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LTIM: Future Performance Will Reflect AI Partnerships And Expanding Global Collaborations

Update shared on 14 Dec 2025

Fair value Increased 0.73%
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AnalystConsensusTarget's Fair Value
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1Y
-7.2%
7D
-0.5%

Analysts have modestly raised their price target on LTIMindtree to ₹5,867 from ₹5,825, reflecting slightly stronger assumptions on long term revenue growth, profit margins, and valuation multiples, despite a marginally higher discount rate.

What's in the News

  • LTIMindtree and Xage Security announced a strategic partnership to deliver identity based Zero Trust cybersecurity across IT, OT, and cloud for critical infrastructure sectors such as energy, utilities, transportation, and chemicals (Client Announcements).
  • Armada entered a collaboration with LTIMindtree to scale deployment of Edge AI, Sovereign AI, and Federated Learning globally by integrating Armada Edge Platform and modular data centers with LTIMindtree's delivery and transformation capabilities (Client Announcements).
  • LTIMindtree expanded its global collaboration with Microsoft to accelerate Azure adoption and AI powered transformation, including Azure OpenAI, Microsoft 365 Copilot, and Fabric, with a security first hybrid cloud approach (Client Announcements).
  • LTIMindtree launched BlueVerse Right Action, an AI governance framework for agentic AI, alongside BlueVerse Academy to train 60,000 employees and build enterprise ready AI talent with major tech and academic partners (Product Related Announcements).
  • LTIMindtree signed multi year strategic deals with a leading global media and entertainment company and a US based chemicals and polymers manufacturer, representing its largest strategic deal to date and expanding high value AI enabled IT services (Client Announcements).

Valuation Changes

  • Fair Value Estimate has risen slightly to ₹5,867 from ₹5,825, reflecting marginally stronger long term assumptions.
  • Discount Rate has increased fractionally to 16.00 percent from 15.99 percent, indicating a negligible uptick in perceived risk.
  • Revenue Growth has been revised up slightly to 10.03 percent from 10.02 percent, implying a modestly stronger growth outlook.
  • Net Profit Margin has inched up to 13.54 percent from 13.54 percent, signaling a very small improvement in expected profitability.
  • Future P/E Multiple has risen slightly to 37.9x from 37.6x, suggesting a modestly higher valuation multiple applied to forward earnings.

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