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>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

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>LTIM revenue declined by 0.7% QoQ, but margins were maintained through operational efficiencies</li><li>As the company enters Q1, global macro uncertainties persist while demand is currently driven by cost cutting, vendor consolidation, and AI</li><li>The productivity passthrough for a top client, factored in Q3, was successfully completed in Q4, with no impact expected in Q1</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 revenue declined by 0.7% QoQ, but margins were maintained through operational efficienciesAs the company enters Q1, global macro uncertainties persist while demand is currently driven by cost cutting, vendor consolidation, and AIThe productivity passthrough for a top client, factored in Q3, was successfully completed in Q4, with no impact expected in Q1Content 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.

Thematic (Sector/Industry)

<ul><li>The Indian IT services sector is positioned for a growth recovery starting in 2026, following a phase of muted performance from 2022 to 2025</li><li>The upcoming revival is expected to be underpinned by AI services, which are emerging as the key growth engine, as reflected in the increasing traction of AI-led deal wins</li><li>Drawing a parallel with the previous major cloud transformation cycle (2016–2018), the sector initially experienced growth moderation during the transition phase, as enterprises realigned to new delivery models and progressively shifted workloads to the cloud</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 Indian IT services sector is positioned for a growth recovery starting in 2026, following a phase of muted performance from 2022 to 2025The upcoming revival is expected to be underpinned by AI services, which are emerging as the key growth engine, as reflected in the increasing traction of AI-led deal winsDrawing a parallel with the previous major cloud transformation cycle (2016–2018), the sector initially experienced growth moderation during the transition phase, as enterprises realigned to new delivery models and progressively shifted workloads to the cloudContent 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.

Information Technology: Growth revival: Cloud to AI led services

<ul><li>The IT sector is expected to report subdued revenue growth in an otherwise seasonally strong quarter, as persistent global macroeconomic uncertainty and recent US tariff measures continue to dampen discretionary spending</li><li>Clients remain cautious, resulting in slower growth and intensified pricing pressure, although deal activity witnessed some improvement towards the end of the quarter</li><li>The overall deal pipeline remains steady, with deal wins in cost optimization, infrastructure modernization, and AI-led initiatives.</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 IT sector is expected to report subdued revenue growth in an otherwise seasonally strong quarter, as persistent global macroeconomic uncertainty and recent US tariff measures continue to dampen discretionary spendingClients remain cautious, resulting in slower growth and intensified pricing pressure, although deal activity witnessed some improvement towards the end of the quarterThe overall deal pipeline remains steady, with deal wins in cost optimization, infrastructure modernization, and AI-led initiatives.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.

IT Sector (Q2FY26E Results Preview): Steering through uncertainty

<ul><li>The newly announced H-1B visa rule imposes a steep hike, requiring companies to pay USD100K per new application, a significant jump from the previous ~4-5K range</li><li>The new fee applies only to new applications (~22% of total applications) and existing H-1B renewals remain unaffected, providing some relief for the IT sector</li><li>However, increased visa costs are expected to gradually disrupt onsite effort mix, pushing companies to shift delivery to near-shore locations like Canada and Mexico and increase offshoring</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 newly announced H-1B visa rule imposes a steep hike, requiring companies to pay USD100K per new application, a significant jump from the previous ~4-5K rangeThe new fee applies only to new applications (~22% of total applications) and existing H-1B renewals remain unaffected, providing some relief for the IT sectorHowever, increased visa costs are expected to gradually disrupt onsite effort mix, pushing companies to shift delivery to near-shore locations like Canada and Mexico and increase offshoringContent 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.

IT Sector: H1B visa fee shock, shifts in delivery model

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.

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

LTIMindtree (LTIM IN)

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

LTIMindtree - Gradual Growth Progression

As the company enters Q1, global macro uncertainties persist while demand is currently driven by cost cutting, vendor consolidation, and AI

HDFC Securities

Information Technology: Growth revival: Cloud to AI led services

The Indian IT services sector is positioned for a growth recovery starting in 2026, following a phase of muted performance from 2022 to 2025

HDFC Securities

IT Sector (Q2FY26E Results Preview): Steering through uncertainty

The overall deal pipeline remains steady, with deal wins in cost optimization, infrastructure modernization, and AI-led initiatives.

HDFC Securities

IT Sector: H1B visa fee shock, shifts in delivery model

The newly announced H-1B visa rule imposes a steep hike, requiring companies to pay USD100K per new application, a significant jump from the...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)