Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Investor Presentation (November 2022)
20 slides from Ltm's investor presentation, Nov 1, 2022
Slide 1: Investor Presentation cover letter to stock exchanges
LTI/SE/STAT/2022-23/88 November 1, 2022 National Stock Exchange of India Limited, The BSE Limited, Exchange Plaza, Bandra-Kurla Complex, Phiroze Jeejeebhoy Towers, Bandra (E), Dalal Street, Mumbai - 400 051 Mumbai - 400 001 NSE Symbol: LTI BSE Scrip Code: 540005 Dear Sir(s)/Madam, Subject: Investor
Slide 2: Larsen & 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 $2.30 Bn 500 50,000+ 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 50 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 + 9 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 + 42 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) 580.2 601.0 553.0 570.4 2,102.5 509.0 1,670.1 25.9% 29.3% 1,524.7 27.5% 25.8% 23.4% 18.1% 13.0% 8.7% 9.5% 8.3% 3.1% 3.6% 1.7% Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 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 2,118 2,215 10,657 Highly effective referral & green channel programs 4,554 3,268 Satellite offices in India 4,030 50,981 48,766 3,116 951 46,648 Glocalization focus – USA delivery team
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 Leading Health Care Provider of IT Solutions to Global Fortune 500 Manufacturer of Vertical System in North America Global Organization Technology Company Transportation Systems Strategic partner for Involved with global conflict To design and implement SAP To operate and transform tra
Slide 16: Well Diversified Portfolio
Well Diversified Portfolio 78 33.5% 42 13.5% 15.6% 24 10.1% 11.4% 9.0% 6.9% 9 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 33.6% 67.2% 29.8% 13.1% 13.4% 10.0% 15.8% 8.2% 8.7% ADM and Testing Enterpr
Slide 17: Operational Excellence Leading To Healthy Financials
Operational Excellence Leading To Healthy Financials Headcount Utilization Effort Mix 82.6% 50,981 46,648 82.1% 82.0% 35,991 81.3% 80.9% 83.8% 84.8% 80.5% 80.3% 95.0% 95.5% 95.5% 19.1% 16.2% 15.2% FY21 FY22 Q2FY23 FY21 FY22 Q2FY23 FY21 FY22 Q2FY23 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 & Toubro Infotech
©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential 19
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