L&t Technology Services Ltd. · NSE:LTTS
L&t Technology Services — Investor Presentation (July 2025)
27 slides from L&t Technology Services's investor presentation, July 2025
Slide 1: Investor Presentation
Purposeful. Agile. INVESTOR Innovation. PRESENTATION July 2025 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: This is L&T Technology Services
This is L&T Technology Services 459 Global Clients 1,550 57 Patents Of Global 100 R&D Spenders as clients 105 90%+ R&D Innovation Labs Repeat Business 23,600+ $1.34 Bn Employees Q1FY26 Annualized Revenue LTTS listed on NSE & BSE #1 Pure Play Engg Services^ Rated by Zinnov, ISG & Everest Since 2016 |
Slide 4: We are an end-end engineering partner for our Clients
We are an end-end engineering partner for our Clients Testing and Manufacturing certification support Inject innovation Improve quality & reliability Design & Product development launch support Optimize cost of development Product Product conceptualization maintenance Accelerate Solutions time-to-ma
Slide 5: Our Playing Field
Our Playing Field ER&D Addressable Market: India as a Destination is Sold Global ER&D Spend $2.5T – $3.3T Global ER&D Spend $1.5T – $1.8T ER&D Sourcing Global ER&D Spend $600B – $770B $577B ER&D Sourcing 17-22% $210B – $280B CAGR ER&D Sourcing 16% $55B India Sourcing Share CAGR $130B – $180B India S
Slide 6: Propelled by the Changing Technology Landscape
Propelled by the Changing Technology Landscape h for Manufacturing Responsi Tec bly Embedded Intelligence in AI enabled Robots Industrial Equipment Te Clean Tech Alternate Fuels ch T ha tA Us Software Defined cc Plant Digital Twin ele Machines s Green Hydrogen ove 6G rat Next Gen Motors Green Facili
Slide 7: Emerging Technologies Across LTTS Segments
Emerging Technologies Across LTTS Segments Segment Growth Drivers/Themes Cross Segment Themes Automotive MOBILITY SW Defined Mobility ADAS PDLC optimization Trucks & Off- Logistics Automation Asset Utilization Aftermarket Al/ Gen Al Highway Autonomous test Aero & Rail equipment AI for Air Traffic Mg
Slide 8: Our “Go Deeper to Scale” Strategy…
Our “Go Deeper to Scale” Strategy… www.LTTS.com 8
Slide 9: Drives Our Aspiration…LTTS 3.0
Drives Our Aspiration…LTTS 3.0 Medium Term Outlook Top 5 Global ER&D 01 Services Company Revenue $2 B 02 3 Billion-dollar segments Revenue 03 Technology Partner of Choice $1,259 M Revenue $737 M 04 2500+ Patents Values Driven, Inclusive, 05 Client Centric Organization FY21 FY25 www.LTTS.com 9
Slide 10: How Will We Get There…
How Will We Get There… GROWTH VECTORS 01 02 03 04 05 Create Billion-dollar Enhance Client Nurture Experience to Grow Co-Create Value Invest in Technologies Segments “Engineers at ” Relationships Through Large Deals Ahead of the Curve for Inclusive Growth Offerings in Digital, Standardize on the Clie
Slide 11: 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 11
Slide 12: GEA: Building Cross-Domain Engineers at Scale
Our World Class Talent GEA: Building Cross-Domain Engineers at Scale 23,600+ GENESIS • Capacity to hire and train 2-3K EMPLOYEES ENGINEERING 3-month training for University graduates plus freshers per year THE CHANGE NOTCH UP • 80% of workforce upskilled or cross- skilled annually Upskilling & cross
Slide 13: Creating Customer Value Via Crosspoll!nnovation
Creating Customer Value Via Crosspoll!nnovation By bringing transformative ideas from other industries, LTTS’ Innovations helped us reduce lead time to market. 5G TCU Testing from our Hi-Tech Annotation Technology from Segment for a Transportation Transportation being used for Customer Imaging Medic
Slide 14: Powered by Large Deals Engine
Powered by Large Deals Engine Higher Addressable Improve Win Ratio Pipeline and Deal Size Market • Shortening technology cycles • Track record of large deal • 2X growth in pipeline and need for faster speed-to- execution in ER&D • Higher $50M plus deals in the market and optimal cost • End to end ca
Slide 15: #1 Pure-Play Engineering Services Provider for three consecutive years
Has Led Us To Where We Are #1 Pure-Play Engineering Services Provider for three consecutive years ^ Digital Engineering Aerospace Among Top 5 ESPs Among Top 5 ER&D players ADAS Auto Among Top 3 ESPs Among Top 4 in competency Leading Edge Leading Edge Digital Thread Medical in Emerging Among Top 3 ES
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 & Smart Software & Industry Verticals: Medical Semcon Media Telecom World Platforms Microfluidics, Control systems Immersive-reality Cyber Network Tech Trends HPC MEMS & Robotics Technologies security Automatio Medical Tech n Device Digital Silicon Device Engineering Health Engineering
Slide 19: Diversified Business Mix
Diversified Business Mix By Vertical Onsite vs. Offshore Split 31% 29% Mobility Onsite 44% Tech 56% Offshore Sustainability 40% By Geography Fixed Price vs. T&M 8% North America 21% Europe 38% 54% Fixed Price 62% India T&M 17% Rest of the world All Figures Based on Q1FY26 www.LTTS.com 19
Slide 20: Diversified Customer Base
Diversified Customer Base Top Clients Contribution Scale-up of million dollar clients 60% # % of Revenue (LTM) Customer Revenue FY23* FY24 FY25 Q1 FY26 50% 48% (USD Mn) 38% 30 Million + 1 5 6 6 40% 30% 20 Million + 11 12 11 10 25% 20% 10 Million + 28 35 32 34 10% 5 Million+ 57 58 59 64 0% Top 10 Top
Slide 21: Performance Highlights
Performance Highlights FY21 FY22 FY23* FY24 FY25 Parameters Q1 FY26 Revenue from Operations (USD 737 880 1,089 1,164 1,259 335.3 mn) 54,497 65,697 88,155 96,473 106,701 Revenue from Operations (INR mn) 28,660 14.5% 18.3% 17.3% 17.1% 14.9% EBIT Margin 13.3% 6,633 9,570 12,121 13,037 12,667 Net Income
Slide 22: Financial Performance – Q1 FY26
Financial Performance – Q1 FY26 Amount in ₹ million Income Statement Q1 FY25 Q4 FY25 Q1 FY26 QoQ YoY Revenue 24,619 29,824 28,660 -3.9% 16.4% Cost of sales 17,403 21,540 20,625 Gross Profit 7,216 8,284 8,035 -3.0% 11.3% Selling, General & Administration Expenses 2,654 3,529 3,411 EBITDA 4,562 4,755
Slide 23: Financial Performance – Q1 FY26
Financial Performance – Q1 FY26 Amount in ₹ million Amount in ₹ million Balance Sheet FY25 Q1 FY26 Cash Flow Summary FY25 Q1 FY26 Assets Net cash provided by operating 14,811 83 Property and equipment 9,063 8,736 activities Intangible Assets and Goodwill 13,667 13,519 Capex -1,018 -366 Accounts Rece
Slide 24: 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 25: Transforming Industrial Image Processing: End-to-End Custom Chip Design
Transforming Industrial Image Processing: End-to-End Custom Chip Design THE CHALLENGE The client, a leader in image processing and camera-solutions for industrial applications, wanted to develop Application-Specific Integrated Circuit (ASIC) chips. ASICs are custom designed for a single company for
Slide 26: Transforming IFE Operations: Data-Driven Insights
Transforming IFE Operations: Data-Driven Insights THE CHALLENGE The client sought a scalable analytics solution which enabled greater data visibility for their in-flight entertainment (IFE) platform to replace their current manual data-scrapping based methodology WHAT WE ENABLED • A scalable secure
Slide 27: Global locations and contact
Edison, New Jersey USA HQ London, United Kingdom Toronto, Canada Europe HQ Engineering Design Center Gothenburg, Sweden Rockford, Illinois Digital Engineering Center Aerospace & Defense Engineering Germany Design Center • Munich FMCG Industries • Augsburg Automotive CoE Krakow, Poland Santa Clara, C
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