L&T Tech Shifts Focus to Core Segments, AI Becomes Engineering Intelligence

• L&T Technology Services (LTTS) is reshaping its business, prioritizing mobility, sustainability, and core technology services.
• The company is positioning AI as a broader engineering intelligence platform for future growth, holding over 260 AI-related patents.
• LTTS reported a weaker Q3 FY26 due to business recalibration, mainly impacting the high-tech segment.
• Despite portfolio changes, LTTS expects double-digit constant currency growth, though headline growth will be lower this year.
• The company aims to double revenue in its next five-year phase starting April 2026, with potential upside from AI-led services.

Why It Matters: LTTS is strategically refocusing on core segments and leveraging AI for future engineering intelligence growth.