Discover and read the best of Twitter Threads about #ltts

Most recents (11)

Large deal momentum has become a regular feature at #LTTS

The Airbus deal win came due to the fact that #LTTS is one of the best ER&D firms in the Indian subcontinent. 

#LTTS receives such accolades these days coz it has developed strong domain knowledge in ER&D.
Given the pickup in large deal wins especially in EACV segment in FY22 and an all-time large deal pipeline, #LTTS FY23 dollar revenue growth guidance of 13.5-15.5 per cent Y-o-Y appears to be conservative.
#LTTS is largest pureplay ER&D firm from India and they have it in them to make it to the top five global ER&D technology companies

#LTTS currently in top 10 global ER&D firms have set a plan to get to the global top five firms.
Read 9 tweets
Share analysis article:…
Share analysis video:
Read 4 tweets
#LTTS management on Co's performance visibility ahead after Q3:

Company continue to see double-digit growth in the next 3-5 years on the rising penetration of ER&D services n higher spending on digital engineering.

Digital Engineering revenues were 56% in Q3 versus 55% in Q2.
Deal pipeline continues to see healthy addition and the demand outlook in US and Europe remains strong.

#LTTS will continue to invest in their six big bets which will allow them to participate significantly in customers transformation journey and win large deals.
Client profile, which indicates number of Million dollar plus accounts has shown a sequential improvement in USD30 mn & USD10 mn plus categories. The client profile numbers hv seen an improvement over d past few qtrs n this trend will continue in d coming quarters as per mgmt.
Read 4 tweets
#LTTS Q3 Highlights:

Won a USD45 mn deal along with
two other deals greater than $10 million.

Won two significant empanelments-

the first with one of the world's largest technology companies and the second with a global aircraft manufacturer.
These empanelments mark the strengthening of #LTTS relationship with the customer as the co become their preferred partner. 

There is potential of $50 mn revenues in each
empanelment over the next few years.
Engagement in high-end research projects aimed at expanding electrification to the Heavy Equipment and Aero segments.
Read 15 tweets
So the next co we are going to look at is Mindtree. It is now an L&T group co & L&T is already sitting on a hefty gain since taking it over. The #mindtree business positioning still gives you Mr. Soota's touch.
* Industries & Domains
Mindtree operates into many industries & domains but they have broadly categorized industries into 4 segments.
- Travel & Health
- Communication & Media

Very clear segmentation but this has happened after L&T took it over.
* Services
4 Service Lines
- Customer Success
- Data & Intelligence
- Cloud
- Enterprise

Once again, very clear segmentation of services. No overload of information & not trying to convey that they do everything.
Read 32 tweets
Monthly updates for all 3 portfolios for the month of Nov- 2021:

No recommendations, just sharing my journey!!

#MostlyMomentum #stockmarkets #StockMarket #stocks #investing #trading

⬇️ ⬇️ ⬇️ ⬇️ ⬇️ ⬇️


Starting NAV (12-03-2021): 100.00

Current NAV (30-11-2021): 150.49

Compounded Annualised Returns: 90.23%

Annualised Standard Deviation (Based on daily closing): 24.76%

Maximum Drawdown: -12.80%
Trailing Returns:

Since Inception:
#MostlyMomentum (Daily Reconstitution) Portfolio: 50.49%
#NIFTY100: 12.99%
#NIFTYMidcap100: 22.42%
#NIFTYSmallcap100: 26.32%
Read 22 tweets
“Last Diwali to this Diwali: Summary of Momentum Investments/ Trades taken (#MostlyMomentum)!!”:

Introduction of my journey so far:
I started my #StockMarket journey Jul- 2016:

•During 2016-17, as a typical new investor, started with TV Tips, and IPOs,
this (IPOs) helped in a way, best #DMART has still been the best of IPOs I applied for, got allotment, and kept for couple of months and captured fastest 282% of my #StockMarket journey.

• During 2017-18, decided not to go after TV Tips,
and started doing something on my own including a little Option “BUYING” 12, lost some funds in Option Buying, but gained a lot of experience regarding not to so something you don’t know. Alongside this, also started exploring cash market strategies of buying what is going up and
Read 25 tweets
Mission 1 Lakh share price

#Honeywell Automation
#Abbott India
#Tasty Bite
Mission 20K share price stock list

#Bajaj Finserv
#Bajaj Finance
#India Mart
#Naukri (Info Edge)
#Affle India
Mission 10K share price stock list

#Amber Enterprises
#Asian Paints
#Fine Organic
#Gland Pharma
#GMM Pfaudler
Read 6 tweets
A lot of you requested me to post a thread on #LTTS. I did not find time, neither had motivation to do since it is a complex business to cover via something like Twitter thread or even a newsletter. Here I am posting only some abridged views.
I hold Both #LTI & #LTTS from IPO. I am an ex-LT/LTI so have a bit of sneak peak into company as well. Last 2+ years have been terribly bad for LTTS. Not because they did something wrong, but because of external factors.
ER&D space is a bit different than traditional IT. The revenue realization cycles are longer. Contracts are stickier but hard to come by as well. Unlike IT, ER&D is close to sectoral automation at frontline. IT plays role via software, but ER&D is much close to real automation
Read 25 tweets
In next series of tweets, I will try to present a few key highlights on Indian Tech companies. Often I hear that people want to invest in US cuz India does not offer many product companies. It is mere illusion! Let's see where we go with this series
India started as IT outsourcing hub, grew in size, made lives of many. Remained predominantly services provider. It still is, but it is transforming too. Indian IT is no longer pure services provider.
IT companies usually build reusable software components that can be wrapped to make an accelerator - something that can accelerate a functionality implemented for a new customer. All major IT companies used to have high regards for accelerator building in the past.
Read 17 tweets
The COVID has brought unsurmountable change the way businesses carry their operations. "Business continuity" which only a training material earlier, now has become a reality. How does this change consumption & digitization?
The frontside, regular IT/Tech was first to experience the boom due to increased demand of tech scalability, adoption of cloud solutions, and WFA (work from anywhere) initiative. Banks/FMCG/Retail/Pharma were first to adopt tech
There are some Post-COVID beneficiaries such as auto/infra/Mfg./industrial/transport etc. These industries got hit worst as they were relatively behind on the tech & automation adoption.
Read 10 tweets

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