LTM

What LTM promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 11 tracked 3 delivered 0 missed 8 open
  • Top 5 Client Performance delivered said Q3 FY26 Promised: next quarter, I expect the, one out of that five account will eventually bottom out. Q1 FY27: Confirmed by results: Top 5 customers grew 4.5% sequentially in Q1 FY27, and BFSI segment grew 3.2% QoQ.
  • SG&A as % of Revenue revised up said Q3 FY26 Promised: keep it in the region of around 11 to 11.5 or 11.6% kind of a range. Q1 FY27: Management now expects SG&A to remain stable at the current lower level and not go up to the previously guided 11-11.5% range, due to AI-driven internal efficiencies. This is a positive revision for a negative metric.
  • Revenue Doubling on track said Q4 FY26 Promised: doubling down the revenue in five years. Q1 FY27: Reiterated confidence in growth acceleration for FY27, which is the first step of this long-term plan.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for LTM — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens