Nature of the Event

LTM Limited conducted its Investor Day 2026 on June 2, 2026, pursuant to Regulation 30 of SEBI Listing Regulations. The event featured presentations from senior leadership outlining the company's 5-year strategic vision and FY26 performance highlights.

Strategic Updates: Lakshya 2031 5-Year Plan

LTM unveiled its ambitious 'Lakshya 2031' strategy with the following targets:

  • Target to approximately double revenue by FY31
  • Target EBIT margin expansion of ~200 basis points
  • Growth powered by AI-led transformation and domain-tech convergence

New Horizon Program Implementation

The strategy will be governed through a structured three-tier program:

  • Horizon 1: Outperform - Focus on growth pivot
  • Horizon 2: Outimagine - AI-led Lines of Business with productivity boost
  • Horizon 3: Outdo - Bending the cost curve for non-linearity

Randstad Strategic Partnership

LTM announced a comprehensive 360° partnership with Randstad Group including:

  • 5-year IT Services Partnership where LTM will drive AI-enabled transformation of Randstad's India Global Capability Center
  • Randstad to support LTM's expanding global workforce as Strategic Talent MSP
  • Proposed acquisition of Randstad's Technology and Consulting Services Business in Europe and Australia covering France, Germany, Belgium & Luxembourg, and Australia
  • Near-shore delivery centers in Romania and Portugal included in acquisition
  • Acquisition value: $1.1B in Europe; approximately 2x in Australia
  • Expected financial impact: No material margin impact in FY27; from year 2 onward, revenue growth, synergies, and New Horizons program to support margin improvement
  • Onsite gross margin at 19-20% for acquired business

FY26 Performance Highlights

  • 17.7% EPS growth
  • 10 Large Deals won representing 100% year-over-year increase
  • Scaled BlueVerse AI Ecosystem
  • Fit4Future & Sales Transformation programs implemented
  • Holistic Brand Transformation completed
  • CSAT above industry median for 3rd consecutive year
  • Dedicated Business AI Team established

BlueVerse AI Ecosystem and Commercial Innovation

LTM introduced 'BlueVerse Currency' - a new commercial model that:

  • Decouples outcomes from efforts
  • Enables shared productivity gains where clients capture more value from AI efficiency
  • Provides fungibility across portfolio to divert resources mid-contract
  • Allows faster reinvestment of savings into innovation
  • Includes compute and model usage pricing components

The unified currency applies across three engagement models:

1. Application Development & Maintenance (ADM): Monthly Managed-Service Currency + Currency Per Resolved Ticket (based on complexity)

2. Agentic Engineering Factory: AI Factory Setup Currency + Currency Per Deployed Agent (based on complexity/scope)

3. Business AI Transformation: Fixed Subscription Currency + Currency Per Member Retention (with Loyalty Program SLM)

Operational Capabilities and Scale

  • 87,950 employees ('Outcreators') across 42 countries
  • 30.9% diversity ratio
  • 6,700 freshers hired
  • 92% AI literacy rate
  • 104 learning hours per employee
  • 3.5M+ hours of AI training in the past year
  • 14.5B transactions processed per year for a public sector client
  • 15M+ lines of code generated by AI per month
  • Managed services support for millions of tickets every year
  • Support for online properties of global enterprises
  • Engineers on hyperscaler cloud engagements

Domain x Tech Convergence Initiatives

LTM showcased over 1,000 domain-centric AI use cases across verticals:

Financial Services (20+ Agentic Solutions):

  • Embedded FDEs and Industry-Fluent Pods
  • Solutions targeting NPS, Cost, Efficiency metrics
  • Areas: Lending Operations, Smart Insurance

Retail & CPG (20+ Agentic Solutions):

  • Solutions targeting Revenue, Stockouts, Margin metrics
  • Areas: Supply Chain Analysis

Energy & Utilities (10+ Agentic Solutions):

  • Solutions targeting Drilling Cost, Yield, Ops Cost metrics
  • Areas: Production Operations

Manufacturing (15+ Agentic Solutions):

  • Solutions targeting Downtime, Cost, Efficiency metrics
  • Areas: Connected Factory

AI-Led Lines of Business

The company has pivoted to three AI-led Lines of Business:

1. Modernization & Deployment of AI-Ready Technology & Experiences (Data, Enterprise Platforms, Interactive & Salesforce)

2. Platformized, Integrated AI Tech Operations (Cloud & Infra, SecOps, Apps Ops)

3. Business Process Reimagination, Industrial & Creative AI

ESG & CSR Performance

FY26 Achievements:

  • Net Zero by 2040 target
  • 2.8x Water Positive (exceeded 2030 goal)
  • Emissions reduction: Scope 1: 70% ↓, Scope 2: 55% ↓ vs FY19
  • Renewable Energy: 73.79% (electricity 75.56%)
  • 67% Independent Directors on board
  • Total CSR Spend: ₹95.21 Crores (~40% increase vs FY23)
  • Inclusion Footprint: PwD 0.18%, LGBTQ+ 0.21%, Veterans 0.12%
  • Education: 616 smart classrooms; 7.52L students impacted
  • Health: 607 pediatric heart surgeries; 112 bone-marrow transplants supported

FY27 Outlook:

  • Transform 100 villages via tech & empowerment
  • Scale 4M cumulative beneficiary impact
  • AI-Led Curriculum multi-year digital learning program

Leadership Presentations

The Investor Day featured presentations from:

  • Venu Lambu (CEO & MD): LTM's 5-Year Strategy
  • Harsh Naidu (CBO - Financial Services): Outcreating for Financial Institutions
  • Vijay Ram (CBO - Technology & Services): Tech & Services Strategy
  • Gururaj Deshpande (CDO) & Krishnan Iyer (CGO): Outcreating Delivery & Capabilities
  • Chetana Patnaik (CHRO): Outcreating with Talent
  • Vipul Chandra (CFO & Whole-time Director): Outcreating Shareholder Value

Forward-Looking Statements Disclaimer

The document contains forward-looking statements concerning future prospects that involve risks and uncertainties. LTM assumes no obligation to revise or update any forward-looking statements made from time to time.