LTM Limited

NSEI:LTM Rapport sur les actions

Capitalisation boursière : ₹1.3t

LTM Gestion

Gestion contrôle des critères 4/4

Le PDG LTM est Venu Lambu, nommé en May2025, a un mandat de 1.33 ans. La rémunération annuelle totale est ₹ 37.40M, composée du salaire de 53.5% et des bonus 46.5%, y compris les actions et options de la société. détient directement 0.002% des actions de la société, d'une valeur de ₹ 30.96M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.2 ans et 4.1 ans.

Informations clés

Venu Lambu

Directeur général

₹37.4m

Rémunération totale

Pourcentage du salaire du PDG53.48%
Durée du mandat du directeur général1yr
Propriété du PDG0.002%
Durée moyenne d'occupation des postes de direction2.2yrs
Durée moyenne du mandat des membres du conseil d'administration4.1yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour de l'analyse • Apr 23

LTM: AI Tax Platform And Airline Oil Resilience Will Support Upside

The updated analyst price target on LTM is now set at ₹5,302.63, compared with the prior fair value estimate of ₹5,435.49, as analysts factor in slightly lower revenue growth and profit margin expectations, along with higher future P/E assumptions supported by recent upgrades from several global banks. Analyst Commentary Recent Street research on Latam Airlines has been active, with several upgrades and a fresh price target cut feeding into the updated fair value for LTM.
Mise à jour de l'analyse • Apr 06

LTM: AI Tax Modernization Wins And Airline Oil Resilience Will Support Upside

Analysts have trimmed the LTM price target from ₹5,951.97 to ₹5,435.49 as they balance slightly higher revenue growth and profit margin assumptions with a lower future P/E multiple and updated sector views following recent rating and target changes from major firms. Analyst Commentary Recent Street research on Latam Airlines points to a split view, with some analysts turning more positive on the stock while others take a more cautious line on valuation and targets.
Mise à jour de l'analyse • Mar 21

LTM: Oil Resilience And AI Tax Mandate Will Support Future Upside

Analysts have trimmed their fair value estimate for LTM to ₹5,951.97 from ₹6,219.67, even as they point to supporting factors like Citi's higher Street price target of ₹58 and expectations that airlines such as Latam are better positioned to handle oil price volatility. Analyst Commentary Recent research points to a more constructive stance on LTM, even as some valuation and execution questions remain on investors' minds.
Mise à jour de l'analyse • Mar 07

LTM: AI Tax Analytics Mandate Will Drive Future Upside Potential

Analysts have trimmed their price target on LTIMindtree from ₹6,376.75 to ₹6,219.67. This reflects small shifts in assumptions around the discount rate, long term revenue growth, profit margin and future P/E multiples.
Mise à jour de l'analyse • Feb 20

LTIM: AI Tax Mandate Will Drive Future Upside Potential

Analysts have made a small trim to their price target on LTIMindtree, nudging it from ₹6,391.33 to ₹6,376.75 as they refresh their model inputs for discount rate, revenue growth, profit margin and forward P/E assumptions. What's in the News The board approved a proposed change of name from "LTIMindtree Limited" to "LTM Limited", with the change subject to shareholder and regulatory approvals and updates to the Memorandum and Articles of Association (board meeting held on February 11, 2026).
Mise à jour de l'analyse • Feb 06

LTIM: AI Tax And Cyber Contracts Will Drive Future Upside Potential

Analysts have made a marginal upward adjustment to their price target for LTIMindtree to ₹6,391.33 from ₹6,391.08, reflecting updated inputs for discount rate, revenue growth, profit margin and forward P/E assumptions in their models. What's in the News LTIMindtree won the Insight 2.0 project from the Central Board of Direct Taxes to build an AI powered tax analytics platform for India.
Mise à jour de l'analyse • Jan 22

LTIM: Future Performance Will Reflect AI Tax And Cyber Partnerships While Fairly Valued

Analysts have raised their price target for LTIMindtree to ₹6,391 from ₹6,088, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that feed into their revised valuation framework. What's in the News Won the Insight 2.0 project from the Central Board of Direct Taxes to build an AI powered tax analytics platform for India, a 7 year mandate valued at around ₹30,000 million (Key Developments).
Article d'analyse • Jan 22

LTIMindtree Limited Just Missed EPS By 32%: Here's What Analysts Think Will Happen Next

LTIMindtree Limited ( NSE:LTIM ) shareholders are probably feeling a little disappointed, since its shares fell 3.1% to...
Mise à jour de l'analyse • Jan 08

LTIM: Future Performance Will Reflect AI Partnerships While Remaining Fairly Valued

Analysts have raised their price target on LTIMindtree to ₹6,087.68 from ₹5,867.44, citing small adjustments to fair value estimates, the discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models. What's in the News A board meeting is scheduled for January 19, 2026 to review and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, along with the statutory auditor's limited review reports (Board Meeting).
Article d'analyse • Jan 01

Pinning Down LTIMindtree Limited's (NSE:LTIM) P/E Is Difficult Right Now

With a price-to-earnings (or "P/E") ratio of 36.9x LTIMindtree Limited ( NSE:LTIM ) may be sending bearish signals at...
Mise à jour de l'analyse • Dec 14

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

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).
Mise à jour de l'analyse • Nov 29

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

Analysts have revised their fair value estimate for LTIMindtree slightly upward from ₹5,797.90 to ₹5,824.76. This change reflects incremental adjustments in projected financial metrics.
Article d'analyse • Nov 19

With EPS Growth And More, LTIMindtree (NSE:LTIM) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Mise à jour de l'analyse • Nov 15

LTIM: Future Performance Will Reflect New AI Partnerships And Dividend Increase

Analysts have modestly raised their price target for LTIMindtree from ₹5,777.66 to ₹5,797.90. This reflects minor improvements in fair value and profit margin expectations.
Mise à jour de l'analyse • Nov 01

LTIM: AI Capabilities And Major Deal Expected To Support Steady Outlook

Narrative Update on LTIMindtree Analyst Price Target Analysts have slightly raised their fair value estimate for LTIMindtree from ₹5,759.15 to ₹5,777.66, citing small improvements in projected revenue growth and profit margins as key factors in their positive outlook. What's in the News Launched BlueVerse Tech Operations with OGI, an autonomous IT Service Management platform that uses self-governing AI agents for proactive and predictive operational intelligence (Product-Related Announcements).
Mise à jour de l'analyse • Oct 17

BlueVerse And NextEra JV Will Fuel IT Transformation

Analysts have raised their price target for LTIMindtree from ₹5,380 to ₹5,759, citing modest improvements in revenue growth and profit margin outlook. What's in the News LTIMindtree secured its largest-ever strategic deal through a multi-year agreement with a leading global media and entertainment company.
Article d'analyse • Sep 12

LTIMindtree Limited's (NSE:LTIM) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 33.2x LTIMindtree Limited ( NSE:LTIM ) may be sending bearish signals at...
Mise à jour de l'analyse • Sep 05

BlueVerse And NextEra JV Will Fuel IT Transformation

With both the Discount Rate and Future P/E ratio essentially unchanged, there has been no material shift in analyst expectations, resulting in the consensus price target for LTIMindtree remaining steady at ₹5380. What's in the News LTIMindtree secured a 792 Cr mandate from the Central Board of Direct Taxes to overhaul India's PAN infrastructure with an end-to-end AI-driven digital platform under the government's PAN 2.0 initiative.
Article d'analyse • Jul 20

Here's What Analysts Are Forecasting For LTIMindtree Limited (NSE:LTIM) After Its First-Quarter Results

Last week saw the newest first-quarter earnings release from LTIMindtree Limited ( NSE:LTIM ), an important milestone...
Article d'analyse • May 14

Solid Earnings May Not Tell The Whole Story For LTIMindtree (NSE:LTIM)

LTIMindtree Limited ( NSE:LTIM ) just released a solid earnings report, and the stock displayed some strength. However...
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Nouvelle analyse • Nov 07

AI Innovations And Decisive Partnerships Propel Industry-Leading Growth And Profitability

Strategic focus on vendor consolidation and cost-efficiency positions LTIMindtree for market share growth and improved margins.

Analyse de la rémunération des PDG

Comment la rémunération de Venu Lambu a-t-elle évolué par rapport aux bénéfices de LTM?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

₹50b

Dec 31 2025n/an/a

₹48b

Sep 30 2025n/an/a

₹49b

Jun 30 2025n/an/a

₹47b

Mar 31 2025₹37m₹20m

₹46b

Dec 31 2024n/an/a

₹46b

Sep 30 2024n/an/a

₹47b

Jun 30 2024n/an/a

₹46b

Mar 31 2024n/an/a

₹46b

Dec 31 2023n/an/a

₹46b

Sep 30 2023n/an/a

₹44b

Jun 30 2023n/an/a

₹45b

Mar 31 2023₹530m₹70m

₹44b

Rémunération vs marché: La rémunération totale de Venu ($USD 395.95K ) est inférieure à la moyenne des entreprises de taille similaire sur le marché Indian ($USD 993.87K ).

Rémunération et revenus: La rémunération de Venu a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Venu Lambu (52 yo)

1yr
Titularisation
₹37,400,000
Compensation

Mr. Venugopal Lambu, also known as Venu, is CEO & MD of LTM Limited (formerly known as LTIMindtree Limited) from May 31, 2025 and serves as its Director since January 24, 2025 and was Whole-Time Director f...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Venugopal Lambu
CEO, MD & Director1yr₹37.40m0.0024%
₹ 31.0m
Vipul Chandra
CFO & Whole-time Director2.1yrs₹19.45mpas de données
Angna Arora
Company Secretary & Compliance Officer2.4yrs₹5.47mpas de données
Sandeep Deb
Chief Technology Officerno datapas de donnéespas de données
Shuchi Sarkar
Chief Marketing Officer2.3yrspas de donnéespas de données
Harsh Naidu
Chief Business Officerno datapas de données0.015%
₹ 189.9m
Deepak Khosla
Head of Emerging Marketsno datapas de données0.00088%
₹ 11.4m
Arun Sankaranarayanan
Head of Nordic Regionno datapas de donnéespas de données
Dibyendu Halder
Head of Media & Entertainment – Americasno datapas de données0.0076%
₹ 98.3m
Ramesh Kannan
Head of Oil & Gas – Americasno datapas de donnéespas de données
David Althoff
Chief Business Officerno datapas de donnéespas de données
Srini Rao
Head of Europe & South Africano datapas de donnéespas de données
2.2yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de LTM est considérée comme expérimentée (ancienneté moyenne 2.2 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Venugopal Lambu
CEO, MD & Director1.3yrs₹37.40m0.0024%
₹ 31.0m
Vipul Chandra
CFO & Whole-time Directorno data₹19.45mpas de données
Vinayak Chatterjee
Non-Executive Independent Director4.1yrs₹3.06mpas de données
Apurva Purohit
Non-Executive Independent Director3.5yrs₹4.46mpas de données
Sanjeev Aga
Non-Executive Independent Director9.5yrs₹4.89mpas de données
Bijou Kurien
Non-Executive Independent Director3.5yrs₹4.06mpas de données
Ramamurthi Raman
Non-Executive Director13yrspas de données0.034%
₹ 434.9m
Sekharipuram Subrahmanyan
Non-Executive Chairman11.3yrspas de données0.067%
₹ 870.0m
James Abraham
Non-Executive Independent Director4.8yrs₹4.16mpas de données
Chandrasekaran Ramakrishnan
Non-Executive Independent Director3.5yrs₹3.85m0.00034%
₹ 4.4m
4.1yrs
Durée moyenne de l'emploi
66yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de LTM sont considérés comme expérimentés (ancienneté moyenne 4.1 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/08 22:46
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

LTM Limited est couverte par 49 analystes. 37 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Pulkit Chawla360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital
Sushovon NayakAnand Rathi Shares and Stock Brokers Limited