Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Investor Presentation (November 2020)
23 slides from Ltm's investor presentation, Nov 3, 2020
Slide 1: Exchange filing cover letter: Investor Presentation
LTI/SE/STAT/2020-21/62 November 03, 2020 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: Powering the Breakaway Enterprise
Powering the BREAK AWAY Enterprise ©Larsen & Toubro Infotech Ltd. Privileged and 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 32,000+ $1.6Bn+ 68 Headcount LTM Revenue Global Fortune 500 clients 400+ 6th 34 Largest Indian IT services Delivery centers globally, Active clients company with 57 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 + 6 Large P&C insurer | Professional Services Giant| Global O&G major $20 Million + 16 Nordic bank | Global tech giant | CPG giant | Big M&E company $10 Million + 32 US pharma major | French utility | US Energy company | Globa
Slide 6: Consistently Delivering Industry Leading Revenue Growth
Consistently Delivering Industry Leading Revenue Growth Annual Revenues (USD Mn) Quarterly Revenues (USD Mn) 1,524.7 409.9 394.4 390.3 404.5 1,349.1 400.0 363.8 1,132.3 350.0 300.0 15.9% 13.7% 250.0 10.8% 11.2% 8.4% 9.5% 19.1% 13.0% 200.0 16.7% 150.0 3.9% 3.6% 100.0 2.0% 50.0 -4.8% 0.0 FY18 FY19 FY2
Slide 7: Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud Quarterly Digital Revenue (USD Mn) 167 173 162 164 146 128 134 139 43% Digital Revenues Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 ©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: LTI's strategy for helping Breakaway Enterprises
LTI’s strategy for helping Breakaway Enterprises ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 8
Slide 10: Operate to Transform
Operate to Transform Do Do Do Do Less Fast More Better ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 9
Slide 11: 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 10
Slide 12: Experience Transformation
Experience Transformation… Empathy Persona and Immersive to Human led journey driven the core centric ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 11
Slide 13: 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 12
Slide 14: 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 13
Slide 15: MOSAIC
MOSAIC 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) Core Nucleus Core Sta
Slide 16: Acquisitions
Acquisitions ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 15
Slide 17: 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 18: We're Winning
We’re Winning Key Government Ministry Wealth Management Large Energy Retail Smart Energy Storage Firm Company Solution Provider Data and analytics led deal Multi-year multi-million End to end managed Multi-year, multi-million for transformation of deal for remote services deal for IT deal for transf
Slide 19: COVID-19: Adapting to the New Normal
COVID-19: Adapting to the New Normal Primary Focus Screenshots of Employee safety & safeguarding business interests of clients SafeRadius app Minimal Disruption of Operations Flawless execution of BCP, 95% WFH within a week, currently at 99% LTI Canvas – Future of Software Engineering Enables a work
Slide 20: xFH Stack: LTI's Remote Model Addressing the New Normal
xFH Stack: LTI’s Remote Model Addressing the New Normal Enable growth activities, both for personal growth and organizational growth, to be able to scale appropriately. Evolving processes, tools and methodologies to ensure similar or higher productivity levels. Design active engagement of a remote w
Slide 21: Well Diversified Portfolio
Well Diversified Portfolio 61 28.2% 32 16.9% 16.9% 11.0% 11.2% 11.0% 16 6 4.7% 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 69.4% 35.5% 31.1% 13.0% 11.9% 8.5% 15.3% 7.9% 7.3% ADM and Testing Enterpr
Slide 22: Operational Excellence Leading To Healthy Financials
Operational Excellence Leading To Healthy Financials Headcount Utilization Effort Mix 28,169 31,437 32,455 81.9% 82.0% 80.9% 80.6% 80.5% 77.7% 78.2% 80.6% 79.5% 94.3% 94.4% 94.5% 22.3% 21.8% 19.4% FY19 FY20 Q2FY21 FY19 FY20 Q2 FY21 FY19 FY20 Q2FY21 Delivery Support Delivery % Including trainees Excl
Slide 23: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 22
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