External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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.

Equity Bottom-Up

<ul><li>Margin Expansion to Continue Further: In Q1FY27, EBIT margin stood at 15.5%, improving by 40 bps QoQ and 120 bps YoY, despite the impact of wage hikes.</li><li>Management attributed the margin improvement to benefits from the New Horizons cost optimisation programme (fit4future).</li><li>Forex gains largely offset the 1% impact from wage hikes, with operational efficiencies driving the overall margin expansion. </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.

Margin Expansion to Continue Further: In Q1FY27, EBIT margin stood at 15.5%, improving by 40 bps QoQ and 120 bps YoY, despite the impact of wage hikes.Management attributed the margin improvement to benefits from the New Horizons cost optimisation programme (fit4future).Forex gains largely offset the 1% impact from wage hikes, with operational efficiencies driving the overall margin expansion. 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.

LTI Mindtree Ltd. - Shifting Focus from Building AI to the Deployment Phase in FY27

<ul><li>Expansion of EBIT Margin Ahead: In FY26, EBIT margin expanded by 90 bps YoY to 15.4%, supported by the successful execution of the Fit for Future program.</li><li>Q4 margin declined 100 bps QoQ to 15.1%, impacted by partial wage hikes effective from 1 st January and productivity commitments in key accounts, partly offset by forex benefits.</li><li>Management remains focused on ongoing cost optimisation through the New Horizons program and sees scope for further margin expansion, even without giving a formal target.</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.

Expansion of EBIT Margin Ahead: In FY26, EBIT margin expanded by 90 bps YoY to 15.4%, supported by the successful execution of the Fit for Future program.Q4 margin declined 100 bps QoQ to 15.1%, impacted by partial wage hikes effective from 1 st January and productivity commitments in key accounts, partly offset by forex benefits.Management remains focused on ongoing cost optimisation through the New Horizons program and sees scope for further margin expansion, even without giving a formal target.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.

LTI Mindtree Ltd - Superior Execution; Growth Momentum Continues

<ul><li>LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to transform business models, accelerate innovation, and maximise growth by harnessing digital technologies.</li><li>The company offers services which include cloud &amp; infrastructure, consulting, customer success, data &amp; analytics, digital engineering across BFSI, Technology, Media &amp; Communication, Manufacturing and Resources, Consumer Business, and Healthcare, Life sciences &amp; Public Services.</li><li>LTIMindtree reported robust deal wins of $1.6 Bn in Q2FY26, up from $1.3 Bn in the prior year, reflecting sustained traction in large and transformation-led programs.</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 is a global technology consulting and digital solutions company that enables enterprises across industries to transform business models, accelerate innovation, and maximise growth by harnessing digital technologies.The company offers services which include cloud &amp; infrastructure, consulting, customer success, data &amp; analytics, digital engineering across BFSI, Technology, Media &amp; Communication, Manufacturing and Resources, Consumer Business, and Healthcare, Life sciences &amp; Public Services.LTIMindtree reported robust deal wins of $1.6 Bn in Q2FY26, up from $1.3 Bn in the prior year, reflecting sustained traction in large and transformation-led programs.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.

PICK OF THE WEEK : LTIMindtree Ltd - 1 St November, 2025

Thematic (Sector/Industry)

<ul><li>Overview: Stock investment endeavors to deliver consistent outperformance over the long term by making a diversified investment of ‘Winners’.</li><li>The Axis Intellect AI score strategy adopts unique approach to deliver alpha by applying equal exposure to ‘Core’ factors: Value, Growth, Quality, Momentum.</li><li>Consistently outperformed the benchmark with superior returns. Superior risk-adjusted long-term returns</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.

Overview: Stock investment endeavors to deliver consistent outperformance over the long term by making a diversified investment of ‘Winners’.The Axis Intellect AI score strategy adopts unique approach to deliver alpha by applying equal exposure to ‘Core’ factors: Value, Growth, Quality, Momentum.Consistently outperformed the benchmark with superior returns. Superior risk-adjusted long-term returnsContent 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), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund 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>LTIMindtree: LTIMindtree (LTIM) reported a solid Q3 performance, with revenue growth of +2.4% QoQ CC (ahead of estimates) and EBIT margins of 16.1% (+26bps QoQ, in line), supported by robust momentum in manufacturing (+9.4% QoQ) and healthcare (+9.9% QoQ)</li><li>The company secured a strong TCV of USD 1.7 bn (+6.4% QoQ), driven by a USD 155 mn, five‑year deal with a leading US insurer and a strategic selection as one of five key service partners for a global financial institution</li><li>The BFSI segment declined 0.7% QoQ, impacted by seasonality and proactive AI‑led productivity initiatives within top clients, which management expects to bottom out in Q4</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: LTIMindtree (LTIM) reported a solid Q3 performance, with revenue growth of +2.4% QoQ CC (ahead of estimates) and EBIT margins of 16.1% (+26bps QoQ, in line), supported by robust momentum in manufacturing (+9.4% QoQ) and healthcare (+9.9% QoQ)The company secured a strong TCV of USD 1.7 bn (+6.4% QoQ), driven by a USD 155 mn, five‑year deal with a leading US insurer and a strategic selection as one of five key service partners for a global financial institutionThe BFSI segment declined 0.7% QoQ, impacted by seasonality and proactive AI‑led productivity initiatives within top clients, which management expects to bottom out in Q4Content 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.

HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes

India

LTM Limited is an Indian multinational information technology services and consulting company. It provides a range of IT services including cloud and infrastructure, cybersecurity, data and insights, digital engineering, and platform operations services to clients across diverse industries. The company was founded on December 23, 1996, and is headquartered in Mumbai, India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

LTM (LTM IN)

LTI Mindtree Ltd. - Shifting Focus from Building AI to the Deployment Phase in FY27

Margin Expansion to Continue Further: In Q1FY27, EBIT margin stood at 15.5%, improving by 40 bps QoQ and 120 bps YoY, despite the impact of wage...

Axis Direct

LTI Mindtree Ltd - Superior Execution; Growth Momentum Continues

Expansion of EBIT Margin Ahead: In FY26, EBIT margin expanded by 90 bps YoY to 15.4%, supported by the successful execution of the Fit for Future...

Axis Direct

PICK OF THE WEEK : LTIMindtree Ltd - 1 St November, 2025

LTIMindtree reported robust deal wins of $1.6 Bn in Q2FY26, up from $1.3 Bn in the prior year, reflecting sustained traction in large and...

Axis Direct

Axis Intellect - Balanced

Overview: Stock investment endeavors to deliver consistent outperformance over the long term by making a diversified investment of ‘Winners’.

Axis Direct

HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes

LTIMindtree: LTIMindtree (LTIM) reported a solid Q3 performance, with revenue growth of +2.4% QoQ CC (ahead of estimates) and EBIT margins of 16.1%...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)