Top Stock Pick For 2025 - 'Buy' LTIMindtree For An Upside Of 33% Says Motilal Oswal; Here's Why

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Motilal Oswal Report

LTIMindtree Ltd. stands out as our top pick for CY25, backed by its significant exposure to BFSI and Hi-tech verticals—both projected to rebound strongly over the next 12-18 months.

The company’s capabilities in data, ERP, and application modernization further underpin its ability to seize incremental demand in these segments. Additionally, LTIMindtree’s AI-first pivot aligns with rising client reinvestments in next-generation transformation initiatives.

Despite current uncertainties around management succession and near-term margin headwinds—as reflected in its relatively benign valuation of 27 times FY27E EPS—we anticipate meaningful margin recovery by FY27 and leadership clarity by H1 CY25. These factors collectively present an asymmetric risk-reward scenario, reinforcing LTIMindtree’s strong case as our top pick for CY25.

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