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Lil Let's Solve LTl/SE/STAT/2019-20/31 July 21, 2019 The BSE Limited, National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex Bandra (E), Mumbai- 400 051 NSE Symbol: LTI Phiroze Jeejeebhoy Towers, Da l al Street, Mumbai- 400 001 BSE Scr ip Code: 540005 Dear Si rs, Subject: Schedule of Analyst/ Institutional Investor Meetings Pursuant to Regulation 30 of the SEBI ( Li sting Obligations & Disclosure Requirements) Regulations, 2015, please find below t he Schedule of Ana lyst/Institutional Investor Meetings planned for July 2019: Date Conference/ Investor Meetings Venue July 22- 23, 2019 Non-Deal Roa dshow Mumbai July 24-26, 2019 Non-Dea l Roads how Singapore/Hong Kong Further, we are enclosing herewith a copy of Investor Prese ntation, which also will be available on the Company's website viz. www.Lntinfotech.com/lnvestors. Please take the above intimation on records. Thanking You, Yours sincerely, For Larsen & Toubro lnfotech Limited Manoj Koul Company Secretary & Compliance Officer Larsen a Toubro lnfotech Ltd. Branch office Technology Tower 1. Gate No. 5, Saki V1har Road, Powai, Mumbai - 400072, India T: +91 22 6776 67761 F +912228581130 fLJ. I A Larsen & T oubro 'CD Group Com pany
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Page 1: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

Lil Let's Solve

LTl/SE/STAT/2019-20/31 July 21, 2019

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

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 (List ing Obligations & Disclosure Requirements) Regulations,

2015, please find below t he Schedule of Analyst/Institutional Investor Meetings planned for July 2019:

Date Conference/ Investor Meetings Venue

July 22-23, 2019 Non-Deal Roadshow Mumbai July 24-26, 2019 Non-Deal Roadshow Singapore/Hong Kong

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

Company's website viz. www.Lntinfotech.com/lnvestors.

Please take the above intimation on records.

Thanking You,

Yours sincere ly,

For Larsen & Toubro lnfotech Limited

~~~ Manoj Koul Company Secretary & Compliance Officer

Larsen a Toubro lnfotech Ltd.

Branch office Technology Tower 1. Gate No. 5, Saki V1har Road, Powai, Mumbai - 400072, India

T: +91 22 6776 67761 F +912228581130 fLJ. I A Larsen & Toubro 'CD Group Company

Page 2: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

Powering The Breakaway Enterprise

Page 3: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

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 4: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

3©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Meet LTI

66Fortune 500 clients

$1.3Bn+LTM revenue

29,000+Headcount

6th

Largest Indian IT services company

354Active clients

29Delivery centres globally,

with 59 sales offices

As of June 2019

Page 5: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

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 + 5

EU based reinsurer | Global tech giant | Big M&E company | Nordic bank$20 Million + 19

French utility | US pharma major | CPG giant | Diversified energy player $10 Million + 26

Large manufacturer | US based M&E company | European bank $5 Million + 49

Page 6: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

5©Larsen & Toubro Infotech Ltd. Privileged and Confidential

9701,132

1,349

9.3%

16.7%

19.1%

FY17 FY18 FY19

YoY growth

320328

347354 357

3.5% 2.7%5.6%

2.0% 0.8%

23.4%21.4%

18.2%14.5%

11.5%

Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20

Revenue QoQ growth Revenue YoY growth

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

Consistently Delivering Industry Leading Revenue Growth

Page 7: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

6©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Quarterly Digital Revenue (USD Mn)

109122

128 134 139

Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20

39%Digital

Revenues

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

Page 8: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

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 9: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

8©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Extreme

simplification

Consumer grade

software

Cloud only,

mobile only

Coming of age for

open source

8©Larsen & Toubro Infotech Ltd. Privileged and Confidential

…Moore’s Law of IT Cost Reduction

The New Tech Function…

Page 10: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

9©Larsen & Toubro Infotech Ltd. Privileged and Confidential 9

LTI’s strategy for helping Breakaway Enterprises

Page 11: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

10©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Operate to Transform

Do

Less

Do

Fast

Do

More

Do

Better

Page 12: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

11©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: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

12©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Experience Transformation…

Empathy

led

Persona and

journey driven

Immersive to

the core

Human

centric

Page 14: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

13©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: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

14©Larsen & Toubro Infotech Ltd. Privileged and Confidential

We’re Investing in our clients’ Breakaway Success…

Acquisitions

Platforms

People

Partnership

Page 16: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

15©Larsen & Toubro Infotech Ltd. Privileged and Confidential

MOSIACPowering 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: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

16©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Acquisitions

Page 18: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

17©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: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

18©Larsen & Toubro Infotech Ltd. Privileged and Confidential

I am who I am, because of those around me

Talent–Mission Ubuntu

Page 20: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

©Larsen & Toubro Infotech Ltd. Privileged and Confidential 19

In the beginner’s mind there are

many possibilities, in the expert’s

mind there are few.

ShoshinA learning company

Shunryu Suzuki

Page 21: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

©Larsen & Toubro Infotech Ltd. Privileged and Confidential 20

We’re Winning

NetsGlobal Re-Insurance Major

As primary IT partner of

Nets, following vendor

consolidation exercise, LTI

to manage 100+ additional

critical applications

US Based Global Engineering Giant

Multi-year, multi-million

deal for transforming the

global application

operations

As a transformation

partner, LTI to assist in

modernizing the IT

landscape

US Based Insurance Company

Multi-year, multi-million

managed services large deal

for IT Infrastructure and IT

security operations

Page 22: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

21©Larsen & Toubro Infotech Ltd. Privileged and Confidential

5

19

26

49

0

10

20

30

40

50

60

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

FY18 FY19 Q1FY20

27.7%

18.1%15.2%

10.7% 11.1% 12.5%

4.6%

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

Others

FY18 FY19 Q1FY20

68.7%

16.0% 15.3%

0%

10%

20%

30%

40%

50%

60%

70%

80%

North America Europe Others

FY18 FY19 Q1FY20

38.1%

28.4%

10.9% 11.2%8.2%

3.1%

0%

10%

20%

30%

40%

50%

ADM andTesting

EnterpriseSolutions

IMS Analytics, AI &Cognitive

EI/Mobility Products &Platforms

FY18 FY19 Q1FY20

Well Diversified Portfolio

Page 23: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

22©Larsen & Toubro Infotech Ltd. Privileged and Confidential

93.9% 94.3% 94.3%

FY18 FY19 Q1FY20

Delivery Support Delivery %

10,314 17,361 17,518

14.1%

18.4% 17.9%

FY18 FY19 LTM

EBIT %

Headcount Utilization Effort Mix

EBIT Operating cash flow % to Net ProfitNet Profit

24,139

28,169 29,347

75.9% 92.0% 104.0%

FY18 FY19 LTM

79.4%

80.6% 80.5%80.4%

81.9%81.3%

FY18 FY19 Q1FY20

Utilization (including Trainees) Utilization (excluding Trainees)

23.4% 22.3% 22.0%

76.6% 77.7% 78.0%

FY18 FY19 Q1FY20

Onsite Offshore

11,124 15,155 15,101

15.2%16.0%

15.4%

FY18 FY19 LTM

Net Profit %

Operational Excellence Leading To Healthy Financial Performance

Note: Latest operational metrics for Q1FY20 and financial metrics for LTM

Page 24: LTl/SE/STAT/2019-20/31 - Larsen & Toubro Infotech

©Larsen & Toubro Infotech Ltd. Privileged and Confidential 23


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