L&t Technology Services Ltd. · NSE:LTTS
L&t Technology Services — Investor Presentation (July 2026)
31 slides from L&t Technology Services's investor presentation, July 2026
Slide 1: Investor Presentation July 2026
Purposeful. Agile. INVESTOR Innovation. PRESENTATION July 2026 www.LTTS.com www.LTTS.com 1
Slide 2: Disclaimer
Disclaimer This presentation is issued by L&T Technology Services Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person. This presentation does not constitute or form part of any offe
Slide 3: Top 3 Global Pure-play AI, Digital and ER&D Consulting Services Company
Top 3 Global Pure-play AI, Digital and ER&D Consulting Services Company 23,840+ 190+ 25+ 1,757 Employees Global Clients Countries Patents with revenue over $1M 21 270+ 103 57 Global Design Accelerators & R&D Innovation Of Global 100 R&D Centers Solutions Labs Spenders as clients *Data as of Q1 FY27
Slide 4: Trusted Digital Engineering & Technology Partner – Chip to Cloud
Trusted Digital Engineering & Technology Partner – Chip to Cloud Strength by Industry Vertical 6 7 of the Top 10 of the Top 10 Chips Digital Products & Processes Platforms Global Automotive Trucks and Off- Mobility majors Highway Digital Industrial Products Embedded Complex SoC Product & System IT/O
Slide 5: What Sets us Apart
What Sets us Apart Our Key Differentiators Engineering Multi State-of-art Translating Marquee DNA Domain Research Innovation to Customer Expertise & Test Labs Engineering Base www.LTTS.com www.LTTS.com 5
Slide 6: “Go Deeper to Scale” Strategy…
“Go Deeper to Scale” Strategy… www.LTTS.com www.LTTS.com 6
Slide 7: Creating Customer Value via Cross-Pollination
Creating Customer Value via Cross-Pollination By bringing transformative ideas from other industries, LTTS’ Innovations helped us reduce lead time to market. 5G TCU Testing from our Battery operated Annotation Technology Hi-Tech Segment for a Transportation Autonomous Welding Robot from from Transpo
Slide 8: Fueling Innovation with Culture of Patents
Fueling Innovation with Culture of Patents World’s 1st motion activated Patented multi-voltage booster Portable vibration analyzer screwdriver – patented latch mechanism technology for welding power source 3 patents, winner of golden product award 1,757 PATENTS 244 PATENTS IN AI TrackEi - Patented H
Slide 9: Nurturing every “Engineer at Heart” for Inclusive Growth
Nurturing every “Engineer at Heart ” for Inclusive Growth Grooming Young Talent-on-Tap Proliferating a Culture of Innovation and providing a GEA: Building Cross-Domain Technocrats for Tomorrow Recruitment Engine Tech-track for Growth Engineers at Scale Innovative Recruitment Model • AI enabled Hirin
Slide 10: Leading across Emerging Technology Areas & Verticals
Leading across Emerging Technology Areas & Verticals Top 3 Digital Leading Edge in Emerging Tech Areas Engineering ADAS Digital Thread IoT AI Engineering Global Pure-play AI, Digital and ER&D Among Among Among Among Among Consulting Services Top 5 ESPs Top 3 ESPs Top 3 ESPs Top 4 ESPs Top 5 ESPs Com
Slide 11: Our Playing Field
Our Playing Field ER&D Outsourcing Market Trends Global ER&D Spend $2.5T – $3.3T Global ER&D Spend $1.5T – $1.8T ER&D Sourcing Global ER&D Spend $750B – $800B $577B ER&D Sourcing ER&D Sourcing $210B – $280B $55B India India India 17-22% Sourcing Share Sourcing Sourcing $130B – $180B 16% CAGR $11.4B
Slide 12: Journey to FY31
Journey to FY31 What We Believe In, How We Lead #1 Player in Areas Where We Play Pivot on Growth | Move From Better to Best VISION Engineering a sustainable tomorrow through Engineering Intelligence (EI) technology and innovation MISSION Be the engineering partner of choice by enabling innovation wi
Slide 13: Emerging Technologies across LTTS Segments
Emerging Technologies across LTTS Segments Segment Growth Drivers/Themes Cross Segment Themes Automotive SDV, AD-ADAS Vehicle Engineering AI PDLC optimization MOBILITY Engineering SDM & Autonomy, Localization- India Manufacturing & Trucks & Off-Highway Intelligence (EI) HW Ready Solution for Global
Slide 14: Our Six Big Bets
Our Six Big Bets Software Platforms Energy & Industrial Automation, Next Gen Compute & & EI Digital Manufacturing AI Infra Plant Build Out & Software-Defined MedTech Modernization Mobility Where we Invest, Innovate and Differentiate www.LTTS.com www.LTTS.com 14
Slide 15: LTTS Engineering Intelligence (EI) Platform
244 LTTS Engineering Intelligence (EI) Platform AI Patents filed Gen AI Agentic AI Physical AI Project Lightspeed AgenticIQ is a Platform designed for AI-enabled TrackEi HumanNoids AiTest autonomous workflows for engineering and AI enabled Test manufacturing customer processes Integrated AI-Powered
Slide 16: Mobility
Mobility Industry Verticals: Auto Off-Highway Aero Electrification & AV & Connected Software & AI for Planning & Tech Trends Cyber Security Decision Making xEV Mobility Connectivity Software Defined Vehicle (SDV) Hybrids & Electrification Vehicle Engineering Body Powertrain Avionics Onboard Offboard
Slide 17: Sustainability
Sustainability Industrial Machinery & Electric, Power & Industry Verticals: Building Tech. Utilities FMCG Oil & Gas NPD & Product Robotics & Grid Process & Carbon Capture & Tech Trends Electrification Sustenance Automation Digitalization Circular Economy Plant Twins Process Industrial Projects E
Slide 18: Tech
Tech Consumer & Software & Industry Verticals: Medical Semcon Media Telecom Platforms Microfluidics, Control systems Immersive-reality Cyber Network Tech Trends HPC MEMS & Robotics Technologies security Automation Medical Tech Device Digital Silicon Device Engineering Health Engineering Engineering
Slide 19: Diversified Business Mix
Diversified Business Mix By Vertical Onsite vs. Offshore Split 32% Mobility 37% Onsite 54% 46% Tech Offshore 31% Sustainability By Geography Fixed Price vs. T&M 9% North America 13% 35% Europe Fixed Price 18% 60% India 65% T&M Rest of the world All Figures Based on Q1FY27 www.LTTS.com (Continuing Op
Slide 20: Diversified Customer Base
Diversified Customer Base Top Clients Contribution Scale-up of million-dollar clients 60% % of Revenue (LTM) # FY24 FY25^ FY26 Q1 FY27 $50 M + 49% - - 1 1 50% $30 M + 41% 5 6 7 6 40% $20 M + 12 10 12 13 30% 27% $10 M + 35 30 28 29 20% $5 M + 58 56 60 58 10% $1 M + 180 183 192 191 0% Top 10 Top 20 To
Slide 21: Large Deals Engine
Large Deals Engine Higher Addressable Improve Win Ratio Pipeline and Deal Size Market • Shortening technology cycles • Track record of large deal • FY26: Total large deal wins at and need for faster speed-to- execution in ER&D $855 Mn, up 40% over the market and optimal cost previous year • End to e
Slide 22: Performance Highlights
Performance Highlights FY22 FY23* FY24 FY25^ FY26 Parameters Q1 FY27 880 1,089 1,164 1,138 1,233 Revenue from Operations (USD mn) 309.9 65,697 88,155 96,473 96,422 1,09,959 Revenue from Operations (INR mn) 29,401 18.3% 17.3% 17.1% 15.4% 14.5% EBIT Margin 15.7% 9,570 12,121 13,037 11,932 12,818 Net I
Slide 23: Financial Performance – Q1 FY27
Financial Performance – Q1 FY27 Amount in ₹ million Income Statement Q1 FY26 Q4 FY26 Q1 FY27 QoQ YoY Revenue 26,375 28,579 29,401 2.9% 11.5% Cost of sales 18,674 19,384 20,073 Gross Profit 7,701 9,195 9,328 1.4% 21.1% Selling, General & Administration Expenses 3,294 3,980 3,845 EBITDA 4,407 5,214 5,
Slide 24: Financial Performance – Q1 FY27
Financial Performance – Q1 FY27 Amount in ₹ million Amount in ₹ million Balance Sheet As at 31-MAR-26 As at 30-JUN-26 Cash Flow Summary FY26 Q1 FY27 Assets Net cash provided by operating Property and equipment 8,703 8,297 14,551 5,747 activities Intangible Assets and Goodwill 13,917 13,729 Less: Cap
Slide 25: Creating Shareholder Value
Creating Shareholder Value Free Cash Flow (₹ Cr.) Cash Position* (as a % of Net income) 3,555 2,974 2,888 2,981 109% 100% 2,178 89% 94% 96% FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 * Investments + Cash equivalents (₹/share ) Dividend Per Share 48% 46% 41% 41% 55 58 50 39% 45 35 xx% Annual D
Slide 26: Innovation: Labs & Case Studies
Innovation: Labs & Case Studies www.LTTS.com www.LTTS.com 26
Slide 27: Innovation Labs
103 INNOVATION LABS Electric Vehicle Lab FactoryNext TM Lab 5G Lab Supporting focused investment areas Our lab features cutting-edge Enables solutions that empower global Focused on for 5G development, equipment for testing EV components manufacturers and OEMs to accelerate NFV Benchmarking, Validat
Slide 28: Smart Farming: HMI & Display Development
Smart Farming: HMI & Display Development THE CHALLENGE Our customer set its sights on introducing an innovative digital display system tailored for agricultural machinery. The display system to have user-friendly human-machine interface, coupled with new-age cutting-edge technologies helping end-use
Slide 29: Minimizing Shop-Floor Downtimes: AI-enabled, Scalable, Streamlined
Minimizing Shop-Floor Downtimes: AI-enabled, Scalable, Streamlined THE CHALLENGE Our client, an USD 50 Billion+ petrochemical giant sought to reduce unscheduled asset downtime by modernizing legacy systems, integrating advanced diagnostics, and eliminating data silos for enhanced efficiency WHAT WE
Slide 30: Reimagining IoT Ecosystems: End-to-End, Customizable, Feature-Rich
Reimagining IoT Ecosystems: End-to-End, Customizable, Feature-Rich THE CHALLENGE The client sought to completely rehaul its existing basic data platform and transform it into a more visually appealing and functionally robust IoT platform WHAT WE ENABLED A highly-functional, robust, next-gen, and cus
Slide 31: Global locations and contact
Toronto, Canada Gothenburg, Sweden Engineering R&D Center Digital Engineering Center Munich & Augsburg, Germany Peoria & Rockford, Illinois Design & Delivery Center Digital Manufacturing Center Santa Clara, California London, United Kingdom ASIC & System Design House Design & Delivery Center Utsunom
L&T Technology Services — Investor Presentation (July 2026) on 6ix