Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Investor Day (December 2021)
107 slides from Ltm's investor day presentation, Dec 9, 2021
Slide 1: Analyst Day Presentations cover letter
LTI/SE/STAT/2020-21/104 December 9, 2021 National Stock Exchange of India Limited The BSE Limited, Exchange Plaza, Bandra-Kurla Complex Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai - 400 051 Dalal Street, Mumbai - 400 001 NSE Symbol: LTI BSE Scrip Code: 540005 Dear Sirs, Sub: Analyst Day Presentati
Slide 2: Sanjay Jalona, CEO & Managing Director
Sanjay Jalona, CEO & Managing Director 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 3: Six reasons that make us positive about the post-pandemic world
Six degrees of separation Six sigma Six pack Sixth sense Sixth Analyst Day of LTI, and… Six reasons that make us positive about the post-pandemic world ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 2
Slide 4: Can LTI reduce dependence on the top client?
2016 2017 2018 2019 2020 Can LTI reduce How is LTI Can LTI remain How is LTI Can LTI sustain dependence on differentiated #1 challenger in getting ready growth after the the top client? vis-à-vis competition? the market? for the future? pandemic? ©Larsen & Toubro Infotech Ltd. Privileged and Confide
Slide 5: $2 Bn run rate, ₹1 Tn market cap, Seven acquisitions
Run rate of Market cap of over Acquisitions ESG rating by MSCI $2 Bn ₹1 Tn Seven AA ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 4
Slide 6: A robust framework to institutionalize success for the next 25 years
Purpose Vision Mission Core Beliefs Culture Be agile O2T Push the frontiers D2O of innovation Shoshin Pioneering Powering the Solutions in Keep learning ESG a Converging World Enterprise leadership Go the extra mile Ubuntu DTC EX Solve for society A robust framework to institutionalize success for t
Slide 7: What's really driving this demand for the industry?
What's really driving this demand for the industry? How long will it last? How will LTI win a larger share? 6
Slide 8: We are confident of emerging stronger in the post-pandemic world
We are confident of emerging stronger in the post-pandemic world 7
Slide 9: Secular demand, in line with our expertise
Secular demand, in line with our expertise The Great Restructuring New Spend Areas The Great Resignation 8
Slide 10: The Great Restructuring
Secular demand, in line with our expertise The Great Restructuring New Spend Areas The Great Resignation The Great The Great The Great Depression Recession Restructuring Aug 1929 – Mar 1933 Dec 2007 – Jun 2009 Nov 2019 onwards 9
Slide 11: New Spend Areas
Secular demand, in line with our expertise The Great Restructuring ESG New Spend Areas The Great Resignation Cybersecurity Digital, Data, Cloud 10
Slide 12: The Great Resignation
Secular demand, in line with our expertise Annualized wages are rising at 4.5-5.0%, highest in last 20 years The Great Restructuring New Spend Areas 10.5 Mn job openings, as against The Great Resignation 7.4 Mn unemployed workers According to Gallup, 48% of employees are actively searching for new o
Slide 13: We have been investing in relevant capabilities
We have been investing in relevant capabilities Mature vertical capabilities across chosen domains Scaled up, ecosystem driven cloud and data services Innovative & Agile productized IT organizations Design-led end-to-end reimagination & transformation 12
Slide 14: We are well-prepared to win the war on talent
We are well-prepared to win the war on talent Headcount Yin-Yang Model Expanded ecosystem with Day 0/1 preference 4,084 2,307 4,554 Highly effective referral & green channel programs 3,268 4,030 3,116 Satellite offices in India 951 42,382 38,298 35,991 Glocalization focus – USA delivery team 31,437
Slide 15: A robust blueprint for continued growth
A robust blueprint for continued growth CHIP framework Next-gen marketing and branding Strong alliances and partnerships 14
Slide 16: CHIP framework
A robust blueprint for continued growth CHIP framework Consolidate Harvest Incubate Strategic Next gen marketing and grow existing growth new growth Programs existing areas engines engines for next gen sales and branding of strength transformation Strong alliances and partnerships ©Larsen & Toubro I
Slide 17: Next gen marketing and branding
A robust blueprint for continued growth CHIP framework Next gen marketing and branding Data Products Cloud NWoW Strong alliances and partnerships ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 16
Slide 18: Strong alliances and partnerships
A robust blueprint for continued growth CHIP framework Next gen marketing and branding Strong alliances Snowflake Global Innovation Temenos Service Highest level of partnership and partnerships Partner of the Year Partner of the Year with all hyper scalers ©Larsen & Toubro Infotech Ltd. Privileged a
Slide 19: ISG Provider Lens Digital Business Solutions and Services 2021
ISG Provider LensTM Digital Business Solutions and Services 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 18
Slide 20: IDC MarketScape: Worldwide Managed Multicloud Services 2021
IDC MarketScape: Worldwide Managed Multicloud Services 2021 Vendor Assessment ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 19
Slide 21: LT | | d LT| US @larsen & Toubro Infotech Ltd. Privileged and S
LT | | d LT| US @larsen & Toubro Infotech Ltd. Privileged and Confidential S 20
Slide 22: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 21
Slide 23: An enviable management team
An enviable management team Expanded sales leadership Stronger country leadership Global delivery units ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 22
Slide 24: High-quality growth with predictable margin
High-quality growth with predictable margin Our heritage Enviable client base Balanced portfolio ESG roadmap 2030 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 23
Slide 25: Our heritage
High-quality growth with predictable margin Our heritage $21 Bn Problem Unmatched Active role Turnover solving corporate in client DNA governance acquisition Enviable client base standards & expansion Balanced portfolio ESG roadmap 2030 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 24
Slide 26: Enviable client base
High-quality growth with predictable margin Our heritage Fortune 500 $1 Mn Top 20 YoY New clients Enviable client base clients clients growth in Q2 added in Q2 71 180 19.8% 25 Balanced portfolio ESG roadmap 2030 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 25
Slide 27: Balanced portfolio
High-quality growth with predictable margin Our heritage Enviable client base Balanced portfolio Global Diversified Client-Centric ESG roadmap 2030 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 26
Slide 28: ESG roadmap 2030
High-quality growth with predictable margin Our heritage Enviable client base Balanced portfolio Carbon Increase share Increase Plantation ESG roadmap 2030 neutral of renewable diversity by drive energy by 50% 30% 2 Mn+ trees ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 27
Slide 29: Focus on first principles thinking
Focus on first principles thinking ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 28
Slide 30: Understanding the second order effects
thinking Understanding the second order effects ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 29
Slide 31: Deep belief in the Red Queen Effect
First principles thinking Understanding the second order effects Deep belief in the Red Queen Effect ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 30
Slide 32: Ability to seize the middle
First principles thinking Second order effects Deep belief in the Red Queen Effect Ability to seize the middle ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 31
Slide 33: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 32
Slide 34: Shareholder Value Creation - Anil Rander, CFO
Shareholder Value Creation Anil Rander Chief Financial Officer 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 35: LTI Snapshot: the Last Twelve Months
LTI Snapshotthe Last Twelve Months Revenues YoY Growth 5 year CAGR Utilisation (ex trainees) $1.85 bn 16.0% 13.5% 83.5% Quarterly annualized revenue crossed $ 2 bn mark in Q2FY22 EBIT EBIT margin YoY Growth 5 year CAGR Offshore mix ₹ 24,995 Mn 18.3% 20.8% 23.0% 82.6% Net Profit Net Profit margin YoY
Slide 36: Consistent Growth
Consistent Growth Annual Revenue ($ Mn) 9.5% 13.0% 19.1% 16.7% 9.3% 23.2% 9.5% 1,525 1,670 1,349 970 1,132 979 810 887 795 FY15 FY16 FY17 FY18 FY19 FY20 FY21 H1FY21 H1FY22 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 35
Slide 37: Partnering with Clients for Growth
Partnering with Clients for Growth Spread of Global Client Mining Yielding Results Client Concentration Fortune 500 Clients Q2FY16 Q2FY22 43.2% $100 Mn+ 1 1 37.5% 1% 32.3% 14% 20% $50 Mn+ 3 7 29.3% 17% $20 Mn+ 8 21 15.2% 15.0% 14.8% 71 14% 12.7% $10 Mn+ 19 43 17% 17% $5 Mn+ 32 71 Top 5 Top 6-10 Top
Slide 38: Increasing Shareholder Returns
Increasing Shareholder Returns Earning Per Share (₹) Dividend Per Share (₹) 50 40 10.0 28 28 15.0 110.3 21.5 25.0 20.1% 16.6 15.5 15.5 86.4 86.6 13.5 9.7 25.0 66.2 55.8 59.7 12.5 12.5 15.0 49.3 49.7 6.9 8.0 FY16 FY17 FY18 FY19 FY20 FY21 H1FY21 H1FY22 FY17 FY18 FY19 FY20 FY21 LTM Interim Final Specia
Slide 39: Investing Back Into...
Investing Back Into... 2016 2017 2019 2019 2019 2019 2021 Big Data, AI, ML Core banking Pega implementation Core banking Big Data, AI, Cloud consulting, Digital Engineering and Advanced and Temenos in establishing BPM and Temenos ML and migration, app and Outsourced analytics Wealth Suite roadmap, c
Slide 40: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 39
Slide 41: Nachiket Deshpande, COO
Nachiket Deshpande COO & Executive Board Member 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 42: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 41
Slide 43: Leadership positions by analysts
01 Leadership positions by analysts in key areas like Banking, Insurance, Life Sciences, Energy 02 More than 40% of our portfolio in new age areas of cloud, data & digital 03 Tech radar to spot future trends (e.g., data-on-cloud more than 40% of our data portfolio) ©Larsen & Toubro Infotech Ltd. Pri
Slide 44: Upgraded to top tier partnership
01 Upgraded to top tier partnership with 80% of our strategic partners 02 Built NILE platform onboarding more than 9000 startups 03 Deep academia research with leading institutes in new age areas ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 43
Slide 45: Over the past 5 years…
Over the past 5 years… 01 Doubled our leadership positioning for industry and practice capabilities across analysts 02 4 out of 6 industry verticals have top rated CAGR compared to top 5 Indian IT players 03 8X growth across cloud, data and digital service lines 04 5 strategic platforms being used b
Slide 46: Evolving client expectations from annual CSAT survey
Evolving client expectations Over the past 5 years… from annual CSAT survey 01 Doubled our leadership positioning for industry and practice capabilities across analysts Innovation Partner 02 4 out of 6 industry verticals have top rated CAGR compared to top 5 Indian IT players 03 Digital 8X growth ac
Slide 47: Deep expertise, scaled up cloud and data, agile IT, design-led
Scaled up, Innovative & Agile Design led end-to- Deep expertise in Ecosystem driven productized IT end reimagination industry verticals cloud & data organizations & transformation services ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 46
Slide 48: Harsh Naidu, Chief Business Officer, Banking & FS
Harsh Naidu Chief Business Officer, Banking & FS 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 49: Systemically critical banks across key markets
1 10 systemically critical banks across 9 key markets 2 50+ key wealth managers across the globe 3 Top 5 market intermediaries & development banks 4 Top 2 custodians and 180 funds in the Canadian market 5 10+ leading regional banks across the Globe 6 2 of the top 5 auto lending subsidiaries ©Larsen
Slide 50: Key lines of business
Retail Key lines of Leveraging entire Data business digital stack Snowflake, Databricks Cash & Treasury Management Digital Wealth Management & Pega, Salesforce, Adobe Private Banking Markets Cloud engineering AWS, Azure, GCP GRC Lending Unitrax (900 BN CAD AUM) Wealth Management Mosiac Payments Leni
Slide 51: Banking platform engagements
Accounting Manage one of the Digitizing a core Building the most engine for a global largest payments banking platform for comprehensive wealth bank that platform in the world a global bank with management platform processes 1Bn that processes 4 Tn 200 Mn customers in that can support all transactio
Slide 52: Digital First to Digital Only
Being Being Being Being Being Flexible Insightful Responsive Intuitive Connected Simplifying the core 2-minute loans for Apple Cloud Engg. for a digital Self Service Investor Digital only banking in Lending platform and other products only wealth platform Platform partnership with big-tech UK based
Slide 53: LTM Revenue USD ~600 Mn
LTM Revenue 600 USD ~600 Mn 497.6 500 420.2 396.1 400 311.8 300 252.5 233.1 200 100 0 FY16 FY17 FY18 FY19 FY20 FY21 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 52
Slide 54: Analysts and Clients
LTI Recognized as a LTI-Syncordis LTI recognized as Ranked 4 in HFS Leader in RPA and AI Analysts Major Contender recognized in a Rising Star Market Analysis: powered Process Speak and Star Performer Gartner report - across US, UK, Banking and Financial Transformation for in Everest Group’s A Banker
Slide 55: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 56: The Unlimited Enterprise
The Unlimited Enterprise Siddharth Bohra- Chief Business Officer, Cloud & Data Products 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 57: LTI launched two new businesses: Cloud and Data Products
LTI LAUNCHED TWO NEW BUSINESSES CLOUD DATA PRODUCTS 56
Slide 58: Unlimiters
The Unlimiters 1 Sp 3 7 Su Speed Re 5 De Sustainability Resiliency Delight 2 4 6 Sc Ef In Insights Scale Efficiency
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Slide 60: LTI in cloud
LTI in cloud LTI LTI Expands Strategic has Launched Relationship Accelerated with Amazon Migration ProgramWeb Services for SAP-Based Enterprises Search with Amazon Web I’m Feeling LuckyServices LTI has Earned the Analytics on Azure Advance Specialization LTI LTI Won the Snowflake has Earned the Azur
Slide 61: A Day in Our Lives
& a Day in Our Lives 33 2 Re Sc 6 5 4 2 Sc In De Ef Re Resiliency Scale Scale Resiliency Insight Delight Efficiency Transforming mission critical R&D and Business Next-gen Customer Cloud Building aefficiency experience cloud 360° enabled manufacturing & agility driven operations data utility at new
Slide 62: C=BT Growth
Purpose-led C=BT2 Practitioner Partner Platform Purpose Practitioner Productized Delivered Aligned Delivered Enabled -led 1 15,000+ Purposeful Transformation Strategy 65% + 25+6 Cloud Native Engineering 30 Specialized cloud Rainmakers 2 account Data & Analytics base Cloud aLTIus 7 ERP in1the compete
Slide 63: Fosfor
LT | FOSFOR @Larsen & Toubro Infotech Ltd. Privileged and Confidential 62
Slide 64: Fosfor
FCYSFOR LTl | F YS FOR Olarsen & Toubro Infotech Ltd. Privileged and Confidential 63
Slide 65: sen & Toubro Infotech Ltd, Privileged and Co
sen & Toubro Infotech Ltd, Privileged and Co fidential 64
Slide 66: Data commerce for the unlimited enterprise
Data commerce for the unlimited enterprise Unleash the Shape the fabric Transform value of your of your data curiosity into unstructured data Supercharge journeys Empower your limitless insight your DataOps business to scale AI, not Ops ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 65
Slide 67: Top Data Trends Highlighting the Market Opportunity
Top Data Trends Highlighting the Market Opportunity Smarter With Gartner, Kasey Panetta, March 15, 2021, “Gartner Top 10 Data and Analytics Trends for 2021”, https://www.gartner.com/smarterwithgartner/gartner- top-10-data-and-analytics-trends-for-2021 ©Larsen & Toubro Infotech Ltd. Privileged and Co
Slide 68: Personalize, Maximize, Democratize
PERSONALIZE PERSONALIZE MAXIMIZE DEMOCRATIZE ORGANIZE Early diagnostics for brand and category Value added products using >450 M credit Improving effectiveness clinical trial planning Smarter at winning local outlets using performance profiles open data ecosystem MAXIMIZE Sub-surface digitization Mo
Slide 69: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 68
Slide 70: Neel Vartikar, Chief Customer Officer, Cuelogic
Neel Vartikar Chief Customer Officer, Cuelogic – An LTI Company 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 71: Enabling Businesses To Think & Operate Like Digital Leaders
Discover & Build Digital Product Culture For Cross Design Outcomes Innovation Engine Functional Collaboration Enabling Businesses To Think & Operate Like Digital Leaders ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 3
Slide 72: Think it, Solve it
Continuous Governance 4 Continuous Continuous Delivery 3 5 Intelligence Cross Functional Core Technology Pods Product Assets Thinking Continuous Culture Continuous Innovation 2 6 Improvement Continuous 1 7 Continuous Think it Discovery Outcomes Solve it Integration Edge To Multi cloud Data To Experi
Slide 73: Solving for Smart Elevators and more
Solving For Solving For Solving For Insurance Solving For Next Gen Smart Elevators Smart kitchens innovation Investment Marketplace ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 72
Slide 74: Foundation Innovation Evolution
Foundation Innovation Evolution Chip to Cloud Unified Predictive Ecosystem Platform For Maintenance & Connectivity 24 x7 Insights and Proactive & Software Led Long-Term Asset health Communication OTA Fixes ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 73
Slide 75: Foundation Innovation Evolution
Foundation Innovation Evolution Self learning Predictive Marketplace, Core with Edge Maintenance, New Personalized To Cloud Features On Marketing & Connectivity Existing Machines Support ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 74
Slide 76: Foundation Innovation Evolution
Foundation Innovation Evolution AI centered Self Service – From Protection Customer Tech + Personalized Instant To Prevention with Operational Tech Quotes, Faster Claim IOT & Ecosystem On Unified Platform Processing integration ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 75
Slide 77: Foundation Innovation Evolution
Foundation Innovation Evolution Investor Tech + Compliance Automated Governance Crypto Tech + Merchant Tech On Automated Payment NFT Unified Platform Distribution Real Estate ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 76
Slide 78: The Reimagined Enterprise - Rohit Kedia
The Reimagined Enterprise Design-led Business Reimagination Rohit Kedia CBO, Lead – Consulting 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 79: Transformation in the times of the Great Restructuring
Transformation in the times of the Great Restructuring demands more from digital consulting Reimagine Value Networks Go Deeper in the Enterprise Pervasively Human Centric Continuous Transformation ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 78
Slide 80: LTI brings Domain, Digital & Design together
LTI brings Domain, Digital & Design, together like no other ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 79
Slide 81: Industry 4.0 transformation recognized by World Economic Forum
LTI Brings Domain, Digital and Design Together Like no Other Industry 4.0 transformation recognized by World Economic Forum 40 6300 Plants mi pipelines $50Mn increase in income Oil Integrated IOT + Data Plant Field & Gas Operations +AI + UX Operators Technicians ©Larsen & Toubro Infotech Ltd. Privil
Slide 82: LTI Brings Domain, Digital and Design Together
LTI Brings Domain, Digital and Design Together Like no Other CX Consumerizing transformation Reimagining complex for one B2B electrical forofaworld’s global largest sales inretail employee Reimagining captive of finance experience banking equipment forautomotive media the unbanked OEM company $120 $
Slide 83: LTI Brings Domain, Digital and Design Together
LTI Brings Domain, Digital and Design Together Like no Other CX Consumerizing transformation Reimagining complex for one B2B electrical forofaworld’s global sales in captive employee of finance experience equipment automotive largest mediaOEM company $120 M B 200K $6 $59B 11M in daily transactions i
Slide 84: CX transformation in captive finance for automotive OEM
LTI Brings Domain, Digital and Design Together Like no Other CX transformation in captive finance for a global automotive OEM $120 M 11M in daily transactions loan & lease customers Fully digitized journey from prepurchase to loan servicing Unified platform for all customer communication Automotive
Slide 85: Consumerizing B2B sales of complex electrical equipment
LTI Brings Domain, Digital and Design Together Like no Other Consumerizing B2B sales of complex electrical equipment $6 B in annual sales Ease of doing business across complex order lifecycle Electrical ETO / CTO SAP + Mulesoft Bid Electrical Equipment + Salesforce Managers Engineers ©Larsen & Toubr
Slide 86: LTI Reimagination Studio
Solving for Solving for a Solving for Solving for Swift Rides Secure Future Y u m m y Tr e a t s Connected Mobility This is how we solve LTI Reimagination Studio reengineer Design | Architect | Engineer | Secure UX + Cloud + Data + SaaS + ERP + APIs reimagine realize Envision | Discover | Ideate | D
Slide 87: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
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Slide 88: Sudhir Chaturvedi, President Sales
Sudhir Chaturvedi President Sales & Executive Board Member 9th December 2021 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 89: Innovative Sales Incentive Plans
Innovative Sales Incentive Plans ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 88
Slide 90: New Logo Revenue FY16 - Q2FY22
New Logo Revenue FY16 - Q2FY22 50mn + 3 7 Fortune 500 22 20mn + 8 21 LTM Revenue Contribution 500+ Mn 10mn + 19 43 Large Deals FY16 - Q2FY22 5mn + 32 71 No. of large deals 30 Total TCV 1.5+ Bn 1mn + 85 180 TCV from new logos 56% Q2 FY16 Q2 FY22 ©Larsen & Toubro Infotech Ltd. Privileged and Confident
Slide 91: Strategic Partner for multi-year spend programs
Strategic Partner for multi-year spend programs Service Line CAGR FY16 - Q2FY22 Q2FY22 YoY Unlimited Enterprise Cloud Infrastructure & Security 23.3% 22.5% Reimagined Enterprise Analytics, AI & Cognitive 24.3% 43.6% Enterprise Integration & Mobility 25.7% 40.8% Insightful Enterprise Engaged Enterpri
Slide 92: Our Partner Ecosystem Sees Us as a Key Partner
Our Partner Ecosystem Sees Us as a Key Platinum GSSP Global Innovation Partner of the Year Gold Partner Investments in LTI Premier Energy Competency Launch Partner Restack MoU Premier Platinum Experience Center for Digital Transformation Elite 3 year Strategic Strategic Collaboration Collaboration G
Slide 93: Indian IT CAGR FY16 - Q2FY22
Indian IT CAGR FY16 - Brand Growth Large Deal Q2FY22 value in 2021* Invites from Top 5 Players 7.4% Top 5 Indian 10.6% Advisors (CY 2021) Top 10 Players 7.7% Top 10 Global (5.1%) Must-Have New Logos engaged on LTI 14.3% LTI 37.1% digital channels *Source: Brand Finance IT Services 25 2021 Report (Ja
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Slide 95: Year on Year Growth in IT Spending Worldwide
Year on Year Growth in IT Spending Worldwide, FY19 – FY25 15% 14% 12.0% 12% Software 11% 12% 12% 11% 9% 10% 9.1% 9% 9% 9% 8% IT Services Growth% 6.1% 6% 5% Overall IT 5% 5% 4% 3.8% Devices 2% 2% 2% 2.2% Communication Services 2% 2% 1% 2% -1% 2% 1% -2% -2% Year Source: “Gartner (October 2021)” (G0075
Slide 96: Vertical and Service Line CAGR Forecast FY19 - FY25
Energy & HiTech Media Consumer Goods Manufacturing & Vertical Utilities Banking Insurance & Services & Life Sciences Natural Resources CAGR Forecast FY19 - FY25 10% 7.1% 6.7% 6.4% 5.8% 3.2% Service Line IaaS ERP / SCM / Analytics and Business Application Implementation and (Cloud) CRM Intelligence M
Slide 97: Existing Areas of Strength and Growth Engines
(and grow) Existing Areas of Strength Existing Growth New Growth Engines Engines 96
Slide 98: EVEREST Strategic Sales Program
Focus Area Strategic Sales Program $50M+ 7 $20M+ 21 50 $10M+ 43 Key EVEREST Accounts 71 $5M+ $1M+ 180 97
Slide 99: ASPIRE+ Strategic Sales Program
Focus Area Strategic Sales Program Fortune 500 Accounts 53 high potential growth accounts New Logos Cloud, Data, 126 opened in last 6 quarters High Potential Sub-Verticals Digital led Cross ASPIRE+ Eg. BioTech, Streaming, Payments, Sales InsureTech New Growth Regions UK, Australia, Switzerland, Midd
Slide 100: NEO Strategic Sales Program
Focus Areas Strategic Sales Program Digital New Verticals / Sub-Verticals Solutions eg. Green Energy, EVs, Metaverse + Next NEO Next generation Technology companies eg. Lookr, Xceptor, O9, Freshworks, etc. Generation Alliances 99
Slide 101: Digital Solutions Renewables
Digital Solutions Renewables High > 1 Bn Medium ~500Mn Low < 300 Mn 10 0
Slide 102: High > 500 Mn Medium
High > 500 Mn Medium 200-300Mn Low < 100 Mn 10 1
Slide 103: High > 100 Mn Medium
High > 100 Mn Medium 50-100 Mn Low < 50 Mn 10 2
Slide 104: Potential Partnerships Renewables
Potential Partnerships Renewables Partner Area Partnership Details 10 3
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Slide 106: New Logos
x om New Logos 10 LT | Larsen & Toubro Infotech Ltd. Privileged and Confidential 5
Slide 107: Let's Solve
Lif Let's Solve TI SS SS
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