LTM Limited

Report azionario NSEI:LTM

Capitalizzazione di mercato: ₹1.2t

LTM Gestione

Criteri Gestione verificati 2/4

LTM Il CEO è Venu Lambu, nominato in May2025, e ha un mandato di 1.08 anni. la retribuzione annua totale è ₹ 272.64M, composta da 44.1% di stipendio e 55.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.006% delle azioni della società, per un valore di ₹ 71.81M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 4.2 anni.

Informazioni chiave

Venu Lambu

Amministratore delegato

₹272.6m

Compenso totale

Percentuale dello stipendio del CEO44.08%
Mandato del CEO1.1yrs
Proprietà del CEO0.006%
Durata media del management2.3yrs
Durata media del Consiglio di amministrazione4.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Articolo di analisi • 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...
Aggiornamento della narrazione • 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).
Articolo di analisi • 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...
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
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Nuova narrazione • 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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Venu Lambu rispetto agli utili di LTM?
DataCompenso totaleStipendioUtili della società
Mar 31 2026₹273m₹120m

₹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

Compensazione vs Mercato: La retribuzione totale di Venu ($USD 2.87M ) è superiore alla media delle aziende di dimensioni simili nel mercato Indian ($USD 1.07M ).

Compensazione vs guadagni: La retribuzione di Venu è aumentata di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

Venu Lambu (53 yo)

1.1yrs
Mandato
₹272,640,000
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Venugopal Lambu
CEO, MD & Director1.1yrs₹272.64m0.0058%
₹ 71.8m
Vipul Chandra
CFO & Whole-time Director2.2yrs₹19.20mNessun dato
Angna Arora
Company Secretary & Compliance Officer2.5yrs₹5.25mNessun dato
Sandeep Deb
Chief Technology Officerno dataNessun datoNessun dato
Shuchi Sarkar
Chief Marketing Officer2.4yrsNessun datoNessun dato
Harsh Naidu
Chief Business Officerno dataNessun dato0.015%
₹ 183.2m
Deepak Khosla
Head of Emerging Marketsno dataNessun dato0.00088%
₹ 11.0m
Arun Sankaranarayanan
Head of Nordic Regionno dataNessun datoNessun dato
Dibyendu Halder
Head of Media & Entertainment – Americasno dataNessun dato0.0076%
₹ 94.8m
Ramesh Kannan
Head of Oil & Gas – Americasno dataNessun datoNessun dato
David Althoff
Chief Business Officerno dataNessun datoNessun dato
Srini Rao
Head of Europe & South Africano dataNessun datoNessun dato
2.3yrs
Durata media

Gestione esperta: Il team dirigenziale di LTM è considerato esperto (durata media dell'incarico 2.3 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Venugopal Lambu
CEO, MD & Director1.4yrs₹272.64m0.0058%
₹ 71.8m
Vipul Chandra
CFO & Whole-time Directorno data₹19.20mNessun dato
Vinayak Chatterjee
Non-Executive Independent Director4.2yrs₹3.28mNessun dato
Apurva Purohit
Non-Executive Independent Director3.6yrs₹4.28mNessun dato
Sanjeev Aga
Non-Executive Independent Director9.6yrs₹4.65mNessun dato
Bijou Kurien
Non-Executive Independent Director3.6yrs₹3.88mNessun dato
Ramamurthi Raman
Non-Executive Director13.1yrsNessun dato0.034%
₹ 419.7m
Sekharipuram Subrahmanyan
Non-Executive Chairman11.4yrsNessun dato0.067%
₹ 839.2m
James Abraham
Non-Executive Independent Director4.9yrs₹4.13mNessun dato
Chandrasekaran Ramakrishnan
Non-Executive Independent Director3.6yrs₹3.87m0.00034%
₹ 4.2m
4.2yrs
Durata media
67yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LTM sono considerati esperti (durata media dell'incarico 4.2 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/01 17:27
Prezzo dell'azione a fine giornata2026/06/01 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

LTM Limited è coperta da 50 analisti. 38 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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