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Powering The Breakaway Enterprise
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Page 1: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

Powering The Breakaway Enterprise

Page 2: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

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 3: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

3©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Meet LTI

66Fortune 500 clients

$1.4Bn+LTM revenue

30,000+Headcount

6th

Largest Indian IT services company

366Active clients

31Delivery centres globally,

with 59 sales offices

As of June 2019

Page 4: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

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 + 27

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

Page 5: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

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

328

347354 357

364

2.7%5.6%

2.0% 0.8% 2.0%

21.4%18.2%

14.5%11.5% 10.8%

Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20

Revenue QoQ growth Revenue YoY growth

Page 6: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

6©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Quarterly Digital Revenue (USD Mn)

40%Digital

Revenues

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

122128 134 139

146

Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20

Page 7: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

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 8: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

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…

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

LTI’s strategy for helping Breakaway Enterprises

Page 10: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

10©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Operate to Transform

Do

Less

Do

Fast

Do

More

Do

Better

Page 11: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

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

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12©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Experience Transformation…

Empathy

led

Persona and

journey driven

Immersive to

the core

Human

centric

Page 13: Powering The Breakaway Enterprise - Larsen & Toubro Infotech · ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 7 Some enterprises in mature industries don’t just survive

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

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14©Larsen & Toubro Infotech Ltd. Privileged and Confidential

We’re Investing in our clients’ Breakaway Success…

Acquisitions

Platforms

People

Partnership

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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)

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16©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Acquisitions

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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

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18©Larsen & Toubro Infotech Ltd. Privileged and Confidential

I am who I am, because of those around me

Talent–Mission Ubuntu

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©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

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©Larsen & Toubro Infotech Ltd. Privileged and Confidential 20

We’re Winning

Leading Power Generation Company

Global Re-Insurance Major

Partner for organization

wide implementation of

SAP S/4 HANA

US Based Utility Company

Multi-year, multi-million

dollar deal to provide

Cloud and Infrastructure

Managed services

As a transformation

partner, LTI to assist in

modernizing the IT

landscape

European Financial Institution

Multi-year, multi-million

dollar managed services

engagement to manage

entire IT

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21©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Well Diversified Portfolio

6

18

27

48

0

10

20

30

40

50

60

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

FY18 FY19 YTD FY20

27.4%

18.4%15.8%

11.4% 11.3% 11.6%

4.0%

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

Others

FY18 FY19 YTD FY20

37.1%

29.0%

11.0% 11.3%8.6%

3.1%

ADM andTesting

EnterpriseSolutions

IMS Analytics, AI &Cognitive

EI/Mobility Products &Platforms

FY18 FY19 YTD FY20

68.7%

16.2% 15.1%

North America Europe Others

FY18 FY19 YTD FY20

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22©Larsen & Toubro Infotech Ltd. Privileged and Confidential

93.9% 94.3% 94.5%

FY18 FY19 Q2FY20

Delivery Support Delivery %

Headcount Utilization Effort Mix

EBIT Operating cash flow % to Net ProfitNet Profit

24,13928,169

30,979

Operational Excellence Leading To Healthy Financial Performance

Note: Latest operational metrics for Q2FY20 and financial metrics for LTM

79.4%

80.6%

78.9%

80.4%

81.9%

80.6%

FY18 FY19 Q2FY20

Utilization (including Trainees) Utilization (excluding Trainees)

23.4% 22.3% 22.0%

76.6% 77.7% 78.0%

FY18 FY19 Q2FY20

Onsite Offshore

10,314 17,361 17,089

14.1%

18.4%17.1%

FY18 FY19 LTM

EBIT %

11,124 15,155 14,701

15.2%16.0%

14.7%

FY18 FY19 LTM

Net Profit %

75.9%92.1% 93.1%

FY18 FY19 LTM

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©Larsen & Toubro Infotech Ltd. Privileged and Confidential 23


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