External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

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Equity Bottom-Up

<ul><li>LTIMindtree’s (LTIM) growth is expected to accelerate, supported by the current scale and foundation of the company</li><li>At its Investor Day, LTIM highlighted some of its aspirations and AI-led growth drivers</li><li>The growth aspiration of USD 10 billion implies a ~12% CAGR over FY25-32E, the EBITM target of 17-18% is expected to be achieved sooner, aided by operating leverage</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

LTIMindtree’s (LTIM) growth is expected to accelerate, supported by the current scale and foundation of the companyAt its Investor Day, LTIM highlighted some of its aspirations and AI-led growth driversThe growth aspiration of USD 10 billion implies a ~12% CAGR over FY25-32E, the EBITM target of 17-18% is expected to be achieved sooner, aided by operating leverageContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

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<ul><li>At its analyst meet, LTIMindtree (LTIM) highlighted the proliferation of AI across the value chain and the company’s readiness to capitalize on this new opportunity.</li><li>AI is fundamentally transforming the way clients and system integrators are functioning, and LTIM aims to be at the forefront of this change.</li><li>The company’s pivot to AI – AI in everything, everything for AI, and AI for everyone – has started reaping benefits, with AI now being a key part of the recent deal wins.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

At its analyst meet, LTIMindtree (LTIM) highlighted the proliferation of AI across the value chain and the company’s readiness to capitalize on this new opportunity.AI is fundamentally transforming the way clients and system integrators are functioning, and LTIM aims to be at the forefront of this change.The company’s pivot to AI – AI in everything, everything for AI, and AI for everyone – has started reaping benefits, with AI now being a key part of the recent deal wins.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

LTIMindtree - Making AI the Center of Operations

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Long-term outlook positive: The long-term outlook for the verticals and client engagement remains resilient.</li><li>The management is highly optimistic about long-term growth across various verticals, anticipating a broad-based expansion.</li><li>However, prevailing macroeconomic challenges may temper growth momentum in the short term.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Long-term outlook positive: The long-term outlook for the verticals and client engagement remains resilient.The management is highly optimistic about long-term growth across various verticals, anticipating a broad-based expansion.However, prevailing macroeconomic challenges may temper growth momentum in the short term.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Ltimindtree Lt - Results Beat Expectations; Improved Outlook

External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>The company expects growth in Q2 to be similar to Q1, with momentum in BFS expected to continue for the full year.</li><li>Management believes utilisation has peaked and expects fresher intake, pyramid, and revenue growth to be margin levers.</li><li>Benefits of the merger are gradually playing out, creating valuable cross-selling opportunities, especially in Digital Engineering, Data, and ERP.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The company expects growth in Q2 to be similar to Q1, with momentum in BFS expected to continue for the full year.Management believes utilisation has peaked and expects fresher intake, pyramid, and revenue growth to be margin levers.Benefits of the merger are gradually playing out, creating valuable cross-selling opportunities, especially in Digital Engineering, Data, and ERP.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

LTIMindtree Ltd - BFS to Drive Growth, Maintain BUY

External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>LTIM reported robust revenue growth of 2.6% QoQ CC (USD 2.5% QoQ), ahead of our estimates of 1.9% CC &amp; consensus (1.6% QoQ).</li><li>The growth was broad-based across key verticals and geographies with TMC and NA grew 7.9% and 4.4% QoQ, respectively.</li><li>EBIT margin reported at 15.0% in Q1, up 30 bps (in-line with our est.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

LTIM reported robust revenue growth of 2.6% QoQ CC (USD 2.5% QoQ), ahead of our estimates of 1.9% CC &amp; consensus (1.6% QoQ).The growth was broad-based across key verticals and geographies with TMC and NA grew 7.9% and 4.4% QoQ, respectively.EBIT margin reported at 15.0% in Q1, up 30 bps (in-line with our est.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

LTIMindtree (LTIM IN) - On a Growth Trajectory

India

LTIMindtree Limited provides information technology services and solutions. The Company offers analytics and information management, enterprise integration, applications management, cloud computing, testing, and consulting services, as well as geographical information and manufacturing execution systems. LTIMindtree serves customers worldwide.

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LTIMindtree (LTIM IN)

LTIMindtree - Foundation in Place

The growth aspiration of USD 10 billion implies a ~12% CAGR over FY25-32E, the EBITM target of 17-18% is expected to be achieved sooner, aided by...

HDFC Securities

LTIMindtree - Making AI the Center of Operations

At its analyst meet, LTIMindtree (LTIM) highlighted the proliferation of AI across the value chain and the company’s readiness to capitalize on...

Emkay

Ltimindtree Lt - Results Beat Expectations; Improved Outlook

The management is highly optimistic about long-term growth across various verticals, anticipating a broad-based expansion.

Axis Direct

LTIMindtree Ltd - BFS to Drive Growth, Maintain BUY

The company expects growth in Q2 to be similar to Q1, with momentum in BFS expected to continue for the full year. Management believes utilisation...

Sharekhan

LTIMindtree (LTIM IN) - On a Growth Trajectory

LTIM reported robust revenue growth of 2.6% QoQ CC (USD 2.5% QoQ), ahead of our estimates of 1.9% CC & consensus (1.6% QoQ).

Prabhudas Lilladhar

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