LTIMindtree Q4 Results Review: Motilal Oswal Cuts Target Price But Maintains 'Buy', Says Reset In Progress

LTIMidntree has launched its “Fit for Future” initiative to drive cost efficiency and improve profitability, starting in Q1 FY26. This includes reassessing direct and indirect costs, optimizing delivery and sales structures, and continuing pyramid correction efforts. Though these steps align well with client demand for cost savings and modernization, management has not provided a tighter guidance range or timeline, which makes the margin expansion trajectory a tad vague, in the brokerage's view.

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.Motilal Oswal ReportWe maintain our Buy rating on LTIMindtree Ltd.



, supported by its capabilities in data engineering and ERP modernization. The current stock price also offers attractive valuation comfort. While our FY26 estimates remain largely unchanged, we lower our FY27 EPS estimate by ~5% to account for the current macroeconomic headwinds.

We now value LTIMindtree at 26 times FY27E EPS (earlier 30x), leading to a revised target price of Rs 5,150, implying a 14% upside from the current level.Click on the attachment to read the full report:LTIMindtree Q4 Results Review: Goldman Sachs Cuts Price Target Post Muted Earnings, Higher US ExposureDISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way.

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