LTIMindtree sees strong growth visibility as a robust pipeline of renewals and AI-native deals spills into next fiscal, even amid an unchanged macro environment
Analysts broadly agree that execution on large deals, margin discipline and progress on the CEO's strategic priorities will be key to driving growth beyond the current fiscal.
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LTIMindtree's Q3FY26 profit falls 10.5% to ₹971 crore due to labour code impact, even as revenue grows 11.6% on strong BFSI and manufacturing deals
LTIMindtree Q3FY26 profit declined 10.6% to ₹970.6 crore after a one-time ₹590.3 crore hit from new labour codes, even as revenue rose 11.6% Y-o-Y to ₹10,781 crore
Analysts believe that access to larger deals, a strong deal pipeline, presence in diversified segments, and a solid active client base will support healthy revenue growth over the medium term.
Analysts anticipate a stronger growth recovery for IT sector in FY27 compared to FY26, driven by an improvement in demand, more stable macro conditions, increased budgetary spending and deal ramp-ups.
The seven-year contract will modernise India's national tax analytics platform using AI, digital architecture and data analytics to deliver real-time insights for policymakers, the company said
The project is valued at around ₹3,000 crore, with a 7-year mandate reinforcing LTIMindtree's leadership in enabling digital transformation, leveraging advanced digital architecture and data analytics
Since October 2025, IT index has rallied 17 per cent, as compared to 6 per cent rise in the Nifty 50.
IMFA, LTIMindtree and Coforge among breakout buys recommended by Kunal Kamble of Bonanza on strong momentum and volume signals
In the past one month, TCS, Infosys, Tech Mahindra, HCL Technologies, LTIMindtree, Persistent Systems and L&T Technology Services have rallied between 9 per cent and 15 per cent.
Tech companies are, typically, at an advantage when the Indian Rupee depreciates against the Dollar
Analysts attributed the up move to a pullback rally after sharp declines in past sessions. The index is currently 22.72% below its 52-week high of 46,088.90 and is down about 14.8% so far this year.
The company's focus on vendor consolidation and AI-driven transformation engagements has strengthened its medium-term growth visibility
Nuvama noted that IT services companies outperformed expectations in Q2, supported by stronger growth, margin expansion, and healthy deal wins
Since September 30, the Nifty IT index has outperformed the market by surging 6.4 pee cent as compared to a 4-per cent rise in the Nifty 50 index
LTI Mindtree stock price: Excels with top-tier quality and a significant earnings surprise, making it a robust choice for investors seeking financial stability and recent positive estimate revisions.
The multi-year contract strengthens LTIMindtree's large-deal momentum as IT firms focus on cost optimisation and efficiency-led growth in a cautious spending climate
The partnership aims to enhance operational efficiency using artificial intelligence, automation, and process optimisation