: Financial Statements: Income Statement

    Financial Statements Income Statement Amount in INR Millions Growth (%) Particulars Q3 FY25 Q2 FY26 Q3 FY26 Q-o-Q Y-o-Y Revenue 96,609 1,03,943 1,07,810 3.7% 11.6% Direct Cost 68,785 72,439 76,098 5.1% 10.6% Gross Profit 27,824 31,504 31,712 0.7% 14.0% SG&A Expenses 11,891 12,203 11,685 (4.3%) (1.7%

  12. Slide 12: Balance Sheet

    Balance Sheet Amount in INR Millions 12 | Page

  13. Slide 13: Cash Flow Statement

    Cash Flow Statement Amount in INR Millions 13 | Page

  14. Slide 14: Bank Balances and Investments as at 31st December, 2025

    Bank Balances and Investments as at 31st December, 2025 Amount in INR Millions 14 | Page

  15. Slide 15: Contact Information

    Contact Information Investor Relations – Vikas Jadhav, Head - Investor Relations Vikas.Jadhav2@ltimindtree.com Registered Office: L&T House, Ballard Estate, Mumbai – 400001 India CIN – L72900MH1996PLC104693 https://www.ltimindtree.com/ 15 | Page

LTIMindtree — Q3 FY2026 Earnings Presentation on 6ix