NSE:LTTS management interview: Goal Is To Deliver Between 13% To 15% CAGR Revenue Growth Over The Next 5-Yr Period: L&T Tech
CNBC-TV18, 2026-04-23. Video: https://www.youtube.com/watch?v=cDFKjXARcAQ
- Smart World Divestment: LTTS sold the India-focused Smart World business for ₹452 crore after an ₹800 crore acquisition, but expects the overall transaction to finish net positive once pending payments and receivables are collected, while retaining international telecom infra and cybersecurity assets.
- Five-Year Financial Guidance: Management is targeting a 13% to 15% revenue CAGR over the next five-year period with an EBIT margin range of 16% to 17%, maintaining a strategic policy not to provide annual guidance.
- Six Growth Bets: Six targeted focus areas—software-defined mobility, AI, compute and storage, MedTech, digital manufacturing, and energy automation—are projected to rise from less than 50% of total revenue today to over 75% within five years.
- Headcount and Expansion: Driven by US re-industrialization, digital manufacturing demand, and European consolidation deals, LTTS added 500 net employees after leveraging operational AI, with plans to add another 500 staff over the next two quarters.