Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Investor Presentation (February 2021)
19 slides from Ltm's investor presentation, Feb 18, 2021
Slide 1: Exchange filing cover letter: Investor Presentation
LTI/SE/STAT/2020-21/92 February 18, 2021 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: Investor Presentat
Slide 2: Slide 2
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 $1.6 Bn+ 400+ 33,000+ LTM Revenue Active clients Headcount 69 34 6th Delivery Centers Largest Indian IT Global Globally services company Fortune 500 Clients with 55 sales offices ©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 + 18 Nordic bank | Global tech giant | CPG giant | Big M&E company $10 Million + 32 US tech company| French utility | US energy company | Global
Slide 6: Consistently Delivering Industry Leading Revenue Growth
Consistently Delivering Industry Leading Revenue Growth Annual Revenues (USD Mn) Quarterly Revenues (USD Mn) 1,524.7 427.8 394.4 409.9 404.5 1,349.1 390.3 400.0 1,132.3 350.0 15.9% 8.5% 300.0 13.7% 250.0 9.5% 11.2% 19.1% 13.0% 8.4% 200.0 16.7% 5.8% 150.0 3.9% 3.6% 100.0 50.0 -4.8% 0.0 FY18 FY19 FY20
Slide 7: Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud Quarterly Digital Revenue (USD Mn) 190 167 173 162 164 146 134 139 44% Digital Revenues Q4FY19 Q1FY20 Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 Q3FY21 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 6
Slide 8: What we have learned in 2020
What we have learned in 2020 Future of work, Structural shifts Tech is Pace and scale workplace and across industries to mainstream of change is workforce is operate in the new and an enabler unprecedented radically different normal of this change ©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd.
Slide 9: The Future ain't what it used to be
The Future ain’t what it used to be Insurance Retail/CPG Banking Media/Entertainment Empathetic enterprise Engaged enterprise Resilient enterprise Speed enterprise ©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential 8
Slide 10: The Grit Alliance
The Grit Alliance Empathetic enterprise Engaged enterprise Resilient enterprise Speed enterprise ©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential 9
Slide 11: Powering the Breakaway Enterprise
Powering the BREAK AWAY Enterprise Operate to Data-Driven Digitizing Experience Transform Organization the Core Transformation ©Larsen ©Larsen& &Toubro ToubroInfotech InfotechLtd. Ltd.Privileged Privileged and andConfidential Confidential 10
Slide 12: We're Investing in our clients' Breakaway Success
We’re Investing in our clients’ Breakaway Success… Capacity Building Partnership People ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 11
Slide 13: Acquisitions
Acquisitions ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 12
Slide 14: Top Tier Alliances with Market Leaders
Top Tier Alliances with Market Leaders Platinum Platinum Premier Premier GSSP Elite Elite Gold System Integrator Advance Premier Partner Gold Highest level Present 2019 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 13
Slide 15: New Growth Engines
New Growth Engines Leni is creating a new category for Investigative Intelligence ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 14
Slide 16: We're Winning
We’re Winning Leader in Digital Global Fortune 500 Key Government Wealth Management Transformation Energy Company Ministry Firm Partnered for infrastructure & Application managed Multi-year multi-million Data and analytics led deal application operations support/ services deal to create & deal for r
Slide 17: Well Diversified Portfolio
Well Diversified Portfolio 60 29.0% 32 16.2% 16.7% 10.7% 11.2% 10.9% 18 5.3% 5 50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar + BFS INS MFG E&U CRP Hi-Tech, M&E Others FY19 FY20 LTM FY19 FY20 LTM 69.0% 34.9% 31.1% 13.7% 11.6% 8.6% 15.5% 7.9% 7.6% ADM and Testing Enterpr
Slide 18: Operational Excellence Leading To Healthy Financials
Operational Excellence Leading To Healthy Financials Headcount Utilization Effort Mix 33,983 84.1% 31,437 28,169 81.9% 80.9% 81.1% 77.7% 78.2% 81.6% 80.6% 79.5% 94.3% 94.4% 94.7% 22.3% 21.8% 18.4% FY19 FY20 Q3FY21 FY19 FY20 Q3FY21 FY19 FY20 Q3FY21 Delivery Support Delivery % Including trainees Exclu
Slide 19: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 18
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