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LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements...

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LTI Let's Solve LTI/SE/STAT/2019-20/69 February 10, 2020 The BSE Limited, National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex Bandra (E), Mumbai- 400 051 NSE Symbol: l Tl Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001 BSE Scrip Code: 540005 Dear Sirs, Subject: Schedule of Analyst/Institutional Investor Meetings Pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015, we are enclosing a Schedule of Analyst/Institutional Investor Meetings planned for February 2020. Further, we are enclosing herewith a copy of Investor Presentation, which also will be available on the Company's website viz. www. Ln t inf otech.com/lnvestors Please take the same on your records. Thanking You, Yo urs sincerely, For larsen & Toubro lnfotech limited Company Secretary & Compliance Officer Encl: As above Larsen 8: Toubro l nfotech Ltd. Bran ch office Technology Tower 1, Gate No.5, Saki Vihar Road, Powai, Mumbai - 400072, India T: +91 22 6776 6776 I F +91 22 28581130 Registered offi ce LfrT House, Ballard Estate, Mumbai 400 001. India www.Lntinfotech.com I E-mail: info@Lntinfotech. com I CIN: L72900MH1996PLC104693 rn I A Larsen & Toubro 'CD Group Company
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Page 1: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

LTI Let's Solve

LTI/SE/STAT /2019-20/69 February 10, 2020

The BSE Limited, National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex Bandra (E), Mumbai- 400 051 NSE Symbol: l Tl

Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001 BSE Scrip Code: 540005

Dear Sirs,

Subject: Schedule of Analyst/Institutional Investor Meetings

Pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations,

2015, we are enclosing a Schedule of Analyst/Institutional Investor Meetings planned for February

2020.

Further, we are enclosing herewith a copy of Investor Presentation, which also will be avai lable on the

Company's website viz. www.Lnt infotech.com/lnvestors

Please take the same on your records.

Thanking You,

Yours sincerely,

For larsen & Toubro lnfotech limited

Company Secretary & Compliance Officer

Encl: As above

Larsen 8: Toubro lnfotech Ltd.

Branch of f ice Technology Tower 1, Gate No.5, Saki Vihar Road, Powai, Mumbai - 400072, India

T: +91 22 6776 6776 I F +91 22 28581130

Registered office Lfr T House, Ballard Estate, Mumbai 400 001. India

www.Lntinfotech.com I E-mail: [email protected] I CIN: L72900MH1996PLC104693

rn I A Larsen & Toubro 'CD Group Company

Page 2: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

LTI

Intimation of Schedule of Analyst/ Institutional Investor Meetings pursuant to Regulation 30 of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015

Interactions planned for February 2020

Investor Conferences:

Date Conference/Investor Meetings Venue

February 11, 2020 IIFL's Enterprising India Investors Conference Mumbai

February 12, 2020 Edelweiss India Conference Mumbai

February 17, 2020 Antique Build India, New India Mumbai

February 19, 2020 Kotak Chasing Growth 2020 Conference Mumbai

Page 3: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

©Larsen & Toubro Infotech Ltd. Privileged and Confidential

BREAKEnterprise

Powering the

AWAY

Page 4: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

2©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Safe HarborCertain statements in this release concerning

our future growth prospects are forward-

looking statements, which involve a number

of risks, and uncertainties that could cause

our actual results to differ materially from

those in such forward-looking statements. LTI

does not undertake to update any forward-

looking statement that may be made from

time to time by us or on our behalf.

Page 5: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

3©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Meet LTI

66Fortune 500 clients

$1.4Bn+LTM revenue

31,000+Headcount

6th

Largest Indian IT services company

429Active clients

32Delivery centers globally,

with 57 sales offices

As of June 2019

Page 6: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

4©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Enviable Client Profile

US based global bank$100 Million + 1

Large P&C insurer | Professional Services Giant| Global O&G major$50 Million + 6

EU based reinsurer | Global tech giant | Big M&E company | Nordic bank$20 Million + 18

French utility | US pharma major | CPG giant | Diversified energy player $10 Million + 28

Large manufacturer | US based M&E company | European bank $5 Million + 48

Page 7: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

5©Larsen & Toubro Infotech Ltd. Privileged and Confidential

9701,132

1,349

9.3%

16.7%

19.1%

FY17 FY18 FY19

YoY growth

Annual Revenues (USD Mn) Quarterly Revenues (USD Mn)

Consistently Delivering Industry Leading Revenue Growth

347 354 357364

394

5.6%2.0% 0.8% 2.0%

8.4%

18.2%14.5%

11.5% 10.8%

13.7%

Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20

Revenue QoQ growth Revenue YoY growth

Page 8: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

6©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Quarterly Digital Revenue (USD Mn)

41%Digital

Revenues

Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud

128 134 139146

162

Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20

Page 9: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

7©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Some enterprises in mature industries don’t just survive disruptive times. They…

AWAYBREAK

Mastering next gen efficient operations

Enabling new business models

Enabling revenue growth

Transforming customer and

employee experiences

Solving sticky and

persistent problems

Making the

middleman redundant

Tech for the

bottom billion

Faster time

-to-market

Service orientation of

subscription economy

Page 10: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

8©Larsen & Toubro Infotech Ltd. Privileged and Confidential 8

LTI’s strategy for helping Breakaway Enterprises

Page 11: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

9©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Operate to Transform

Do

Less

Do

Fast

Do

More

Do

Better

Page 12: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

10©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Data-Driven Organizations

Data as an

enterprise asset

AI led

automation

Monetization

of data

Right data, right

time, right people

Page 13: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

11©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Experience Transformation…

Empathy

led

Persona and

journey driven

Immersive to

the core

Human

centric

Page 14: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

12©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Digitizing the Core

Define

the core

Messy legacy to

digital core

Integrate

everything with digital core

Embed

Automation and Intelligence

Page 15: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

13©Larsen & Toubro Infotech Ltd. Privileged and Confidential

We’re Investing in our clients’ Breakaway Success…

Acquisitions

Platforms

People

Partnership

Page 16: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

14©Larsen & Toubro Infotech Ltd. Privileged and Confidential

MOSAICPowering Enterprise

Decisions & Actions

Core Nucleus Core Stack(Analytics and Intelligence)

Offerings(Leveraging the core stack)

Horizontal Offerings

• IoT – Mosaic Things

• UI/UX – Mosaic Experience

• Cybersecurity – Mosaic Security

• GDPR Testing – Mosaic Privacy

• SAP S/4HANA – SAP Move

Vertical Offerings

• Subsurface Digitalization (O&G)

• AI Tutor (INS)

• Redaxis (CPG)

Page 17: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

15©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Acquisitions

Page 18: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

16©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Enterprises Trying to

• Enable new business models

• Enable revenue growth

• Transform experiences

• Build next gen operations

Focus on Outcomes

• Operate to Transform

• Data driven organizations

• Experience Transformation

• Digitizing the core

• Industry specific

• Functional

• IaaS and PaaS

• Capability based

AI ML Data Automation Cloud IoT

LTI Platforms Focus

Untapped Opportunity

Strategy-on-a-Page

Page 19: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

©Larsen & Toubro Infotech Ltd. Privileged and Confidential 17

We’re Winning

Smart Energy Storage Solution Provider

Multi-year, multi-million

dollar deal for

transforming global

application operations

European Financial Institution

Multi-year, multi-million

dollar managed services

engagement to manage

entire IT

US Based Utility Company

Multi-year, multi-million

dollar deal to provide

Cloud and Infrastructure

Managed services

Apex Government body

Multi-million dollar deal

for creation of data

management framework

and integrating data sets

Page 20: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

18©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Well Diversified Portfolio

6

18

28

48

0

10

20

30

40

50

60

50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar +

FY18 FY19 YTD FY20

27.6%

18.2%16.4%

11.4% 11.3% 11.3%

3.9%

BFS INS MFG E&U CRP Hi-Tech,M&E

Others

FY18 FY19 YTD FY20

36.7%

28.9%

11.2% 11.9%8.5%

2.9%

ADM andTesting

EnterpriseSolutions

IMS Analytics, AI &Cognitive

EI/Mobility Products &Platforms

FY18 FY19 YTD FY20

69.0%

16.0% 15.0%

North America Europe Others

FY18 FY19 YTD FY20

Page 21: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

19©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Headcount Utilization Effort Mix

EBIT Operating cash flow % to Net ProfitNet Profit

24,13928,169

31,419

Operational Excellence Leading To Healthy Financial Performance

Note: Latest operational metrics for Q3FY20 and financial metrics for LTM

10,314 17,361 16,923

14.1%

18.4%16.3%

FY18 FY19 LTM

EBIT %

11,124 15,155 14,713

15.2%16.0%

14.2%

FY18 FY19 LTM

Net Profit %

75.9%92.1% 83.1%

FY18 FY19 LTM

23.4% 22.3% 21.9%

76.6% 77.7% 78.1%

FY18 FY19 Q3FY20

Onsite Offshore

79.4%

80.6%

79.2%

80.4%

81.9%81.3%

FY18 FY19 Q3FY20Utilization (including Trainees) Utilization (excluding Trainees)

93.9% 94.3% 94.4%

FY18 FY19 Q3FY20Delivery Support Delivery %

Page 22: LTI · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2 Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements,

©Larsen & Toubro Infotech Ltd. Privileged and Confidential 20


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