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LTIMindtree’s share price fell nearly 2% in Thursday’s trade after the company reported a softer-than-expected performance for Q4
LTIMindtree Share Price
LTIMindtree Share Price: LTIMindtree’s share price fell nearly 2% in Thursday’s trade after the company reported a softer-than-expected performance for the fourth quarter of FY25. Consolidated net profit for the quarter came in at Rs 1,128.5 crore, marking a modest 2.6% year-on-year increase from Rs 1,107 crore. On a sequential basis, profit rose 4% from Rs 1,086.7 crore in Q3. Revenue from operations stood at Rs 9,771.7 crore, up 1.1% QoQ and 9.9% YoY. The company’s board also declared a final dividend of Rs 45 per equity share for the financial year.
Despite starting FY25 with strong momentum, LTIMindtree faced challenges in the latter half of the year due to delays in deal execution and client-specific headwinds, which weighed on its performance. This has led to downward revisions in price targets by key brokerage firms, although most continue to maintain their ‘Buy’ stance.
Nuvama Institutional Equities lowered its target price for LTIMindtree by nearly 3% to Rs 5,200 from Rs 5,350, citing weaker revenue performance. It also revised down earnings per share (EPS) estimates by 3.3% for FY26 and 2.5% for FY27, attributing the cuts to tempered growth and margin expectations. According to Nuvama, the impact of productivity benefit transfers to LTIMindtree’s top client is now behind, with no further headwinds expected from Q1. The firm believes margins could begin improving from the next quarter, driven by operational efficiency initiatives.
Newly appointed CEO Venu Lambu has laid out a strategic focus on delivering industry-leading growth and margin improvement beginning in FY26. Nuvama noted that despite recent softness, LTIMindtree is well-positioned to deliver relatively better earnings growth than some large-cap peers, while trading at comparable valuations. “We continue to like the company for its delivery strength, marquee clientele, and strong presence across key verticals,” the brokerage added.
Motilal Oswal echoed a similar view, lowering its target price while retaining a Buy rating. The brokerage highlighted LTIMindtree’s capabilities in data engineering and ERP modernisation as supportive of long-term growth. While keeping FY26 estimates largely unchanged, it cut its FY27 EPS estimate by 5% to reflect the ongoing macroeconomic challenges. The firm now values LTIMindtree at 26x FY27E EPS (down from 30x), resulting in a revised target price of Rs 5,150—implying a potential upside of 14% from current levels.
The company’s upcoming “Fit for Future” initiative, launching in Q1FY26, is aimed at improving profitability through cost optimization. Plans include reassessing both direct and indirect costs, restructuring delivery and sales operations, and continuing pyramid correction efforts. While brokerages see these moves aligning well with customer demands for cost efficiency and digital transformation, some caution remains. As Motilal Oswal noted, the absence of specific margin guidance makes the timeline for improvement somewhat uncertain.
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