Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Investor Presentation (July 2022)
20 slides from Ltm's investor presentation, Jul 26, 2022
Slide 1: Investor Presentation filing letter to stock exchanges
LTI Let's Solve LTI/SE/STAT/2022-23/62 July 26, 2022 National Stock Exchange of India Limited, The BSE Limited, Exchange Plaza, Bandra-Kurla Complex, Phiroze Jeejeebhoy Towers, Sandra (E), Dalal Street, Mumbai - 400 051 Mumbai - 400 001 NSE Symbol: LTI BSE Scrip Code: 540005 Dear Sir(s)/Madam, Subje
Slide 2: ©Larsen ©Larsen & & Toubro Toubro Infotech
©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential
Slide 3: Safe Harbor
Safe Harbor Certain statements in this release concerning our future growth prospects are forward- looking statements, which involve a number of risks, and uncertainties that could cause our actual results to differ materially from those in such forward-looking statements. LTI does not undertake to
Slide 4: Meet LTI
Meet LTI $2.21 Bn 495+ 48,000+ 7 Acquisitions LTM Revenue Active clients Headcount since listing 77 36 6th AA Delivery centers Largest Indian IT ESG rating Global globally services company by MSCI Fortune 500 clients with 49 sales offices ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 3
Slide 5: 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 Powering the Pioneering Solutions in Keep learning ESG a Converging Enterprise World leadership Go the extra mile Ubuntu DTC EX Solve for society A robust framework to institutionalize success for t
Slide 6: Enviable Client Profile
Enviable Client Profile $100 Million + 1 US based global bank $50 Million + 8 Large P&C insurer | Professional services giant | Global O&G major $20 Million + 24 Global investment bank | Global tech giant | CPG giant | Big M&E company $10 Million + 44 US tech company| French utility | Global HVAC ma
Slide 7: Consistently Delivering Industry Leading Revenue Growth
Consistently Delivering Industry Leading Revenue Growth Annual Revenues (USD Mn) Quarterly Revenues (USD Mn) 570.4 580.2 553.0 2,102.5 509.0 470.2 25.8% 1,670.1 25.9% 29.3% 1,524.7 27.5% 20.4% 23.4% 13.0% 8.3% 8.7% 9.5% 3.1% 1.7% 5.1% Q1FY22 Q2FY22 Q3FY22 Q4FY22 Q1FY23 FY20 FY21 FY22 Revenue (USD Mn
Slide 8: We are confident of emerging stronger in the post-pandemic world
We are confident of emerging stronger in the post-pandemic world ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 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 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 8
Slide 10: 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 ©Larsen & Toubro Infotech Ltd. Privileged and Co
Slide 11: 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 10,657 2,118 Highly effective referral & green channel programs 4,554 Satellite offices in India 3,268 4,030 3,116 48,766 Glocalization focus – USA delivery team 46,648 951 35,991 31,437
Slide 12: A robust blueprint for continued growth
A robust blueprint for continued growth CHIP framework Next-gen marketing and branding Strong alliances and partnerships ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 11
Slide 13: An enviable management team
An enviable management team Expanded sales leadership Stronger country leadership Global delivery units ©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential 12
Slide 14: High-quality growth with predictable margin
High-quality growth with predictable margin Our heritage Enviable client base Balanced portfolio ESG roadmap 2030 ©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential 13
Slide 15: We're Winning
We’re Winning Global Fortune 500 Global Organization Global Fortune 500 Largest Financial Energy Company Protecting Human Rights Technology Company Institutions in Middle East For management and Transform their data Develop, support and Multi-year managed services implementation of a safety manageme
Slide 16: Well Diversified Portfolio
Well Diversified Portfolio 76 33.1% 44 13.6% 15.9% 24 11.9% 10.1% 8.8% 6.6% 8 50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar + BFS INS MFG E&U CRP Hi-Tech, M&E Others FY21 FY22 LTM FY21 FY22 LTM 33.8% 66.8% 30.3% 13.4% 12.8% 9.7% 16.0% 8.6% 8.6% ADM and Testing Enterpri
Slide 17: Operational Excellence Leading To Healthy Financials
Operational Excellence Leading To Healthy Financials Headcount Utilization Effort Mix 82.6% 48,766 46,648 82.0% 81.8% 35,991 81.3% 81.3% 80.9% 83.8% 84.9% 80.5% 95.0% 95.5% 95.5% 19.1% 16.2% 15.1% FY21 FY22 Q1FY23 FY21 FY22 Q1FY23 FY21 FY22 Q1FY23 Delivery Support Delivery % Including trainees Exclu
Slide 18: Sustainability Framework & Alignment with SDGs
Sustainability Framework & Alignment with SDGs Education Empowerment Environment Business Resilience ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 17
Slide 19: Awards & Recognition in Last 12 Months
Awards & Recognition in Last 12 Months LTI in ITS Top 10 list in ISG Provider Lens™: LTI recognized as GSI LTI recognized as Positioned as a Major LTI ranked amongst top Everest Group's PEAK Digital Business — Global Delivery Platform Temenos Service Player in IDC 3 across all sell-side Matrix® IT S
Slide 20: ©Larsen ©Larsen & & Toubro Toubro Infotech
©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential 19
Larsen & Toubro Infotech — Investor Presentation (July 2022) on 6ix