• Financial performance: Revenue grew 11.5% year-on-year to 2,940 crore, EBIT margin expanded by 200 basis points to 15.7%, and net income rose 17.4%. Management expects this growth and profitability trajectory to continue across the next few quarters.
• Segment deal wins: Large deal wins reached approximately $100 million in the quarter, with 50% coming from mobility and the remainder from sustainability and tech. Annual run rates stood at $460 million for sustainability, $401 million for mobility, and $379 million for tech.
• Strategic AI partnerships: LTTS partnered with Anthropic and Databricks to combine cloud AI agents with its proprietary Agentic IQ and Plux AI platforms. This initiative is designed to drive revenue growth and leverage LTTS's engineering domain expertise to develop new agents.
• Geographic growth outlook: Despite macro uncertainty, client demand remains strong for AI, digital engineering, and software-defined products. LTTS aims to leverage its established client base to expand operations across North America, Europe, and Japan.