Ltm Limited · NSE:LTM
Ltm — Merger or Acquisition (May 2026)
11 slides from Ltm's merger presentation, May 22, 2026
Slide 1: Stock exchange cover letter: Investor presentation
LTM/SE/STAT/2026-27/28 May 22, 2026 National Stock Exchange of India Limited, The BSE Limited, Exchange Plaza, Bandra-Kurla Complex, Phiroze Jeejeebhoy Towers, Bandra (E), Dalal Street, Mumbai - 400 051 Mumbai - 400 001 NSE Symbol: LTM BSE Scrip Code: 540005 Dear Sir(s)/Madam, Subject: Investor pres
Slide 2: LTM-Randstad partnership: Strategic rationale
LTM-Randstad partnership Strategic rationale 22nd May 2026 ©LTM | Privileged and Confidential 1
Slide 3: Overview of transaction
Overview of transaction 1 Proposed acquisition of Randstad’s technology and consulting services business in Europe and Australia USD 500M+ (€469M) in annual revenue at a proposed Enterprise Value of €160M on cash and debt free basis Geographies Verticals Capabilities • France • Aerospace & Defence •
Slide 4: Proposed acquisition overview
Proposed acquisition overview ©LTM | Privileged and Confidential 3
Slide 5: Overview of proposed acquisition
Overview of proposed acquisition USD 500M+ (€469M) DOMAIN EXPERTISE IN REGULATED AND HIGH- revenue GROWTH VERTICALS 78% in Europe and 22% in Australia Europe & Australia Aerospace & presence Auto Utilities BFS Defence France | Germany | Belgium | Luxembourg | Australia | Portugal | Romania Security
Slide 6: Marquee client base
Marquee client base Aerospace & Defence Auto Utilities BFS 3 of Top 8 European Leading global aircraft OEM Leading French utility 2 of Top 4 Australian banks automotive manufacturers Leading French defence Top 5 European automotive 2 of Top 5 European Top 3 French banks technology player supplier te
Slide 7: Complementary business to enable value creation in the AI era
Complementary business to enable value creation in the AI era Proposed acquisition in Europe and Australia Global markets Continental Europe & Australia focus • France, Germany, Belgium & Luxembourg – • North America (73%), Europe (15%), Emerging markets (12%) Aerospace & Defence, Automotive, Utilit
Slide 8: Proposed acquisition is value accretive
Proposed acquisition is value accretive • Scale and domain depth to win in Europe and Australia • Non-linear benefits of scale across customers, ecosystem partners, and talent • Domain x AI capabilities to win in growing AI market in Aero & Defence, Auto, Utilities, BFS • Sovereign-compliant AI solu
Slide 9: A key step towards our five-year ambition
A key step towards our five-year ambition Key elements supported BUSINESS CREATIVITY PARTNER MARKETS Balanced portfolio, scaled segments in Americas Scale Europe; focused push in key emerging markets STRATEGIC PIVOTS FOR AI Domain x Tech Convergence ReAImagined Capabilities ReAImagined Ecosystem for
Slide 10: Safe Harbor
Safe Harbor Certain statements in this release concerning future prospects are forward-looking statements. These statements, by their nature, involve risks and uncertainties that could cause the actual results to differ materially from such forward-looking statements. LTM assumes no obligation to re
Slide 11: ©LTM | Privileged and Confidential •
• ©LTM | Privileged and Confidential • 10