Ltm Limited · NSE:LTM
Ltm — Investor Day (June 2026)
93 slides from Ltm's investor day presentation, Jun 2, 2026
Slide 1: Investor Day 2026 - Presentation (exchange filing letter)
LTM/SE/STAT/2026-27/34 June 02, 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 Day
Slide 2: It's time to Outcreate
It’s time to Outcreate
Slide 3: Today's Agenda
From To Topic Speaker Designation 14:00 14:30 Registration 14:30 15:15 LTM’s 5-Year Strategy Venu Lambu CEO & Managing Director Outcreating for Financial Institutions of the Future Harsh Naidu Chief Business Officer — Financial Services 15:15 15:45 Outcreating for Technology Organizations of the Fut
Slide 4: 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 5: LTM's 5-Year Strategy
INVESTOR DAY • JUNE 2, 2026 statutory LTM’s 5-Year Strategy It’s time to Outcreate Venu Lambu CEO & Managing Director
Slide 6: Introducing the LTM Team
Introducing the LTM Team Harsh Naidu Vijay Ram Gururaj Deshpande Krishnan Iyer Chetana Patnaik Vipul Chandra Chief Business Officer Chief Business Officer Chief Delivery Officer Chief Growth Officer Chief Human Chief Financial Officer Financial Services Technology & Services Resources Officer & Whol
Slide 7: What a Year it has Been…
What a Year it has Been… Tariff and Trade Big Tech AI Capex Hits Geopolitical Immigration Policy Sovereign Cloud Restrictions AI Model $448B in 2025, Nearly Volatility Reshaping Changes Impacting Investments Gain Reconfiguring Global Innovation Triple 2022 Levels Investment Decisions Workforce Mobil
Slide 8: FY26 Has Been a Defining Year with Strong All-Round Performance
FY26 Has Been a Defining Year with Strong All-Round Performance STRATEGIC MILESTONES THAT COMPOUND INTO FUTURE VALUE $6.6 Bn 6% 10 Large Deals Won; 100% ↑ YoY Holistic Brand Transformation Highest-Ever USD Revenue Order Inflow Growth Scaled BlueVerse AI Ecosystem Dedicated Business AI Team 11.3% 17.
Slide 9: Industry Shift & Our Evolving Positioning
Industry Shift & Our Evolving Positioning
Slide 10: Market Context
Market Context The pace of innovation is unprecedented… ...and the geopolitical climate is creating a new normal. OPPORTUNITIES FOR TECH SERVICES AI Adoption at Scale Human-Agent Operating Model Global Footprint; Local Talent Outcome Mindset AI Democratized across New Paradigm Context, Cost AI-ready
Slide 11: Core Services Market is Getting Disrupted, But Our TAM is Expanding
Core Services Market is Getting Disrupted, But Our TAM is Expanding Current Addressable Market New Addressable Spend for AI-led Reinvention A B C D A* $0.8T $2.3T 2 AI-Led Digital Engineering AI-Led Digital Engineering $0.5T Business AI Services Business AI Services $1.3T Platformized Tech Operation
Slide 12: Voice of Our Customers
Voice of Our Customers We want LTM to… “Provide talent that is fully embedded in the domain who can understand client life cycles, portfolio “Really be ahead of the curve. Bring innovative solutions and ideas and really be at the forefront of management, the regulatory landscape.” how AI can be leve
Slide 13: Our Positioning Must Evolve at the Intersection of Domain and Technology
Our Positioning Must Evolve at the Intersection of Domain and Technology Business Data & Technology Domain Platform Models Operations Engg. Services Operations LTM CAPABILITY EXPANSION Key Focus for Capability Build: Core Strength AI Foundation Services Domain x Tech Convergence through Partnerships
Slide 14: Positioning and Mindset Shift
Positioning and Mindset Shift From Solving Problems to Delivering Outcomes From Tech-Enabled to Domain x Tech Convergence From Technology Services to Business Creativity The Business Creativity Partner © LTM • INVESTOR DAY 2026 15
Slide 15: Our Outcreate Framework
Our Outcreate Framework 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 Business Creativity 3 Integrated LOBs Pa
Slide 16: Domain x Tech Convergence
PIVOT: DOMAIN X TECH CONVERGENCE PIVOT: CAPABILITIES PIVOT: ECOSYSTEM MARKETS Domain x Tech Convergence Intelligence is Democratized • Context & Domain Are Premium Domain Depth AI Powered by BlueVerse Business Outcomes Embedded FDEs and Industry-Fluent Pods Factory with Pre-Built, Industry Agents Pe
Slide 17: Our SLM-Powered Industry Play
PIVOT: DOMAIN X TECH CONVERGENCE PIVOT: CAPABILITIES PIVOT: ECOSYSTEM MARKETS Our SLM-Powered Industry Play Loyalty Intelligence Smart Plant Operations Advisor Resolution Intelligence Finance Intelligence TRAVEL & HOSPITALITY MANUFACTURING BFSI CROSS-INDUSTRY Smarter Loyalty Redemption; Cross-System
Slide 18: ReAImagined Capability Pivot: 3 AI-Led Lines of Business
PIVOT: DOMAIN X TECH CONVERGENCE PIVOT: CAPABILITIES PIVOT: ECOSYSTEM MARKETS ReAImagined Capability Pivot: 3 AI-Led Lines of Business Platformized, Integrated Modernization & Deployment of Business Process Reimagination, AI Tech Operations AI-Ready Technology & Experiences Industrial & Creative AI
Slide 19: Reimagined Partnership Ecosystem
PIVOT: DOMAIN X TECH CONVERGENCE PIVOT: CAPABILITIES PIVOT: ECOSYSTEM MARKETS Reimagined Partnership Ecosystem Strategic Intent Partner to a Value Creator Value Proposition System Integrator Services to Business Aligned Services GTM Approach Domain x Tech Convergence for Business Creativity Operatin
Slide 20: Lead in Segments. Scale in Geographies.
PIVOT: DOMAIN X TECH CONVERGENCE PIVOT: CAPABILITIES PIVOT: ECOSYSTEM MARKETS Lead in Segments. Scale in Geographies. SEGMENT PRIORITIES GEOGRAPHY PRIORITIES North America Strengthen anchor market with AI-led growth Photo to come Europe Scale with sovereign capability and local talent FINANCIAL SERV
Slide 21: Our AI Strategy — BlueVerse Ecosystem Play
Our AI Strategy — BlueVerse Ecosystem Play Governed by: Responsible & Secure AI Framework CAPABILITIES STACK OUR LINES OF BUSINESS SEGMENTS 1 Enterprise Deployment Governance iRun Financial Services AI-led Engineering Data for AI Integration FDEs & Assurance 2 AI Assets Tech & Services BlueVerse Pla
Slide 22: Strategy in Execution — New Horizon Program
Strategy in Execution — New Horizon Program A Structured Three-Tier Program to Govern Strategy Implementation HORIZON HORIZON HORIZON 1 2 3 GROWTH PIVOT EXCELLENCE OUTPERFORM OUTIMAGINE OUTDO © LTM • INVESTOR DAY 2026 24
Slide 23: 360° Partnership with Randstad
360° Partnership with Randstad
Slide 24: A First-of-its-Kind Partnership
A First-of-its-Kind Partnership 1 Proposed Acquisition of Randstad’s Technology and Consulting Services Business in Europe and Australia USD 500M+ (€469M) in Annual Revenues Geographies Verticals Capabilities • France • Aerospace & Defense • Domain driven Digital Engineering • Germany • Automotive •
Slide 25: Proposed Acquisition is Value Accretive
Proposed Acquisition is Value Accretive Regional Scale Advantage: $1.1B in Europe; ~2x in Australia Non-linear scale Top 20 accounts: 10+ years 9/10 CSAT score across top customers Sovereign AI Head Start in Regulated & High-Growth Industries Domain x AI edge in regulated sectors Sovereign-compliant
Slide 26: Introducing BlueVerse Currency
Introducing BlueVerse Currency
Slide 27: Introducing BlueVerse Currency
Introducing BlueVerse Currency Commercial Innovation as AI Reshapes IT Delivery THE UNIFIED CURRENCY ACROSS Outcome-Linked Pricing Cost tied to measurable business results Shared Productivity Gains Clients capture more value from AI efficiency PEOPLE ACCELERATORS AGENTS PLATFORMS TOKENS Fungibility
Slide 28: BlueVerse Currency Enables Scalable Modernization across AI-led Engagements
BlueVerse Currency Enables Scalable Modernization across AI-led Engagements Application Development Agentic Engineering Factory Business AI Transformation & Maintenance (ADM) Commercial Monthly Managed-Service Currency AI Factory Setup Currency Fixed Subscription Currency Model + + + Currency Per Re
Slide 29: Lakshya 2031 Our Ambition
Lakshya 2031 Our Ambition
Slide 30: Our Ambition: ~2X Revenue, ~200 bps EBIT
Our Ambition FY26 ~2X FY31 FY26 ~200 bps ↑ FY31 REVENUE EBIT © LTM • INVESTOR DAY 2026 32
Slide 31: It's time to Outcreate
It’s time to Outcreate
Slide 32: 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 33: Outcreating for Financial Institutions of the Future
INVESTOR DAY • JUNE 2, 2026 statutory Outcreating for Financial Institutions of the Future Harsh Naidu Chief Business Officer — Financial Services
Slide 34: AI Multiplier — Layering Strategic Investments
AI Multiplier — Layering Strategic Investments Citi Names David Griffiths as Group Head of Markel Appoints Maureen Tomlinson to Artificial Intelligence Reporting to the COO Head of AI + SVP Operations in Canada JPMorgan Expands AI Investment HSBC Appoints David Rice as its Inaugural Lincoln Financia
Slide 35: Our Strategy: "All-in on AI"
Our Strategy: “All-in on AI” Reimagine To build client specific SLM and API Reimagined Reimagined orchestrators powered by their code, data, Reimagine Products Operations GSIBs Banking Payments knowledge, processes and behavior Build vs Buy Reduce Investor Building Asset & Wealth Life & Annuities Bu
Slide 36: AI Multiplier: Reimagining the Business
REIMAGINE BUILD VS BUY OPERATIONS TRANSFORMATION AI Multiplier: Reimagining the Business Empowering Up-Sell/ The Mythos Impact: Reimagining Contact Centers Treasury-as-a-Service Cross-Sell & Customer360 Cyber Threat & Defense & Marketing Spend © LTM • INVESTOR DAY 2026 39
Slide 37: AI Multiplier: The Build vs. Buy Decision
REIMAGINE BUILD VS BUY OPERATIONS TRANSFORMATION AI Multiplier: The Build vs. Buy Decision A Unified Wealth Platform Accelerating Global Core Building a Modern Nano Product Build for for Mass Affluent to Insurance Platform Rollout Custody Platform Cards Platform to Address Private Banking Using Clau
Slide 38: AI Multiplier: Technology-Led Operations
REIMAGINE BUILD VS BUY OPERATIONS TRANSFORMATION AI Multiplier: Technology-Led Operations AI-Led Operating Model Improving Expense Ratio Real-Time Fraud Prevention Transforming Risk Selection to Strengthen Controls for a Large P&C Carrier Reducing False Positives for Intake and Underwriting & Unlock
Slide 39: Our Recognitions
Our Recognitions BFSI AI Banking, Payments Insurance Core Insurance AI & BFSI Industrialisation 2025 Modernization 2025 & IT Services 2025 Digital Engineering 2025 Innovation 2025 Leader Leader + Star Performer Leader Leader Leader Gen AI & Process Automation Banking, Payments IT Services Global Duc
Slide 40: It's time to Outcreate
It’s time to Outcreate
Slide 41: 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 42: Outcreating for Technology Organizations of the Future
INVESTOR DAY • JUNE 2, 2026 statutory Outcreating for Technology Organizations of the Future Vijay Ram Chief Business Officer — Technology & Services
Slide 43: Client Priorities in the Agentic Enterprise Era
Client Priorities in the Agentic Enterprise Era Across segments… Semiconductors Hardware/OEMs Network Eqpt. Providers Hyperscalers ISVs Frontier Models Professional Services • Industry-tuned systems • Cloud/compute/training/LLMOps spend • AI infrastructure build (land, hardware, energy) • Data cente
Slide 44: The Opportunity for Us
The Opportunity for Us CAPITALIZE ON THE SPEND THAT WASN’T THERE STRATEGICALLY PARTNER ON CLIENTS’ GROWTH INITIATIVES Newer appetite unlocked as cloud & chips providers now own the entire value chain Intimate operating knowledge of clients’ businesses and act as customer-zero ALIGN WITH FUTURE TECH
Slide 45: Our Silicon-to-Services Offerings
Our Silicon-to-Services Offerings Professional Services • Strategic carve-outs of professional services & Customer Support • Reactive to proactive customer support Supply Chain • AI-powered supply chain planning Transformation • End-to-end supply chain control tower AI-Ready Product • Agentic softwa
Slide 46: Proof Points
Proof Points AI Data Center Engineering Planet-Scale AI-Enabled Campaign Operations Strategic R&D Hardware Transformation to Threat Detection Contact Center and Social Ops Partnerships Leveraging Lab Operations AI-at-the-Core & Malware Analysis Operations at Scale Our Bluetooth IP 250+ 60% 75,000 35
Slide 47: It's time to Outcreate
It’s time to Outcreate
Slide 48: Outcreating Delivery & Capabilities
INVESTOR DAY • JUNE 2, 2026 statutory Outcreating Delivery & Capabilities Gururaj Deshpande Krishnan Iyer Chief Delivery Officer Chief Growth Officer
Slide 49: Delivering Enterprise Outcomes at Scale
Delivering Enterprise Outcomes at Scale 14.5B 125M+ 15M+ 6M+ Transactions processed per year Compute cores supported Lines of code generated Managed services for a public sector client by AI per month support tickets every year 3.5M+ 2M+ ~ 10K+ ~ 10K+ Hours of AI training in the past year SKUs suppo
Slide 50: Business Creativity Partner
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 Business Creativity 3 Integrated LOBs Partnerships & Ventures AI
Slide 51: Domain x Tech Convergence Creates Art of Possibilities for Process Reimagination
Domain x Tech Convergence Creates Art of Possibilities for Process Reimagination Technology Financial Services Consumer Production & Services Banking & Healthcare Media & Insurance Technology Retail & CPG Travel, Hospitality Manufacturing Energy & Utilities Financial Services & Life Sciences Communi
Slide 52: Domain x Tech in Action for Consumer Segment
Domain x Tech in Action for Consumer Segment Retail & CPG Travel, Transport & Hospitality Media & Entertainment Personalization Sense Influence Agentic Commerce Pricing Supply Chain & Experience AI for Audience AI Commerce Dynamic Autonomous AI for Intent Prediction Segmentation AI Engagement Agent
Slide 53: Domain x Tech in Action for Consumer Segment
Domain x Tech in Action for Consumer Segment Retail & Consumer Goods Travel, Transport & Hospitality Media & Entertainment Pre-Arrival Demand & Pricing Reservations On-Property Ops Loyalty Program Enterprise Communication Demand Forecasting AI for Automated Upsell AI Assisted Fraud Detection Agent
Slide 54: Domain x Tech in Action for Consumer Segment
Domain x Tech in Action for Consumer Segment Retail & Consumer Goods Travel, Transport & Hospitality Media & Entertainment Consumption Content Creation Content Management Content Distribution Monetization Analytics & Optimization & Experience LiveDub VideoTag RightsIntel360 Discover ContextualAd Bra
Slide 55: Domain x Tech in Action for Production Segment
Domain x Tech in Action for Production Segment Manufacturing Energy & Utilities Planning, Procurement Manufacturing Marketing & Sales Service Enterprise Functions & Supply Chain Autonomous Demand AI for Unit Health Maintenance & Asset Collection Intelligent Pricing Agent Generation Agent & Parts Int
Slide 56: Domain x Tech in Action for Production Segment
Domain x Tech in Action for Production Segment Manufacturing Energy & Utilities Exploration & Appraisal Development Prod. & Field Operations Supply Chain Refinery / Processing Distribution & Retail AI Analyst for OSDU AI-Driven, Real-Time Supply Chain Claimify: (Open Subsurface Production Ops Agent
Slide 57: Business Creativity Partner
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 Business Creativity 3 Integrated LOBs Partnerships & Ventures AI
Slide 58: Reimagine Capabilities: Build
Reimagine Capabilities: Build Human-Driven to Agent-Orchestrated 15M+ Lines of code generated by AI per month 100+ Human + AI interactions per day per developer across advanced coding tools AI delivers 30 – 40% faster speed; Agents run the lifecycle end-to-end; De-risked legacy code modernization; e
Slide 59: Reimagine Capabilities: iRun
Reimagine Capabilities: iRun Outcome-Owned Preemptive Operations 60%+ Tickets are now handled by AI-Augmented Operations Command Center for united application and infra 3M+ Tickets are auto-triaged by a combination of text and voice agents Scattered knowledge becomes shared AI predicts failures and
Slide 60: Reimagine Capabilities: Interactive Experience
Reimagine Capabilities: Interactive Experience Amplifying Creativity with AI $700B MarTech addressable spend $220B Creative economy addressable spend Marketing, commerce and services Context-aware and hyper-personalized experiences Technology and creativity convergence Powered by CraftStudio © LTM •
Slide 61: Reimagine Capabilities: Industrial AI
Reimagine Capabilities: Industrial AI Autonomous, Connected, Intelligent Ecosystem 500K Industrial workers supported 100K Physical assets digitized Physical AI: Closed-loop Expert AI: Industrial Fabric AI: Generative design Vision AI: Industrial autonomy with edge agents as copilots to and digital t
Slide 62: Reimagine Capabilities: Autonomous Enterprise
Reimagine Capabilities: Autonomous Enterprise Unified Platform, Data and Experience ‸Systems of… Cross-Stack Opportunities to Drive Business Outcomes ACTION Integrated offering squads to build & launch new multi service line offerings DATA / PLATFORMS Building SLMs across enterprise business process
Slide 63: Business Creativity Partner
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 Business Creativity 3 Integrated LOBs Partnerships & Ventures AI
Slide 64: Future Ready Diamond Shaped Workforce
Future Ready Diamond Shaped Workforce Strategy & Governance Digital Employees CORE · 70 – 75% Augment Every Level AI Builders + Domain Experts Learners + Automation Support © LTM • INVESTOR DAY 2026 68
Slide 65: Three Tiers of AI Builders + Domain Experts
Three Tiers of AI Builders + Domain Experts AI Program Manager/ AI Engineers FDE/FD Architects Domain Experts • AI/LLM Engineer • Forward Deployed Engineer • AI Program Manager • Full Stack Developer • Forward Deployed Architect • Domain SME (Banking, Insurance, Retail, Services) • AI Platform Engin
Slide 66: Skill Reimagination to Drive Service Reimagination
Skill Reimagination to Drive Service Reimagination Software Engineer Solution Architect IT Support Engineer Exponential AI Engineer Forward Deployed AI Ops Engineer Engineer (FDE) Toolset Model APIs LLM Playgrounds Knowledge Graph Skillset Context Design Hands-On Coding AI Workflow Orchestration Min
Slide 67: Enablement for the Skill Reimagination
Enablement for the Skill Reimagination Builder’s Shift-left L&D Platforms Labs Partners Community AI Skilling Strategy & Governance DevOps/AIOps Orchard – AI Modules CORE · 70 – 75% AI Trust Assurance Orchard – AI Builders + Domain Experts Domain Modules Hyperscalers Quantum AI filmmaking Learners +
Slide 68: Awards and Recognitions
Awards and Recognitions Rising Star Consulting Managed Partner Consulting Partner of the Cloud Partner of the Year — FY26 Agentic AI Winner — Golden for FY27 for AI-led Playbook Partner of the Year 2026 Year — Application Infrastructure Peacock Award (AI) Transformation Partner Innovation Modernizat
Slide 69: It's time to Outcreate
It’s time to Outcreate
Slide 70: Booth Agenda
Pavilion Booth Name Booth Tagline Booth Demo Solutions Booth Anchors • Naushad Khambhawala How AI is Reshaping • Connected Factory: Physical mock-up setup and multiple AI Orchestrators in action • Kavita Wakade Production Manufacturing, • Field Services: Reduced wrench time & improved worker safety
Slide 71: 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 72: Outcreating with Talent
INVESTOR DAY • JUNE 2, 2026 statutory Outcreating with Talent Chetana Patnaik Chief Human Resources Officer
Slide 73: Our Talent Landscape
Our Talent Landscape 87,950 42 92% OUTCREATORS COUNTRIES AI LITERACY 13.25% 30.9% 6.7K 104 ATTRITION DIVERSITY RATIO FRESHERS LEARNING HOURS PER EMPLOYEE © LTM • INVESTOR DAY 2026 77
Slide 74: A Structural Shift Redefining the Future of Work
A Structural Shift Redefining the Future of Work Traditional Talent Model Talent Economy in AI Era Role-Based Dynamic Capability-Based Human Workforce Human + Agentic Workforce Learning Programs Learning Linked to Business Value Chain Location-Specific Borderless Talent Tech-Led Differentiation Trus
Slide 75: Outcreating Future-Ready Talent
Outcreating Future-Ready Talent Designing Talent & Careers Culture of Continuous Learning Accelerating Talent Readiness Talent Localization • Reimagining the talent value chain • Capability at scale • Talent continuity by design • Strengthening beyond boundaries • Reimagining HR processes • Strength
Slide 76: Translating Strategic Investments into Measurable Business Outcomes
Translating Strategic Investments into Measurable Business Outcomes 100% 100% 85% 200+ 10% AI Fluency People Processes Leaders as Leaders of More Diverse Reimagined Role Models Tomorrow Leadership © LTM • INVESTOR DAY 2026 80
Slide 77: Powering through HR — Tech Transformation
Powering through HR — Tech Transformation EMPLOYEE LIFECYCLE Hiring Onboarding L&D Support Engagement Performance Exit & Alumni Analytics 160 21% 60% 3.5/4 80% Use cases deployed HR productivity uplift Auto resolved Employee experience Prediction accuracy Patent Filed ISO EY Audit 8 AI Transformatio
Slide 78: Outcreating a Culture of Excellence
Outcreating a Culture of Excellence Financial Express Brandon ET CII National HR AICONIC Awards Hall Human Capital Excellence Awards Human Resources HCM Excellence AI in Talent Significant Best Use of AI Management Achievement 2x Gold in HR Excellence Gold 6x Silver Gold Financial CII Award for L&T
Slide 79: It's time to Outcreate
It’s time to Outcreate
Slide 80: 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 81: Outcreating Shareholder Value
INVESTOR DAY • JUNE 2, 2026 statutory Outcreating Shareholder Value Vipul Chandra Chief Financial Officer & Whole-Time Director
Slide 82: Value Creation Paradigm
Value Creation Paradigm Total Shareholder Return (TSR) = Dividends Since Listing TSR Since Listing Dividends + ₹ 11.6K Crores 557% / 21.1% CAGR Share Price Appreciation as on June 1 © LTM • INVESTOR DAY 2026 87
Slide 83: FY26 Strategic and Operational Highlights
FY26 Strategic and Operational Highlights Sales Transformation Large Deals Focus AI Pivot Fit4Future Program • Effective account mining • Large deal wins up by 100% YoY • BlueVerse ecosystem • Reducing cost of delivery – $20M+: +8 • Two mega deals • SL investments • Re-baseline indirect cost – $10M+
Slide 84: Strategy in Execution — New Horizon Program
Strategy in Execution — New Horizon Program A Structured Three-Tier Program to Govern Lakshya Strategy Implementation HORIZON HORIZON HORIZON 1 2 3 GROWTH PIVOT EXCELLENCE OUTPERFORM OUTIMAGINE OUTDO © LTM • INVESTOR DAY 2026 89
Slide 85: Bend the cost curve with enhanced productivity for non-linearity
Bend the cost curve with enhanced productivity for non-linearity De-link Enhance Productivity Improve SGA Leverage Revenue & Cost with AI Cost of Delivery • Outcome-oriented deals • AI-led engineering productivity • Wider-at-the-base pyramid • Lean market units: with scaled (powered by AI) portfolio
Slide 86: Customer Zero — AI Initiatives Canvas
Customer Zero — AI Initiatives Canvas T H E 3 Cs CONTEXT Domain Intelligence x Gen AI COST ROI-First, Not Hype-First CHANGE Adoption at Scale DELEX FINANCE LEGAL/ERM TALENT Delivery Excellence Operate-to-Report Contracts & Compliance Hire-to-Retire • QMS agent — instant search • AI-based vendor invo
Slide 87: Lakshya FY31 – Five Pillars to Drive Sustainable & Profitable Growth
Lakshya FY31 – Five Pillars to Drive Sustainable & Profitable Growth Led by Scale & Diversification across Progressive Margin In Line with Resilience AI Pivot Clients & Geographies Improvement Our Strategy Accelerated Balanced Execution Investments Balance Growth Roadmap Portfolio Excellence Sheet ©
Slide 88: Start of a 360° Strategic Partnership with Randstad Group
Start of a 360° Strategic Partnership with Randstad Group STRATEGY SYNERGY FINANCIALS • Scale in Europe and Australia – large deals • Domain-led digital engineering, cybersecurity & iNXT depth • One-off costs • Domain expertise in regulated high-growth verticals • Global delivery model • Attractive
Slide 89: Our Lakshya 2031 Plan
Our Lakshya 2031 Plan ~2X REVENUE FY31 ~200 bps ↑ EBIT GROWTH MARGIN Powered by Our Outcreate Strategy Delivered through Our New Horizons Domain × Tech Convergence • New Addressable Revenue Outperform • Business AI Revenue at Higher EBIT Reimagined Capabilities • Capture Existing Wallet Share Outima
Slide 90: ESG & CSR Impact: FY26 Progress & FY27 Outlook
ESG & CSR Impact: FY26 Progress & FY27 Outlook 2.8x Water Positive ₹95.21 Cr Total CSR Spend 67% Independent Directors Exceeded 2030 Goal ~40% ↑ vs FY23 Board Independence ENVIRONMENT SOCIAL GOVERNANCE Emissions Trajectory Education Performance Linkage Scope 1: 70% ↓ • Scope 2: 55% ↓ vs FY19 616 sma
Slide 91: It's time to Outcreate
It’s time to Outcreate
Slide 92: Q&A with the LTM leadership
Q&A with the LTM leadership
Slide 93: Thank you, everyone.
Thank you, everyone.