LTIMidntree has launched its “Match for Future” initiative to drive value effectivity and enhance profitability, beginning in Q1 FY26. This consists of reassessing direct and oblique prices, optimizing supply and gross sales buildings, and persevering with pyramid correction efforts. Although these steps align nicely with consumer demand for value financial savings and modernization, administration has not offered a tighter steering vary or timeline, which makes the margin growth trajectory a tad obscure, within the brokerage’s view.
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Motilal Oswal Report
We keep our Purchase ranking on LTIMindtree Ltd., supported by its capabilities in information engineering and ERP modernization. The present inventory worth additionally affords engaging valuation consolation.
Whereas our FY26 estimates stay largely unchanged, we decrease our FY27 EPS estimate by ~5% to account for the present macroeconomic headwinds.
We now worth LTIMindtree at 26 occasions FY27E EPS (earlier 30x), resulting in a revised goal worth of Rs 5,150, implying a 14% upside from the present degree.
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