LTM Q2 Results: Profit Drops Nearly 5% To Rs 1,398 Crore, Revenue Up 2% Sequentially
Ltimindtree secured new business in a quarterly results development.
· NDTV Profit
LTIMindtree's order inflow declined 0.3% sequentially to $1.26 billion in the September quarter.
The analysis
Ltimindtree reported Rs 1,398 Crore, with movement of 5%, 2% and 0.3% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is +3.7% on the day at ₹4,390.00, and has returned +8.1% over three months. It sits 32% below its 52-week high, which means a good deal of bad news was already in the price. The it sector has moved +4.0% over the same period, so Ltimindtree is running 4.1 points ahead of its peers.
This is an Order book / contract win event. Order inflow is the only forward-looking number most capital-goods and infrastructure companies disclose. What matters is execution pace and margin on the book, not the headline value. On the day the stock is +3.7%, so the market took notice.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
- Sustained FII or DII direction moves the whole market, not just the names being bought — it sets the tape's tone.
Market context
- The company directly in focus is LTM.
- Sector exposure: IT.
- The immediate tone of coverage reads negative.
In this story
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