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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
23 announcements match the current filters (relevance ≥ 5).
LTIMindtree Q3 Revenue Grows 11.6% YoY to ₹107.8B; PAT Impacted by ₹5.9B Exceptional Item
LTIMindtree reported a steady 3.7% QoQ revenue growth reaching ₹107,810 million for the quarter ended December 31, 2025. However, net profit fell to ₹9,706 million compared to ₹14,011 million in the previous quarter due to a significant one-time exceptional charge of ₹5,903 million related to the New Labour Code. Excluding this exceptional item, Profit Before Tax remained resilient at ₹18,950 million, showing stable operational performance. The BFSI and Manufacturing segments continue to lead the revenue contribution, maintaining the company's growth trajectory despite the statutory cost hit.
Key Highlights
Consolidated revenue from operations increased 11.6% YoY to ₹107,810 million.
Net profit attributable to shareholders stood at ₹9,706 million, down from ₹14,011 million QoQ due to a ₹5,903 million exceptional item.
Profit Before Tax (before exceptional items) grew to ₹18,950 million compared to ₹18,792 million in the previous quarter.
BFSI remains the largest business segment contributing ₹37,837 million to the total revenue.
Basic Earnings Per Share (EPS) for the quarter was ₹32.75, impacted by the one-time labour code provision.
👀 What to Watch
Investors should focus on the healthy 11.6% YoY revenue growth and stable operating margins rather than the one-time PAT dip caused by the statutory labour code provision. The underlying business momentum remains strong, suggesting a 'Hold' for long-term portfolios.
LTIMindtree Q3 FY26 Revenue Up 11.6% YoY to ₹107.8B; Net Profit Hit by ₹5.9B One-time Charge
LTIMindtree reported a steady 11.6% YoY growth in consolidated revenue to ₹107,810 million for the quarter ended December 31, 2025. However, net profit saw a significant decline of 30.5% QoQ to ₹9,596 million, primarily due to a one-time exceptional charge of ₹5,903 million related to the implementation of the New Labour Code. Excluding this exceptional item, Profit Before Tax (PBT) remained stable with a marginal 0.8% QoQ growth. The BFSI and Manufacturing segments continue to drive the majority of the revenue growth.
Key Highlights
Consolidated revenue from operations grew 3.7% QoQ and 11.6% YoY to ₹107,810 million.
Reported net profit fell to ₹9,596 million due to a ₹5,903 million one-time exceptional expense for New Labour Code compliance.
Profit Before Tax (PBT) before exceptional items stood at ₹18,950 million, showing resilience despite macroeconomic headwinds.
Manufacturing & Resources segment revenue grew significantly to ₹22,470 million from ₹18,679 million in the same quarter last year.
Basic Earnings Per Share (EPS) for the quarter stood at ₹32.75, down from ₹47.28 in the previous quarter.
👀 What to Watch
Investors should focus on the underlying operational performance and revenue growth rather than the headline profit decline, which was caused by a non-recurring regulatory charge. The steady PBT before exceptional items suggests the core business remains healthy.
LTIMindtree Wins ₹3,000 Crore AI-Powered Tax Analytics Project from CBDT
LTIMindtree has secured a major contract worth approximately ₹3,000 crores from the Central Board of Direct Taxes (CBDT) for the Insight 2.0 project. The company will build an AI-powered platform to modernize India's national tax analytics, leveraging advanced digital architecture. This 7-year mandate provides significant long-term revenue visibility and demonstrates the company's leadership in high-end data analytics. The deal reinforces LTIMindtree's capability to handle large-scale government digital transformation projects.
Key Highlights
Awarded the Insight 2.0 project by the Central Board of Direct Taxes (CBDT)
Total contract value estimated at approximately ₹3,000 crores
Long-term mandate spanning a duration of 7 years
Project involves building an AI-powered program for national tax analytics modernization
Strengthens LTIMindtree's position in the government technology and AI-centric growth sector
👀 What to Watch
Investors should view this as a significant positive development for long-term revenue stability and a validation of the company's AI capabilities. Monitor the project's impact on operating margins as the implementation progresses over the 7-year period.
