L&t Technology Services Ltd. · NSE:LTTS
L&t Technology Services — Investor Presentation (August 2025)
23 slides from L&t Technology Services's investor presentation, Aug 10, 2025
Slide 1: Exchange cover letter for investor meetings presentation
L&T Technology Services Limited A.M. Naik Tower,6th Floor, L&T Campus, Gate No.3, Jogeshwari-Vikhroli Link Road, Powai, Mumbai-400072. www.ltts.com August 10, 2025 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra-Kurla Complex Phiroze Jeejeebhoy Towers, Bandra (East), Mumb
Slide 2: Investor Presentation August 2025
INVESTOR PRESENTATION August 2025 www.LTTS.com 1
Slide 3: ER&D Growth Opportunities and Themes
ER&D Growth LTTS Leading LTTS Innovation LTTS Building Opportunities Position in ER&D Charter Billion $ and Themes Segments www.LTTS.com 2
Slide 4: Global Macro Environment Driving Short Term ER&D Trends
Global Macro Environment Driving Short Term ER&D Trends Global Trade in a Flux World thinking of AI& Global AI capex spend to leading to supply chain grow by 60% this year to rejigging and global sourcing $360B, and by another 33% diversification in 2026 to $480B Euro Defence Spending# India 4th Lar
Slide 5: ER&D Spend in next 5 Years: Long Term Growth Story
ER&D Spend in next 5 Years: Long Term Growth Story Shifts in ER&D Spending With Focus Growth Will Be Driven by Hi-Tech and Services-Led Sectors on Digital Engineering Sector-Wise ER&D Spending1,2 CAGR Manufacturing Led Sectors CAGR CY24-31 Global ER&D Spending1 CY24-31 Major Verticals: Auto | Aero &
Slide 6: LTTS: Pole Position in ER&D
LTTS: Pole Position in ER&D 459 23,600+ 25+ Top 3 Global Pure-play Digital, Engineering and Global Clients Employees Countries Diversified Technology Services Company $ 1.4 B 57 1,550 Q4FY25 Annualized Of Global 100 R&D Revenue Spenders as clients Patents 105 23 90% R&D Innovation Labs Global Design
Slide 7: LTTS working with clear imperatives for the future
LTTS working with clear imperatives for the future Seismic Shifts What it Means for Our Segments Advances in AI • Fuel Cell Electric Vehicles and Hydrogen Fuel as alternative to EVs and ICEs Agentic AI, Rise of AGI, and AI in • Autonomous Delivery, Micro EV fleet & Humanoid Robo new business models
Slide 8: Emerging Technologies across LTTS Segments
Emerging Technologies across LTTS Segments Segment Growth Drivers/Themes Cross Segment Themes Automotive SW Defined Mobility ADAS PDLC optimization MOBILITY Trucks & Off-Highway Logistics Automation Asset Utilization Aftermarket Al/ Gen Al Autonomous test Aero & Rail equipment AI for Air Traffic Mgt
Slide 9: AI Innovation Landscape
AI Innovation Landscape 70+ Production Programs 175+ AI Agents 206 AI Patents LTTS Strategy AI-driven Test Dev. for Apps & Devices across Testcase Product & Service Twins for Quality control, DIGITAL Domain-led approach AiTEST & Test Script gen. and Test Execution TWIN Predictive maintenance Rapid G
Slide 10: SDx and Next Gen SW
SDx and Next Gen SW Unified Dev Faster time to market by Segment wise High-quality end-product Suite through vetting drawing on reusable Applications components by around 30% LTTSiDriVe - Modular SDV Business impacts Solution with plug-play LTTS’ App Studio and API Hub are components (Mobility) cent
Slide 11: Manufacturing Solutions Hub Collaborations
Industrial Automation Business Operations / Decision Support – L4 Factory Data Manufacturing IT/OT Infra / Asset Decision Support Remote Command Transportation FactoryVU Lakehouse Monitors Center / NOC / SOC Performance Monitors Dashboards & L5 (ERP, PLM, CRM) FactoryManage FactorySecure Production
Slide 12: LTTS: Five Years of Innovation and Growth
LTTS: Five Years of Innovation and Growth Revenue ($M) 1,259 PAT (INR Cr.) 1,164 1,089 13,037 12,667 12,121 880 737 9,570 4 Yr CAGR 6,633 4 Yr CAGR 14% 18% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Key Milestones 3 Segments 32 Large Deal Wins 1,550 Patents GPTW In US for Second time in a Div
Slide 13: LTTS Growth Ambition: $2B Topline with Billion-Dollar Segments
LTTS Growth Ambition: $2B Topline with Billion-Dollar Segments Three Segment of Potential Major Overview Strategic Areas ~$400 Mn each Revenue Markets 4QFY25 ARR CAGR Mobility Revenue ($Mn) 8/10 175+ Electrification & Hybrid Tech Global 414 G-ER&D Clients 16% 381 4 Yr. CAGR 342 Software Defined Mobi
Slide 14: Driving Growth with Large Deals Momentum
Driving Growth with Large Deals Momentum Higher Addressable Pipeline and Improve Win Ratio Market Deal Size • Shortening technology cycles • Track record of large deal • Q1FY26: Third consecutive and need for faster speed-to- execution in ER&D quarter of USD 200+ Mn large market and optimal cost dea
Slide 15: Strengthening Operational Playbook for Margin Improvement
Strengthening Operational Playbook for Margin Improvement Increase Customer Delivery Led Growth Pyramid Mining • Revenue mix shifting Rationalization • Large-scale deals to toward high-margin, ▪ Fresher hiring to deepen strategic tech-enabled solutions reinforce pyramid customer engagement efficienc
Slide 16: Augmenting Talent – OARS Organization
Augmenting Talent – OARS Organization • Time-bound fresher • Enhancing Engagement, • Fostering Leadership and hiring roadmap Efficiency and Accessibility employee participation Fresher Hiring Strategy Digital HR CSR GPTW Leadership Development GEA Sales • OARS (Ownership, • Cultivating Capability •
Slide 17: Accelerating through Strategic Acquisitions
Accelerating through Strategic Acquisitions Future M&A Areas Strategic Capabilities End-Markets Levers for Value creation Mobility SDV, ADAS, Connected Europe • Reasonable valuation Platform Engineering, AI, ML, Data • Potential for higher offshoring ISV engineering N. America • Margin expansion opp
Slide 18: Creating Shareholder Value
Creating Shareholder Value Free Cash Flow Dividend Per Share (₹ ) 46% (as a % of Net income) 41% 41% 109% 55 96% 39% 50 89% 94% 45 35 xx% Annual Dividend Payout Ratio FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Cash Position* Return on Equity (₹ Cr.) xx% 2,981 28% 2,974 2,888 27% 25% 2,178 22% FY22 FY23
Slide 19: Case Studies
Case Studies www.LTTS.com 18
Slide 20: Enabling Autonomous Drive
Shaping new-age mobility Enabling Autonomous Drive THE CHALLENGE The client sought level 3+ autonomy of cars and design and develop a slew of autonomous drive features to improve safety and driving experience while achieving a faster time to market. WHAT WE ENABLED • Level 3+ autonomous features inc
Slide 21: 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 E
Slide 22: AI-enabled, Scalable, Streamlined
Streamlining Healthcare Journeys AI-enabled, Scalable, Streamlined THE CHALLENGE The client, one of America’s largest healthcare conglomerates, sought an end-to-end IoT solution which enabled a seamless, interconnected network that enables surgeons in their workflow and patients on their healthcare
Slide 23: About L&T Technology Services
ABOUT L&T TECHNOLOGY SERVICES L&T Technology Services (LTTS) is a global leader in engineering and technology services. A listed subsidiary of Larsen & Toubro (L&T), we offer design, development, testing, and sustenance services across products and processes. Purposeful. Agile. Innovation. is how we
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