L&t Technology Services Ltd. · NSE:LTTS
L&t Technology Services — Non-Deal Roadshow (August 2026)
24 slides from L&t Technology Services's roadshow presentation, August 2026
Slide 1: Investor Presentation August 2026
INVESTOR PRESENTATION August 2026 www.LTTS.com 1
Slide 2: ER&D Growth Drivers and LTTS Pivot on Growth
ER&D: 01. Growth Drivers and Emerging Themes LTTS: 02. Pivot on Growth Powered by 03. Engineering Intelligence (EI) From 04. Better to Best www.LTTS.com 2
Slide 3: World Today – Broad Macro Themes
World Today – Broad Macro Themes Global GDP Growth Global IT Spend 3.1 % Revised down from 3.3% — Middle East conflict and trade fragmentation $6.31 T Up 13.5% YoY — AI infra emerging as the core growth driver Fiscal Pressures & Reindustrialization Monetary Policy & Supply Chain Macro pressures (hig
Slide 4: AI is reshaping the tech landscape—fast, wide, and power-hungry
AI is reshaping the tech landscape—fast, wide, and power-hungry AI SOFTWARE ENERGY INFRASTRUCTURE LANDSCAPE CRITICALITY • AI application software • Datacenter power demand surging to $270B+ in 2026 to reach ~92 GW by 2027. • Rapid scaling: 64% of • Grid and permitting delays enterprises now actively
Slide 5: ER&D is Entering a New Growth Cycle
ER&D is Entering a New Growth Cycle Spend pools are expanding and digital intensity is rising in every sector ER&D spend by sector ($B) Digital engineering share of sector R&D spend: 2023 to 2030 Shift What it Means $2.5-3.3T Healthcare/medtech, SW & Cons., manufacturing 2023 2030 CAGR and E&U are k
Slide 6: ER&D Current Market View
ER&D Current Market View Segment What the market is signalling What it means for LTTS How LTTS is positioned SCALING Mobility Auto R&D 8–9% CAGR; digital engineering share Growth accelerating — led by Aerospace and Auto · Aero & Rail . T&OH leaping 39% → 61% — the sharpest of any sector. North Ameri
Slide 7: LTTS' TAM Poised for Growth
LTTS’ TAM Poised for Growth LTTS Segments Business process Expanded Total Addressable Market (TAM) Physical AI AI Tool Chain Mobility New Product Development $55B Data Centre Buildout & Plant Engg. Product Modernisation $57B Sustenance AI in Data Centre Infrastructure Devices Industrial & Components
Slide 8: LTTS Pole Position in ER&D
LTTS Pole Position in ER&D 190+ 23,840+ 25+ Top 3 Global Pure-play AI, Digital and ER&D Global Clients Employees Countries Consulting Services Company with revenue over $1M $1.24 B 57 1,757 New Experience Zone in Engineering Intelligence Leading in Engineering Q1 FY27 Annualised Revenue Of Global 10
Slide 9: #1 Player in Areas Where We Play
Pivot on Growth What We Believe In, How We Lead #1 Player in Areas Where We Play Pivot on Growth | Move From Better to Best VISION Engineering a sustainable tomorrow through technology and innovation MISSION Core Tenets Be the engineering partner of choice by enabling innovation with world-class tec
Slide 10: Our Big Bets: Growth Drivers for Next 5 Years
Our Big Bets: Growth Drivers for Next 5 Years Digital Manufacturing | Energy & 1 Software Defined Mobility 2 Plant Buildout & Modernization 3 Industrial Automation Client Segments Client Segments Client Segments • Automotive • Oil & Gas • Industrial Products • Electrical • Auto & EV Products • Truck
Slide 11: Why Engineering Intelligence Matters Now
Why Engineering Intelligence Matters Now Three structural shifts are converging — all of them demand exactly what LTTS is built to deliver SHIFT 01 · PRODUCT SHIFT 02 · FACTORY SHIFT 03 · CUSTOMER 01 Every product is becoming intelligent 02 Factories becoming autonomous 03 Customer asks evolving bey
Slide 12: The Engineering Intelligence Platform
The Engineering Intelligence Platform 244 Patents filed in AI Bringing intelligence into everything we build and everything we build with EI FOR ENGINEERING EI FOR PRODUCTS EI FOR OPERATIONS How products are designed, built & certified Intelligence inside the products you ship How factories and plan
Slide 13: LTTS: Five Years of Innovation and Growth
LTTS: Five Years of Innovation and Growth Revenue ($ M) 1,321 PAT (INR M) 1,259 1,164 1,089 13,037 12,667 12,792 12,121 880 9,570 737 5 Yr CAGR 5 Yr CAGR 6,633 12.4% 14.0% FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 Key Highlights 3 Segments $855 M 1,757 Patents 100% Diversified Port
Slide 14: Creating Shareholder Value
Creating Shareholder Value Free Cash Flow Dividend Per Share (as a % of Net income) (₹ ) 109% 100% 48% 94% 96% 89% 46% 41% 58 41% 55 50 FY22 FY23 FY24 FY25 FY26 39% 45 Cash Position* xx% (₹ Cr.) 3,555 2,974 2,981 35 2,888 Annual 2,178 Dividend Payout Ratio FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY2
Slide 15: Investing for Profitable Sustainable Growth
Investing for Profitable Sustainable Growth Investing in Profitable Growth Investing in Emerging Tech M&A INVESTMENT THESIS FUTURE FRONTIER TECH BETS M&A • High Growth • Physical AI: • MedTech: • High Profit AI Chips, Closed Loop/Edge AI Connected Healthcare, Patient management, Software Verificatio
Slide 16: The Road to FY31
The Road to FY31 THE THREE SHIFTS UNDERWAY Engineering Services to Technology Solutions 01 From Better to Best 02 We are Pivoting on AI 03 • Create scalable productized solutions, • Develop Deep Technical Mastery in select • Transform engineering and manufacturing Include them in majority of our off
Slide 17: Case Studies
Case Studies www.LTTS.com 17
Slide 18: Driving Level 4 Autonomy
Accelerating Autonomous Vehicle Adoption Driving Level 4 Autonomy THE CHALLENGE The client, a major global automotive producer, was looking to leverage the growing shift toward autonomous vehicles, and sought to develop their first Autonomous Drive (AD) platform What we enabled • Software solutions
Slide 19: 100% Accurate Digital Twin
Revitalizing Plant Operations 100% Accurate Digital Twin THE CHALLENGE The client, a leading manufacturer, wanted to revamp their plant operations leveraging a robust and reliable digital twin solution What we enabled • Selection of the best-in-class 3D platform based on their requirement • Intellig
Slide 20: Driving Sustainable O&G Operations: Efficient, Smart, Compliant
Driving Sustainable O&G Operations: Efficient, Smart, Compliant THE CHALLENGE The client, a leading Oil and Gas (O&G) major with global operations wanted to strengthen their operations and ensure enhanced environmental compliance, with minimal disruptions in their operations What we enabled • Revita
Slide 21: Point-of-Care Solution For Sepsis Monitoring
Transforming Healthcare Outcomes Point-of-Care Solution For Sepsis Monitoring THE CHALLENGE The client , a leading healthcare and MedTech major, wanted to strengthen their point-of-care sepsis monitoring solution, while minimizing form factor and costs What we enabled • Fast and continuous monitorin
Slide 22: Enhanced Supply Chain Visibility
Delivering Transformative Healthcare Outcomes Enhanced Supply Chain Visibility THE CHALLENGE A leading medtech major specializing in ophthalmology, the client was looking for an end-to-end solution for ensuring enhanced visibility across their medical devices ecosystem What we enabled • Secured plat
Slide 23: Transforming Data Paradigms: Rapid, Intelligent, Efficient
Transforming Data Paradigms: Rapid, Intelligent, Efficient THE CHALLENGE The client sought to revitalize their data center operations for enhanced performance and faster release cycle times What we enabled • Accelerated feature development, enhancement, validation, and sustenance for user and kernel
Slide 24: Thank You
Se) L&T Technology Services ENGINEERING THE CHANGE Purposeful. Agile. ATTNT | [| | THANK YOU . \\\ Innovation.
L&T Technology Services — Non-Deal Roadshow (August 2026) on 6ix