Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Non-Deal Roadshow (July 2019)
24 slides from Ltm's roadshow presentation, Jul 21, 2019
Slide 1: Schedule of Analyst/Institutional Investor Meetings
Lil Let's Solve LTl/SE/STAT/2019-20/31 July 21, 2019 National Stock Exchange of India Limited The BSE Limited, Exchange Plaza, Bandra-Kurla Complex Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai- 400 051 Dalal Street, Mumbai- 400 001 NSE Symbol: LTI BSE Scrip Code: 540005 Dear Sirs, Subject: Schedule
Slide 2: Powering The Breakaway Enterprise
Powering The Breakaway Enterprise
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 29,000+ $1.3Bn+ 66 Headcount LTM revenue Fortune 500 clients 354 6th 29 Largest Indian IT services Delivery centres globally, Active clients company with 59 sales offices As of June 2019 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 3
Slide 5: Enviable Client Profile
Enviable Client Profile $100 Million + 1 US based global bank $50 Million + 5 Large P&C insurer | Professional services giant | Global O&G major $20 Million + 19 EU based reinsurer | Global tech giant | Big M&E company | Nordic bank $10 Million + 26 French utility | US pharma major | CPG giant | Div
Slide 6: Consistently Delivering Industry Leading Revenue Growth
Consistently Delivering Industry Leading Revenue Growth Annual Revenues (USD Mn) Quarterly Revenues (USD Mn) 354 357 1,349 347 1,132 328 320 970 19.1% 16.7% 23.4% 21.4% 18.2% 14.5% 9.3% 11.5% 5.6% 3.5% 2.7% 2.0% 0.8% FY17 FY18 FY19 Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 YoY growth Revenue QoQ growth Rev
Slide 7: Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud Quarterly Digital Revenue (USD Mn) 134 139 128 122 109 39% Digital Revenues Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 6
Slide 8: Breakaway
Some enterprises in mature industries don’t just survive disruptive times. They… BREAKAWAY Transforming Mastering next Enabling new Enabling customer and gen efficient business models revenue growth employee operations experiences Solving sticky and Making the Tech for the Service orientation of Fas
Slide 9: The New Tech Function…
The New Tech Function… Extreme Consumer grade simplification software Cloud only, Coming of age for mobile only open source …Moore’s Law of IT Cost Reduction ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 8
Slide 10: LTI's strategy for helping Breakaway Enterprises
LTI’s strategy for helping Breakaway Enterprises ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 9
Slide 11: Operate to Transform
Operate to Transform Do Do Do Do Less Fast More Better ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 10
Slide 12: Data-Driven Organizations
Data-Driven Organizations Data as an AI led Monetization Right data, right enterprise asset automation of data time, right people ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 11
Slide 13: Experience Transformation…
Experience Transformation… Empathy Persona and Immersive to Human led journey driven the core centric ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 12
Slide 14: Digitizing the Core
Digitizing the Core Define Messy legacy to Integrate Embed the core digital core everything with Automation and digital core Intelligence ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 13
Slide 15: We're Investing in our clients' Breakaway Success…
We’re Investing in our clients’ Breakaway Success… Platforms Partnership Acquisitions People ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 14
Slide 16: Mosaic
MOSIAC Powering Enterprise Horizontal Offerings Decisions & Actions • IoT – Mosaic Things • UI/UX – Mosaic Experience • Cybersecurity – Mosaic Security • GDPR Testing – Mosaic Privacy • SAP S/4HANA – SAP Move Vertical Offerings • Subsurface Digitalization (O&G) • AI Tutor (INS) • Redaxis (CPG) Core
Slide 17: Acquisitions
Acquisitions ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 16
Slide 18: Strategy-on-a-Page
Strategy-on-a-Page Untapped Opportunity Focus on Outcomes Enterprises Trying to • Operate to Transform LTI Platforms Focus • Data driven organizations • Enable new business • Industry specific models • Experience Transformation • Functional • Enable revenue growth • Digitizing the core • IaaS and Pa
Slide 19: Talent – Mission Ubuntu
Talent– Mission Ubuntu I am who I am, because of those around me ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 18
Slide 20: Shoshin
Shoshin A learning company In the beginner’s mind there are many possibilities, in the expert’s mind there are few. Shunryu Suzuki ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 19
Slide 21: We're Winning
We’re Winning US Based Insurance US Based Global Global Re- Nets Company Engineering Giant Insurance Major Multi-year, multi-million Multi-year, multi-million As a transformation As primary IT partner of managed services large deal deal for transforming the partner, LTI to assist in Nets, following
Slide 22: Well Diversified Portfolio
Well Diversified Portfolio 60 49 50 27.7% 40 26 18.1% 30 15.2% 19 12.5% 20 10.7% 11.1% 10 5 4.6% 0 50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar + BFS INS MFG E&U CRP Hi-Tech, Others M&E FY18 FY19 Q1FY20 FY18 FY19 Q1FY20 50% 80% 70% 68.7% 38.1% 40% 60% 28.4% 50% 30% 40
Slide 23: Operational Excellence Leading To Healthy Financial Performance
Operational Excellence Leading To Healthy Financial Performance Headcount Utilization Effort Mix 28,169 29,347 81.9% 81.3% 24,139 80.4% 80.6% 80.5% 79.4% 76.6% 77.7% 78.0% 93.9% 94.3% 94.3% 23.4% 22.3% 22.0% FY18 FY19 Q1FY20 FY18 FY19 Q1FY20 FY18 FY19 Q1FY20 Delivery Support Delivery % Utilization (
Slide 24: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 23
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