L&t Technology Services Ltd. · NSE:LTTS
L&t Technology Services — Investor Presentation (January 2026)
26 slides from L&t Technology Services's investor presentation, January 2026
Slide 1: Investor Presentation
Purposeful. Agile. INVESTOR Innovation. PRESENTATION January 2026 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 200+ Global Clients* 1,655 57 Patents Of Global 100 R&D Spenders as clients 100 93%+ R&D Innovation Labs Repeat Business 23,635 $1.35 Bn Employees Q3FY26 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 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 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: Our World Class Talent: GEA Building Cross-Domain Engineers at Scale
Our World Class Talent GEA: Building Cross-Domain Engineers at Scale 23,635 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 Customer Base
Diversified Customer Base Top Clients Contribution Scale-up of million dollar clients # 50% % of Revenue (LTM) 47% Customer Revenue FY23* FY24 FY25 Q3 FY26 38% (USD Mn) 40% 30 Million + 1 5 6 7 30% 25% 20 Million + 11 12 11 12 20% 10 Million + 28 35 32 32 10% 5 Million+ 57 58 59 62 0% Top 10 Top 20
Slide 20: Performance Highlights
Performance Highlights FY21 FY22 FY23* FY24 FY25 Parameters Q1 FY26 Q2 FY26 Q3 FY26 737 880 1,089 1,164 1,259 Revenue from Operations (USD mn) 335.3 337.1 326.3 54,497 65,697 88,155 96,473 106,701 Revenue from Operations (INR mn) 28,660 29,795 29,235 14.5% 18.3% 17.3% 17.1% 14.9% EBIT Margin 13.3% 1
Slide 21: Financial Performance – Q3 FY26
Financial Performance – Q3 FY26 Amount in ₹ million Income Statement Q3 FY25 Q2 FY26 Q3 FY26 QoQ YoY Revenue 26,530 29,795 29,235 -1.9% 10.2% Cost of sales 18,849 21,462 20,466 Gross Profit 7,681 8,333 8,769 5.2% 14.2% Selling, General & Administration Expenses 2,734 3,425 3,631 EBITDA 4,947 4,908 5
Slide 22: Financial Performance – Q3 FY26
Financial Performance – Q3 FY26 Amount in ₹ million Amount in ₹ million Balance Sheet FY25 Q3 FY26 Cash Flow Summary FY25 Q3 FY26 Assets Net cash provided by operating 14,811 9,754 Property and equipment 9,063 8,652 activities Intangible Assets and Goodwill 13,667 13,607 Capex 1,018 890 Accounts Rec
Slide 23: Advanced Light EV: Vehicle weight optimization
Advanced Light EV: Vehicle weight optimization THE CHALLENGE A lighter electric car consumes less battery and runs an extra mile, thus, improving the vehicle's overall driving range and performance. Our client wanted to reduce the overall weight of the electric vehicle without sacrificing the vehicl
Slide 24: Re-engineering Plant Success: Robust CAPEX Optimization
Re-engineering Plant Success: Robust CAPEX Optimization THE CHALLENGE The client, among the world’s largest agribusiness and food companies, sought to build one of Europe’s largest greenfield edible oil plants WHAT WE ENABLED Complete ownership across Front-end Engineering, Detail Engineering and Co
Slide 25: Securing IT/OT Convergence: Cybersecure, Resilient, and Reliable
Securing IT/OT Convergence: Cybersecure, Resilient, and Reliable THE CHALLENGE The client, a multinational USD 27 Billion conglomerate, operates one of the largest heavy engineering facilities in the world. They wanted to drive synergies across the plant’s extensive IT/OT ecosystem, leveraging a rob
Slide 26: Global Locations and Contact
Toronto, Canada Gothenburg, Sweden Engineering R&D Center Digital Engineering Center Munich & Augsburg, Germany Peoria & Rockford, Illinois Design & Delivery Center Digital Manufacturing Center Santa Clara, California London, United Kingdom ASIC & System Design House Design & Delivery Center Utsunom
L&T Technology Services — Investor Presentation (January 2026) on 6ix