Revenue distribution by industry:

• Technology and Media: 30%
• Financial Services: 25%
• Healthcare: 20%
• Manufacturing: 15%
• Retail and Consumer Goods: 10%

TOP 3 Markets:

• USA: 50%
• Europe: 30%
• Asia-Pacific: 15%

LTIMindtree Limited generates the majority of its revenue from the technology and media sector, followed by financial services and healthcare. The US market is the largest single market for the company, driven by high demand for IT services and digital solutions in that region. Europe and the Asia-Pacific region are also significant markets, together accounting for a substantial portion of the total revenue.

Production Sites: India (headquarters), USA, Europe, Asia-Pacific

LTIMindtree Limited is a globally operating IT service company that primarily develops its services and products in India. The company's headquarters is located in India, where a large part of the development centers are also located. In addition, LTIMindtree has branches and development centers in the USA, Europe, and the Asia-Pacific region to better serve its international customers.

This global presence enables LTIMindtree to effectively serve both local and international markets and offer customized IT solutions.

Revenue Growth: Estimated 10-12% annually (2025)

Strategic Focus Areas:

LTIMindtree Limited pursues a growth strategy based on several pillars. Firstly, the company focuses on expanding its digital services and solutions to meet the increasing demand for digital transformations in various industries. This includes cloud services, data analytics, and artificial intelligence in particular.

Secondly, LTIMindtree plans to enhance its global presence through strategic partnerships and acquisitions. These measures aim not only to increase geographical reach but also to strengthen the existing service portfolio.

Furthermore, the company is investing in talent development and improving internal processes to achieve efficiency gains and foster innovation. These strategic initiatives are intended to enable LTIMindtree to sustainably grow in a competitive market environment.

Commodities/Materials: No specific commodities

Main importing countries: Not applicable

LTIMindtree Limited is a company in the field of information technology and consulting services. As such, it does not import physical commodities or materials in the traditional sense as would be the case in the manufacturing industry. Instead, the company focuses on importing technological solutions, software licenses, and IT services, which are often globally available.

The procurement of IT services and software is often done through partnerships with international technology firms and providers, with a focus on integrating and customizing these solutions for their clients. Since LTIMindtree operates globally, it can leverage partnerships and resources from different countries to optimize its services.

Market share: 5.2% (2024, estimated)
Revenue growth: 12.5% (2024)
EBITDA margin: 18.3% (2024)

LTIMindtree Limited has established itself as a significant player in the IT services sector in recent years. The company benefits from a diversified customer portfolio and a strong presence in digital transformation and cloud services.

LTIMindtree's competitive advantage lies in its ability to offer customized solutions tailored to specific customer needs. Additionally, the company has continuously invested in research and development in recent years to strengthen its technological capabilities.

Another advantage is the strategic partnership with leading technology providers, enabling LTIMindtree to bring innovative solutions to market faster. Despite intense competition in the industry, the company has a solid competitive edge due to its strong operational efficiency and customer retention.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in LTIMindtree Limited is estimated to be around 45%. This demonstrates a strong confidence from institutional investors in the company, which often indicates a stable financial performance and positive future prospects.

Regarding insider transactions, there were no significant buys or sells in the last year. This could suggest that the management has confidence in the current company strategy and does not expect drastic changes in the ownership structure.

Market share of LTIMindtree Limited: Estimated around 3-4% (2025)

Top competitors and their market share:

1. Tata Consultancy Services (TCS): around 15-18%
2. Infosys: around 12-14%
3. Wipro: around 7-9%
4. HCL Technologies: around 6-8%
5. Tech Mahindra: around 4-5%
6. Cognizant: around 4-5%
7. LTIMindtree Limited: around 3-4%
8. Mphasis: around 2-3%
9. Mindtree: around 2-3%
10. L&T Technology Services: around 1-2%

Moat of LTIMindtree Limited:

LTIMindtree Limited has a moderate moat, mainly characterized by specialized services and strong customer loyalty. The merger of LTI and Mindtree has positioned the company better to leverage synergies and offer a broader service portfolio, leading to improved competitiveness.

However, compared to larger competitors like TCS and Infosys, which have more extensive resources and a global presence, the moat of LTIMindtree is less pronounced. These companies often have deeper relationships with large multinational customers and benefit from economies of scale.

In summary, LTIMindtree is competitive in certain niche markets and through specialized services, but it has a less significant moat compared to the market leaders.

Revenue Growth: 18% (2024) Profit Growth: 16% (2024) Market Share in the IT Services Sector: 3% (2024)

LTIMindtree Limited recorded strong revenue growth of 18% in 2024, attributed to successful expansion into new markets and increased demand for digital transformation services. The 16% profit growth in the same period indicates that the company is operating efficiently and managing its costs well.

The company has solidified its market position in the IT services sector with a market share of 3%. This suggests that LTIMindtree is able to compete with larger competitors and successfully market its services.

Given these positive growth indicators and strong market position, LTIMindtree Limited could present an attractive investment opportunity. However, potential investors should also consider general market conditions and specific company strategies before making an investment decision.

Dividend yield: 1.5% (2024)
Dividend history: Regular payouts in the last 5 years

LTIMindtree Limited has regularly distributed dividends in recent years, indicating a certain level of reliability. The dividend yield was last around 1.5%, which can be considered moderate compared to the industry.

The company has a stable financial foundation that allows it to continuously pay dividends. Analysts expect that LTIMindtree will also be able to pay dividends in the coming years, provided that no significant economic or company-specific challenges arise.