LTM Limited

NSEI:LTM 株式レポート

時価総額:₹1.1t

LTM マネジメント

マネジメント 基準チェック /24

LTMの CEO はVenu Lambuで、 May2025年に任命され、 の在任期間は 1.08年です。 の年間総報酬は₹ 272.64Mで、 44.1%給与と55.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.006%を直接所有しており、その価値は₹ 65.59M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と3.9年です。

主要情報

Venu Lambu

最高経営責任者

₹272.6m

報酬総額

CEO給与比率44.08%
CEO在任期間1.1yrs
CEOの所有権0.006%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間3.9yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 18

LTM: Earnings Momentum And Strong Balance Sheet Will Support Future Upside

The analyst price target for Latam Airlines has been adjusted slightly to ₹4,858 from ₹4,866 as analysts balance recent upgrades and supporting views on earnings momentum and balance sheet strength with more conservative assumptions on discount rates and valuation multiples. Analyst Commentary Recent Street research on Latam Airlines highlights a split view on the stock, with several firms adjusting ratings and price targets as they reassess earnings momentum, balance sheet quality, and valuation assumptions.
ナラティブの更新 Jun 02

LTM: AI Offerings And Oil Shock Resilience Will Support Upside

Narrative Update on LTM The updated analyst price target for LTM is now set at ₹4,865.87, down from ₹5,302.63. Analysts cite revised assumptions for the discount rate, revenue growth, profit margins, and future P/E following mixed recent rating and target changes across major firms.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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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新しいナラティブ 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.

CEO報酬分析

LTM の収益と比較して、Venu Lambu の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Venuの 総報酬 ($USD 2.89M ) は、 Indian市場 ($USD 1.14M ) の同規模の企業の平均を上回っています。

報酬と収益: Venuの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Venu Lambu (53 yo)

1.1yrs
在職期間
₹272,640,000
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Venugopal Lambu
CEO, MD & Director1.1yrs₹272.64m0.0058%
₹ 65.6m
Vipul Chandra
CFO & Whole-time Director2.2yrs₹19.20mデータなし
Angna Arora
Company Secretary & Compliance Officer2.5yrs₹5.25mデータなし
Sandeep Deb
Chief Technology Officerno dataデータなしデータなし
Shuchi Sarkar
Chief Marketing Officer2.4yrsデータなしデータなし
Harsh Naidu
Chief Business Officerno dataデータなしデータなし
Deepak Khosla
Head of Emerging Marketsno dataデータなし0.00088%
₹ 10.0m
Arun Sankaranarayanan
Head of Nordic Regionno dataデータなしデータなし
Dibyendu Halder
Head of Media & Entertainment – Americasno dataデータなし0.0076%
₹ 86.6m
Ramesh Kannan
Head of Oil & Gas – Americasno dataデータなしデータなし
David Althoff
Chief Business Officerno dataデータなしデータなし
Srini Rao
Head of Europe & South Africano dataデータなしデータなし
2.3yrs
平均在職期間

経験豊富な経営陣: LTMの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Venugopal Lambu
CEO, MD & Director1.4yrs₹272.64m0.0058%
₹ 65.6m
Vipul Chandra
CFO & Whole-time Directorless than a year₹19.20mデータなし
Vinayak Chatterjee
Non-Executive Independent Director4.2yrs₹3.28mデータなし
Apurva Purohit
Non-Executive Independent Director3.6yrs₹4.28mデータなし
Sanjeev Aga
Non-Executive Independent Director9.6yrs₹4.65mデータなし
Bijou Kurien
Non-Executive Independent Director3.6yrs₹3.88mデータなし
Ramamurthi Raman
Non-Executive Director13.1yrsデータなし0.034%
₹ 383.3m
Sekharipuram Subrahmanyan
Non-Executive Chairman11.4yrsデータなし0.067%
₹ 766.5m
James Abraham
Non-Executive Independent Director4.9yrs₹4.13mデータなし
Chandrasekaran Ramakrishnan
Non-Executive Independent Director3.6yrs₹3.87m0.00034%
₹ 3.9m
3.9yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: LTMの 取締役会経験豊富 であると考えられます ( 3.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/21 21:18
終値2026/06/19 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

LTM Limited 38 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

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