Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Investor Day (December 2018)
99 slides from Ltm's investor day presentation, Dec 12, 2018
Slide 1: Analyst Day Presentations filing letter
Lil Let's Solve LTl/SE/ STAT/ 2018-19/ 70 December 12, 2018 National Stock Exchange of India Limited The BSE Limited, Exchange Plaza, Bandra-Kurla Complex Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai- 400 05 1 Dalal Street, Mumbai- 400 001 NSE Symbol : LTI BSE Scrip Code: 540005 Dear Sir/ Madam, Su
Slide 2: Let's Solve Analyst Day
Let's Solve Analyst
Slide 3: Building Nexterprise Success
Customer Customer Success Building Nexterprise Success Sanjay Jalona, CEO & Managing Director
Slide 4: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
2 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 5: Shoshin: A learning company
Shoshin A learning company In the beginner’s mind there are many possibilities, in the expert’s mind there are few. Shunryu Suzuki 3 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 6: Our reflections
Our reflections 5 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 7: Untapped opportunity
Untapped opportunity Question How complete is your digital transformation journey? 11% 0-24% 35% 20% 25-49% 50-74% 75-100% 34% Source: MIT CISR Digital Pathways Survey (N=413) 5 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 8: Compelling transformations everywhere
Compelling transformations everywhere 7 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 9: LTI is amplifying outcomes
LTI IS AMPLIFYING OUTCOMES ENABLING ENABLING TRANSFORMING NEXT GEN NEW REVENUE CUSTOMER & EFFICIENT BUSINESS GROWTH EMPLOYEE OPERATIONS MODELS EXPERIENCES – 8 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 10: Sharp focus on outcomes
Sharp focus on outcomes Digital Persona Focus onreference based, models forjourneys day-in-life Outcome-first target segments AI Operate to transform DO LESS Co-Create Lead Industry specific withworkshops, Ideation different platformAnalytics empathy maps Solutions offerings Be DOa FAST dominantML p
Slide 11: Building blocks - Platforms for change
Building blocks - Platforms for change Industry specific Functional IaaS PaaS Capability based 10 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 12: Building platforms for change
Capability Functional Industry IaaS & specific PaaS Building platforms for change SAP Duck AWS S/4based HANA Creek CustomPros Temenos Digital platforms Suites Blockchain SFDC Platform LTI Coupa DigitalAzure E&C Solution based on Mosaic forplatforms Insurance MosaicCore BankingMosaic Solution Mosaic
Slide 13: Our investments
Our investments People LTI Business Tools & New Platforms solutions Accelerators commercial Partnerships models Acquisitions 12 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 14: Strategy-on-a-page
Strategy-on-a-page • Enable new business models • Operate to Transform • Industry specific • Enable revenue growth • Data driven organizations • Functional • Transform experiences • Experience Transformation • IaaS and PaaS • Build next gen operations • Digitizing the core • Capability based AI ML D
Slide 15: Visible over the last 10 quarters
Visible over the last 10 quarters… 1414 14 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 16: Revenue growth
Revenue growth $328.5 Mn $231.1 Mn Q1 Q2 FY17 FY19 15 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 17: Digital business
Digital business 37% Digital Business 37% Q1 Q2 FY17 FY19 16 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 18: Strengthened underleveraged verticals
Strengthened underleveraged verticals Life sciences Consumer High-tech packaged goods 17 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 19: Incubated new capabilities
Incubated new capabilities Blockchain GDPR Cybersecurity 18 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 20: $575 Mn net new TCV in 10 quarters
$575 Mn net new TCV in 10 quarters Leading African Bank A new multi-year deal to provide end-to-end ADM services Global Life Sciences Company More than $55 Mn TCV from data analytics American O&G Major AI based legacy subsurface digitization Global Life Sciences Company $50 Mn TCV from manufacturing
Slide 21: Acquisitions
Acquisitions 20 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 22: Enviable customer profile
Enviable customer profile Active New clients 100 Mn 50 Mn 20 Mn 10 Mn 5 Mn 1 Mn clients added Q2 FY19 312 22 1 4 14 25 44 114 Q1 FY17 259 12 1 3 10 19 35 89 12 Fortune 500 customers added since listing 21 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 23: Stable margins and investing in growth
Stable margins and investing in growth Net Margin 22 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 24: Talent - Mission Ubuntu
Talent - Mission Ubuntu I am who I am, because of those around me 23 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 25: Thank you!
Thank you! 24 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 26: Recognitions
Recognitions Leadership Capabilities Business functions 25 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 27: Chief Operating Officer
Chief Operating Officer Nachiket Deshpande “LTI is at the forefront of building the next generation IT Services company, and I am excited to be part of this outstanding team. We will be bolstering the industry expertise and deep technology capabilities that have made LTI the growth leader in the sec
Slide 28: Global strategic services partner
Global strategic services partner Among the Top 16 global partners 27 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 29: What sets us apart
What sets us apart Investments • Capabilities • Acquisitions Amplified Outcomes • Platforms • Operate to Transform • Talent • Data-driven organizations A solid foundation • Experience Transformation • Engineering DNA • Digitizing the core • Focus on Invest Verticals • Sales & Marketing excellence •
Slide 30: Let's Solve
‘Tl Let's Solve Let’s Solve
Slide 31: Let's Solve Analyst Day
Let's Solve Analyst
Slide 32: by Siddharth Bohra, CBO, LTI
by Siddharth Bohra, CBO, LTI 2 2 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 33: The big questions?
THE BIG QUESTIONS? Which is the largest IT spend category for most enterprises? What represents the biggest chunk of large IT deals in the market? 2 2 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 34: Run the Business: 40%-60% of IT spend
40%-60% of IT spend is Run the Business ‘Keep the lights on’ focus It is considered a cost center High emphasis on cost reduction Most important processes are supported Continuous improvement, outsourcing & automation Clients do not renew a large % of these contracts, expect more Even with Cloud, th
Slide 35: @ LTI, we see it differently
@ LTI, we see it differently the opportunity to …the opportunity to …the opportunity of improve productivity of improving - processes, personas, landscape, usage patterns & much more …the opportunity to …the opportunity of …the opportunity to bring embedding at the core 5 2 ©Larsen & Toubro Infotech
Slide 36: The Big Idea / Opportunity
The Big Idea / Opportunity From Automation Also From largely IT focused to From solving stated problems to to Automation Native equally Business focused also solving unstated ones 5 2 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 37: Made Real with the 4D Model
Made Real with the 4D Model Building blocks of the Model How we make it happen… SLA & Operational Metrics DO LESS 25%-50% reduction Elimination & Automation in volume of work Business Command Center DO FAST Business Command Center, Landscape Modernization & Automated diagnostics Forward Engineering
Slide 38: DO MORE - The Persona Enablement Plan - Outcomes
DO MORE – The Persona Enablement Plan - Outcomes • Revenue Reconciliation cycle time Key KPIs • Revenue Growth • MIS Reporting Compliance • Lead Response Time • SOX Audit Compliance • Deal Compliance • Financial Closure Compliance • Usage Rate of Marketing Collateral • Pricing Model Management • Non
Slide 39: Making it real - Transformative Operations Platform
Making it real – Transformative Operations Platform EXECUTION APPROACH DO LESS DO FAST DO MORE DO BETTER Prevention & Expedited Improve persona Improve Business Elimination of Issues Resolution productivity Outcome OPERATIONS PLATFORM Powered Platform NLP Driven Diagnostics Self Help Application Uti
Slide 40: Recent successes
RECENT SUCCESSES DO LESS DO FAST DO BETTER DO MORE 60% work volume 65% improvement 99% reduction in Monthly close time reduction through AI on time data entity onboarding reduced from 8 enabled event availability for time for a leading days to 3 days correlation for large supply chain ops European p
Slide 41: Helping Companies Become D2O (Data Driven Organizations)
Helping Companies Become D2O (Data Driven Organizations) Soumendra Mohanty, Head – Data and Analytics 1
Slide 42: Data Driven Organization: Data Driven or Data Informed
Data Driven Organization: To be Data Driven or Data Informed! Data if managed & monetized as an Can deliver enterprise asset… transformational outcomes… Key imperatives: Cognitive & Analytics ̶ Applied. Data Engineering | Advanced Analytics IoT | AI-Led Automation Platform & Product Mindset 2
Slide 43: #1 Data Engineering @ scale
#1 Data Engineering @ scale Real time credit scoring capabilities enabled by a robust data science platform and AI services 375Mn 14Mn Consumer Commercial entities base credit profiles 3
Slide 44: #2 Decision Science @ scale
#2 Decision Science@ scale Scalable decision science platform to break departmental data silos & empower enterprise users as “citizen data scientists”. 10 PB+ 30 K Data Volume 2 Bn. Global User for distinct user base, having Democratized Analytics 8 years of historical data Platform 4
Slide 45: #3 Monetizing Data @ scale
#3 Monetizing Data @ scale Big Data Analytics capabilities and services to monetize data across LOBs. 10 TB+ 95 % 10 % Streaming Increase in fraud Improvement in data sets detection activities attrition rate 5
Slide 46: #4 AI-Led Automation @ scale
#4 AI-Led Automation @ scale Optimized processes and deployed an intelligent Automation platform across lines of businesses and enterprise functions, globally. 70+ processes 50% 1000+ Customer onboarding, AML, reduction AI interventions Fraud Detection, Case in TCO improving accuracy Management, Glo
Slide 47: Characteristics of a Data Driven Organization
Characteristics of a Data Driven Organization Insight Generation, Data as an Exploration & enterprise experimentation Data as a Connectedness Convergence of Analytics as asset with data service of Data physical & digital a service New pattern Driving AI-led Monetization of Right data at the Strong D
Slide 48: MOSAIC: Powering Enterprise Decisions & Actions
How do we do it? MOSAIC: Powering Enterprise Decisions & Actions Operational processes Decision Science Services: Assets-process- Iterative approach, digitized. Ability to collect People centric knowledge-base. Fusion of Hypothesis library across data at right point and data across all sources Facil
Slide 49: Let's Solve
Let's Solve
Slide 50: Digital at Scale
Digital at Scale Trends across some of our key verticals Sujay Sen, Head - Consulting 1
Slide 51: We are in a period of scaling digital across most industries
We are in a period of scaling digital across most industries Value What is driving scale? D I G I TA L Exponential value Faster Adoption Rapid Implementation LEGACY t0 t1 t2 t3 Time Pre-digital Let’s try Let’s Use Let’s Scale LEGACY DIGITAL 2
Slide 52: Digital disruptors across verticals
Banking Insurance Manufacturing CPG, Retail & Pharma Utilities Oil & Gas High-tech Media D I G I TA L D I S R U P T O R S AI/ML Analytics Automation Bots IoT UX Microservices Blockchain Cloud Cybersecurity 3
Slide 53: Banking: Racing against fintechs to stay relevant
Banking: Racing against fintechs to stay relevant Open Banking FINTECHS TARGETING CUSTOMERS’ LIFE EVENTS Simplification Next gen customers 4
Slide 54: Banking: Building new revenue streams through API ecosystem
Banking: Racing against fintechs to stay relevant SOLVED Open BUILDING NEW REVENUE STREAMS Banking THROUGH A GLOBAL FINANCE API ECOSYSTEM Developed disruptive microservices to deliver the power of global data to their partners for creating innovative services Simplification 21000+ 16 100+ Partners i
Slide 55: Banking: Open banking framework
Banking: Racing against fintechs to stay relevant SOLVED Open CREATING AN OPEN BANKING FRAMEWORK TO Banking DRIVE SIMPLIFICATION AND FASTER TIME TO MARKET Developed a microservices architecture over the core legacy systems to enable faster creation of digital apps Simplification 1100+ 30-70% Systems
Slide 56: Banking: Pensioners' bank to bank of the millennials
Banking: Racing against fintechs to stay relevant SOLVED Open TRANSFORMING A “PENSIONERS’ BANK” TO A Banking “BANK OF THE MILLENNIALS” FOR ITS ENTRY INTO A NEW MARKET Enabled an European bank to reposition its services by increasing its digital footprint and delivering millennial friendly experience
Slide 57: Manufacturing: Rapidly becoming a connected industry
Manufacturing: Rapidly becoming a connected industry Intelligent products Connected A SMARTER WORLD Operations Direct to Consumer 8
Slide 58: Manufacturing: Reimagining aftermarket services
Manufacturing: Rapidly becoming a connected industry SOLVED Intelligent REIMAGINING THE AFTERMARKET SERVICES BUSINESS products TO IMPROVE FIELD OPERATIONS & CUSTOMER LOYALTY Integrated IoT, AI/ML, NLP and Cloud to deliver passengers and service teams with an entirely new, connected experience Connec
Slide 59: Manufacturing: Efficiencies across construction value chain
Manufacturing: Rapidly becoming a connected industry SOLVED Intelligent DELIVERING IMPROVED EFFICIENCIES ACROSS THE products CONSTRUCTION & MANUFACTURING VALUE CHAIN Leveraged next generation analytics across connected assets, workers and materials to deliver operational efficiencies Connected Opera
Slide 60: Manufacturing: Disrupting digital go-to-market model
Manufacturing: Rapidly becoming a connected industry SOLVED Intelligent DISRUPTING THE DIGITAL GO-TO-MARKET MODEL products TO OWN THE CUSTOMER EXPERIENCE Built customer journeys across dentists, channel partners and end customers to redesign the digital commerce model Connected Operations 10% Revenu
Slide 61: Insurance: Getting ready for a new world, with new risks
Insurance: Getting ready for a new world, with new risks Innovative Product design ~25% PRODUCT POLICY UNDERWRITING CLAIMS MANAGEMENT ADMINISTRATION Reinventing claims Customer engagement 12
Slide 62: Insurance: Digital claims operating model
Insurance: Getting ready for a new world, with new risks SOLVED Innovative Product design DESIGNING A DIGITAL CLAIMS OPERATING MODEL TO IMPROVE THE COMBINED RATIO Used LTI’s ‘Claims Assessment Toolkit’ to deliver a future roadmap for a simplified, automated and digitally enabled claims processes Rei
Slide 63: Insurance: Chatbot claims workflow
Insurance: Getting ready for a new world, with new risks Converse with Chatbot to Take images & get claim details uploads Innovative Launches Chatbot Image Information Product design processed Customer met with accident Estimation sent to customer for acceptance Customer Accepts Payment Processed Re
Slide 64: Insurance: Joint research with MIT CISR
Insurance: Getting ready for a new world, with new risks Innovative Product design JOINT RESEARCH WITH MIT CISR ON THE FUTURE OF MOBILITY AND ITS IMPACT ON THE US INSURANCE INDUSTRY Reinventing claims Customer engagement 15
Slide 65: Oil & Gas: Doing more with less in tough times
Oil & Gas: Doing more with less in tough times Reduced S P E N D O N E X P L O R AT I O N D E C L I N E D 6 0 % I N T H E L A S T 5 Y R S Exploration Limited New discoveries $93 B $37 B 2013 2018 Operating efficiencies 16 Source: Reuters.com
Slide 66: Oil & Gas: Subsurface data into insights
Oil & Gas: Doing more with less in tough times SOLVED Reduced TRANSFORMING SUBSURFACE DATA INTO INSIGHTS Exploration TO INCREASE PRODUCTION Digitized physical data like well logs, seismic sections and land surveys to drive Limited high fidelity guided analytics on specialized toolsets leveraging AI
Slide 67: Oil & Gas: AI driven domain bots on MOSAIC
Oil & Gas: Doing more with less in tough times Reduced Exploration Well Log Seismic Graph Limited New discoveries GEOLOGISTS GEOPHYSICISTS Operating efficiencies Developing AI DRIVEN DOMAIN BOTS on the MOSAIC platform 18
Slide 68: Media: Transforming business and business models
Media: Transforming business and business models New Players and M&A $320 B M & A d e a l s i n 2 0 1 8 u p b y 6X f r o m 2 0 1 7 Content Transformation Platform Play 19 Source: https://www.broadcastingcable.com/
Slide 69: Media: Transforming business and business models
Media: Transforming business and business models New Players and M&A Content Transformation Platform Play 20
Slide 70: Media: International affiliates on a digital platform
Media: Transforming business and business models SOLVED New Players and M&A BRINGING TOGETHER A GROWING NUMBER OF INTERNATIONAL & DIGITAL AFFILIATES ON A DIGITAL PLATFORM Built a high availability application with an ability to handle increased volume of invoices and tune critical workflows to impro
Slide 71: Media: Micropayments platform
Media: Transforming business and business models SOLVED New Players and M&A UNLOCKING NEW REVENUE FOR MEDIA HOUSES WITH A MICROPAYMENTS PLATFORM Partnered with a payments provider to enable micropayments on blockchain, thus enabling a pay per view business model Content Transformation ~90% 0.0001 Vi
Slide 72: Media: Blockchain recognitions
Media: Transforming business and business models New Players LTI recognized as Leader and M&A in Avasant’s Blockchain Services RadarView LTI featured in Content Gartner’s Market Guide Transformation LTI emerges as High Performer Platform in Enterprise Blockchain Services Play 23
Slide 73: Bringing it all together for scale
Bringing it all together for scale Digital strategy Business strategy & innovation OPERATING MODEL & PROCESSES DESIGN INDUSTRY COEs & consulting Digital Academic research Start ups AR / VR Expert network TechnologyWEARABLES alliances Ecosystem Mobility Mobility Wearables AR / VR Frameworks Digital C
Slide 74: Let's Solve
Let’s Solve 25
Slide 75: Let's Solve Analyst Day
Let's Solve Analyst
Slide 76: Operate to Transform, Building Data-Driven Organizations
Operate to Transform Building Data-Driven Organizations Experience Transformation Digitizing the Core 2 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 77: Sales & Marketing: What sets us apart
Sales & Marketing What sets us apart… Sudhir Chaturvedi President – Sales
Slide 78: Evolution of the Sales Model
Evolution of the Sales Model Who We Sell To What are they Buying What are we Selling Sales Model 2000 – 2008 CIO Cost Arbitrage India Business Quality Expanding set of Service Development Scale Offerings 2008 – 2016 CIO, CFO, CPO Major Cost Reduction Rate Wars & Aggressive Farmers Pricing Hunters Ve
Slide 79: Slide 79
Slide 80: LTI Hunting Pack Strategy
LTI Hunting Pack Strategy Sales Marketing Practice Sales Customer Alliances Success Large Deals Delivery Units Practice Units Insights Finance & Legal
Slide 81: LTI Hunting Pack Strategy
LTI Hunting Pack Strategy Sales Marketing Practice Sales Customer Alliances Success Large Deals Delivery Units Practice Units Insights Finance & Legal
Slide 82: Marketing
Marketing Brand Development 118 Analyst Recognitions (27 in Leaders Quadrants) 52 Digital Recognitions Market Development 22 New Logos 17 Large Deal Invitations Business Development 100+ TALs engaged on Digital Channels 2,000+ Qualified Leads
Slide 83: Alliances
Alliances Intelligent MOSAIC Decisions, Advanced Metering Construction Blockchain Trade Finance ECNO on Cognitive Business Cognitive Claims Assurance AWS Emergency Management Digital Experience Solution (EMS) Platform Pipeline: $250Mn+ Proposal Stage: $100Mn+
Slide 84: Verticals
Verticals 32.8% 5.0% 16.6% 8.4% BFS Insurance Manufacturing Energy & Utilities 37.7% 23.1% 44.5% CPG, Retail Pharma HiTech, M&E Others Q2 FY19 - YoY Growth
Slide 85: New Logos
New Logos New Logos opened in last 12 months Units BFS Insurance Manufacturing Energy & Utilities CPG, Retail Pharma HiTech, M&E Others New Logos
Slide 86: Pipeline
Pipeline 19% 43% 45% New Logos Digital Proposal Stage
Slide 87: Large Deal Pipeline
Large Deal Pipeline 13 Americas 28 Large Deals 32% 36% 8 7 New Logos Proposal Stage Europe ROW
Slide 88: Slide 88
Slide 89: Delivering Profitable Growth
& Industry leading Delivering Profitable Growth Ashok Sonthalia Chief Financial Officer 1
Slide 90: Since we met last year
Since we met last year… Revenues Digital revenues USD 1.25 bn USD 429Mn Growth Growth of 21.6% 37% of Q2FY19 revenues EBIT Net Profit INR 13,606 Million INR 13,337 Million Margins EBIT margin 16.3% Net Profit Margin 15.9% Operating Cash Flow Dividends INR 11,659 Million INR 5,344 Million Cash flow 8
Slide 91: Consistent track record of industry leading revenue growth
Consistent track record of industry leading revenue growth Revenue (USD Mn) Quarterly YoY Growth (USD) 25% 20% 1,132 15% 970 887 10% 5% 648 0% Q2 FY18 Q3FY18 Q4FY18 Q1FY19 Q2FY19 FY16 FY17 FY18 H1FY19 LTI Mid-cap peers Large-cap peers 3
Slide 92: Growth powered by next-gen service offerings
Growth powered by next-gen service offerings 10.0% 8.1% 5.1% 4.5% 4.0% 1.9% 1.4% 0.8% ADM Enterprise Infrastructure Testing Analytics, AI & Enterprise Products and Solutions Services & Cognitive Integration and Platforms Security Mobility 10 Qtr CQGR Company Digital Revenue CQGR 10.0% 4
Slide 93: Growth Engines: Client Mining, Large Deals and New Logos
Growth Engines: Client Mining, Large Deals and New Logos YoY Revenue Growth Revenue per client (USD Mn) 23.7% 23.7% 22.4% 21.7% 4.5 16.7% 3.6 3.7 13.4% 10.8% 2.3 10.2% 9.5% 9.3% 8.9% 6.9% Top 20 Beyond Top 20 Company FY16 FY17 FY18 H1FY19 FY16 FY17 FY18 H1FY19 12 large deals with TCV of $575 Mn 12 o
Slide 94: Disciplined execution + favorable mix
Disciplined execution + favorable mix Headcount Utilization 26,414 81.8% 24,139 80.4% 80.1% 20,072 21,023 79.6% 79.4% 78.1% 75.7% 73.8% 93.2% 93.4% 93.9% 94.2% FY16 FY17 FY18 H1FY19 Delivery Support Delivery % FY16 FY17 FY18 H1FY19 Utilization (including Trainees) Utilization (excluding Trainees) 6
Slide 95: Productivity gains and robust margin performance
Leading to productivity gains and robust margin performance Revenue per Employee EBIT 18.4% 16.2% 15.0% 14.5% 50.5 42.9 10,525 10,931 8,494 8,235 FY16 H1FY19 FY16 FY17 FY18 H1FY19 Revenue per Employee (USD k) EBIT (INR Mn) EBIT % Note: EBIT number for FY18 is adjusted for a one time commercial settl
Slide 96: Consistent hedge strategy
Consistent hedge strategy: avoiding the pitfalls of greed and fear 114 140 108 117 102 103 78 120 119 72 924 1020 745 796 848 832 779 801 616 730 30-Jun-16 30-Sep-16 31-Dec-16 31-Mar-17 30-Jun-17 30-Sep-17 31-Dec-17 31-Mar-18 30-Jun-18 30-Sep-18 USD/INR Balance sheet hedges (USD Mn) Cash flow hedges
Slide 97: Committed to Shareholder Value Creation
Committed to Shareholder Value Creation Net Profit EPS 66.2 55.8 17.0% 49.3 15.9% 43.2 14.9% 14.3% 8,365 9,709 11,610 7,615 FY16 FY17 FY18 H1FY19 FY16 FY17 FY18 H1FY19 Net Profit (INR Mn) Net Profit % FY16 FY17 FY18 H1FY19 Note: Net Profit and EPS numbers for FY18 are adjusted for a one time commerc
Slide 98: The LTI Edge
The LTI Edge • Effective Client Mining • Consistently winning Large Deals • Opening Marquee New Logos Growth • Capabilities • Disciplined execution • Unwavering focus on Cost Optimization • Consistent Hedging Strategy Margins • Digital Inside • Building next-gen Services • Acquisitions Investments •
Slide 99: Let's Solve
Let's Solve
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