LTM Yıllık Dönemde PAT Yatay Kalırken Gelirler Yıllık Olarak Yükseldi: Yapay Zeka Odaklı Büyüme Dikkat Çekiyor

Kısaca

LTM PAT 1.379,9 crore olarak kaldı; gelir 11.807,6 crore ile %13,6 arttı AI odaklı büyüme ve müşteri kazanımları dikkat çekti İzlenecek nokta: AI stratejisinin kârlılığa yansıması ve yeni müşterilerin etkisi

Ana mesele

LTM döneminde PAT yatay kaldı; gelirler yıllık bazda yükseldi.

Ne değişti?

EBIT ve yıllık büyüme yapay zeka odaklı momentumla güçlendi.

Beni nasıl etkiler?

Okuyucuya, şirketin yapay zeka odaklı büyümesinin kârlılık üzerinde dengeli etkisi olacağı öne sürülüyor.

Ne oldu?

LTM PAT 1.379,9 crore, gelir 11.807,6 crore, EBIT 1.838,1 crore olarak açıklandı.

Neden şimdi?

Yıl içi AI odaklı büyümenin hızlı olması ve müşteri kazanımlarının artmasıyla öne çıktı.

Neden önemli?

AI odaklı stratejinin büyümeyi desteklediği ve kârlılık üzerinde dengeli etki yaratması bekleniyor.

Kimler etkileniyor?

• Müşteriler (1 milyon dolar üstü gelir elde edenler)
• Şirketin hissedarları

Sektör ve piyasa etkisi

Büyüme gösteren AI odaklı hizmetler, teknoloji ve finans alanlarında rekabetçi tabloya etki edebilir.

Riskler

• Dengeli kârlılık için maliyet yönetimi kritik
• AI yatırımlarının geri dönüş süresi belirsiz

Takip edilmesi gerekenler

• AI odaklı gelirin sürdürülebilirliği
• Yeni müşteri kazanımlarının kârlılığa etkisi
• EBIT marjı değişimlerinin yönü

Haberin tamamı

LTM reported a 0.1% year-on-year decline in profit after tax (PAT) to Rs 1,379.9 crore in the second quarter of FY27, compared with Rs 1,381.2 crore in the corresponding quarter last year.Revenue rose 13.6% year-on-year to Rs 11,807.6 crore in Q2FY27, compared with Rs 10,394.3 crore reported in Q2FY26.

Earnings before interest and tax (EBIT) increased 11.5% year-on-year to Rs 1,838.1 crore, from Rs 1,648.1 crore in the year-ago quarter.In dollar terms, net profit declined 6.7% sequentially and 7.9% year-on-year to $144 million.

EBIT rose 1.4% quarter-on-quarter and 2.8% year-on-year to $192 million.Revenue from Enterprise AI and Business AI combined grew 47% year-on-year, reflecting continued momentum in the company's AI-led business.The company had 729 active clients during the quarter, having added 20 new clients.

The number of clients generating more than $5 million in revenue increased by 14 year-on-year to 172, while the $10 million-plus client category expanded by 16 to 109.The number of clients in the $20 million-plus category rose by six to 51. The $50 million-plus and $100 million-plus categories each added one client, taking the respective totals to 15 and three.ALSO READ: Mukesh Ambani taps massive Reliance workforce to boost Jio’s record IPOThe company's total employee base stood at 88,835.

Trailing 12-month attrition was 13.3%, while utilisation, excluding trainees, stood at 86.4%.LTM's Q2 dividendLTM declared an interim dividend of Rs 25 per equity share of face value Re 1 each.The dividend will be paid within 30 days of declaration to shareholders whose names appear in the register of members or the list of beneficial owners provided by depositories as of October 23, 2026, the record date.Management commentaryVenu Lambu, CEO and managing director, said the company's broad-based performance reflected the successful execution of its AI-centric strategy.He said the company's technology-domain convergence approach was driving AI adoption and had helped it add a financial services client to its $100 million-plus revenue category.“We are well positioned for stronger growth ahead,” Lambu said.Share price performanceLTM shares ended Friday’s trading session at Rs 4,390 apiece on the NSE, up 3.66% from the previous close of Rs 4,235.However, the stock has declined 28.17% so far this year, according to NSE data.At the current market price, the company’s market capitalisation stood at Rs 1,30,216 crore.Disclosure: This article has been written by Kumar Gaurav, who is not a Sebi-registered Research Analyst or an Investment Adviser.

Gaurav and their ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective Sebi-registered Research Analyst/brokerage and have been reproduced/reported with due attribution.

They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here

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• Economic Times - Markets